NVS - Lantheus Holdings: Powerful First Quarter

2024-05-05 09:45:00 ET

Summary

• Lantheus Holdings just posted strong Q1 numbers, exceeding expectations and confirming its attractive investment potential.
• The firm is delivering solid revenue growth, impressive free cash flow, and management raised FY2024 guidance significantly.
• This update reinforces the belief that LNTH is undervalued and presents a compelling longer-term investment opportunity.

When we last visited with Lantheus Holdings, Inc. ( LNTH ) in late February, we stated the stock was undervalued, and the company had a solid outlook. Lantheus Holdings posted its Q1 numbers on Thursday, May 2, and if anything, we might have understated the investment potential of this midcap healthcare name. Therefore, it seems a good time to dive into first quarter results and update our investment thesis around this intriguing healthcare concern....

For further details see: