Financial Data and Key Metrics Changes - Consolidated net revenue for Q2 2025 was $378 million, a decrease of 4.1% year over year [20] - Adjusted net income for Q2 was $110.6 million, a decrease of 12.8% [24] - GAAP fully diluted earnings per share for Q2 were $1.12, with adjusted earnings per share at $1.57, both down 12.8% [24] Business Line Data and Key Metrics Changes - Sales of Polarify were $251 million, down 8.3% year over year, with U.S. volumes up 2% year over year and over 4% sequentially [12][21] - Precision Diagnostics revenue was $115.8 million, up 3.3%, with DEFINITY sales at $83.9 million, up 7.5% [21] - Strategic partnerships and other revenue increased by 32.8% to $11.6 million, driven by contributions from MK6240 and the newly acquired Evergreen CDMO business [22] Market Data and Key Metrics Changes - The PSMA PET market faced competitive pricing pressures, particularly from an F-eighteen competitor, leading to account losses and renegotiations [13][14] - 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 [39] Company Strategy and Development Direction - The company is focused on diversifying its portfolio and enhancing its capabilities in the radiopharmaceutical value chain through acquisitions [9] - A new $400 million stock repurchase program was authorized, reflecting confidence in the business's intrinsic value and future growth potential [11] - The FDA has accepted the NDA for a new formulation of Polarify, expected to increase batch size by approximately 50%, enhancing production efficiency and patient access [6][17] 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 [4] - The company is taking a disciplined approach to pricing to preserve the long-term value of its PSMA PET franchise [7][16] - Management expressed confidence in the long-term strategy and the ability to execute, despite current market dynamics [11][28] Other Important Information - The company expects full-year revenue to be in the range of $1.475 to $1.51 billion, down from the previous range of $1.55 to $1.585 billion [27] - The anticipated launch of four additional radiopharmaceutical products is expected to diversify revenue streams [10] 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 [30][31] Question: Guidance for LMI's contribution to revenue - The forecast for LMI's contribution is $40 million to $45 million in net revenue with an EPS accretion of $0.04 [37] 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 [49] Question: Commercial opportunity for tau imaging - The company sees significant potential in the tau imaging market, which could be similar in size to Polarify [52] Question: Market share and contracted business for Polarify - The majority of the business is under contract, and management has made strategic decisions to walk away from certain accounts to protect long-term value [56][61]

Financial Performance - Lantheus' Q2 2025 revenues were $378 million, a decrease of 4.1% compared to Q2 2024[15, 52] - Adjusted EPS for Q2 2025 was $1.57, a decrease of 12.8% year-over-year[15, 52] - Radiopharmaceutical Oncology sales were $250.6 million, down 8.3% year-over-year, but with a 4% sequential volume increase[52] - Precision Diagnostics sales were $115.8 million, up 3.3% year-over-year, driven by DEFINITY sales growth of 7.5%[52] - Strategic Partnerships sales were $11.6 million, up 32.8% year-over-year[52] Financial Position - Cash provided by operations increased to $87.1 million in Q2 2025 from $84.7 million in Q2 2024[55] - Free cash flow for Q2 2025 was $79.1 million[58] - Lantheus has $695.6 million in cash on hand and $750 million available in revolving credit[58] Guidance - Updated FY 2025 revenue guidance is $1.475 billion - $1.51 billion[61] - Updated FY 2025 adjusted fully diluted EPS guidance is $5.50 - $5.70[61] Strategic Initiatives - Lantheus anticipates four key product launches in the next 18 months: MK-6240, OCTEVY, PNT2003, and a new PSMA PET formulation[20] - The company has a board authorization for a new $400 million stock repurchase program[59]

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, 2025 ☐ 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) | Delaw ...

