Lantheus Holdings, Inc. (NASDAQ:LNTH) Q4 2022 Earnings Conference Call February 23, 2023 8:00 AM ET Company Participants Mark Kinarney - Vice President of Investor Relations Mary Anne Heino - President & Chief Executive Officer Paul Blanchfield - Chief Operating Officer Bob Marshall - Chief Financial Officer Conference Call Participants Richard Newitter - Truist Anthony Petrone - Mizuho Group Roanna Ruiz - SVB Securities Matt Taylor - Jefferies Larry Solow - CJS Securities Yuan Zhi - B. Riley Justin Walsh - ...

Vice President, Investor Relations 65 years of radiopharmaceutical expertise, including development, manufacturing, and commercialization Mary Anne Heino President and CEO Closing Remarks Lantheus – A Growth Company February 23, 2023 Bob Marshall Paul Blanchfield Chief Operating Officer Highlights & Business Update Financial Update Q&A 2 Safe Harbor Statements 3 This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are ...

Market Position and Competition - TechneLite had approximately one third of the U.S. generator market as of December 31, 2022, competing primarily with Curium and NorthStar Medical Radioisotopes[43] - The company faces competition from large global companies with substantial resources, including Telix Pharmaceuticals Limited and Novartis AG for PYLARIFY, and GE Healthcare for DEFINITY[78] - The company has substantial capital investments in its TechneLite production line, creating significant competitive advantages in generator manufacturing and distribution[45] Product Development and Innovation - The company is focused on late-stage diagnostic and therapeutic product opportunities in oncology and other strategic areas to drive future growth[57] - PYLARIFY AI, launched in November 2021, is designed for standardized quantitative assessment of PSMA PET/CT images, enhancing consistency and accuracy in prostate cancer diagnostics[63] - The Phase 2 clinical trial of NM-01, a novel imaging agent for assessing PD-L1 expression, is expected to complete enrollment in 2023[59] - The company is eligible for up to $60.0 million in regulatory and sales milestone payments from GE Healthcare for the flurpiridaz project, which is expected to begin commercialization in 2024[65] Financial Performance - Revenues for the year ended December 31, 2022, were $935,061 thousand, a significant increase of 120% compared to $425,208 thousand in 2021[502] - Gross profit for 2022 was $581,703 thousand, up from $187,695 thousand in 2021, indicating a gross margin improvement[502] - Operating income for 2022 was $36,195 thousand, a turnaround from an operating loss of $60,825 thousand in 2021[502] - Net income for 2022 was $28,067 thousand, compared to a net loss of $71,279 thousand in 2021, marking a substantial recovery[502] Research and Development - The company invested $311.7 million in research and development (R&D) for the year ended December 31, 2022, a significant increase from $45.0 million in 2021[67] - Research and development expenses surged to $311,681 thousand in 2022, up from $44,966 thousand in 2021, reflecting increased investment in innovation[502] Regulatory and Compliance - The company is subject to ongoing regulatory compliance, including record-keeping and reporting of adverse experiences with approved products[129] - The FDA may require Phase 4 testing for drugs post-approval, which could lead to additional costs and delays[126] - The company is subject to various federal and state laws targeting fraud and abuse, with potential penalties including fines and exclusion from federal health care programs[151] Intellectual Property - The company has four Orange Book-listed patents for PYLARIFY in the U.S., with the last expiring in 2037, and is pursuing additional patents internationally[55] - The company relies on various intellectual property protections, including patents and trade secrets, to maintain its competitive position[97] - DEFINITY has six Orange Book-listed method of use patents in the U.S., with expiration dates ranging from 2035 to 2037, and additional manufacturing patents expiring in 2023 and 2037[102] Customer Base and Sales - No single customer accounted for more than 10% of revenues for the year ended December 31, 2022, indicating a diversified customer base[72] - The company’s products are primarily sold to hospitals and independent diagnostic testing facilities, with a significant portion of sales generated through direct sales teams[520] Strategic Collaborations - A strategic collaboration with Novartis was announced in March 2022 to include PYLARIFY in prostate cancer trials with PLUVICTO[49] - The company has established multiple collaborations for prostate cancer therapies, including agreements with Curium and Novartis to integrate PYLARIFY into clinical trials[59] Financial Liabilities and Assets - The company had a liability of approximately $22.5 million and $20.8 million for asset retirement obligations as of December 31, 2022 and 2021, respectively[170] - Total assets increased to $1,321,258 thousand in 2022 from $863,784 thousand in 2021, representing a growth of approximately 53%[500] Corporate Social Responsibility - The company has a female CEO and approximately 50% of its employees are women, reflecting its commitment to diversity and inclusion[177] - The company has developed a mechanism to track and monitor energy use, water use, and waste generation across its facilities[172]

