Lantheus Holdings(LNTH) - 2025 Q3 - Earnings Call Presentation

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]