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Cardinal Health Expands Ac-225 Capacity to Boost Cancer Therapies
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Key Takeaways
CAH expanded Ac-225 production to support growing radiopharma clinical and future demand.
CAH has quadrupled output since 2024, aiding over 15 trials and easing supply constraints in oncology.
Expansion strengthens the theranostics platform and positions CAH for long-term growth in cancer therapies.
Cardinal Health (CAH - Free Report) recently expanded its Actinium-225 (Ac-225) production capacity at its Center for Theranostics Advancement in Indianapolis, reinforcing its position in the rapidly growing radiopharmaceutical market.
The move enhances Cardinal Health’s ability to support a rising number of clinical programs while also preparing for future commercial-scale demand as these therapies progress toward approval. With Ac-225 already contributing to more than 15 clinical trials worldwide, the expansion strengthens the company’s role as a critical supply partner for biopharma innovators, positioning it to capitalize on long-term growth in this emerging oncology segment.
Likely Trend of CAH Stock Following the News
Following the announcement, the company's shares traded flat in yesterday’s trading session. In the year-to-date period, shares have gained 3.1% against the industry’s 3% decline. The S&P 500 has lost 4.9% over the same period.
This expansion supports Cardinal Health’s long-term growth by helping it meet rising demand for advanced cancer therapies while building a strong position in a high-growth market. By increasing Ac-225 supply early, the company can form long-term partnerships with drug developers and benefit as these therapies move from trials to commercial use. Over time, this can lead to steady revenue growth and a stronger competitive edge.
CAH currently has a market capitalization of $49.72 billion.
Image Source: Zacks Investment Research
More on the News
Cardinal Health’s latest capacity addition builds on its early-mover advantage in scaling Actinium-225 production, a space where supply constraints have historically limited clinical progress. Since initiating routine large-scale production in late 2024, the company has already quadrupled its weekly output, and this new high-capacity line further accelerates that trajectory. Importantly, the expanded output is cGMP-compliant and included under its Drug Master File, making it readily usable for both clinical and future commercial applications. This positions CAH as a reliable, quality-focused partner for pharmaceutical companies developing targeted alpha therapies across a wide range of cancer types, including prostate, breast and neuroendocrine tumors.
Beyond capacity, the expansion strengthens Cardinal Health’s broader theranostics platform and deepens its engagement with leading biopharma innovators. The company’s Ac-225 supply has already supported more than 15 clinical trials globally, highlighting strong and growing demand visibility. As more of these programs advance toward late-stage development, the need for a consistent, scalable isotope supply becomes even more critical. By proactively investing in infrastructure today, CAH is not only addressing current bottlenecks but also aligning itself with the next phase of growth in precision oncology, where supply reliability could become a key differentiator and revenue driver.Top of Form
Favorable Industry Prospect of CAH
Per a report by Grand View Research, the global cancer gene therapy market size was estimated at $4.51 billion in 2024 and is anticipated to reach $12.76 billion in 2030, expanding at a CAGR of 19.34% from 2025 to 2030.
The significant growth can primarily be attributed to the rising demand for gene therapy and the increasing global incidence of cancer.
Recent Developments by CAH
In February, Cardinal Health reported robust second-quarter fiscal 2026 results, with earnings and sales beating estimates. Quarterly results were marked by broad-based profit growth across all operating segments. Pharmaceutical and Specialty Solutions benefited from robust brand and specialty drug sales, while Global Medical Products and Distribution posted double-digit profit gains on higher volumes. The Other segment also saw significant expansion, supported by acquisitions and growth in at-Home Solutions, Nuclear and Precision Health Solutions and logistics services.
Estimates for Envista’s 2026 earnings per share (EPS) have increased 11.9% in the past 60 days. Shares of the company have surged 44.9% in the past year against the industry’s 23.4% decline. NVST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.4%. In the last reported quarter, it delivered an earnings surprise of 18.8%.
Globus Medical shares have risen 14% in the past year. Estimates for the company’s 2026 EPS have increased 11.2% to $4.46 in the past 30 days. GMED’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 18.8%. In the last reported quarter, it posted an earnings surprise of 20.8%.
BrightSpring Health Services shares have soared 134.5% in the past year. Estimates for the company’s 2026 EPS have jumped 20.1% to $1.61 in the past 30 days. BTSG’s earnings topped estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 40.4%. It has an estimated long-term earnings growth rate of 47.2% compared with the industry’s 14.5% growth.
