Lantheus Holdings (LNTH)

$RADX IMO $GEHC will be the ultimate buyer. They recognize the growth potential of PET and are building out their pharmaceutical diagnostics segment. $LNTH is obv another potential buyer but they are a bit low on cash after multiple radiopharma acquisitions last year.

$RADX Probability-adjusted valuation 🔵 RADX RAD101: → 65% × $700M = $455M Therapeutics (combined optionality discounted): → ~10% × $700M = $70M 👉 Total expected value ≈ $525M $CATX $LNTH $PSTV $TLX

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$AKTS is on fire and $RADX has just as good or better radiopharmaceuticals and much deeper pipeline and backed by a premier radiopharma company Lantheus $LNTH

$LNTH Buy Truist Securities raises target price to $98 from $89

$LNTH Lantheus going back to $100 and that only can help $RADX

$TLX $LNTH $RADX $CATX Diamond in the Rough

$TLX (L @ 14% PW) $REGN co/co deal represents all upside to my entry thesis (clearly sees the strategic value of Telix' radiopharmaceutical development platform, global manufacturing and supply chain infrastructure) Telix gets $40M upfront to pursue four initial therapeutics programs with option to expand to 4 more. Regeneron clearly sees this as a way to expand their toolbox of treatment modalities (skating to where the puck is going as the radiopharmaceutical space heats up, particularly combinations with immunotherapy). Interestingly, Telix gets to lead commercialization for diagnostics (follow up its current portfolio of Illucix, Gozellix, Pixclara and Zircaix, which on their own could lead to 30%+ CAGR in coming years) Also, the collaboration gives $REGN a foothold by which they can view Telix' other wholly-owned therapeutic programs (three of which are in phase 3). Back in 2022, $LNTH paid $260M upfront for Point Biopharma's PSMA therapeutic program (would be competitor to

$RADX https://youtube.com/shorts/G9QrVARx8q4?si=XA2hXyaAraQJWpob $AKTS $TLX $CATX $LNTH

$RADX Top 10 reasons why Lantheus should buy Radiopharm Theranostics. $LNTH $TLX $CATX $AKTS

Lantheus is going to want to acquire RAD101 to crush Telix and their new far less specific more like a commodity pet imaging agent for gliomas. Gliomas market is like 25,000 in usd and brain Mets is 300,000 strong. And Telix predicts $500 million for there’s which is 1000% laughable. With 15% ownership left in $RADX if we get 86-90% final data in a few weeks I am cashing out between $12 and $24 per share. $TLX $LNTH

Unicycive Therapeutics (Nasdaq: $UNCY ) announced that the company is scheduled to participate in the 25th Annual Needham Virtual Healthcare Conference. Shalabh Gupta, M.D., Chief Executive Officer, will present on Wednesday, April 15, 2026, at 3:45 p.m. ET. Unicycive is a B2i Digital Featured Company. See the full profile here: https://b2idigital.com/unicycive A link to the live and archived webcast is available on the Unicycive website under the Investors section: Events and Presentations. See the press release at https://ir.unicycive.com/news/detail/121/unicycive-therapeutics-to-present-at-the-25th-annual Unicycive Therapeutics is a clinical-stage biotechnology company developing novel treatments for kidney diseases. The company’s lead investigational treatment, oxylanthanum carbonate, is a novel phosphate-binding agent for treating hyperphosphatemia in patients with chronic kidney disease who are on dialysis and is currently under review by the U.S. Food and Drug Administration. Its second program, UNI-494, targets conditions related to acute kidney injury and has received FDA orphan drug designation for preventing delayed graft function in kidney transplant patients. Led by CEO Dr. Shalabh Gupta, MD and a seasoned executive team including CFO John Townsend, EVP Doug Jermasek, EVP Pramod Gupta, Dr. Atul Khare, Ph.D., M.B.A., and Dr. Guru Reddy, Unicycive is committed to addressing unmet needs in kidney disease treatment. Learn more about Unicycive Therapeutics at https://ir.unicycive.com and about other B2i Digital Featured Companies at https://b2idigital.com/featured-companies. Disclosure: David Shapiro, CEO of B2i Digital, personally purchased in the open market and currently owns shares of unrestricted UNCY stock, in line with B2i Digital’s practice of investing alongside its Featured Companies. This post is not intended to solicit the sale of UNCY or any security, and it is not intended to offer any opinion on UNCY as an investment. Conduct your own research and consult with your own professional advisors prior to making any investment decisions. See the complete Disclosure in the Risks and Disclosures section of https://b2idigital.com/disclaimer. $XOMA, $RMTI, $LNTH, $XBI

