Lantheus price target raised to $110 from $105 at Jefferies

Jefferies analyst Matthew Taylor raised the firm’s price target on Lantheus (LNTH) to $110 from $105 and keeps a Buy rating on the shares. Following comments at a recent conference and a meeting with Lantheus, the firm is updating out its prostate-specific membrane antigen positron emission tomography, or PSMA PET, model and Lantheus’ pricing assumptions. the firm now models PSMA PET market volume growth of roughly 20% in 2025 and 10%-11% in 2026, and PYLARIFY TruVu commercial rollout in 4Q26, with meaningful contribution in 2027 and beyond.