[Executive Summary](index=1&type=section&id=1.0%20Executive%20Summary) Lantheus reported Q2 2025 results, highlighting strategic acquisitions, a new stock repurchase program, and pipeline advancements, while navigating competitive pressures and updating full-year guidance [Company Overview and Strategic Highlights](index=1&type=section&id=1.1%20Company%20Overview%20and%20Strategic%20Highlights) Lantheus reported its Q2 2025 financial results, emphasizing strategic acquisitions to expand capabilities and diversify revenue, while addressing increased competition in the PSMA PET market and announcing a new stock repurchase program - Completed acquisitions of Evergreen Theragnostics and Life Molecular Imaging to expand radiopharmaceutical value chain, diversify revenue, and drive future growth[3](index=3&type=chunk) - Navigated increased competition in the PSMA PET landscape, which impacted PYLARIFY performance; actions are being taken to reinforce PYLARIFY's clinical differentiation[3](index=3&type=chunk) - FDA accepted NDA for a new PSMA PET formulation[3](index=3&type=chunk) - Board authorized a new **$400 million** stock repurchase program[3](index=3&type=chunk) [Summary Financial Performance (Q2 2025)](index=1&type=section&id=1.2%20Summary%20Financial%20Performance%20(Q2%202025)) For the second quarter of 2025, Lantheus reported a 4.1% decrease in worldwide revenue, with GAAP net income and fully diluted EPS seeing significant increases, while adjusted net income and adjusted fully diluted EPS both decreased by 12.8% Summary Financial Performance | Metric | Q2 2025 (Millions) | Q2 2024 (Millions) | % Change | | :-------------------------------- | :----------------- | :----------------- | :------- | | Worldwide revenue | **$378.0** | $394.1 | **(4.1%)** | | GAAP net income | **$78.8** | $62.1 | **26.9%** | | GAAP fully diluted earnings per share | **$1.12** | $0.88 | **27.3%** | | Adjusted net income (non-GAAP) | **$110.6** | $126.8 | **(12.8%)** | | Adjusted fully diluted earnings per share (non-GAAP) | **$1.57** | $1.80 | **(12.8%)** | [Second Quarter 2025 Key Highlights](index=1&type=section&id=1.3%20Second%20Quarter%202025%20Key%20Highlights) Key financial highlights for Q2 2025 include $378.0 million in worldwide revenue, $1.12 GAAP fully diluted EPS, $1.57 adjusted fully diluted EPS, and $79.1 million in free cash flow, alongside operational advancements and updated full-year guidance - Recorded worldwide revenue of **$378.0 million**, GAAP fully diluted EPS of **$1.12**, adjusted fully diluted EPS of **$1.57**, and free cash flow of **$79.1 million**[6](index=6&type=chunk)[8](index=8&type=chunk) - FDA accepted NDA for new formulation for piflufolastat F 18 PSMA PET imaging agent with a PDUFA date of March 6, 2026[6](index=6&type=chunk) - Closed acquisition of Life Molecular Imaging in July, immediately expanding near- and long-term growth profile and commercial portfolio with Neuraceq®[6](index=6&type=chunk) - Board of Directors authorized a program to repurchase up to **$400 million** of Lantheus common stock[6](index=6&type=chunk) - Provided updated corporate guidance for full year 2025 revenue and adjusted fully diluted EPS[6](index=6&type=chunk) - Sales of PYLARIFY were **$250.6 million**, a decrease of **8.3%**[7](index=7&type=chunk) - Sales of DEFINITY were **$83.9 million**, an increase of **7.5%**[7](index=7&type=chunk) - Operating income decreased **14.4%** to **$88.0 million**; Adjusted operating income (non-GAAP) decreased **10.8%** to **$152.6 million**[7](index=7&type=chunk) [Financial Results and Analysis](index=5&type=section&id=2.0%20Financial%20Results%20and%20Analysis) This section provides a detailed analysis of Lantheus's consolidated financial performance for Q2 2025, including statements of operations, revenue breakdown, non-GAAP reconciliations, cash flow, and balance sheet highlights [Consolidated Statements of Operations](index=5&type=section&id=2.1%20Consolidated%20Statements%20of%20Operations) For Q2 2025, total revenues were $378.0 million, a decrease from $394.1 million in Q2 2024, while net income increased