Core Insights - Lantheus (NASDAQ: LNTH) stock experienced a significant decline from $108 to $80 between January and May 2025, indicating volatility in its performance [1] Company Overview - MMMT Wealth, founded by Oliver, focuses on investment strategies and stock analysis, primarily in private equity, hedge funds, and asset management [1] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing a long-term investment horizon of 3-5 years [1] Investment Philosophy - The company aims to gather insights from various sources, including investor calls, presentations, and financial reports, to form informed opinions on stocks [1] - Oliver's passion for investing is highlighted, with a belief that even a few successful investments can be life-changing [1]

Lantheus Holdings LNTH shares fell Wednesday after U.S. health agencies proposed changes to Medicare payment rules for hospital outpatient services and surgical centers starting in 2026.The proposal outlines changes in how payment rates are calculated for services under the Hospital Outpatient Prospective Payment System (OPPS) and the ASC payment system.The CMS has proposed maintaining the $140 packaging threshold for drugs, biologicals, and therapeutic radiopharmaceuticals for calendar year (CY) 2026 under ...

Core Viewpoint - Lantheus Holdings (NASDAQ: LNTH) presents a strong investment case driven by its flagship product Pylarify, which is a leading imaging agent in a growing market, alongside its established product Definity for echocardiograms [1] Product Analysis - Pylarify is recognized as a best-in-class imaging agent, indicating its competitive advantage in the market [1] - Definity has a long-standing history of market leadership, suggesting stability and reliability in its performance [1] Market Context - The market for imaging agents is expected to grow, which could benefit Lantheus Holdings significantly due to its strong product offerings [1]

NASDAQ: LNTH Lantheus Investor Presentation Building on our Foundation to Power the Future of Radiopharmaceuticals May 2025 © 2025 Lantheus. All rights reserved. Safe Harbor Statements Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are subject to risks and uncertainties and are made pursuant to the safe harbor provisions of Section 27A of the Securities Ac ...

Summary of Lantheus Conference Call Company Overview - **Company**: Lantheus - **Industry**: Radiopharmaceuticals - **Key Executives**: Brian Markison (CEO), Bob Marshall (CFO) [1][2] Core Business and Products - Lantheus is focused on molecular imaging and aims to improve patient outcomes through its products [3] - **Key Products**: - **Polarify**: A leading PSMA imaging agent with sales of $1.58 billion last year, showing strong first-quarter sales [6] - **Definity**: A stable growth asset with first-quarter sales of nearly $80 million, expected to grow to $600 million annually by the end of the decade [8][9] - **Octavvy**: Recently acquired diagnostic product aimed at neuroendocrine tumors, expected to launch in mid-next year [22][23] Market Dynamics - The Total Addressable Market (TAM) for PSMA imaging is growing at an estimated rate of 15% to 20% annually, with a focus on earlier lines of prostate cancer therapy [7] - The TAM for Definity is projected to reach $600 million by the end of the decade, with a return to steady growth rates [10] Pipeline and Future Developments - Lantheus has a robust pipeline, including: - **MK-6240**: A tau imaging agent for Alzheimer's disease, with a TAM of approximately $1.5 billion by the end of the decade [12][13] - **NAV**: A second-generation beta amyloid product expected to outperform existing agents [18][19] - **GRPR**: A diagnostic and therapeutic agent for prostate cancer, currently in phase two trials [26][29] Financial Outlook - The company anticipates a pathway to double-digit top-line growth by 2026, driven by stabilization of Polarify, divestiture of the spec business, and new product launches [43][44] - The divestiture of the spec business, valued at $120 million, is expected to unlock additional growth potential [45] Strategic Insights - Lantheus is positioned to capitalize on the growing demand for imaging in Alzheimer's and prostate cancer, with a focus on innovative products that enhance diagnostic capabilities [12][20] - The company is actively pursuing partnerships to accelerate the development of its pipeline assets [35][36] Conclusion - Lantheus is strategically positioned in the radiopharmaceutical industry with a diverse product portfolio and a strong pipeline aimed at addressing significant medical needs in imaging and therapeutics [41][42]