$LNTH Lantheus is the most natural and likely acquirer because RAD101 fits directly into its core PET imaging business with almost zero friction. They already have the commercial infrastructure, radiopharmacy network, and hospital relationships to scale this immediately, making RAD101 a plug-and-play revenue asset. Strategically, Lantheus has been shifting toward high-margin, differentiated imaging agents, and RAD101’s near-registration status plus lack of real competition in post-SRS brain mets makes it unusually de-risked. Financially, even a ~$300–$500M deal would be highly accretive relative to their ~$1.4B revenue base, especially given RAD101’s potential to generate $500M+ peak U.S. sales with strong pricing power. $NVS They are a global leader in radioligand therapy (Pluvicto, Lutathera) and have been actively building out their oncology and nuclear medicine ecosystem through acquisitions (e.g., Mariana). RAD101 would give them a strategic play.

$LNTH RSI: 49.45, MACD: 0.6642 Vol: 2.53, MA20: 77.37, MA50: 73.81 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.

$LNTH My recent Lantheus Holdings article. https://seekingalpha.com/article/4888888-lantheus-holdings-tensions-from-the-pdufa-extension?source=copy_to_clipboard

There’s a really good setup here where Radiopharm could sell ex-US rights to fund the company next 24 months for RAD101 since if it can do $500 USA probably could do something similar globally. Could be the next billion dollar $TLX or $LNTH and one of those two could be buying those rights. Add on RAD202/204 and B7-H3/KLK3 and your basically in 24-36 mos looking at something very large like $AKTS Only need 1 of the therapeutics to show efficacy of the 4. Each is a billion dollar company+ opportunity.. $RADX

$RADX Cheapest Valuation - $50 mil mkt cap Most expensive Neighborhood (Radiopharma Valuations) Best lineage (ceo comes from $NVS Top pipeline science coming from #1 Md anderson in b7-h3 and $AKTS has similar drug trading at $1 bil mkt cap Rad-101 fda fast tracker would be 3rd largest radio-imaging agent. Hitting 90% and would bring in a mountain of cash non-dilutive after June data $LNTH owns 15% and love imaging. They worth $5+ billion Her2 is hot Novartis just bought phase 1/2 asset for $1-2 billion. Rad202 call option to that if data keeps progressing

Nuclear Radiopharma industry is hot. All of these stocks are strong buys imo. $RADX $TLX $LNTH $AKTS $CATX

$RADX Id like to revisit why I still own RADX A.) The ceo was part of AAA the largest acquisition in radiopharma by Novartis in the world for $3.8 Billion. He knows exactly what Novartis and Lantheus want to make this a buyout and has stuck with LU-177 asssets which Novartis has built a fortress around. B.) market cap at $50-60m is at minimum 2-3x undervalued in my opinion. People get confused when they see a $4-5 share price thinking that expensive. That’s not what acquires look at they look at Market Cap. So don’t confuse the two. C.) RAD101 is potentially the 3rd largest Radiopharm asset in imaging in the world can generate $500-800 million globally helping brain surgeons uncover live cancer after stereotactic radiation. This is huge it’s would be a major legal liability to not use it it if fda approved. D.) $350M acq by $LNTH - a tuck-in deal this summer post phase 2b- they own 15% now. $ARTL $CING $LNTH

RAD 101 Shows 90% Primary End Point Success in Brain Metastases Trial | Targeted Oncology - Immunotherapy, Biomarkers, and Cancer Pathways $TLX $AKTS $CATX $RADX $LNTH https://www.targetedonc.com/view/rad-101-shows-90-primary-end-point-success-in-brain-metastases-trial

$RADX $LNTH $AKTS $CATX Bottom line (straight, no fluff) RADX is a natural buyout because it: Fits Lantheus’ exact business model: Adds near-term revenue (RAD101) Provides theranostic pairs Leverages existing commercial + manufacturing infrastructure Is already strategically connected Is cheap relative to Lantheus deal history Helps defend against big pharma competition

$RADX $LNTH already have a stake should buy even more to fund trials