Alector (ALEC) Q2 2025 Earnings Call August 07, 2025 04:30 PM ET Speaker0Good afternoon, ladies and gentlemen, and welcome to the Elektor Second Quarter and Mid Year twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised.To withdraw ...

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 ...

Core Insights - Axsome Therapeutics is collaborating with the Alzheimer's disease advocacy community to raise awareness about the increasing impact of Alzheimer's disease in the U.S. and the significance of brain health during Alzheimer's & Brain Awareness Month [1][2] Industry Overview - There are currently over 7 million Americans living with Alzheimer's disease, a number projected to rise to approximately 14 million by 2060 [2] - Alzheimer's disease is the most common form of dementia, characterized by cognitive decline and various behavioral symptoms [2] - Nearly 12 million individuals serve as caregivers for those affected by Alzheimer's disease, highlighting the extensive burden on public health [2] - The Global Burden of Disease classification indicates that Alzheimer's disease has escalated from the 12th to the 6th most burdensome disease in the U.S. from 1990 to 2016, based on disability-adjusted life years (DALYs) [2][8] Company Initiatives - Axsome Therapeutics is actively participating in raising awareness and sharing resources related to Alzheimer's disease, alongside advocacy and patient communities [2] - The company is involved in scientific and medical conferences throughout the year to further its mission [2] Research and Development Focus - Axsome Therapeutics is dedicated to addressing central nervous system (CNS) disorders through innovative treatments, focusing on novel mechanisms of action to improve patient outcomes [3][5] - The company's neuroscience portfolio includes FDA-approved treatments for various conditions, including major depressive disorder and narcolepsy [5]

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]