Question-and-Answer SessionSo for those in the audience who aren't familiar with the Lantheus story, can you mind just giving me a quick background on the company?Brian MarkisonCEO & Director Yes. So a quick background. Also, please note our safe harbor and forward-looking statements, please. Background on the company, founded coming out of the Manhattan project, had a number of different names over time, but always been in the nuclear medicine business, always leadership going back in time with products li ...

Lantheus (NasdaqGM:LNTH) FY Conference September 09, 2025 07:00 AM ET Company ParticipantsBrian Markison - CEO & DirectorRobert Marshall - Chief Financial OfficerConference Call ParticipantsNone - AnalystNoneThank you all for coming. Welcome to the Morgan Stanley Healthcare Conference. Just a quick note on disclosure. For important disclosures, please see the Morgan Stanley Research Disclosure website or please contact your Morgan Stanley sales representative. Thank you for attending the Lantheus fireside. ...

Accessibility StatementSkip Navigation NEW YORK, Sept. 8, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Lantheus Holdings, Inc. ("Lantheus" or the "Company") (NASDAQ: LNTH). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether Lantheus and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information ...

Core Viewpoint - The Schall Law Firm is investigating Lantheus Holdings, Inc. for potential violations of securities laws following disappointing Q2 2025 earnings results and a significant drop in share price [1][2]. Group 1: Investigation Details - The investigation centers on whether Lantheus made false or misleading statements and failed to disclose important information to investors [2]. - Following the announcement of Q2 2025 earnings on August 6, 2025, Lantheus reported revenue and earnings per share that fell short of expectations, leading to a nearly 28.6% decline in share price on the same day [2]. Group 2: Financial Performance - Lantheus lowered its guidance for full year revenue and diluted earnings per share, indicating a negative outlook for the company's financial performance [2].

BEDFORD, Mass., Sept. 02, 2025 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc. (“Lantheus”) (NASDAQ: LNTH), the leading radiopharmaceutical-focused company committed to enabling clinicians to Find, Fight and Follow disease to deliver better patient outcomes, today announced Brian Markison, Chief Executive Officer, will present at the Morgan Stanley 23rd Annual Global Healthcare Conference at 7:00 a.m. ET on Tuesday, September 9. To access the live webcast of the presentation, please visit the Investors section ...

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against Lantheus Holdings, Inc. for possible violations of federal securities laws and unlawful business practices following disappointing financial results and a significant drop in stock price [1][3]. Financial Performance - On August 6, 2025, Lantheus reported second quarter 2025 results with earnings-per-share (EPS) and revenue figures that missed market expectations [3]. - The company lowered its full year 2025 revenue guidance from $1.550 billion - $1.585 billion to $1.475 billion - $1.51 billion, and adjusted fully diluted EPS guidance from $6.60 - $6.70 per share to $5.50 - $5.70 per share [3]. - Consolidated net revenue for the second quarter was $378 million, a decrease of 4.1%, with sales from the radiopharmaceutical oncology product PYLARIFY contributing $250.6 million, down 8.3% [3]. Stock Market Reaction - Following the announcement of the disappointing results, Lantheus's stock price fell by $20.76 per share, or 28.58%, closing at $51.87 per share on August 6, 2025 [3].

Core Viewpoint - Lantheus Holdings, Inc. is under investigation for potential violations of federal securities laws following disappointing Q2 2025 financial results and a significant drop in share price [1][3]. Financial Performance - Lantheus reported Q2 2025 consolidated net revenue of $378 million, a decrease of 4.1% compared to previous periods [3]. - The company lowered its full year 2025 revenue guidance from $1.550 billion - $1.585 billion to $1.475 billion - $1.51 billion [3]. - Adjusted fully diluted EPS guidance was also reduced from $6.60 - $6.70 per share to $5.50 - $5.70 per share [3]. Market Reaction - Following the announcement of disappointing results, Lantheus shares fell by $20.76, or approximately 51.87%, from $72.63 on August 5, 2025, to close at $51.87 on August 6, 2025 [3]. Management Commentary - The CEO of Lantheus cited intensified pricing pressure in the PSMA PET market and a strategic decision to prioritize long-term franchise value over volume at certain accounts [3].