to $78.8 million from $62.1 million year-over-year, and diluted EPS rose to $1.12 from $0.88, despite a decrease in operating income to $88.0 million Consolidated Statements of Operations | Metric (in thousands) | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | Six Months Ended June 30, 2025 | Six Months Ended June 30, 2024 | | :-------------------- | :------------------------------- | :------------------------------- | :----------------------------- | :----------------------------- | | Revenues | **$378,045** | $394,091 | **$750,809** | $764,066 | | Gross profit | **$241,011** | $255,774 | **$478,711** | $497,620 | | Operating income | **$87,966** | $102,729 | **$190,033** | $209,364 | | Income before income taxes | **$104,517** | $84,374 | **$201,046** | $255,642 | | Net income | **$78,755** | $62,073 | **$151,700** | $193,139 | | Diluted EPS | **$1.12** | $0.88 | **$2.14** | $2.74 | [Consolidated Revenues Analysis](index=6&type=section&id=2.2%20Consolidated%20Revenues%20Analysis) Total revenues for Q2 2025 decreased by 4.1% year-over-year, primarily due to an 8.3% decline in PYLARIFY sales, partially offset by a 7.5% increase in DEFINITY sales and a significant 32.8% growth in strategic partnerships and other revenue Consolidated Revenues by Product Category | Product Category | Q2 2025 Sales (Thousands) | Q2 2024 Sales (Thousands) | Change $ (Thousands) | Change % | | :------------------------------- | :------------------------ | :------------------------ | :------------------- | :------- | | PYLARIFY | **$250,642** | $273,255 | **$(22,613)** | **(8.3%)** | | Total radiopharmaceutical oncology | **$250,642** | $273,255 | **$(22,613)** | **(8.3%)** | | DEFINITY | **$83,939** | $78,100 | **$5,839** | **7.5%** | | TechneLite | **$24,982** | $28,186 | **$(3,204)** | **(11.4%)** | | Other precision diagnostics | **$6,892** | $5,825 | **$1,067** | **18.3%** | | Total precision diagnostics | **$115,813** | $112,111 | **$3,702** | **3.3%** | | Strategic partnerships and other revenue | **$11,590** | $8,725 | **$2,865** | **32.8%** | | Total revenues | **$378,045** | $394,091 | **$(16,046)** | **(4.1%)** | [Reconciliation of GAAP to Non-GAAP Financial Measures](index=7&type=section&id=2.3%20Reconciliation%20of%20GAAP%20to%20Non-GAAP%20Financial%20Measures) Adjusted net income for Q2 2025 was $110.6 million, a 12.8% decrease from Q2 2024, with adjusted diluted EPS also decreasing by 12.8% to $1.57, and adjusted operating income down 10.8% to $152.6 million, reflecting various non-GAAP adjustments GAAP to Non-GAAP Reconciliation | Metric | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | % Change | | :-------------------------------- | :------------------------------- | :------------------------------- | :------- | | Net income (GAAP) | **$78,755** | $62,073 | **26.9%** | | Adjusted net income (non-GAAP) | **$110,624** | $126,839 | **(12.8%)** | | Adjusted net income, as % of revenues | **29.3%** | 32.2% | **(2.9) pp** | | Diluted EPS (GAAP) | **$1.12** | $0.88 | **27.3%** | | Adjusted net income per share - diluted (non-GAAP) | **$1.57** | $1.80 | **(12.8%)** | | Operating income (GAAP) | **$87,966** | $102,729 | **(14.4%)** | | Adjusted operating income (non-GAAP) | **$152,572** | $171,116 | **(10.8%)** | | Adjusted operating income, as % of revenues | **40.4%** | 43.4% | **(3.0) pp** | [Reconciliation of Free Cash Flow](index=9&type=section&id=2.4%20Reconciliation%20of%20Free%20Cash%20Flow) Free cash flow for Q2 2025 increased to $79.1 million from $73.5 million in Q2 2024, primarily driven by net cash provided by operating activities of $87.1 million, partially offset by capital expenditures Free Cash Flow Reconciliation | Metric (in thousands) | Three Months Ended June 30, 2025 | Three Months Ended June 30, 2024 | | :-------------------------------- | :------------------------------- | :------------------------------- | | Net cash provided by operating activities | **$87,106** | $84,720 | | Capital expenditures | **$(7,961)** | $(11,175) | | Free cash flow | **$79,145** | $73,545 | | Net cash used in investing activities | **$(232,472)** | $(45,086) | | Net cash (used in) provided by financing activities | **$(98,413)** | $99 | [Condensed Consolidated Balance Sheets](index=10&type=section&id=2.5%20Condensed%20Consolidated%20Balance%20Sheets) As of June 30, 2025, total assets increased to $2.116 billion from $1.980 billion at December 31, 2024, while cash and cash equivalents decreased to $695.6 million from $912.8 million, primarily due to acquisition payments, and total liabilities increased to $949.3 million Condensed Consolidated Balance Sheets | Metric (in thousands) | June 30, 2025 | December 31, 2024 | | :-------------------- | :------------ | :---------------- | | Cash and cash equivalents | **$695,572** | $912,814 | | Total current assets | **$1,201,816** | $1,326,633 | | Total assets | **$2,116,077** | $1,980,340 | | Total current liabilities | **$280,132** | $240,526 | | Total liabilities | **$949,294** | $892,329 | | Total stockholders' equity | **$1,166,783** | $1,088,011 | [Business Updates and Strategic Developments](index=1&type=section&id=3.0%20Business%20Updates%20and%20Strategic%20Developments) This section outlines Lantheus's recent strategic initiatives, including balance sheet changes, key acquisitions, pipeline advancements, and a new stock repurchase program [Balance Sheet Highlights (Overview)](index=2&type=section&id=3.1%20Balance%20Sheet%20Highlights%20(Overview)) As of June 30, 2025, the company's cash and cash equivalents were $695.6 million, a decrease from $912.8 million at December 31, 2024, primarily due to the Evergreen acquisition payment, while Lantheus maintains access to a $750.0 million revolving line of credit - Cash and cash equivalents were **$695.6 million** at June 30, 2025, after payment of **$276.4 million** for the Evergreen Theragnostics acquisition, compared to **$912.8 million** at December 31, 2024[12](index=12&type=chunk) - The Company currently has access to up to **$750.0 million** from a revolving line of credit[12](index=12&type=chunk) [Business Development Updates](index=2&type=section&id=3.2%20Business%20Development%20Updates) Lantheus completed the acquisition of Life Molecular Imaging in July, adding Neuraceq and an international commercial footprint, and the FDA approved an expanded label for Neuraceq in June, while the acquisition of Evergreen Theragnostics was completed in April, and the company announced an agreement to sell its SPECT business - Completed the acquisition of Life Molecular Imaging in July, acquiring Neuraceq (florbetaben F 18 injection), a globally approved beta-amyloid targeted radiodiagnostic for Alzheimer's disease, and an international commercial footprint[12](index=12&type=chunk) - FDA approved an updated label for Neuraceq in June, expanding its clinical indication to include use in diagnostic assessment, identification of appropriate candidates for amyloid-targeting therapies, and utilization of quantitative amyloid plaque metrics[12](index=12&type=chunk) - Completed the acquisition of Evergreen Theragnostics in April, acquiring OCTEVY™ (a registrational-stage PET imaging agent targeting neuroendocrine tumors) and radioligand therapy manufacturing infrastructure, including a revenue-generating CDMO business[12](index=12&type=chunk) - Announced an agreement in May to sell its SPECT business to Illuminated Holdings, Inc., expected to close by the end of the year, allowing Lantheus to focus on its PET radiodiagnostics and microbubbles portfolio[12](index=12&type=chunk) [Radiopharmaceutical Pipeline Updates](index=2&type=section&id=3.3%20Radiopharmaceutical%20Pipeline%20Updates) The FDA accepted an NDA for a new formulation of piflufolastat F 18 PSMA PET imaging agent, expected to increase batch size by approximately 50% to serve more patients, and MK-6240, a next-generation tau imaging agent, met its primary endpoints in two pivotal clinical studies, with an NDA submission planned for Q3 2025 - FDA accepted a new drug application (NDA) for a new formulation of piflufolastat F 18 PSMA PET imaging agent, which will increase batch size by approximately **50%** to serve significantly