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    Lantheus Holdings Inc (LNTH)

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    Business Description

    Lantheus Holdings, Inc. is a leading radiopharmaceutical-focused company dedicated to delivering life-changing science to enable clinicians to "Find, Fight and Follow" disease, ultimately improving patient outcomes. The company specializes in developing and marketing products that assist healthcare professionals in detecting, treating, and monitoring diseases, with a strong focus on oncology and cardiology. Lantheus sells its products primarily in the United States and also distributes internationally through direct and third-party channels.

    1. Radiopharmaceutical Oncology - Develops and markets products for detecting, treating, and monitoring cancer, with a focus on prostate cancer. Key products include PYLARIFY, a leading diagnostic agent in this category .
    2. Precision Diagnostics - Provides diagnostic information to help healthcare professionals detect and characterize diseases, primarily in cardiology. Notable products include DEFINITY, an ultrasound enhancing agent, and other nuclear imaging products like TechneLite and Xenon .
    3. Strategic Partnerships and Other Revenue - Engages in out-licensing arrangements and partnerships to enable precision medicine through biomarkers, digital solutions, and radiotherapeutic platforms. This includes products like MK-6240 and NAV-4694 for Alzheimer's disease imaging .

    Key Metrics

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    Executive Team

    NamePositionStart DateShort Bio
    Brian MarkisonChief Executive Officer; DirectorMarch 1, 2024Brian Markison was appointed as CEO effective March 1, 2024. He has been a member of the Lantheus Board of Directors since September 2012 and served as Chairman from January 2013 until his appointment as CEO. He has over 40 years of experience in the healthcare industry, including executive roles at King Pharmaceuticals, Fougera Pharmaceuticals, and RVL Pharmaceuticals plc, as well as senior positions at Bristol-Myers Squibb .
    Robert J. Marshall, Jr.Chief Financial Officer and TreasurerSeptember 2018Robert J. Marshall, Jr. joined Lantheus in September 2018. He has over 30 years of finance experience, including expertise in mergers and acquisitions, capital markets, and investor relations. Before joining Lantheus, he held various senior leadership roles at Zimmer Biomet Holdings, Inc. .
    Paul M. BlanchfieldPresidentMarch 20, 2023Paul M. Blanchfield joined Lantheus in January 2020 as Chief Commercial Officer, was promoted to Chief Operating Officer in June 2022, and subsequently to President on March 20, 2023. He has held various leadership roles in sales, marketing, strategy, and operations throughout his career .
    Etienne MontagutChief Business OfficerSeptember 2018Etienne Montagut joined Lantheus as Senior Vice President, Corporate Development in September 2018. He is responsible for Business Development, Strategic Planning, and Portfolio Management, and oversees Pharma Solutions and Digital Solutions (EXINI) .
    Amanda MorganChief Commercial OfficerMarch 25, 2024Amanda Morgan joined Lantheus in November 2022 as Senior Vice President, Commercial, and was promoted to Chief Commercial Officer, effective March 25, 2024. She has over 20 years of experience in the healthcare industry .
    Daniel M. NiedzwieckiChief Administrative Officer, General Counsel, and Corporate SecretaryMarch 2023Daniel M. Niedzwiecki joined Lantheus in 2013 and was promoted to his current role in March 2023. He has over 20 years of experience in legal and business matters, including corporate, securities, capital markets, and compliance .
    Dr. Jean-Claude ProvostChief Science OfficerMay 28, 2024Dr. Jean-Claude Provost was appointed as the Chief Science Officer effective May 28, 2024. He previously served as Chief Medical Officer and has over 30 years of experience in the international development of therapeutic drugs and diagnostic agents .
    Jeffrey S. HumphreyChief Medical OfficerMay 28, 2024Jeffrey S. Humphrey, MD, was appointed as the Chief Medical Officer effective May 28, 2024. He is a seasoned leader in drug development with over 30 years of experience in clinical oncology, neuroscience, cancer research, and drug discovery .
    Kimberly BrownChief Accounting OfficerJuly 1, 2024Kimberly Brown was appointed as the Chief Accounting Officer on June 17, 2024, with her role becoming effective on July 1, 2024. She officially took over as the company's principal accounting officer on August 1, 2024 .
    Julie EastlandBoard MemberSeptember 3, 2024Julie Eastland was appointed as a Board Member on September 3, 2024. She is an experienced biotechnology and financial executive and serves as an independent director on the Board's Audit Committee .

    Questions to Ask Management

    1. Given the net price compression from strategic partnerships affecting PYLARIFY's Q3 revenues, how do you anticipate this price pressure impacting revenue growth in 2025, and do you expect similar pricing dynamics to continue?
    2. With the SPLASH study's OS results confounded by high patient crossover to PNT2002, what specific strategies are you considering to address this issue with the FDA, and how might this affect the regulatory timeline for PNT2002's approval?
    3. Considering the potential for CMS pricing adjustments and increasing competition for PYLARIFY, how confident are you in maintaining its blockbuster status in 2025 and sustaining long-term growth amidst net price compression from strategic partnerships?
    4. Can you elaborate on how MK-6240 and NAV-4694 will differentiate themselves from existing imaging agents and emerging blood tests in Alzheimer's diagnostics, and what substantiates your confidence in achieving the projected $1.5 billion market size by the end of the decade?
    5. With rising costs in materials, freight, and overhead partially offsetting gross margin improvements, what measures are you implementing to manage these costs and sustain or improve gross margins amid potential pricing pressures and increased R&D investments?