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Lantheus (LNTH) investor relations material
Lantheus Morgan Stanley 23rd Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025
Company overview and market position
Focused on nuclear medicine, with a legacy dating back to the Manhattan Project and a portfolio including Cardiolite, technetium generators, PYLARIFY®, and DEFINITY®.
PYLARIFY® surpassed $1 billion in sales but faces reimbursement and competitive headwinds, with about 20% of patients affected by recent Medicare changes.
The PSMA PET market is currently a three-player field, with expectations for additional competitors by 2026-2028 and significant growth driven by prostate cancer demand.
Maintains leadership through product differentiation, superior F-18 technology, strong field team, and reliable delivery.
Product innovation and pipeline development
New PYLARIFY® formulation is under FDA review, with anticipated approval in March next year, aiming to increase batch size by 50% and improve efficiency and margins.
Multiple launches expected in the next two years, including Octavi for neuroendocrine tumors and expansion of NeuroCeq™.
Pipeline includes agents for small cell lung cancer, osteosarcoma (LLRC-15), and prostate cancer (RM2), with ongoing clinical trials and regulatory filings planned.
Focus on Alzheimer's and dementia, with NeuroCeq™ and MK6240 targeting beta amyloid and TAL, and a phase three cardiac amyloidosis study underway.
Strategic business development and integration
Recent acquisitions of Evergreen and LMI enhance manufacturing, R&D, and commercial capabilities, especially in radionuclide and amyloid spaces.
Integration is progressing well, with asset and team synergies being realized, and a focus on expanding commercial reach for NeuroCeq™.
Divestiture of the SPECT business improves gross margin by 200 basis points and unlocks growth potential.
Business development will remain selective, prioritizing tuck-in acquisitions and early ROI, with an R&D day planned to showcase pipeline progress.
New PYLARIFY® formulation: What are the key benefits?
How do recent acquisitions shape long-term growth?
What drives increased R&D spend and its ROI?
Partial view of Summaries dataset, powered by Quartr API
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Q3 20255 Nov, 2025
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Frequently asked questions
Lantheus Holdings Inc. is a healthcare company specializing in diagnostic imaging and therapeutic solutions. The company develops and commercializes radiopharmaceuticals, contrast agents, and medical imaging products used in cardiology, oncology, and other critical care applications. Lantheus serves healthcare providers, hospitals, and imaging centers, focusing on technologies that enhance disease detection and patient management. Its portfolio includes products for nuclear medicine, ultrasound, and precision diagnostics. The company is headquartered in Bedford, Massachusetts, and its shares are listed on the NASDAQ.
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