Nov 7, 2025 5:01 PM Eastern Standard Time Deadline Soon: Lantheus Holdings, Inc. (LNTH) Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz About Securities Fraud Lawsuit Share LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz reminds investors of the upcoming November 10, 2025 deadline to participate as a lead plaintiff in the securities fraud class action lawsuit filed on behalf of investors who acquired Lantheus Holdings, Inc. ("Lantheus†or the "Company†) (NASDAQ: ...

Accessibility StatementSkip Navigation NEW YORK, Nov. 7, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Lantheus Holdings, Inc. ("Lantheus" or the "Company") (NASDAQ: LNTH) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Lantheus investors who were adversely affected by alleged securities fraud between February 26, 2025 and August 5, 2025. Follow the link below to get more information and be contacted by a member of our team: https:/ ...

Core Insights - Lantheus Holdings reported Q3 CY2025 results with revenue of $384 million, exceeding market expectations by 5.2% and showing a year-on-year growth of 1.4% [1][6] - The company raised its full-year revenue guidance to $1.5 billion, which is 1.1% above analysts' estimates, while maintaining its Adjusted EPS guidance at $5.58 [1][6] - Despite revenue exceeding expectations, the market reacted negatively due to lower operating margins and significant leadership changes [3] Financial Performance - Revenue: $384 million vs analyst estimates of $365 million, representing a 1.4% year-on-year growth [6] - Adjusted EPS: $1.27, in line with analyst estimates [6] - Adjusted EBITDA: $125 million, with a margin of 32.5%, beating analyst estimates of $113.7 million [6] - Operating Margin: 11.4%, a significant decrease from 35.3% in the same quarter last year [6] - Market Capitalization: $3.65 billion [6] Strategic Outlook - Management expects stable, low single-digit volume growth for PSMA PET products, countered by price compression and 340B pricing resets [4] - Anticipated launch of a new F-18 PSMA PET formulation, which could increase batch size by approximately 50% [4] - Focus on integrating recent acquisitions and navigating a competitive regulatory landscape [4][5] Management Commentary - Management attributed the quarter's results to pricing discipline in the prostate cancer franchise and operational integration of recent acquisitions [5] - CEO Brian Markison noted ongoing pricing stabilization and disciplined commercial execution as key factors for performance [3][5]

LANTHEUS DEADLINE: ROSEN, A RANKED AND LEADING FIRM, Encourages Lantheus Holdings, Inc. Investors to Secure Counsel Before Important November 10 Deadline in Securities Class Action - LNTHNovember 06, 2025 9:25 PM EST | Source: The Rosen Law Firm PANew York, New York--(Newsfile Corp. - November 6, 2025) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lantheus Holdings, Inc. (NASDAQ: LNTH) between February 26, 2025 and August 5, 2025, both dates incl ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Lantheus Holdings, Inc. during the specified Class Period of the upcoming lead plaintiff deadline on November 10, 2025 [1] Group 1: Class Action Details - Investors who purchased Lantheus securities between February 26, 2025, and August 5, 2025, may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2] - A class action lawsuit has already been filed, and interested parties can join by contacting the firm or visiting their website [3][6] - The lawsuit alleges that Lantheus provided misleading statements about its product Pylarify, failing to disclose critical information regarding its competitive position and pricing strategy [5] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in this area [4] - The firm has achieved significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements [4]

Core Insights - Faruqi & Faruqi, LLP is investigating potential securities law violations at Lantheus Holdings, Inc. following disappointing financial results and significant stock price decline [2][3][4] Financial Performance - Lantheus reported first-quarter results on May 7, 2025, that fell below market expectations, particularly with Pylarify's performance [3] - On August 6, 2025, Lantheus announced further disappointing results, reducing growth expectations for Pylarify by 8.3% year-over-year and slashing fiscal year 2025 growth projections [3] Stock Market Reaction - Following the August 6 announcement, Lantheus' stock price dropped 28.8% in one day, from $72.83 per share on August 5, 2025, to $51.87 per share on August 6, 2025 [4]

