Richard Newitter's questions to Lantheus Holdings Inc (LNTH) leadership • Q4 2024
Question
In a follow-up, Richard Newitter asked for the underlying market growth assumption that supports the low-to-mid single-digit PYLARIFY growth guidance for 2025.
Answer
President Paul Blanchfield stated that the overall PSMA PET market is expected to see double-digit growth. He explained that Lantheus's guidance reflects a focus on maintaining its revenue share leadership, with the guided net sales growth being impacted by gross-to-net compression from strategic partnerships, not a lack of market growth.