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Here's Why Lantheus Holdings (LNTH) is a Strong Momentum Stock
Zacks Investment Research· 2024-04-15 14:51
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Lantheus Holdings(LNTH) - 2023 Q4 - Earnings Call Transcript
2024-02-22 20:24
Lantheus Holdings, Inc. (NASDAQ:LNTH) Q4 2023 Earnings Conference Call February 22, 2024 8:00 AM ET Company Participants Mark Kinarney - VP, IR Mary Anne Heino - CEO Brian Markison - Chairman Paul Blanchfield - President Bob Marshall - CFO Conference Call Participants Anthony Petrone - Mizuho Group Roanna Ruiz - Leerink Partners LLC Richard Newitter - Truist Securities Yuan Zhi - B. Riley Matt Taylor - Jefferies Justin Walsh - Jones Trading Andy Hsieh - William Blair Larry Solow - CJS Securities Kemp Dolliv ...
Lantheus Holdings(LNTH) - 2023 Q4 - Annual Report
2024-02-22 12:49
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________________________ FORM 10-K _______________________________________________________________ (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File N ...
Lantheus Holdings(LNTH) - 2023 Q3 - Earnings Call Transcript
2023-11-03 10:10
Lantheus Holdings, Inc. (NASDAQ:LNTH) Q3 2023 Earnings Conference Call November 2, 2023 8:00 AM ET Company Participants Mark Kinarney - Vice President of Investor Relations Mary Anne Heino - Chief Executive Officer Paul Blanchfield - President Bob Marshall - Chief Financial Officer Conference Call Participants Roanna Ruiz - Leerink Richard Newitter - Truist Securities Matt Taylor - Jefferies Anthony Petrone - Mizuho Group Andy Hsieh - William Blair Justin Walsh - JonesTrading Larry Solow - CJS Securities Yu ...
Lantheus Holdings(LNTH) - 2023 Q3 - Earnings Call Presentation
2023-11-02 20:19
Investing in the Business K E Y D R I V E R S Investment in ERP implementation, as well as in risk management and employee engagement AVAILABLE REVOLVING CREDIT $14.6 INCREASE $87.5 $102.1 $ 3Q 2022 350.0 3Q 2023 © 2023 Lantheus. All rights reserved. 17 1. On a forward-looking basis, the Company does not provide GAAP income per common share guidance or a reconciliation of adjusted fully diluted EPS to GAAP income per common share because the Company is unable to predict with reasonable certainty business de ...
Lantheus Holdings(LNTH) - 2023 Q3 - Quarterly Report
2023-11-02 11:51
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36569 LANTHEUS HOLDINGS, INC. (Exact name of registrant as specified in its charter) | Delaware | 35-2318913 ...
Lantheus Holdings(LNTH) - 2023 Q2 - Earnings Call Transcript
2023-08-03 20:16
Lantheus Holdings, Inc. (NASDAQ:LNTH) Q2 2023 Earnings Conference Call August 3, 2023 8:00 AM ET Company Participants Mark Kinarney - Vice President of Investor Relations Mary Anne Heino - Chief Executive Officer Paul Blanchfield - President Bob Marshall - Chief Financial Officer Conference Call Participants Roanna Ruiz - Leerink Partners Yuan Zhi - B. Riley Richard Newitter - Truist Securities Matt Taylor - Jeffries Anthony Petrone - Mizuho Americas Justin Walsh - Jones Trading Larry Solow - CJS David Turk ...
Lantheus Holdings(LNTH) - 2023 Q2 - Earnings Call Presentation
2023-08-03 19:17
© 2023 Lantheus. All rights reserved. 22 Condensed Consolidated Statement of Operations – 2Q 2023 1. Internal analyses; 2. DRG Echo Monthly Monitor; 3. See slide 28 for reconciliations of GAAP to non-GAAP financials; certain amounts may be subject to rounding. (in thousands – unaudited) 13,092 354 © 2023 Lantheus. All rights reserved. Seasoned and Experienced with a Strong Track Record of Value Creation 1. CONDOR pivotal registrational study evaluated as a secondary endpoint change in intended patient manag ...
Lantheus Holdings(LNTH) - 2023 Q2 - Quarterly Report
2023-08-03 11:46
Table of Contents FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-36569 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 LANTHEUS HOLDINGS, INC. (Exact name of registrant as specified in its charter) | Delaware | 35-2318913 | | - ...
Lantheus Holdings(LNTH) - 2023 Q1 - Earnings Call Transcript
2023-05-04 23:06
Financial Data and Key Metrics Changes - In Q1 2023, the company reported record revenues of $300 million, an increase of $91.9 million or 44% year-over-year [39] - Adjusted earnings per share (EPS) for the quarter were $1.47, reflecting an increase of $0.50 or 51.3% compared to the prior year [39] - Gross profit margin improved to 68.6%, up 165 basis points from Q1 2022, driven by favorable volume and product mix [32] Business Line Data and Key Metrics Changes - The radiopharmaceutical oncology category generated $196.2 million in sales, significantly up year-over-year, primarily due to the growth of PYLARIFY [30] - Sales of PYLARIFY reached $195.5 million, representing a 110% increase year-over-year and 22% sequential growth [33] - DEFINITY sales were $68.8 million, an 18% increase from the prior year, benefiting from increased patient office visits [36] Market Data and Key Metrics Changes - The global radiopharmaceutical market is projected to grow from $6 billion in 2021 to over $35 billion by 2031, driven by new approvals and increasing patient diagnoses [24] - The company holds approximately 75% market share in the PSMA PET imaging market, indicating strong competitive positioning [115] Company Strategy and Development Direction - The company is focused on expanding its commercial portfolio and pipeline, including the recent acquisition of Cerveau Technologies for MK-6240, aimed at Alzheimer's diagnostics [8][19] - The partnership with POINT Biopharma is expected to lead to the launch of two additional oncology radiotherapeutics in the coming years [25] - The company aims to leverage its manufacturing and supply chain capabilities to drive growth in both therapeutics and diagnostics within the radiopharmaceutical sector [118] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future of the radiopharmaceutical industry, highlighting the company's unique position to lead and innovate [12] - The FDA's Fast Track designation for PNT2002 is expected to facilitate quicker development and review processes, enhancing the company's growth prospects in treating metastatic prostate cancer [6][20] - The anticipated top-line data readout for the PNT2002 SPLASH trial in the second half of 2023 is viewed as a significant milestone [21] Other Important Information - The company has a strong liquidity position with cash and cash equivalents of $470.9 million and access to a $350 million undrawn bank revolver [46] - The full-year revenue guidance has been updated to a range of $1.23 billion to $1.27 billion, reflecting strong performance in Q1 [72] Q&A Session All Questions and Answers Question: How large are the PMFs and how impactful to volumes can those sites be? - The company continues to expand its PMF network to enhance flexibility and customer experience, although specific numbers of hospitals in the network were not disclosed [52][54] Question: Is DEFINITY expected to sustain double-digit growth? - Management indicated that DEFINITY's growth is supported by returning patient volumes and improved hospital efficiencies, with expectations for continued growth [86][107] Question: What is the value proposition of PYLARIFY versus competitors? - PYLARIFY holds a significant market share due to its superior imaging capabilities and is preferred by healthcare professionals for its effectiveness in prostate cancer imaging [115] Question: What are the plans for PNT2003 and its market opportunity? - PNT2003 is on track for development, with an estimated market opportunity of approximately $800 million [156] Question: What is the impact of the Fast Track designation for PNT2002? - The Fast Track designation allows for more frequent interactions with the FDA, facilitating a more efficient submission process for the NDA [135][161]