Financial Data and Key Metrics Changes - Consolidated net revenue for Q3 2025 was $384 million, an increase of 1.4% year-over-year [15] - Gross profit margin decreased to 63.5%, down 471 basis points, primarily due to unfavorable pricing impacts and the inclusion of new acquisitions [16] - Net income for Q3 was $27.8 million, with adjusted net income at $85.7 million, a decrease of 30.9% [17] - Operating cash flow totaled $105.3 million, down $69.8 million from the prior year [17] - Free cash flow was $94.7 million, $64.6 million lower than the prior year [18] Business Line Data and Key Metrics Changes - Sales from the Radiopharmaceutical Oncology segment (Polarify) were $240.6 million, down 7.4% year-over-year, with U.S. volumes up 3.3% [15][7] - Precision diagnostic revenue increased by 25% to $129.7 million, with Definity sales at $81.8 million, up 6.3% [15] - NeuroSeq contributed $20.4 million in sales during the quarter [15] Market Data and Key Metrics Changes - The U.S. Alzheimer's disease radiodiagnostic market is expected to grow significantly, driven by rising prevalence and expanded PET imaging guidelines [10] - The company anticipates low single-digit volume growth for Polarify for the remainder of 2025, offset by price compression due to government price resets [9] Company Strategy and Development Direction - The company announced a leadership transition plan, with Brian Markison retiring and Mary Anne Heino assuming the role of Executive Chairperson and interim CEO [3][4] - The focus remains on executing the commercial strategy for the prostate cancer franchise and preparing for the launch of the new F18 PSMA PET formulation [7][22] - The company is advancing its strategic diversification plan, including the integration of recent acquisitions and preparing for four near-term product approvals [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stabilization of the PSMA market and the ongoing growth of Polarify and NeuroSeq [25][31] - The company is closely monitoring competitive dynamics in the market, particularly with the introduction of new products [50] - Management does not anticipate significant changes in the reimbursement landscape for 2026 but expects potential changes in 2027 [56] Other Important Information - The company completed the acquisition of Life Molecular Imaging for approximately $309 million [18] - The effective tax rate for the quarter was 26.9% [17] Q&A Session Summary Question: Strategies for Polarify and NeuroSeq - Management noted stabilization in the PSMA market and increasing customer return to Polarify, with a focus on availability and expansion for NeuroSeq [25] Question: 2026 Guidance and Market Resets - Management refrained from providing specific guidance for 2026 but highlighted stabilization in account base and volume growth for Polarify [29][31] Question: Management Changes - The retirement of Brian Markison was described as a personal decision, while Paul Blanchfield's departure was for a new opportunity [33] Question: Competitive Landscape in Alzheimer's Imaging - MK-6240 is positioned as a second-generation tau agent with significant competitive advantages in sensitivity and specificity [40][42] Question: Pricing Stabilization Factors - Management attributed pricing stabilization to disciplined pricing strategies and high service quality [45][48] Question: Medicare Hospital Outpatient Rule - Management indicated ongoing lobbying efforts for a transition to ASP pricing but does not anticipate significant changes for 2026 [56] Question: Growth Trajectory Post-Acquisition - Management reported strong growth from NeuroSeq, with expectations for continued growth driven by expanded geographic presence [59][61]

Financial Data and Key Metrics Changes - Consolidated net revenue for Q3 2025 was $384 million, an increase of 1.4% year-over-year [15] - Gross profit margin decreased to 63.5%, down 471 basis points due to unfavorable pricing impacts and integration costs from acquisitions [16] - Net income for Q3 was $27.8 million, with adjusted net income at $85.7 million, a decrease of 30.9% [17] - Operating cash flow totaled $105.3 million, down $69.8 million from the prior year [18] Business Line Data and Key Metrics Changes - PYLARIFY sales were $240.6 million, down 7.4% year-over-year, with U.S. volumes up 3.3% [15][7] - Precision diagnostic revenue increased by 25% to $129.7 million, with DEFINITY sales at $81.8 million, up 6.3% [15] - Neuraceq contributed $20.4 million in sales, consistent with expectations [10] Market Data and Key Metrics Changes - The U.S. Alzheimer's disease radiodiagnostic market is expected to grow significantly, driven by rising prevalence and expanded PET imaging guidelines [10] - The market for PSMA agents is stabilizing, with PYLARIFY maintaining its market leadership despite competition [9][48] Company Strategy and Development Direction - The company is preparing for the launch of a new F18 PSMA PET formulation expected in 2026, which aims to enhance production efficiency and patient access [8][9] - A leadership transition plan has been announced, with Mary Anne Heino stepping in as interim CEO [3][4] - The company is focused on executing its commercial strategy for prostate cancer and expanding its product pipeline in oncology, neurology, and cardiology [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential of the company, particularly in the radiopharmaceutical sector [22][23] - The company anticipates low single-digit volume growth for PYLARIFY in the remainder of 2025, offset by price compression [9] - Management noted that the competitive landscape remains challenging but is optimistic about maintaining market share through service excellence and clinical differentiation [48] Other Important Information - The company completed the acquisition of Life Molecular Imaging for approximately $309 million, enhancing its capabilities in the neuroscience space [18][61] - The effective tax rate for the quarter was 26.9% [17] Q&A Session Summary Question: Strategies for PYLARIFY and Neuraceq - Management noted stabilization in the PSMA market and increasing customer return to PYLARIFY, with a focus on availability and expansion for Neuraceq [25][26] Question: 2026 Guidance and Market Resets - Management refrained from providing specific 2026 guidance but indicated positive trends for PYLARIFY and Neuraceq [29][31] Question: Management Changes - The CEO's retirement was described as a personal decision, with a seamless transition to the interim CEO, who has extensive experience with the company [33][35] Question: Competitive Landscape in Alzheimer's Imaging - MK-6240 is positioned as a second-generation tau agent with significant competitive advantages, although the market remains immature [40][42] Question: Pricing Stabilization Factors - Management highlighted disciplined pricing strategies and superior service as key factors in achieving market stabilization [45][48] Question: Medicare Hospital Outpatient Rule - Management expressed uncertainty about immediate changes but anticipated potential meaningful changes to ASP by 2027 [54][56]

