Financial Data and Key Metrics Changes - Total radiopharmaceutical revenues for Q3 2025 were $1.3 million, an 18% increase compared to Q3 2024, and year-to-date revenues reached $3.6 million, a 24% increase versus 2024 [31][32] - Year-to-date total operating expenses increased by $16.5 million, or 84%, from $19.7 million in 2024 to $36.2 million in 2025 [31][32] - Net loss from operations for year-to-date 2025 was $34.9 million, compared to $18.7 million for the same period in 2024 [32][33] - Cash balance as of September 30, 2025, was $113.9 million, reflecting net proceeds of approximately $56 million from common stock issuance during Q3 2025 [34] Business Line Data and Key Metrics Changes - The multi-isotope plant in South Africa is currently enriching silicon-28 and has shipped commercial samples validated for isotopic purity [4][5] - The nuclear medical segment has seen growth in volumes and doses sold, leading to increased revenues [9] - The carbon plant is expected to start producing carbon-14, with the first full batch anticipated in January 2026 [8] Market Data and Key Metrics Changes - The acquisition of Renergen is expected to enhance the company's capabilities in the semiconductor gas vertical, with regulatory approvals nearly complete [5][6] - The company is expanding its radiopharmaceutical operations globally, with the first purchase in the U.S. announced for East Coast Nuclear in Florida [10] Company Strategy and Development Direction - The company aims to secure supply chains of critical materials essential to the U.S. and ASP Isotopes, with recent acquisitions supporting this strategy [21][22] - Quantum Leap Energy (QLE) plans to produce lithium-7 and lithium-6 isotopes to meet the growing demand in the nuclear industry [15][16] - The company is focused on operational de-risking and plans to complete the Renergen acquisition and IPO of QLE in the near future [26][27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the operational capabilities and customer relationships, emphasizing the positive feedback from customers regarding the silicon-28 enrichment process [38] - The company anticipates significant revenue opportunities in 2026 and 2027, particularly around ytterbium-176 and silicon-28 [49][50] Other Important Information - The company has raised $64.3 million via convertible notes, bringing pro forma cash on hand to $81.6 million [13] - The company is planning to construct new plants in various locations, including Iceland, the U.S., and the U.K., during 2026 [29][30] Q&A Session Summary Question: Can you talk about the delays in shipping Silicon-28? - Delays were due to the complexity of the production process and modifications made after customer visits, which improved the customer-supplier relationship [37][38] Question: When do you expect to achieve operational de-risking in respect of Renergen? - Operational de-risking is expected by the end of Q1 2026, focusing on completing phase 1C of the project [39][40] Question: When will the company begin to recognize revenue in its isotopes enrichment segment? - Revenue recognition for carbon is expected by the end of December 2025, with silicon isotopes anticipated in the first half of 2026 [41][42] Question: What did the customers say about our samples of both Ytterbium and Silicon? - Customers were pleased with the results of the samples, indicating that the technology works effectively [44][47] Question: Can you discuss the revenue opportunity for Ytterbium-176 and Silicon-28? - The company is maintaining previous revenue guidance of $50-$70 million for 2026 and 2027 [49][50] Question: What is the capital commitment for building new facilities in 2026? - Detailed capital commitment information will be provided in future updates [54][55] Question: Can you elaborate on the LEU Plus opportunity? - LEU Plus is a subcategory of HALEU, driven by customer inquiries, aimed at increasing power density and extending the life of nuclear power plants [56][60] Question: Should the $3 million revenue from Skyline Builders be modeled going forward? - The revenue from Skyline Builders is not expected to continue, as the focus will shift to securing the nuclear supply chain [64][66]

SEATTLE, Nov. 20, 2025 (GLOBE NEWSWIRE) -- November 20, 2025 – Perspective Therapeutics, Inc. ("Perspective" or the "Company") (NYSE AMERICAN: CATX), a radiopharmaceutical development company pioneering advanced treatments for cancers throughout the body, today announced that members of its senior leadership team will participate in and be available for one-on-one meetings with investors at the following upcoming conferences: Piper Sandler & Co. 37th Annual Healthcare Conference – Fireside ChatDate: Tuesday ...

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]

Financial Performance - Lantheus reported revenues of $384 million for Q3 2025, a 1.4% increase year-over-year[13, 35] - Adjusted EPS for Q3 2025 was $1.27, a 25.3% decrease year-over-year[13, 35] - Radiopharmaceutical Oncology sales were $240.6 million, a 7.4% decrease year-over-year, while U S volumes grew by 3 3%[35, 19] - Precision Diagnostics sales were $129.7 million, a 25 0% increase year-over-year, driven by DEFINITY sales growth of 6 3% and the addition of Neuraceq[35, 21] - Strategic Partnerships sales were $13.7 million, a 10.1% decrease year-over-year[35] Strategic Initiatives and Pipeline - Lantheus completed the acquisition of Life Molecular Imaging and repurchased $100 million of stock during the quarter[39] - The company anticipates four key product approvals by year-end 2026, including a new PSMA PET imaging agent, MK-6240, LNTH-2501, and PNT2003[15, 46] - Lantheus is expanding geographic coverage for Alzheimer's disease imaging, aiming for broad access across leading centers and community practices[25] - The company is advancing MK-6240, a F18 PET imaging agent for detecting tau in adults being evaluated for Alzheimer's disease, with a PDUFA date of August 13, 2026[29, 31] Financial Guidance - Lantheus updated its FY 2025 revenue guidance to $1.49 billion-$1.51 billion[42] - The company updated its FY 2025 adjusted fully diluted EPS guidance to $5.50-$5.65[42]

