Ed Wild's questions to Lantheus Holdings Inc (LNTH) leadership • Q3 2024
Question
Ed Wild asked for color on the expected royalties from Poclari (PYLARIFY in Europe) following its launch and inquired about the growth strategy for the recently approved FLYRCADO, considering potential supply dynamics.
Answer
President Paul Blanchfield stated that while the company is excited about Poclari's global potential, the financial impact from European royalties is minimal in the near term due to a slower ramp-up. For FLYRCADO, he noted that GE Healthcare has commercialization rights and deferred specific questions to them, but confirmed Lantheus will receive tiered double-digit royalties in the U.S. on the agent.