Financial Data and Key Metrics Changes - Consolidated net revenue for Q3 2025 was $384 million, an increase of 1.4% year-over-year [14] - Gross profit margin decreased to 63.5%, down 471 basis points due to unfavorable pricing impacts and inclusion of new acquisitions [15] - Net income for the quarter was $27.8 million, with adjusted net income at $85.7 million, a decrease of 30.9% [16] - Operating cash flow totaled $105.3 million, down $69.8 million from the prior year [16] - Free cash flow was $94.7 million, $64.6 million lower than the prior year [17] Business Line Data and Key Metrics Changes - Sales from Polarify were $240.6 million, down approximately 7% year-over-year, with U.S. volumes up 3.3% [6][14] - Precision diagnostic revenue increased by 25% to $129.7 million, with Definity sales at $81.8 million, up 6.3% [14] - NeuroSeq contributed $20.4 million in sales during the quarter [14] - Strategic partnerships and other revenue decreased by 10.1% to $13.7 million, primarily due to a decline in revenue from MK-6240 [14] Market Data and Key Metrics Changes - The U.S. Alzheimer's disease radiodiagnostic market is expected to grow significantly, driven by rising prevalence and expanded PET imaging guidelines [9] - The market for PSMA PET imaging is projected to approach $3.5 billion by the end of the decade [36] Company Strategy and Development Direction - The company is focused on executing its commercial strategy to maximize the long-term value of its prostate cancer franchise [6] - A leadership transition plan has been announced, with Mary Anne Heino assuming the role of Executive Chairperson and interim CEO [3][4] - The company is preparing for the expected launch of its new F18 PSMA PET formulation in 2026, which is anticipated to enhance production efficiency and patient access [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stabilization of the PSMA market and the ongoing growth of Polarify and NeuroSeq [22][25] - The company is actively monitoring competitive dynamics and is optimistic about maintaining its market leadership [34] - Management does not anticipate significant changes in the reimbursement landscape for 2026 but expects potential changes in 2027 [37] Other Important Information - The company completed the acquisition of Life Molecular Imaging for approximately $309 million [17] - The effective tax rate for the quarter was 26.9% [16] Q&A Session Summary Question: Strategies for Polarify and NeuroSeq - Management noted stabilization in the PSMA market and increasing customer return to Polarify, with a focus on availability and expansion for NeuroSeq [22][23] Question: 2026 Guidance and Market Resets - Management refrained from providing specific 2026 guidance but indicated positive trends for Polarify and NeuroSeq [25] Question: Management Changes - The CEO's retirement was described as a personal decision, with a seamless transition to Mary Anne Heino, who has extensive experience with the company [26][28] Question: Competitive Landscape in Alzheimer's Imaging - MK-6240 is positioned as a second-generation tau agent with significant competitive advantages, although the market remains immature [31][32] Question: Pricing Stabilization Factors - Management highlighted disciplined pricing strategies and superior service as key factors in achieving market stabilization [34] Question: Future Market Dynamics - The company is monitoring the development of new competitors but remains confident in its sensitivity and specificity advantages [36]

Accessibility StatementSkip Navigation NEW YORK, Nov. 6, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Lantheus Holdings, Inc. (NASDAQ: LNTH). CONTACT: The Gross Law Firm15 West 38th Street, 12th floorNew York, NY, 10018Email: [email protected] Phone: (646) 453-8903 SOURCE The Gross Law Firm Shareholders who purchased shares of LNTH during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead p ...