The earnings call reflects a mixed sentiment with significant challenges in maintaining PYLARIFY's market share and pricing pressures impacting financial projections for 2025. However, strategic advancements in the pipeline, particularly in neurology and the new PYLARIFY formulation, along with a robust stock repurchase program, signal confidence in the company's long-term growth and stabilization efforts.

Company Guidance -

Q3 2025

During Lantheus' Second Quarter 2025 Conference Call, the company provided updated guidance, reflecting its challenges and strategic actions within the PSMA PET market, notably with PYLARIFY. The company reported a U.S. quarterly volume growth of PYLARIFY at 2% year-over-year and over 4% sequentially, although overall sales were down 8.3% compared to the prior year. Lantheus announced a revised full-year revenue expectation of $1.475 billion to $1.51 billion, down from the previous guidance of $1.55 billion to $1.585 billion. The adjusted earnings per share (EPS) guidance was lowered to a range of $5.50 to $5.70 from the prior range of $6.60 to $6.70. The company anticipates a continued low single-digit volume growth for PYLARIFY through the remainder of 2025, despite competitive pricing pressures that have led to renegotiations and strategic decisions to walk away from certain accounts. Lantheus also highlighted the potential growth of its Alzheimer's portfolio, estimating the U.S. Alzheimer's disease PET imaging market could reach $1.5 billion by the end of the decade, with Neuraceq being forecasted to contribute $40 million to $45 million in revenue for the partial third and full fourth quarter of 2025. Additionally, Lantheus announced a new $400 million stock repurchase program, reflecting the company's confidence in its strategic direction and long-term growth potential.

FDA Acceptance of New PYLARIFY Formulation

The FDA has accepted the NDA for a new formulation of PYLARIFY, which will increase batch size by approximately 50%, enabling increased patient access, supply resilience, and enhanced production efficiency.

Expansion in Neurology Franchise

Lantheus grew its neurology franchise with the addition of Neuraceq, approved for broader diagnosis of Alzheimer's disease, with an expanded label by the FDA. The US Alzheimer's PET imaging market is estimated to exceed $1.5 billion by the end of the decade.

Stock Repurchase Program

The Board authorized a new $400 million stock repurchase program, reflecting confidence in the company's intrinsic value and long-term strategy.

DEFINITY Performance

Sales of DEFINITY were up 7.5% year-over-year, indicating strong performance despite competitor re-entries.

Lantheus (DE:0L8) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:0L8 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.13 / -	1.458	―	―	―
Aug 06, 2025	2025 (Q2)	1.44 / 1.35	1.543	-12.78% (-0.20)
May 07, 2025	2025 (Q1)	1.42 / 1.31	1.449	-9.47% (-0.14)
Feb 26, 2025	2024 (Q4)	1.32 / 1.36	1.5	-9.14% (-0.14)
Nov 06, 2024	2024 (Q3)	1.33 / 1.46	1.26	15.65% (+0.20)
Jul 31, 2024	2024 (Q2)	1.57 / 1.54	1.32	16.88% (+0.22)
May 02, 2024	2024 (Q1)	1.32 / 1.45	1.26	14.97% (+0.19)
Feb 22, 2024	2023 (Q4)	1.23 / 1.50	1.175	27.74% (+0.33)
Nov 02, 2023	2023 (Q3)	1.13 / 1.26	0.849	48.48% (+0.41)
Aug 03, 2023	2023 (Q2)	1.12 / 1.32	0.763	73.03% (+0.56)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DE:0L8 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	€61.44	€44.36	-27.80%
May 07, 2025	€94.06	€71.44	-24.05%
Feb 26, 2025	€75.00	€88.92	+18.56%
Nov 06, 2024	€105.75	€106.75	+0.95%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.