Lantheus Holdings, Inc.

Lantheus Holdings, Inc. Earnings Recaps

LNTH Health Care 2 recaps
Q1 2026 May 10, 2026

Lantheus’ shares rose 8.0% following a quarter marked by better-than-expected commercial execution and meaningful regulatory progress, supporting confidence in the company’s focused radio diagnostics strategy and growth trajectory.

Key takeaways
  • PYLARIFY U.S. volumes grew approximately 5.8% year-over-year, holding stable net ASPs despite competitive pressures.
  • FDA approval of PYLARIFY TRUVU, a manufacturing-optimized formulation, positions Lantheus to increase supply and geographic reach starting in Q4.
  • Positive regulatory developments include tentative FDA approval for PNT2003 (radio equivalent to Lutathera) and upcoming PDUFA for MK-6240, a tau-targeted PET diagnostic slated for August.
  • Continued focus on commercial execution in oncology, neurology, and cardiology drove solid volume growth across core products.
  • The CEO search advances with strong internal alignment to maintain disciplined capital allocation and long-term pipeline prioritization.
Full recap
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.
Full recap