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    Kemp Dolliver • Brookline Capital Markets

    Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership

    Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership • Q2 2025

    Question

    Kemp Dolliver of Brookline Capital Markets asked about the company's strategy for 2027 when reimbursement is expected to shift to an Average Selling Price (ASP) model, potentially with two Polarify versions in the market.

    Answer

    CEO Brian Markison stated this scenario is "perfectly in line with our strategy." He clarified that the new formulation is intended to completely replace the older one, which will improve gross margin and allow for a 340B price reset. He also noted that current contracts already allow for the addition of new portfolio products.

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    Kemp Dolliver's questions to Lantheus Holdings Inc (LNTH) leadership • Q1 2025

    Question

    Kemp Dolliver sought to reconcile Lantheus's premium pricing for PYLARIFY with the competitive dynamics at smaller accounts, asking if these customers operate on a spot basis and have a commodity-focused mindset.

    Answer

    CEO Brian Markison and CCO Amanda Morgan explained that the company's initial strategy focused on securing long-term contracts with high-volume, early-adopter institutions. They are now expanding product availability with more flexible calibration times to better partner with and serve the smaller, later-adopter accounts that were not the initial priority.

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