Lantheus Holdings, Inc. (NASDAQ:LNTH) Q3 2022 Earnings Conference Call November 3, 2022 8:00 AM ET Company Participants Mark Kinarney - VP, IR Mary Heino - President and CEO Paul Blanchfield – COO Robert Marshall - CFO and Treasurer Conference Call Participants Roanna Ruiz - SVB Securities Larry Solow - CJS Securities Anthony Petrone - Mizuho Group Richard Newitter - Tuist Matt Taylor - Jefferies Justin Walsh - Jones Trading Yuan Zhi - B. Riley Operator Good morning, and welcome to the Lantheus Third Quarte ...

Lantheus Holdings, Inc. (NASDAQ:LNTH) Q2 2022 Earnings Conference Call August 4, 2022 8:08 AM ET Company Participants Mark Kinarney - Senior Director, Investor Relations Mary Heino - President and Chief Executive Officer Robert Marshall - Chief Financial Officer and Treasurer Paul Blanchfield - Chief Commercial Officer Conference Call Participants Richard Newitter - Truist Company Zach Weiner - Jefferies Roanna Ruiz - SVB Securities Larry Solow - CJS Securities Anthony Petrone - Mizuho Securities Operator ...

Second Quarter 2022 Results August 4, 2022 © 2022 Lantheus. All rights reserved. 1 Mary Anne Heino President and CEO Bob Marshall CFO and Treasurer 2Q 2022 Highlights & Business Update 2Q 2022 Operational Update 2Q 2022 Financial Update Closing Remarks Q&A © 2022 Lantheus. All rights reserved. Mark Kinarney Vice President, Investor Relations Paul Blanchfield Chief Operating Officer 2 Safe Harbor Statements 3 Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking sta ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36569 LANTHEUS HOLDINGS, INC. (Exact name of registrant as specified in its charter) | Delaware | 35-2318913 | | - ...

1 T M Investor Presentation May 2022 w w w . l a n t h e u s . c o m | © 2 0 2 2 L a n t h e u s H o l d i n g s , I n c . A l l r i g h t s r e s e r v e d Safe Harbor Statements 2 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 Act o ...

Lantheus Holdings, Inc. (NASDAQ:LNTH) Q1 2022 Results Earnings Conference Call April 29, 2022 8:00 AM ET Company Participants Mark Kinarney - Senior Director, Investor Relations Mary Anne Heino - President and Chief Executive Officer Paul Blanchfield - Chief Commercial Officer Robert Marshall Jr. - Chief Financial Officer and Treasurer Conference Call Participants Richard Newitter - Truist Securities Danielle Antalffy - SVB Leerink Zach Wiener - Jefferies Lawrence Solow - CJS Securities Operator Good mornin ...

FIND First Quarter 2022 Financial Results April 29, 2022 w w w . l a n t h e u s . c o m | © 2 0 2 2 L a n t h e u s H o l d i n g s , I n c . A l l r i g h t s r e s e r v e d 1 Mary Anne Heino President and CEO Bob Marshall CFO and Treasurer Paul Blanchfield Chief Commercial Officer Mark Kinarney Sr. Director, Investor Relations | --- | --- | --- | |-------|--------------------------------------|-------| | | 1Q 2022 Highlights & Business Update | | | | | | w w w . l a n t h e u s . c o m | © 2 0 2 2 L a n ...