The Misfits: Lantheus Holdings (LNTH)

A true odd duck in the medical diagnostic world, Lantheus was passed around the industry. It struck gold in 2021 with a novel diagnostic agent. Now what?

Caricature of Marie Skłodowska-Curie and Pierre Curie captioned "Radium", first published in Vanity Fair, 1904

Everything in Lantheus Holdings’ (NASDAQ: LNTH) history suggests the company was mediocre at best. Several medical industry players bought and sold the company over the years, and it has only been a public company for under 10 years.

So many industry players making Lantheus the town bicycle would suggest it isn’t a great business. That was probably true for much of its existence, but some recent breakthroughs have transformed the company almost overnight into a market-crushing stock.

Now comes the hard part. What next?

Let’s examine why so many other companies tried incorporating Lantheus into their business, why it didn’t work out, how it found its calling, and why the next few years will likely be the most challenging moment in management’s tenure.

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