Core Insights - Lantheus Holdings, Inc. is under investigation for potential securities fraud and unlawful business practices [1] - The company reported disappointing Q2 2025 results, with earnings-per-share and revenue figures missing expectations [3] - Lantheus lowered its full year 2025 revenue guidance from $1.550 billion - $1.585 billion to $1.475 billion - $1.51 billion, and adjusted EPS guidance from $6.60 - $6.70 to $5.50 - $5.70 [3] - The company's consolidated net revenue for Q2 was $378 million, a decrease of 4.1%, with PYLARIFY sales down 8.3% to $250.6 million [3] - Following the earnings announcement, Lantheus's stock price fell by $20.76, or 28.58%, closing at $51.87 [3] Company Overview - Lantheus Holdings, Inc. operates in the radiopharmaceutical oncology sector, specifically in the PSMA PET market [3] - The CEO indicated a strategic decision to reduce volume at certain accounts to protect long-term franchise value amid pricing pressures [3] Legal Context - Pomerantz LLP is leading the investigation on behalf of investors, highlighting the firm's expertise in corporate and securities class litigation [1][4] - The firm has a history of recovering multimillion-dollar damages for victims of securities fraud and corporate misconduct [4]

Core Insights - The article emphasizes a conservative yet opportunistic value investment approach, focusing on financial data to assess a company's health and growth prospects [1]. Group 1: Investment Philosophy - The investment strategy is fact-driven, prioritizing quantitative financial data followed by qualitative analysis to create a comprehensive view of a company's potential [1]. - The author has been investing since 2005, indicating a long-term commitment to the investment field [1]. Group 2: Engagement and Communication - The author expresses appreciation for readers and encourages engagement through questions and comments on platforms like Seeking Alpha and Twitter [1].

Financial Data and Key Metrics Changes - Consolidated net revenue for Q2 2025 was $378 million, a decrease of 4.1% year over year [23] - Adjusted net income for Q2 was $110.6 million, a decrease of 12.8% [27] - GAAP fully diluted earnings per share for Q2 were $1.12, with adjusted EPS at $1.57, both down 12.8% [27] Business Line Data and Key Metrics Changes - Sales of Polarify were $251 million during the quarter, down 8.3% year over year [14] - U.S. volumes for Polarify were up 2% year over year and more than 4% sequentially, both lower than expectations [14] - Precision Diagnostics revenue was $115.8 million, up 3.3%, with DEFINITY sales at $83.9 million, up 7.5% [24] Market Data and Key Metrics Changes - The PSMA PET market faced competitive pricing pressures, particularly from an F-eighteen competitor, leading to account losses [15] - The broader market for PSMA PET is expected to grow in the mid to high teens, while Polarify is anticipated to grow in the low single digits [44] Company Strategy and Development Direction - The company is focused on diversifying its portfolio and enhancing capabilities across the radiopharmaceutical value chain [10] - A new $400 million stock repurchase program was authorized, reflecting confidence in the business's intrinsic value and future growth potential [12] - The FDA has accepted the NDA for a new formulation of Polarify, expected to increase batch size by approximately 50% [8] Management's Comments on Operating Environment and Future Outlook - Management acknowledged that Q2 results were below expectations and lowered the financial outlook for the remainder of 2025 [5] - There are signs of stabilization in the PSMA PET marketplace, which is encouraging for future growth [41] - The company is committed to maintaining Polarify's market leadership despite competitive pressures [17] Other Important Information - The company completed the acquisition of Evergreen and Life Molecular, which are expected to contribute to growth and diversify revenue [10] - The strategic partnerships have been effective in maintaining and growing volumes, particularly in contracted accounts [16] Q&A Session Summary Question: Thoughts on achieving double-digit growth in 2026 - Management believes it is achievable through a combination of organic and inorganic growth, with key factors including the performance of DEFINITY and the impact of recent acquisitions [34][35] Question: Guidance for LMI's contribution to revenue - Forecasting a contribution of $40 million to $45 million in revenue from LMI for the latter half of 2025, with a low single-digit dilution expected [42] Question: Timing for the new formulation of Polarify - The new formulation is expected to be commercialized potentially by mid-2026, with a focus on securing coding coverage and payment [52] Question: Impact of new formulation on long-term contracts - The new formulation will be an add-on to existing contracts, potentially allowing for a 340B price reset [55] Question: Commercial opportunity for tau imaging - The tau imaging market is expected to grow, with the potential for significant demand as it becomes integrated into Alzheimer's treatment protocols [58] Question: Share of contracted versus non-contracted business - The vast majority of the business is under contract, with strategic partnerships designed to level the playing field against competitive pricing pressures [66]