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GEHC Inks License Agreement With Lantheus for Prostate Imaging Agent
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Key Takeaways
GEHC inks exclusive deal with Lantheus to commercialize PYLARIFY in Japan.
GEHC leverages Nihon Medi-Physics assets to fast-track PSMA agent launch.
GEHC targets Japan's large prostate cancer market with PYLARIFY rollout.
GE HealthCare (GEHC - Free Report) recently announced that it has signed an exclusive license agreement with medical imaging agents and products manufacturer, Lantheus Holdings, gaining access to the development of the latter’s PSMA-targeted PET imaging agent, piflufolastat F18.
Per the terms of the deal, GEHC will develop, manufacture, and commercialize the agent in Japan for prostate cancer diagnostics and companion diagnostic use. GE HealthCare will pay an upfront fee along with milestone payments. GEHC will also pay royalties on sales of the agent in Japan following a successful commercialization. Lantheus will also transfer regulatory dossiers, manufacturing competencies, and technical support, enabling GE HealthCare to drive clinical development in Japan. GEHC will also be responsible for potential regulatory submissions and the commercial launch of the agent in Japan.
Please note that Lantheus’ piflufolastat F18 is already approved in the United States under the trade name of PYLARIFY as an imaging agent for positive lesions in men with prostate cancer. It is also approved in Europe under the trade name of PYLCLARI. The agent enables visualization of lymph nodes, bone and soft tissue metastases to determine the presence or absence of recurrent and/or metastatic prostate cancer.
Likely Share Price Performance
GEHC’s shares have lost 8.6% in the year-to-date period against the industry’s 4.7% gain. The S&P 500 has gained 13.7% in the same time frame.
Image Source: Zacks Investment Research
PYLARIFY is the leading PSMA PET imaging agent in the United States for prostate cancer. A successful commercialization of piflufolastat F18 in Japan will likely lead to significant sales as the country has the third largest prostate cancer cases, following the United States and China. With its aging population and growing screening initiatives, Japan represents both a medical and commercial imperative for next-generation diagnostics.
More on the Deal
The recent agreement expands GE HealthCare’s pipeline of radiopharmaceuticals, a powerful new option for detecting and monitoring prostate cancer. PYLARIFY has already been used in over 500,000 scans across 48 states in the United States.
For GE HealthCare, the partnership bolsters its Pharmaceutical Diagnostics (PDx) division and validates its NMP acquisition. With prostate cancer incidence rising in Japan, adding PYLARIFY to its portfolio strengthens GEHC’s positioning as a comprehensive radiopharmaceutical provider.
GE HealthCare will leverage its recent acquisition of Nihon Medi-Physics Co., Ltd., the leading radiopharmaceutical company an in Japan. The acquisition has added extensive manufacturing network and R&D expertise to GEHC’s portfolio that will enable the company to advance the detection and care of prostate cancer.
GEHC and Lantheus will form a Joint Steering Committee to oversee the development and commercialization activities of piflufolastat F18 in Japan.
AxoGen reported second-quarter 2025 adjusted earnings per share (EPS) of 12 cents, which beat the Zacks Consensus Estimate by 100.0%. Revenues of $57 million surpassed the consensus estimate by 7.1%. It currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
AxoGen has an estimated growth rate of 66.7% for 2026. AXGN’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 33.33%.
Inogen, currently carrying a Zacks Rank of 2, reported second-quarter 2025 loss per share of 15 cents, which beat the Zacks Consensus Estimate by 31.82%. Revenues of $92 million outpaced the consensus mark by 1.76%.
Inogen has an estimated growth rate of 28.9% for 2026. INGN’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 40.7%.
Envista reported second-quarter 2025 adjusted EPS of 26 cents, which beat the Zacks Consensus Estimate by 8.3%. Revenues of $682 million surpassed the Zacks Consensus Estimate by 6.3%. It currently carries a Zacks Rank #2.
Envista has a long-term estimated growth rate of 16.8%. NVST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.50%.