more patients[12](index=12&type=chunk) - MK-6240, a next-generation tau imaging agent, met its primary endpoints in two pivotal clinical studies assessing sensitivity and specificity; the Company plans to submit an NDA to the FDA in the third quarter of 2025[12](index=12&type=chunk) [Other Key Updates](index=1&type=section&id=3.4%20Other%20Key%20Updates) The Board of Directors authorized a new program to repurchase up to $400 million of Lantheus common stock, replacing the previous 12-month program announced in November 2024 - Board of Directors authorized a program to repurchase up to **$400 million** of Lantheus common stock, replacing the 12-month program announced in November 2024[6](index=6&type=chunk) [Financial Guidance](index=2&type=section&id=4.0%20Financial%20Guidance) This section provides Lantheus's updated corporate financial guidance for the full year 2025, reflecting recent acquisitions and business outlook [Full Year 2025 Updated Corporate Financial Guidance](index=2&type=section&id=4.1%20Full%20Year%202025%20Updated%20Corporate%20Financial%20Guidance) Lantheus updated its full-year 2025 corporate financial guidance, reflecting the Life Molecular Imaging acquisition and current business outlook, with revenue guidance revised downwards to $1.475 billion - $1.51 billion, and adjusted fully diluted EPS guidance lowered to $5.50 - $5.70 Full Year 2025 Corporate Financial Guidance | Metric | Guidance Issued August 6, 2025 | Guidance Issued May 7, 2025 | | :-------------------------- | :----------------------------- | :-------------------------- | | FY 2025 Revenue | **$1.475 billion - $1.51 billion** | $1.550 billion - $1.585 billion | | FY 2025 Adjusted fully diluted EPS | **$5.50 - $5.70** | $6.60 - $6.70 | [Additional Information](index=3&type=section&id=5.0%20Additional%20Information) This section provides supplementary details, including information on the upcoming conference call, company overview, explanation of non-GAAP measures, and a safe harbor statement for forward-looking information [Conference Call and Webcast](index=3&type=section&id=5.1%20Conference%20Call%20and%20Webcast) Lantheus will host a conference call and webcast on Wednesday, August 6, 2025, at 8:00 a.m. ET to discuss the financial results, with a replay available approximately two hours after completion and archived for at least 30 days - Conference call and webcast scheduled for Wednesday, August 6, 2025, at 8:00 a.m. ET; a replay will be available and archived for at least 30 days[14](index=14&type=chunk) [About Lantheus](index=3&type=section&id=5.2%20About%20Lantheus) Lantheus is a leading radiopharmaceutical-focused company, headquartered in Massachusetts with global offices, dedicated to delivering life-changing science to enable clinicians to Find, Fight, and Follow disease for better patient outcomes, having provided radiopharmaceutical solutions for nearly 70 years - Lantheus is the leading radiopharmaceutical-focused company, delivering life-changing science to enable clinicians to Find, Fight and Follow disease to deliver better patient outcomes[17](index=17&type=chunk) - Headquartered in Massachusetts with offices in New Jersey, Canada, Germany, Sweden and Switzerland, Lantheus has been providing radiopharmaceutical solutions for nearly 70 years[17](index=17&type=chunk) [Non-GAAP Financial Measures Explanation](index=3&type=section&id=5.3%20Non-GAAP%20Financial%20Measures%20Explanation) Lantheus utilizes non-GAAP financial measures, such as adjusted net income, adjusted operating income, and free cash flow, which management believes provide useful information to investors for evaluating operations, intended to supplement, not substitute, GAAP financial performance - The Company uses non-GAAP financial measures (adjusted net income, adjusted operating income, and free cash flow) as management believes they provide useful information to investors for evaluating operations[19](index=19&type=chunk) - Investors should consider these non-GAAP measures only as a supplement to, not as a substitute for or as superior to, measures of financial performance