A $25 billion market Meanwhile, RBC Capital Markets sees a $25 billion market opportunity for the space.
A name Jones likes is Perspective Therapeutics , which he rates outperform.
CATX 1Y mountain Perspective Therapeutics year to date Cantor Fitzgerald is also bullish on the name.
So it's really an ideal profile," said Piper Sandler analyst Edward Tenthoff, who doesn't cover Perspective Therapeutics.
Then there is Lantheus Holdings , which calls itself a radiopharmaceutical-focused company and has a $5.6 billion market cap.
Persons:
There's, Eli Lilly, Myers, Jefferies, Andrew Tsai, radiopharma, Oppenheimer, Jeff Jones, FactSet, William Blair, Read, — it's, Andy Hsieh, Gregory Renza, Jones, Cantor Fitzgerald, Louise Chen, it's, Piper Sandler, Edward Tenthoff, Dan Lyons, Janus Henderson, Lantheus, Roanna Ruiz
Organizations:
Novartis, pharma, Mariana Oncology, Myers Squibb, AstraZeneca, Fusion Pharmaceuticals, RBC Capital Markets, TRT, Therapeutics, Alpha, Janus, Janus Henderson Investors, Lantheus Holdings, Lantheus, Leerink, ~$
Locations:
Biopharma, Bristol, Mariana, radiopharma, New Jersey