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Cardinal Health Expands Ac-225 Capacity to Boost Cancer Therapies
Key Takeaways
Cardinal Health (CAH - Free Report) recently expanded its Actinium-225 (Ac-225) production capacity at its Center for Theranostics Advancement in Indianapolis, reinforcing its position in the rapidly growing radiopharmaceutical market.
The move enhances Cardinal Health’s ability to support a rising number of clinical programs while also preparing for future commercial-scale demand as these therapies progress toward approval. With Ac-225 already contributing to more than 15 clinical trials worldwide, the expansion strengthens the company’s role as a critical supply partner for biopharma innovators, positioning it to capitalize on long-term growth in this emerging oncology segment.
Likely Trend of CAH Stock Following the News
Following the announcement, the company's shares traded flat in yesterday’s trading session. In the year-to-date period, shares have gained 3.1% against the industry’s 3% decline. The S&P 500 has lost 4.9% over the same period.
This expansion supports Cardinal Health’s long-term growth by helping it meet rising demand for advanced cancer therapies while building a strong position in a high-growth market. By increasing Ac-225 supply early, the company can form long-term partnerships with drug developers and benefit as these therapies move from trials to commercial use. Over time, this can lead to steady revenue growth and a stronger competitive edge.
CAH currently has a market capitalization of $49.72 billion.
Image Source: Zacks Investment Research
More on the News
Cardinal Health’s latest capacity addition builds on its early-mover advantage in scaling Actinium-225 production, a space where supply constraints have historically limited clinical progress. Since initiating routine large-scale production in late 2024, the company has already quadrupled its weekly output, and this new high-capacity line further accelerates that trajectory. Importantly, the expanded output is cGMP-compliant and included under its Drug Master File, making it readily usable for both clinical and future commercial applications. This positions CAH as a reliable, quality-focused partner for pharmaceutical companies developing targeted alpha therapies across a wide range of cancer types, including prostate, breast and neuroendocrine tumors.
Beyond capacity, the expansion strengthens Cardinal Health’s broader theranostics platform and deepens its engagement with leading biopharma innovators. The company’s Ac-225 supply has already supported more than 15 clinical trials globally, highlighting strong and growing demand visibility. As more of these programs advance toward late-stage development, the need for a consistent, scalable isotope supply becomes even more critical. By proactively investing in infrastructure today, CAH is not only addressing current bottlenecks but also aligning itself with the next phase of growth in precision oncology, where supply reliability could become a key differentiator and revenue driver.Top of Form
Favorable Industry Prospect of CAH
Per a report by Grand View Research, the global cancer gene therapy market size was estimated at $4.51 billion in 2024 and is anticipated to reach $12.76 billion in 2030, expanding at a CAGR of 19.34% from 2025 to 2030.
The significant growth can primarily be attributed to the rising demand for gene therapy and the increasing global incidence of cancer.
Recent Developments by CAH
In February, Cardinal Health reported robust second-quarter fiscal 2026 results, with earnings and sales beating estimates. Quarterly results were marked by broad-based profit growth across all operating segments. Pharmaceutical and Specialty Solutions benefited from robust brand and specialty drug sales, while Global Medical Products and Distribution posted double-digit profit gains on higher volumes. The Other segment also saw significant expansion, supported by acquisitions and growth in at-Home Solutions, Nuclear and Precision Health Solutions and logistics services.
CAH’s Zacks Rank & Other Key Picks
Currently, CAH carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the broader medical space are Envista (NVST - Free Report) , Globus Medical (GMED - Free Report) and BrightSpring Health Services (BTSG - Free Report) . Each stock presently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Estimates for Envista’s 2026 earnings per share (EPS) have increased 11.9% in the past 60 days. Shares of the company have surged 44.9% in the past year against the industry’s 23.4% decline. NVST’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.4%. In the last reported quarter, it delivered an earnings surprise of 18.8%.
Globus Medical shares have risen 14% in the past year. Estimates for the company’s 2026 EPS have increased 11.2% to $4.46 in the past 30 days. GMED’s earnings beat estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 18.8%. In the last reported quarter, it posted an earnings surprise of 20.8%.
BrightSpring Health Services shares have soared 134.5% in the past year. Estimates for the company’s 2026 EPS have jumped 20.1% to $1.61 in the past 30 days. BTSG’s earnings topped estimates in three of the trailing four quarters and missed on one occasion, delivering an average surprise of 40.4%. It has an estimated long-term earnings growth rate of 47.2% compared with the industry’s 14.5% growth.