Lantheus Holdings, Inc. · NASDAQ:LNTH
Lantheus — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
24 slides from Lantheus's conference presentation, Jan 11, 2023
Slide 1: 41st Annual J.P. Morgan Healthcare Conference
41st Annual J.P. Morgan Healthcare Conference © 2023 Lantheus. All rights reserved. January 11, 2023 Exhibit 99.1
Slide 2: Safe Harbor Statements
Safe Harbor Statements © 2023 Lantheus. All rights reserved. Cautionary Statement Regarding Forward-Looking Statements This document contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, that are subject to risks and uncertainties
Slide 3: Lantheus – A Growth Company
Lantheus – A Growth Company Continue to advance our purpose to FIND. FIGHT. FOLLOW. disease to deliver better patient outcomes FOUNDED: 1956 | $800M TTM Revenues1 | 25% 5-Year Revenue CAGR1 | TICKER: LNTH Delivering life-changing science to patients and providers, going further to improve outcomes a
Slide 4: Precision Diagnostics, Radiopharmaceutical Oncology, Strategic Partnerships
© 2023 Lantheus. All rights reserved. Precision Diagnostics Our leading diagnostic products assist healthcare professionals (HCPs) in Finding and Following diseases with a current focus in cardiology Radiopharmaceutical Oncology Diagnostics and therapeutics that aid HCPs in Finding, Fighting and Fol
Slide 5: Uniquely Positioned to Take Advantage of the Renaissance in Radiopharmaceuticals
Uniquely Positioned to Take Advantage of the Renaissance in Radiopharmaceuticals Source: MEDraysintell 2022 Nuclear Medicine Report 1 Number of assets in preclinical – Phase 3 development, increase vs. 2019. © 2023 Lantheus. All rights reserved. For Internal Use Only. Radiopharmaceuticals (Diagnosti
Slide 6: Near-Term Growth Drivers
Up tantieus Near-Term Growth Drivers
Slide 7: PSMA PET Imaging Agent for Prostate Cancer
Prostate Specific Membrane Antigen (PSMA) PET Imaging Agent for Prostate Cancer Firmly established as the market leading PSMA PET imaging agent for the U.S. prostate cancer community 90K+ scans $410.2M Net Sales Launched June 2021 Drivers of Success Operational Excellence Innovation Significant unme
Slide 8: Prostate Cancer is the 2nd Most Common Cancer in American Men
Prostate Cancer is the 2nd Most Common Cancer in American Men1 American Cancer Society. Cancer Facts & Figures 2022. American Cancer Society; Atlanta, Ga. 2022. American Cancer Society. Cancer Facts & Figures 2022. American Cancer Society; Atlanta, Ga. 2022, LNTH market research projection for 2023.
Slide 9: ~$1.6B U.S. PSMA PET Imaging TAM Estimate
~$1.6B U.S. PSMA PET Imaging TAM Estimate +2-3% annual growth due to increasing incidence / prevalence5 Market research interviews, survey, and analysis, Wenzel 2021 Prostate, Nezolosky 2018 J. Clin. Oncol., Agrawal 2020 JAMA. Scher HI, Solo K, Valant J, Todd MB, Mehra M. 2015. Prevalence of Prostat
Slide 10: DEFINITY Market Leading Ultrasound Enhancing Agent
2022 Net Sales through 3Q $181.4M 21M+ echo studies have been performed with DEFINITY Launched 2001 Clinical Differentiation Distribution Model Supporting Data & Publications Market Leading Ultrasound Enhancing Agent © 2023 Lantheus. All rights reserved. Drivers of Success
Slide 11: Heart Disease is the #1 Cause of Death in the U.S.
