Lantheus Holdings, Inc. Earnings Recaps
Q3 2025
Nov 7, 2025
Lantheus reported a solid third quarter in 2025, showcasing resilience in its core PSMA PET franchise despite a slight dip in sales, alongside strategic leadership transitions and preparations for the upcoming F-18 PET formulation launch.
Key takeaways
- Q3 sales for PYLARIFY reached $240.6 million, reflecting a year-over-year decrease of 7%, but U.S. volumes showed a positive 3.3% increase.
- The company announced a leadership transition with Mary Anne Heino stepping in as interim CEO post Brian Markison's retirement, ensuring continuity in strategic execution.
- Lantheus is preparing for the expected launch of the new F-18 PSMA PET formulation in 2026, which aims to enhance production efficiency and patient access.
- DEFINITY maintained a strong performance with over 6% year-over-year growth, underscoring its market leadership in ultrasound-enhancing agents.
- The neurology franchise, especially Neuraceq, is positioned for growth driven by increasing demand in the Alzheimer's disease imaging market.