HIGHOutside partySupplier
sole suppliers (synthesis boxes, lipid blend)
“10-K Item 1A: 'we purchase certain components and raw materials from sole suppliers (including, for example, the specially designed chemistry synthesis boxes'”
LNTH · Concentration risk · 10-K extracted
Lantheus Holdings (LNTH) concentration risks
Updated
The most significant concentration Lantheus Holdings discloses is sole suppliers (synthesis boxes, lipid blend), classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Lantheus Holdings’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-in & outside partyProduct / Revenue mix
PYLARIFY
“10-K Item 1A: 'Continued substantial revenue contribution from PYLARIFY is dependent on'”
MEDIUMOutside partySupplier
Jubilant HollisterStier
“10-K Item 1A: 'We rely on Jubilant HollisterStier as a substantial supplier of DEFINITY'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company's concentration profile spans supply chain, product, and counterparty dimensions, with the supply-side exposures carrying the most direct operational risk. At the highest disclosed size, the company purchases certain components and raw materials from sole suppliers — including specially designed chemistry synthesis boxes and lipid blend materials — for which no alternative source is disclosed. A disruption at any of these sole sources could halt production of radiopharmaceutical products with no near-term substitution path, given the specialized nature of the components. At the product level, PYLARIFY represents a medium-share revenue contribution whose continued performance depends on factors beyond the company's direct control — a mixed-character exposure where both structural market positioning and external dependency (payer coverage, referral patterns, competitive dynamics) shape outcomes. Separately, the company relies on Jubilant HollisterStier as a substantial supplier of DEFINITY, a medium-share dependency that introduces single-counterparty risk for a second product within the portfolio. Taken together, the concentration profile is heavily supply-chain-driven: multiple products depend on sole or limited-source external manufacturers and raw material suppliers, and the two most disclosed products each carry their own counterparty dependency. This creates a profile where a disruption at any of the named or unnamed sole-source relationships could simultaneously affect product availability and the revenue streams that depend on those products, with limited near-term recourse.
For the engine’s reasoning on LNTH’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Drug Manufacturers - Specialty & Generic
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ANIP | ANI Pharmaceuticals, Inc. | 2 | 1 | 0 | 3 |
| AMLX | Amylyx Pharmaceuticals, Inc. | 2 | 0 | 0 | 2 |
| LNTH● | Lantheus Holdings, Inc. | 1 | 2 | 0 | 3 |
| AMRX | Amneal Pharmaceuticals, Inc. | 1 | 1 | 0 | 2 |
| BCRX | BioCryst Pharmaceuticals, Inc. | 0 | 2 | 0 | 2 |
| ALKS | Alkermes plc | 0 | 1 | 1 | 2 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.