Conviction
0 → 3
Conviction●●●○○3 of 5
Research target$126.16Snapshot target
Thesis statusINTACTLast reviewed 7/8/26
Market cap$7.15BSnapshot value
Research history
See all LNTH changes ↗What changed
Target
— → $126.16
Thesis status
NEEDS_MORE_DATA → INTACT
Last reviewed
Not reviewed → 7/8/26
Conviction
0 → 3
Target
$126 → $126.16
Radiopharma manufacturing + diagnostics + theranostics. Rising sub-node in Manufacture. Public read on radiopharma CDMO capacity. Diagnostic imaging recurring revenue.
Radiopharma theranostics adoption (Pluvicto, Lutathera); diagnostic imaging volume growth; radiopharma CDMO capacity expansion; new isotope production.
Radiopharma regulatory/reimbursement pathway still developing; single-product concentration risk; manufacturing complexity (short half-life logistics); competitive entry from large CDMOs.
needs X/Reddit sentiment sweep
Snapshot · 7/8/26🟢 Lean-Bull · 13F 16+/7- · short↑0.3
Snapshot · 7/8/26