2022 Heart Disease and Stroke Statistics Update Fact Sheet. Between 2015 and 2018; 2022 Heart Disease and Stroke Statistics Update fact sheet. Heart Disease and Stroke Statistics – 2022: A Report From the American Heart Association. Circulation. 2022;145(8): e153-e 639. Heart Disease is the #1 Cause
Slide 12: U.S. Ultrasound Enhancing Agent TAM is $600M+
U.S. Ultrasound Enhancing Agent (UEA) TAM is $600M+1 U.S. market; Internal Lantheus estimate. Source: AMR, Echocardiography Monthly Monitor and Real World Data; Kurt M et al. Journal of the American College of Cardiology, March 2009; Senior R et al., The European Society of Cardiology, 2006. ©2020 M
Slide 13: Sustaining Double Digit Growth
Sustaining Double Digit Growth
Slide 14: Lantheus Product Pipeline
Candidate Target Isotope Indication / Disease Area Pre-Clinical Phase I Phase II Phase III Reg. Filling MICROBUBBLE DEFINITY N/A N/A Pediatric Echocardiography RADIOPHARMACEUTICALS Prostate Cancer PYLARIFY (1) PSMA 18F Prostate Cancer (Europe) PNT-2002 PSMA 177Lu Metastatic Prostate Cancer LNTH-1095
Slide 15: Radiopharmaceutical Portfolio Expands with Late-stage Therapeutic Candidates (1/2)
Radiopharmaceutical Portfolio Expands with Late-stage Therapeutic Candidates (1/2) Projected TAM in 2029 based on management estimates and internal data. Data from 27 patients enrolled in Lead-In cohort presented at ESMO 2022: 84.8% of individuals imaged with PSMA-PET met PSMA eligibility criteria M
Slide 16: Radiopharmaceutical Portfolio Expands with Late-stage Therapeutic Candidates (2/2)
© 2023 Lantheus. All rights reserved. Radiopharmaceutical Portfolio Expands with Late-stage Therapeutic Candidates (2/2) Projected TAM in 2027 based on management estimates and GlobalData Neuroendocrine Tumors Global Drug Forecast and Market Analysis to 2030, published Sept 2021. 18K GEP-NET patient
Slide 17: Strong Financial Profile Enables Investment Strategy
Strong Financial Profile Enables Investment Strategy
Slide 18: Disciplined Strategic and Financial Approach to Growth
Disciplined Strategic and Financial Approach to Growth Enabling an Attractive & Sustainable Financial Profile Revenue growth Margin expansion FCF generation Flexible balance sheet Delivering on Our Strategy Sustain double-digit growth Diversify our portfolio Position Lantheus as a category leader Co
Slide 19: 5-year Financial Targets
5-year Financial Targets FCF = Free Cash Flow = Operating Cash Flow less Capital Expenditures; 2022-2027 cumulative estimate. Delivering Profitable Growth Delivering levered P&L Disciplined investment to support growth and efficiencies 45%+ EBITDA MARGIN Strong cash and earnings growth Prioritized c
Slide 20: Summary
| Fi LANTHEUS Summary
Slide 21: Lantheus – A Growth Company
Lantheus – A Growth Company © 2023 Lantheus. All rights reserved. Continue to advance our purpose to FIND. FIGHT. FOLLOW. disease to deliver better patient outcomes Proven Track Record of Success 65 years of radiopharmaceutical expertise #1 PSMA PET Imaging Agent with Sustainable Competitive Advanta
Slide 22: Appendix
U § LANTHEUS Appendix
Slide 23: Proven Management Team with Deep Industry Expertise
Proven Management Team with Deep Industry Expertise Seasoned and Experienced with a Strong Track Record of Value Creation Mary Anne Heino President and Chief Executive Officer 2013 Previously: Janssen, Centocor, Inc, Angleini, Labopharm Daniel Niedzwiecki SVP – General Counsel and Corporate Secretar
Slide 24: Prostate Cancer Patients May Undergo Imaging Several Times During Their Disease Journey
© 2023 Lantheus. All rights reserved. Market research interviews, survey, and analysis, Wenzel 2021 Prostate, Nezolosky 2018 J. Clin. Oncol., Agrawal 2020 JAMA. Scher HI, Solo K, Valant J, Todd MB, Mehra M. 2015. Prevalence of Prostate Cancer Clinical States and Mortality in the United States: Estim
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