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- **Leadership Transition**: Brian Markison retiring, Mary Anne Heino as interim CEO, with comprehensive CEO search underway.
- **Financial Performance**: Q3 2025 revenue $384M (+1.4% YoY), adjusted EPS $1.27, with narrowed full-year guidance of $1.49B-$1.51B revenue and $5.50-$5.65 EPS.
- **Strategic Growth**: PYLARIFY volumes up 3.3% YoY, Neuraceq +25%, DEFINITY +6.3%.
- **Pipeline Momentum**: New F-18 PSMA PET formulation expected in 2026 with 3-year pass-through status.
- **Key Risks**: Pricing resets, Medicare reimbursement transition, and leadership transition execution.

**【CEO Summary Section】**
- **Leadership Transition**: Brian Markison will retire at year-end, with Mary Anne Heino serving as interim CEO. A comprehensive CEO search is underway.
- **Strategic Acquisitions**: Integrations of Life Molecular Imaging and Evergreen Therapeutics enhance radiopharmaceutical capabilities.
- **Product Performance**: 
  - PYLARIFY sales stabilized at $240.6M, with U.S. volumes up 3.3% YoY.
  - Neuraceq sales grew 25%, driven by expanded geographic coverage.
  - DEFINITY sales increased 6.3%.
- **Pipeline Advancements**: New F-18 PSMA PET formulation expected in 2026 with 3-year pass-through status.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: 
  - Revenue: $384M (+1.4% YoY)
  - Adjusted EPS: $1.27 (-25.3% YoY)
  - Gross Margin: 53.5% (down 471bps YoY)
  - Operating Expenses: 32.4% of revenue
- **Full Year Guidance**: 
  - Revenue: $1.49B-$1.51B
  - Adjusted EPS: $5.50-$5.65

**【Q&A Highlights】**
- **Market Dynamics**: PYLARIFY pricing stabilization reflects disciplined execution and clinical differentiation.
- **Competitive Position**: Neuraceq growth (+25% Q3) driven by expanded PMF network and Life Molecular Imaging integration.
- ** Medicare Reimbursement**: Transitioning to MUC from ASP, with potential ASP return in 2027.
- **Risks**: Pricing resets in Q4 and 2026, leadership transition execution.


Lantheus Holdings, Inc. (LNTH) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

LNTH

LNTH fundamentals

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