Commercial Portfolio Performance - PYLARIFY achieved blockbuster status in 2024 with over $1 billion in sales[154], and Q1 2025 net sales reached $257.7 million[13] - DEFINITY remains the 1 utilized ultrasound enhancing agent, with Q1 2025 net sales of $79.2 million, a 3.5% year-over-year growth[24] Market Opportunities - The U S PSMA PET imaging market has a potential of over $3.5 billion by 2030, driven by expansion of radiotherapeutics and increasing clinical utility in BCR population[19, 20] - The U S ultrasound enhancing agent total addressable market is over $600 million[35] Pipeline Development - Lantheus is advancing an innovative pipeline of radiopharmaceuticals, including diagnostic and therapeutic candidates for prostate cancer, neuroendocrine tumors, and Alzheimer's disease[38, 40] - LNTH-2402, a GRPR-targeted radiotherapeutic, is expected to have an IND filing in Q4 2025, with Phase 1 initiation planned for 2026[109] Financial Highlights - As of March 31, 2025, Lantheus had $938.5 million in cash on hand and $98.8 million in free cash flow in Q1 2025[10] - The updated interim corporate financial guidance for the full year 2025 projects revenue between $1.550 billion and $1.585 billion, and adjusted fully diluted EPS between $6.60 and $6.70[142] Strategic Transactions - The acquisition of Evergreen Theragnostics closed in April 2025, strengthening radiodiagnostic and therapeutic capabilities[10, 165] - The acquisition of Life Molecular Imaging is expected to close by 2Q 2025, expanding the commercial portfolio and pipeline in Alzheimer's disease[10, 144]

Core Insights - Lantheus Holdings, Inc. is set to present new data on two oncology radiodiagnostic agents at the 2025 Society of Nuclear Medicine and Molecular Imaging Annual Meeting, highlighting its commitment to improving patient outcomes through advanced radiopharmaceuticals [1][12]. Presentation Details - Oral presentations will include the optimized production and quality control of the FAP imaging agent [64Cu]LNTH-1363S, presented by Gengyang Yuan on June 24, 2025 [2]. - Poster presentations will cover topics such as the positive predictive value of 18F-Piflufolastat PET/CT in recurrent prostate cancer and the first clinical evaluation of 68Ga-LNTH-1363S for PET imaging [2]. Product Information - PYLARIFY® (piflufolastat F 18) is a PSMA-targeted PET imaging agent that allows visualization of metastatic prostate cancer, with a recommended dose of 333 MBq (9 mCi) [3][4]. - PYLARIFY has been utilized in over 500,000 scans across the U.S., making it the most ordered PSMA PET imaging agent [3]. Company Overview - Lantheus is a leading company in the radiopharmaceutical sector, with nearly 70 years of experience in providing solutions that enhance disease detection and treatment [12].

Lantheus (LNTH) FY Conference June 10, 2025 02:40 PM ET Speaker0 Following session is not open to the press. Okay. Speaker1 Good afternoon, everyone. I'm Paul Choi, and I cover the biotechnology sector here at the firm at Goldman Sachs. It's my pleasure to welcome Lampius. Joining me on stage to my immediate left is Brian Markinson, CEO, and Bob Marshall to my far left. What I'll do is turn it over to Brian maybe for some introductory or overview comments and then we'll get into Q and A after that. Speaker0 ...

Core Viewpoint - Lantheus Holdings, Inc. is set to present at the 2025 Truist Securities MedTech Conference, highlighting its commitment to improving patient outcomes through radiopharmaceutical solutions [1]. Company Overview - Lantheus is a leading company in the radiopharmaceutical sector, focused on enabling clinicians to Find, Fight, and Follow disease for better patient outcomes [3]. - The company has been providing radiopharmaceutical solutions for nearly 70 years and is headquartered in Massachusetts, with additional offices in New Jersey, Canada, Sweden, and Switzerland [3]. Event Details - Brian Markison, the Chief Executive Officer of Lantheus, will present at the conference on June 17, 2025, at 8:40 a.m. ET [1]. - A live webcast of the presentation will be accessible through the Investors section of the company's website, with a replay available for at least 30 days post-event [2].

Core Viewpoint - Lantheus Holdings, Inc. is set to present at the Goldman Sachs 46th Annual Global Healthcare Conference 2025, highlighting its commitment to improving patient outcomes through radiopharmaceuticals [1]. Company Overview - Lantheus is a leading company in the radiopharmaceutical sector, focused on enabling clinicians to Find, Fight, and Follow disease for better patient outcomes [3]. - The company has been providing radiopharmaceutical solutions for nearly 70 years and is headquartered in Massachusetts, with additional offices in New Jersey, Canada, and Sweden [3]. Event Details - Brian Markison, the Chief Executive Officer of Lantheus, will present at the conference on June 10, 2025, at 2:40 p.m. ET [1]. - A live webcast of the presentation will be accessible on the company's website, with a replay available for at least 30 days post-event [2].