Dead Simple HQ
Pass
LNTH
Lantheus (LNTH)
PASS
The maps before the medicine.
Base DCF Case
$130 Current: $100.11
LNTH Lantheus (LNTH)
Why I'm Not Buying
Pending acquisition, original thesis needs reassessment
Dead Simple Scorecard Research Date · Jun 15, 2026
Market 88/100
Long-term healthcare tailwinds
Team / Execution 82/100
Proven operators. Execution-focused
Traction 84/100
Revenue growth continues
Moat 79/100
Advantages may erode
Valuation 77/100
reasonable
Risk 71/100
Product concentration
Portfolio Fit 70/100
Satellite-sized asymmetry potential
Dead Simple Score Overall conviction call — categories above are component detail, not a sum.
81
Dead Simple DCF Pass
Bear$85
Base$130
Bull$186
PassedJun 15, 2026
Current Return-8.9%
S&P Return+3.4%
Alpha-12.4%
Dead Simple HQ LNTH · Pass
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