Core Insights - Lantheus Holdings, Inc. reported third quarter 2025 financial results, highlighting a slight increase in worldwide revenue but significant declines in net income and earnings per share [3][7][8] - The company is focusing on the commercial execution of its prostate cancer franchise, particularly PYLARIFY, while also advancing its strategic diversification plan [2][5] Financial Performance - Worldwide revenue for Q3 2025 was $384.0 million, a 1.4% increase from $378.7 million in Q3 2024 [3][21] - GAAP net income decreased by 78.8% to $27.8 million compared to $131.1 million in the prior year [3][8] - GAAP fully diluted earnings per share fell by 77.1% to $0.41 from $1.79 in Q3 2024 [3][8] - Adjusted net income (non-GAAP) was $85.7 million, down 30.9% from $124.1 million in the previous year [3][8] - Adjusted fully diluted earnings per share (non-GAAP) decreased by 25.3% to $1.27 from $1.70 [3][8] Business Developments - The company announced the retirement of CEO Brian Markison effective December 31, 2025, and is conducting a search for a new CEO [5][7] - Lantheus closed the acquisition of Life Molecular Imaging in July 2025, enhancing its commercial portfolio [7][16] - The company repurchased $100 million of its common stock in Q3 2025 as part of its stock repurchase plan [7][8] Product Sales - Sales of PYLARIFY were $240.6 million, a decrease of 7.4% year-over-year [8][21] - Sales of DEFINITY increased by 6.3% to $81.8 million [8][21] - Operating income decreased by 67.4% to $43.6 million, while adjusted operating income (non-GAAP) fell by 27.6% to $119.6 million [8][21] Cash Flow and Balance Sheet - Free cash flow for Q3 2025 was $94.7 million, down from $159.3 million in Q3 2024 [8][26] - As of September 30, 2025, cash and cash equivalents were $382.0 million, significantly reduced from $912.8 million at the end of 2024 [8][27] Guidance - The updated corporate guidance for full year 2025 revenue is projected to be between $1.49 billion and $1.51 billion [10] - Adjusted fully diluted earnings per share guidance for FY 2025 is set at $5.50 to $5.65 [10]

Brian Markison to Retire as Chief Executive Officer; Board Conducting Search for Next CEO Continued Execution of Company’s Strategy to be Led by Prior CEO Mary Anne Heino as Executive Chairperson BEDFORD, Mass., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Lantheus Holdings, Inc. (the “Company”) (NASDAQ: LNTH), the leading radiopharmaceutical-focused company committed to enabling clinicians to Find, Fight and Follow disease to deliver better patient outcomes, today announced that Chief Executive Officer Brian Markis ...

Core Insights - The FDA has set a Prescription Drug User Fee Act (PDUFA) date of March 29, 2026, for Lantheus Holdings' LNTH-2501, a diagnostic kit for neuroendocrine tumors [1][2] Company Overview - Lantheus Holdings, Inc. is a leading radiopharmaceutical-focused company dedicated to improving patient outcomes through innovative diagnostic solutions [5] - The company has been providing radiopharmaceutical solutions for nearly 70 years and operates globally with offices in multiple countries [5] Product Details - LNTH-2501 (Gallium-68 edotreotide) is designed for use with positron emission tomography (PET) imaging to localize somatostatin receptor-positive neuroendocrine tumors (SSTR+ NETs) in both adult and pediatric patients [1][4] - The product is submitted under the FDA's 505(b)(2) pathway, supported by extensive evidence from multiple published studies [2][4] - If approved, LNTH-2501 may complement Lantheus' therapeutic candidate PNT2003, enhancing the company's strategy for integrated diagnostic and therapeutic solutions [4] Market Context - Neuroendocrine tumors (NETs) are rare cancers, with over 170,000 individuals in the U.S. living with these conditions, and gastroenteropancreatic NETs (GEP-NETs) account for 55-70% of cases [3] - Due to their slow growth and non-specific symptoms, up to 50% of NETs are initially misdiagnosed, leading to delays in treatment [3]

NASDAQ: RADX / ASX: RAD CLINICAL UPDATE AND CAPITAL RAISING OCTOBER 20th , 2025 For personal use only Notice & Disclaimer The information in this presentation does not constitute personal investment advice. The presentation is not intended to be comprehensive or provide all information required by investors to make an informed decision on any investment in Radiopharm Theranostics Ltd ACN 647 877 889 (Company). In preparing this presentation, the Company did not take into account the investment objectives, f ...

Core Insights - ITM Isotope Technologies Munich SE has appointed Annette Breunig as Chief People Officer to enhance its human resources strategy and support organizational growth [1][2] - Breunig has over 25 years of HR leadership experience in international pharmaceutical and technology companies, including Siemens AG and Sanofi [1][2] - The company aims to improve outcomes for cancer patients through innovative radiopharmaceuticals, with a focus on employee empowerment and company culture [2][3] Company Overview - ITM is a leading radiopharmaceutical biotech company dedicated to developing therapeutics and diagnostics for hard-to-treat tumors [4] - The company is advancing a precision oncology pipeline, including multiple Phase 3 studies, to provide more effective targeted treatments [4] - ITM leverages two decades of expertise and a global network to improve clinical outcomes and quality of life for patients [4]