Lantheus Holdings(US:LNTH)2021-09-17 18:53Company Overview - Lantheus has 65 years of imaging innovation and is the most used radiopharmaceutical imaging agent in the U S [7] - Lantheus has three portfolio categories: Precision Diagnostics, Radiopharmaceutical Oncology, and Strategic Partnerships & Other[10] DEFINITY (Precision Diagnostics) - The U S echocardiography market continues to grow by approximately 2% annually, estimating over 35 million echocardiograms in CY 2021[14, 15] - DEFINITY is the 1 ultrasound enhancing agent and as of Q2 2021, over 50% of promotional efforts were in-person, up from approximately 10% at the start of 2021[17] PYLARIFY (Radiopharmaceutical Oncology) - In 2021, there were an estimated 248,530 new cases and approximately 34,130 deaths from prostate cancer in the U S [20] - Approximately 1 in 8 men will be diagnosed with prostate cancer during their lifetime, and over 3 1 million are living with prostate cancer today[20] - The annual potential addressable market for prostate cancer PET imaging is over $600 million, comprised of approximately 170,000 eligible patients[23] AZEDRA (Radiopharmaceutical Oncology) - Each year in the U S , approximately 652 to 2,608 patients are diagnosed with Pheochromocytoma and Paraganglioma (PPGL)[29] - In patients with advanced PPGL, the 5-year overall survival can be as low as 12%[29] Strategic Partnerships & Pipeline - Lantheus has acquired rights to NM-01 from NanoMab, a PD-L1 imaging biomarker product candidate, and NTI-1309 from Ratio Therapeutics, an innovative imaging biomarker that targets fibroblast activation protein (FAP)[32, 33] - Lantheus is progressing with a Phase 2 trial of 1095, a PSMA-targeted small molecule therapeutic for metastatic castration-resistant prostate cancer (mCRPC)[46]