Lantheus Holdings Inc at Jefferies Healthcare Conference Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. I love Mary Anne because you can ask for the most simple question and she gives the best answer. So maybe you could double-click on how the company's changed since the Progenics acquisition in 2015 and talk a little bit about that evolution.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Got you, got you. And so, I think a lot of investors are excited about the future of this space as well. You talked about some of your differentiated capabilities with a lot of aspects, diagnostics, therapeutics, supply chain, medtech, maybe the smallest part of it, ironically, for me. But talk about how your capabilities are differentiated in that ecosystem and how that positions you well for the future in this space. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 1:00PM, LNTH.OQ - Lantheus Holdings Inc at Jefferies Healthcare Conference

Question: Matt Taylor - Jefferies Group LLC - Analyst : And I wanted to ask another kind of soft question based on what you said. You talked about --

Question: Matt Taylor - Jefferies Group LLC - Analyst : Well, it's hard to quantify. You talked about the magic being the management team. Maybe you could help us understand what's so special about this management team. What are some of the things that maybe investors wouldn't see that you see in -- Bob, we see it, obviously, right? But I know you've brought in a lot of new people since you've taken over the CEO role, and we've seen some of the execution, the deals. So those things are obvious, but what are the things that you think are really special about that?

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. Let's transition and talk a little bit about PYLARIFY first. Today, that's a great success story and you've garnered very high market share in that PSMA PET market. Let's talk about some of the factors that can continue to allow you to lead in that space and maybe some of your vision for where that could go.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. And some of the newer news is you're going to have another F 18 competitor coming to market. So maybe you could talk a little bit about how you think they'll compete and some of the key differences between PYLARIFY and [Posnala].

Question: Matt Taylor - Jefferies Group LLC - Analyst : I guess one of the key risks that everyone asks about here is pricing. So can you talk about your ability to maintain pricing and maybe just address the Medicare outpatient pass-through payment as well?

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. And I want to shift gears with some of the time we have left and talk about your relationship with POINT Biopharma. And one of the big readouts coming up here is for the 2002 product. So maybe you could talk about that as well.

Question: Matt Taylor - Jefferies Group LLC - Analyst : But you talked a little bit about your confidence in the readout and mentioned Pluvicto. Maybe you could talk about how you think you'll compete versus Pluvicto in the market post-readout.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. And could you also address how you think Pluvicto and 02 could be drivers of the PSMA PET market?

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. And sometimes people forget, but you also have a pipeline of other products. So maybe you could talk about some of the diagnostic and therapeutic products in your pipeline that are underappreciated, or that you think should get more focus.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Great. We're about out of time, but thanks so much for all the thoughts.

Question: Matt Taylor - Jefferies Group LLC - Analyst : Some financial questions? Yeah, sure, Bob.

Question: Matt Taylor - Jefferies Group LLC - Analyst : What's up with the guys, Bob? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JUNE 08, 2023 / 1:00PM, LNTH.OQ - Lantheus Holdings Inc at Jefferies Healthcare Conference

Question: Matt Taylor - Jefferies Group LLC - Analyst : Well, thanks for joining us in one of the warmest rooms in the Marriott Marquis.