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GEHC Inks License Agreement With Lantheus for Prostate Imaging Agent
Key Takeaways
GE HealthCare (GEHC - Free Report) recently announced that it has signed an exclusive license agreement with medical imaging agents and products manufacturer, Lantheus Holdings, gaining access to the development of the latter’s PSMA-targeted PET imaging agent, piflufolastat F18.
Per the terms of the deal, GEHC will develop, manufacture, and commercialize the agent in Japan for prostate cancer diagnostics and companion diagnostic use. GE HealthCare will pay an upfront fee along with milestone payments. GEHC will also pay royalties on sales of the agent in Japan following a successful commercialization. Lantheus will also transfer regulatory dossiers, manufacturing competencies, and technical support, enabling GE HealthCare to drive clinical development in Japan. GEHC will also be responsible for potential regulatory submissions and the commercial launch of the agent in Japan.
Please note that Lantheus’ piflufolastat F18 is already approved in the United States under the trade name of PYLARIFY as an imaging agent for positive lesions in men with prostate cancer. It is also approved in Europe under the trade name of PYLCLARI. The agent enables visualization of lymph nodes, bone and soft tissue metastases to determine the presence or absence of recurrent and/or metastatic prostate cancer.
Likely Share Price Performance
GEHC’s shares have lost 8.6% in the year-to-date period against the industry’s 4.7% gain. The S&P 500 has gained 13.7% in the same time frame.
Image Source: Zacks Investment Research
PYLARIFY is the leading PSMA PET imaging agent in the United States for prostate cancer. A successful commercialization of piflufolastat F18 in Japan will likely lead to significant sales as the country has the third largest prostate cancer cases, following the United States and China. With its aging population and growing screening initiatives, Japan represents both a medical and commercial imperative for next-generation diagnostics.
More on the Deal
The recent agreement expands GE HealthCare’s pipeline of radiopharmaceuticals, a powerful new option for detecting and monitoring prostate cancer. PYLARIFY has already been used in over 500,000 scans across 48 states in the United States.
For GE HealthCare, the partnership bolsters its Pharmaceutical Diagnostics (PDx) division and validates its NMP acquisition. With prostate cancer incidence rising in Japan, adding PYLARIFY to its portfolio strengthens GEHC’s positioning as a comprehensive radiopharmaceutical provider.
GE HealthCare will leverage its recent acquisition of Nihon Medi-Physics Co., Ltd., the leading radiopharmaceutical company an in Japan. The acquisition has added extensive manufacturing network and R&D expertise to GEHC’s portfolio that will enable the company to advance the detection and care of prostate cancer.
GEHC and Lantheus will form a Joint Steering Committee to oversee the development and commercialization activities of piflufolastat F18 in Japan.
GE HealthCare Technologies Inc. Price
GE HealthCare Technologies Inc. price | GE HealthCare Technologies Inc. Quote
GEHCI’s Zacks Rank & Other Stocks to Consider
GEHC sports a Zacks Rank #1 (Strong Buy) at present.
Some other top-ranked stocks in the broader medical space are AxoGen(AXGN - Free Report) , Inogen (INGN - Free Report) and Envista (NVST - Free Report) .
AxoGen reported second-quarter 2025 adjusted earnings per share (EPS) of 12 cents, which beat the Zacks Consensus Estimate by 100.0%. Revenues of $57 million surpassed the consensus estimate by 7.1%. It currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
AxoGen has an estimated growth rate of 66.7% for 2026. AXGN’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 33.33%.
Inogen, currently carrying a Zacks Rank of 2, reported second-quarter 2025 loss per share of 15 cents, which beat the Zacks Consensus Estimate by 31.82%. Revenues of $92 million outpaced the consensus mark by 1.76%.
Inogen has an estimated growth rate of 28.9% for 2026. INGN’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 40.7%.
Envista reported second-quarter 2025 adjusted EPS of 26 cents, which beat the Zacks Consensus Estimate by 8.3%. Revenues of $682 million surpassed the Zacks Consensus Estimate by 6.3%. It currently carries a Zacks Rank #2.
Envista has a long-term estimated growth rate of 16.8%. NVST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.50%.