Lantheus Holdings stock gets CMS status for PYLARIFY TruVu

Published on 10/08/2026 at 00:33 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lantheus Holdings stock now has a reimbursement catalyst: CMS granted PYLARIFY TruVu pass-through status effective October 1, 2026. Second-quarter revenue reached USD 388.18 million.

LNTH, US5165441032, Illustration mit AI erstellt.

Lantheus Holdings (ISIN US5165441032) had a USD 6.5 billion market capitalization on October 7, 2026. The company is moving PYLARIFY TruVu into a new reimbursement phase after CMS granted the product transitional pass-through status effective October 1, 2026.

CMS status supports the launch

According to Finanznachrichten on September 30, 2026, the CMS designation allows separate reimbursement for PYLARIFY TruVu in hospital outpatient settings and gives the product a permanent HCPCS code.

The new formulation is designed to preserve the diagnostic characteristics of PYLARIFY while improving manufacturing efficiency and supply flexibility. The release said more than 900,000 patients had received a PYLARIFY PSMA PET scan since the product received FDA approval in May 2021.

Revenue beats the consensus

Lantheus reported USD 388.18 million in second-quarter revenue, up 2.7 percent from the same quarter a year earlier and above the USD 363.23 million consensus estimate, according to MarketBeat on October 1, 2026.

The comparison matters because the reimbursement milestone arrives alongside a commercial base that is still expanding, although the revenue increase remains modest. Lantheus describes its business as a combination of radiopharmaceutical oncology, precision diagnostics and strategic partnerships, according to its Lantheus investor-relations page.

Analysts see limited upside

The analyst consensus is Hold, with 10 Hold ratings and four Buy ratings from 14 firms. MarketBeat reported the average 12-month price target at USD 108.11 on October 1, 2026.

Against the October 7 price of USD 100.18, that consensus target lies 7.9 percent above the stock. The spread leaves the reimbursement milestone as an execution story: separate payment and broader supply could help adoption, but the market still values delivery against the launch plan rather than the designation alone.

Stock remains below its yearly high

Lantheus Holdings stock was last at USD 100.18 on Nasdaq on October 7, 2026 at 4:00 p.m. ET, up 0.23 percent from the USD 99.95 prior close. The price was 10.44 percent below the 52-week high of USD 111.86 and above the 52-week low of USD 49.67.