Exiting $LNTH
Lantheus is a producer of radio-diagnostics, which are compounds that use radioactive isotopes to show where cancer is present in the body.
We took a small position in December 2024. Since then, results have been declining and competitors are entering the market. It’s a difficult business to forecast and we prefer to focus on business models that are easy to understand.
We have realized a 20% gain, which is an unexceptional return for an eighteen-month holding period.
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