HIGHOutside partySupplier
U.S. Department of Energy
“10-K Item 1A: 'We obtain nearly all our supply of Thorium-228 (a precursor to 212Pb) from a single supplier, the U.S. Department of Energy (DOE).'”
CATX · Concentration risk · 10-K extracted
Perspective Therapeutics (CATX) concentration risks
Updated
The most significant concentration Perspective Therapeutics discloses is U.S. Department of Energy, 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: Perspective Therapeutics’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH3
MEDIUM0
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).
HIGHOutside partySupplier
one vendor for resin chromatography columns
“10-K Item 1A: 'we currently utilize one vendor for the manufacture of resin chromatography columns that are used in our 212Pb generators'”
HIGHOutside partySupplier
single vendor to assemble and load isotopes
“10-K Item 1A: 'We also rely on a single vendor to assemble and load isotopes into the generators that are used to extract 212Pb for use in the doses for our clinical trials.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06Perspective Therapeutics' concentration risk is entirely supply-chain-based and is unusually narrow across its production process. The company sources nearly all of its Thorium-228 — the precursor to 212Pb — from a single supplier, the U.S. Department of Energy; relies on one vendor for the resin chromatography columns used in its 212Pb generators; and depends on a single vendor to assemble and load isotopes into the generators used to extract 212Pb for clinical-trial doses. All three are dependency-type exposures rather than structural business-mix features, and critically, they stack across the same production chain — precursor material, column manufacturing, and generator assembly are each single-sourced at a different step. That means a disruption at any one link, whether the DOE's Thorium-228 supply or either specialized vendor, could halt the isotope pipeline that feeds clinical trial supply, with no secondary source disclosed at any step to fall back on. For a clinical-stage radiopharmaceutical company, this combination represents the most concentrated risk profile among the categories disclosed here — the entire supply chain depends on three irreplaceable, single-source counterparties.
For the engine’s reasoning on CATX’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Devices
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AORT | Artivion, Inc. | 4 | 4 | 0 | 8 |
| CATX● | Perspective Therapeutics, Inc. | 3 | 0 | 0 | 3 |
| AVNS | Avanos Medical, Inc. | 2 | 0 | 1 | 3 |
| ATEC | Alphatec Holdings, Inc. | 1 | 1 | 0 | 2 |
| ABT | Abbott Laboratories | 1 | 0 | 0 | 1 |
| AHCO | AdaptHealth Corp. | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.