The earnings call presented a mixed outlook, with strategic acquisitions and pipeline advancements highlighting potential for future growth. However, competitive pressures on PYLARIFY, flat revenue growth, and decreased profit margins weighed on the overall sentiment. The company also lowered its full-year guidance, reflecting challenges in the current market environment.

Company Guidance -

Q3 2025

During the Lantheus First Quarter 2025 Conference Call, the company provided guidance on several key metrics. They announced plans to divest their SPECT business to SHINE Technologies and highlighted two acquisitions: Evergreen Theragnostics and Life Molecular Imaging, which are expected to drive revenue growth and diversify their portfolio. The acquisitions are anticipated to enhance their radiopharmaceutical leadership and add capabilities, including infrastructure for manufacturing radiotherapeutics. The company projects the U.S. Alzheimer’s disease radiodiagnostics market could grow to more than $1.5 billion by the end of the decade and $2.5 billion by the mid-2030s. For PYLARIFY, sales for the quarter were $258 million with plans to maintain market leadership despite competitive pressures. The fiscal year 2025 guidance for PYLARIFY was updated to flat-to-low single-digit percent growth, with expectations for total net revenue to be between $1.55 billion and $1.585 billion. Adjusted EPS is expected to range from $6.60 to $6.70, down from the previous guidance of $7 to $7.20, due to strategic investments and acquisitions. The company expressed confidence in sustainable long-term growth, driven by their diversified pipeline and strategic focus.

Strategic Acquisitions and Divestitures

Announced the acquisition of Evergreen Theragnostics and Life Molecular Imaging, aimed at enhancing radiopharmaceutical capabilities and growth. Also announced the divestment of the SPECT business to SHINE Technologies.

Strong Product Performance

PYLARIFY sales for the first quarter were $258 million, despite a low-single-digit decline in net price. DEFINITY achieved approximately $79 million in sales, even with the return of competitive supply to the U.S. market.

Positive Pipeline Developments

MK-6240, a next-generation tau imaging agent, met its primary endpoints in two pivotal studies. The company plans to submit a new drug application to the FDA in the third quarter of 2025.

Financial Stability

Operating cash flow for the first quarter was $107.6 million, with a strong liquidity position of $938.5 million in cash and cash equivalents.

Lantheus (LNTH) Earnings, Revenues Date & History

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LNTH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	1.58 / -	1.7	―	―	―
Aug 06, 2025	2025 (Q2)	1.68 / 1.57	1.8	-12.78% (-0.23)
May 07, 2025	2025 (Q1)	1.66 / 1.53	1.69	-9.47% (-0.16)
Feb 26, 2025	2024 (Q4)	1.54 / 1.59	1.75	-9.14% (-0.16)
Nov 06, 2024	2024 (Q3)	1.56 / 1.70	1.47	15.65% (+0.23)
Jul 31, 2024	2024 (Q2)	1.83 / 1.80	1.54	16.88% (+0.26)
May 02, 2024	2024 (Q1)	1.54 / 1.69	1.47	14.97% (+0.22)
Feb 22, 2024	2023 (Q4)	1.43 / 1.75	1.37	27.74% (+0.38)
Nov 02, 2023	2023 (Q3)	1.32 / 1.47	0.99	48.48% (+0.48)
Aug 03, 2023	2023 (Q2)	1.31 / 1.54	0.89	73.03% (+0.65)

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

LNTH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 07, 2025	$104.84	$80.49	-23.23%
Feb 26, 2025	$80.05	$93.25	+16.49%
Nov 06, 2024	$114.96	$91.17	-20.69%
Jul 31, 2024	$109.77	$104.83	-4.50%

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.