prepared in accordance with GAAP[19](index=19&type=chunk) [Safe Harbor for Forward-Looking Statements](index=4&type=section&id=5.4%20Safe%20Harbor%20for%20Forward-Looking%20Statements) This press release contains forward-looking statements subject to various risks and uncertainties, including those related to market expansion, manufacturing, raw material availability, clinical development, regulatory approvals, integration of acquisitions, divestiture completion, and patent litigation, with readers cautioned against undue reliance and the company undertaking no obligation to publicly update them, except as required by law - The press release contains forward-looking statements subject to risks and uncertainties, including continued market expansion, manufacturing capabilities, raw material availability, clinical development, regulatory approval, successful integration of acquisitions, and completion of divestitures[21](index=21&type=chunk) - Readers are cautioned not to place undue reliance on forward-looking statements, and the Company undertakes no obligation to publicly update any forward-looking statement, except as may be required by law[21](index=21&type=chunk) [Contacts](index=11&type=section&id=5.5%20Contacts) Contact information for Lantheus's Investor Relations and External Communications departments is provided for inquiries - Contact information for Mark Kinarney (Vice President, Investor Relations) and Melissa Downs (Executive Director, External Communications) is provided[37](index=37&type=chunk)

Core Insights - The FDA has accepted a New Drug Application (NDA) for a new formulation of Lantheus' F 18 PSMA imaging agent, with a PDUFA date set for March 6, 2026 [1][2][3] - The new formulation aims to increase batch size by approximately 50%, enhancing patient access and supply resilience [1][3] - PYLARIFY, the current market-leading PSMA PET imaging agent, has shown an 86% median true-positive rate in diagnosing recurrent prostate cancer [2][3] Company Developments - Lantheus is focused on advancing prostate cancer imaging through sustainable innovation, with the new formulation expected to improve patient access and streamline operations [3][4] - The new formulation is designed to optimize the manufacturing process, increasing the radioactive concentration of the agent [3] - The company has a strong market presence, with PYLARIFY being the number one ordered PSMA PET imaging agent in the U.S., supported by over 500,000 scans [6] Industry Context - Prostate cancer is the second most frequently diagnosed cancer in the U.S., with estimates suggesting nearly 315,000 new cases and over 35,000 deaths in 2025 [4] - Projections indicate that annual prostate cancer cases could nearly double to 2.9 million by 2040, driven by aging populations and increased life expectancy [4] - The growing burden of prostate cancer highlights the need for accurate and early detection methods, positioning Lantheus for continued leadership in this area [3][4]

BEDFORD, Mass., July 23, 2025 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc. (the "Company") (NASDAQ: LNTH) today announced that it will host a conference call and webcast at 8:00 a.m. ET on Wednesday, August 6, 2025, to discuss its financial results and provide a business update for the second quarter of 2025. To access the conference call or webcast, participants should register online at https://investor.lantheus.com/news-events/calendar-of-events. To avoid delays, we encourage participants to register fift ...

BEDFORD, Mass., July 22, 2025 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc. ("Lantheus" or the "Company") (NASDAQ: LNTH), today announced the successful completion of its previously disclosed acquisition of Life Molecular Imaging Ltd. ("Life Molecular"), a subsidiary of Life Healthcare Group Holdings Ltd ("Life Healthcare"). As part of the acquisition, Ludger Dinkelborg, PhD, formerly CEO and Managing Director of Life Molecular Imaging, has been appointed Head of Research and Development at Lantheus effective ...

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]