Radioligand Supply Is A Logistics Problem Not Demand
Lutetium-177 has a half-life of 6.6 days, which means a dose decays measurably between manufacture and administration and nothing can be held in inventory against a demand surge. Production requires reactor irradiation, radiochemistry, and delivery to a treatment centre inside a window measured in days, with patient scheduling fixed to that window rather than to clinical convenience. Growth runs at 10.2% against 6.8% for the market, and manufacturing plus radiopharmacy capacity rather than clinical demand has set the pace since launch. A dose that misses its window is not deferred revenue, it is revenue permanently lost.
Market Impact: Approval across 3 treatment settings








