B+
Bull case
20%
Probability
Target price
$114.50
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
LNTH
LantheusCNasdaq / Health Care Equipment & Services
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
60%
Probability
Target price
$102.50
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
B-
Bear case
20%
Probability
Target price
$88.00
Analysis reference price unavailable
Analysis 2026-08-08 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-08
Recent news sentiment (30D)
0.0
Mixed
Company
-
Unavailable
Macro
-
Unavailable
Pulse
-
Unavailable
Weekly research (10D)
+30.0
Positive
Sentiment proxy
+64.1
Score
AI commentary
News tone is mixed and dominated by the pending Curium transaction: the cash consideration is supportive, while Q2 operating results were modest and guidance was suspended. The August 7 anchor price of $100.95 sits just below the $102.50 cash component, indicating a narrow deal spread. Post-print analyst reaction and social coverage are unavailable; high headline buzz is event-driven rather than evidence of improving fundamentals.
RankAlpha Sentiment Codex - 2026-08-08
Open post-earnings memoEvidence flagged
report lacks a dated company-specific catalyst beyond generic cadence for its sector profile
Impact
tentative
Confidence
-
AI events
2026-08-06catalystQ2 results were operationally mixed and guidance was suspendedMedium impact
Lantheus reported Q2 results on August 6, 2026: revenue rose 2.7% to $388.2 million, adjusted EPS declined 1.3% to $1.55, and PYLARIFY sales fell 4.1% to $240.4 million. The company suspended full-year 2026 guidance and will not host a quarterly earnings call because of the pending transaction. [#SEC-8K-2026-08-06]
2026-11-06eventCurium merger cash consideration creates a near-term price anchorMedium impact
Lantheus agreed to be acquired for $102.50 per share in cash plus non-transferable CVRs worth up to $12.00 per share, subject to commercial milestones through 2030. The board unanimously approved the transaction, announced August 3, 2026; closing timing and completion conditions remain unavailable in the packet. [#SEC-8K-2026-08-06]
2027-08-08catalystPYLARIFY TruVu launch is planned for Q4 2026Medium impact
Lantheus reported FDA approval for PYLARIFY TruVu and said a phased geographic launch was planned to begin in the fourth quarter of 2026. The launch remains a potential operating catalyst, although the pending transaction and suspended guidance reduce visibility into its standalone equity impact. [#SEC-8K-2026-05-07]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-08 • Updated nightlySource: Internal modelMethodology