Lantheus Holdings, Inc. · NASDAQ:LNTH

Lantheus — Q2 2025 Earnings Presentation

25 slides from Lantheus's earnings presentation, Aug 6, 2025

Slide 2: Agenda
SPEAKERS Agenda Highlights and Business Update Operational and Strategic Update Brian Markison Paul Blanchfield CEO President Financial Update Closing Remarks Q&A Bob Marshall Mark Kinarney CFO and Treasurer Vice President, Investor Relations © 2025 Lantheus. All rights reserved. 2
Slide 3: Safe Harbor Statements
Safe Harbor Statements 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 and are made pursuant to the safe har
Slide 4: Agenda
SPEAKERS Agenda Highlights and Business Update Operational and Strategic Update Brian Markison Paul Blanchfield CEO President Financial Update Closing Remarks Q&A Bob Marshall Mark Kinarney CFO and Treasurer Vice President, Investor Relations © 2025 Lantheus. All rights reserved. 4
Slide 5: Lantheus, the Leading Radiopharmaceutical-Focused Company
Lantheus, the Leading Radiopharmaceutical-Focused Company 2Q 2025 Results Near- and Long-Term Focus Revenues: $378M (-4.1%) Drive Strengthen Expand Enhance Adj EPS1: $1.57 (-12.8%) commercial radiodiagnostic & commercial long-term execution radiotherapeutic portfolio & growth capabilities pipeline p
Slide 6: Agenda
SPEAKERS Agenda Highlights and Business Update Operational and Strategic Update Brian Markison Paul Blanchfield CEO President Financial Update Closing Remarks Q&A Bob Marshall Mark Kinarney CFO and Treasurer Vice President, Investor Relations © 2025 Lantheus. All rights reserved. 6
Slide 7: Lantheus is Committed to Maintaining Market Leadership
Lantheus is Committed to Maintaining Market Leadership EXPANDING PORTFOLIO $251M -8.3% YoY Globally approved F-18 PET imaging agent used to detect beta-amyloid plaques in patients evaluated for Alzheimer’s disease 2Q 2025 Sales NEW F-18, PSMA March 6, 2026 Growing interest in our pipeline Clear and
Slide 8: DEFINITY 2Q 2025 Net Sales $83.9M
#1 Utilized Ultrasound Enhancing Agent1 2Q 2025 $83.9M +7.5% Growth 2Q 2025 Net Sales 2Q 2025 Year-over-Year DEFINITY’s long-term success remains driven by Its proven clinical and commercial value Long-standing track record of clinical application Our ongoing operational excellence2 1. DRG Real Worl
Slide 9: Agenda
SPEAKERS Agenda Highlights and Business Update Operational and Strategic Update Brian Markison Paul Blanchfield CEO President Financial Update Closing Remarks Q&A Bob Marshall Mark Kinarney CFO and Treasurer Vice President, Investor Relations © 2025 Lantheus. All rights reserved. 9
Slide 10: 2Q 2025 Financial Results
2Q 2025 Financial Results1 2Q25 vs 2Q24 • Radiopharmaceutical Oncology: $250.6M in sales, -8.3% YoY driven by volume increase of 4% sequentially offset by higher competitive dynamics in net price environment Net Revenues $378.0 -4.1% • Precision Diagnostic: $115.8M in sales, +3.3% YoY driven by sale
Slide 11: Strong Capital Resources Provide Financial Flexibility
Strong Capital Resources Provide Financial Flexibility1 Cash Flow Summary Free Cash Flow2 Resources USD Millions (2Q 2025) Three Months Ending June 30 2024 2025 +$5.6 INCREASE Cash provided $84.7 $87.1 $695.6M by operations CASH ON HAND3 $73.5 $79.1* Cash used in ($45.1) ($232.5) investing 2Q 2024 2
Slide 12: Updated FY 2025 Corporate Financial Guidance
Updated FY 2025 Corporate Financial Guidance1 Guidance Issued August 6, 2025 The Updated Interim Corporate Financial Guidance for the Full Year 2025 is as Follows: Prior Revenue $1.550B – $1.585B Current Revenue $1.475B – $1.51B FY 2025 Prior Adjusted Fully Diluted EPS2 $6.60 – $6.70 Current Adjuste
Slide 13: Agenda
Agenda SPEAKERS Highlights and Business Update Operational and Strategic Update Brian Markison Paul Blanchfield CEO President Financial Update Closing Remarks Q&A Bob Marshall Mark Kinarney CFO and Treasurer Vice President, Investor Relations © 2025 Lantheus. All rights reserved. 13
Slide 14: Lantheus, the Leading Radiopharmaceutical-Focused Company: Key Takeaways
Lantheus, the Leading Radiopharmaceutical-Focused Company 2Q 2025 LAYING THE FOUNDATION Key Takeaways drive future growth and long-term shareholder value Near- and Long-Term Focus Acquisitions Drive commercial execution Strengthen radiodiagnostic Diversifying Globally approved F-18 PET imaging & rad
Slide 16: Innovation that Makes an Impact: Expanding Pipeline of Radiopharmaceuticals
Innovation that Makes an Impact Diagnostic Therapeutic Expanding Pipeline of Radiopharmaceuticals Theranostic Candidate Target Isotope Indication/Disease Area Pre-Clinical Phase1 Phase 2 Phase 3 Reg. Filing Prostate LNTH-24011 GRPR 68Ga Metastatic Prostate Cancer Cancer LNTH-24022 GRPR 177Lu Metasta
Slide 21: Reconciliation of GAAP to Non-GAAP Financial Measures
Reconciliation of GAAP to Non-GAAP Financial Measures (in thousands, except per share and percent data – unaudited) (a) Non-GAAP amount excludes a gain of $42 from the change in value of other assets for the three and six months ended June 30, 2025. (b) The income tax effect of the adjustments betwe

Lantheus Holdings — Q2 2025 Earnings Presentation on 6ix

Lantheus — Q2 2025 Earnings Presentation

Slide 1: Lantheus Second Quarter 2025 Results

Slide 2: Agenda

Slide 3: Safe Harbor Statements

Slide 4: Agenda

Slide 5: Lantheus, the Leading Radiopharmaceutical-Focused Company

Slide 6: Agenda

Slide 7: Lantheus is Committed to Maintaining Market Leadership

Slide 8: DEFINITY 2Q 2025 Net Sales $83.9M

Slide 9: Agenda

Slide 10: 2Q 2025 Financial Results

Slide 11: Strong Capital Resources Provide Financial Flexibility

Slide 12: Updated FY 2025 Corporate Financial Guidance

Slide 13: Agenda

Slide 14: Lantheus, the Leading Radiopharmaceutical-Focused Company: Key Takeaways

Slide 15: Appendix

Slide 16: Innovation that Makes an Impact: Expanding Pipeline of Radiopharmaceuticals

Slide 17: Condensed Consolidated Statement of Operations – 2Q 2025

Slide 18: As Adjusted Condensed Consolidated Statement of Operations – 2Q 2025

Slide 19: Condensed Consolidated Statement of Operations – 2Q 2025

Slide 20: As Adjusted Condensed Consolidated Statement of Operations – 2Q 2025

Slide 21: Reconciliation of GAAP to Non-GAAP Financial Measures

Slide 22: Consolidated Statement of Operations

Slide 23: Consolidated Segment Revenues Analysis

Slide 24: Reconciliation of Free Cash Flow

Slide 25: Condensed Consolidated Balance Sheet