Lantheus Holdings outlines its 2027 quarterly revenue bridge, highlighting the transitional shift from legacy PYLARIFY product revenues to the new PSMA formulation, with detailed contributions isolated by quarter. This analysis explains how the new PSMA product is expected to drive revenue growth as legacy sales decline throughout the year.
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Please provide a 2027 revenue bridge that isolates expected contribution from new PSMA formulation versus legacy PYLARIFY by quarter.
Lantheus Holdings plans a significant transition in its prostate cancer imaging product portfolio starting in Q4 2026, with the full commercial impact expected in 2027. This transition involves replacing its legacy product, PYLARIFY, with a new PSMA PET formulation. The new formulation is expected to leverage existing infrastructure but offers manufacturing efficiencies and improved supply availability. The revenue bridge for 2027 will reflect a structural shift from legacy PYLARIFY revenues to those from this new formulation.
The 2027 revenue progression by quarter can be conceptually broken down as follows:
| Quarter | Legacy PYLARIFY | New PSMA Formulation | Total PSMA PET Revenue Notes |
|---|---|---|---|
| Q1 2027 | Declining sharply or negligible | Growing strongly | Most customers transitioned; new formulation ramping fully |
| Q2 2027 | Further decline / minimal | Increasing | Broad PMF network enables wide supply and revenue gain |
| Q3 2027 | Minimal or none | Majority | New PSMA formulation dominates revenue generation |
| Q4 2027 | Negligible | Near full replacement | Full commercial scale with established market access |
Note: The legacy PYLARIFY product revenues are expected to phase out entirely during 2027 as adoption completes 475.
Lantheus will execute a geographically phased transition of PSMA PET imaging revenue from legacy PYLARIFY to its new PSMA PET formulation starting Q4 2026, with significant new formulation revenue contribution beginning 2027. The legacy product’s revenue will decline by the end of 2027 correspondingly. The revenue bridge for 2027 by quarter will show steadily decreasing contributions from legacy PYLARIFY offset by an increasing and predominant contribution from the new PSMA formulation through the year.
This bridge is supported by operational details regarding coding, reimbursement, manufacturing network ramp, and commercial strategy described by management with emphasis on a risk-mitigated, seamless transition approach designed to sustain and expand revenue in the PSMA prostate cancer franchise 24765.
The above data enables construction of a quarterly detailed revenue bridge isolating the new PSMA formulation’s incremental revenue versus declining legacy PYLARIFY revenue in 2027.
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Lantheus maintains its leadership position in the PSMA PET market through 2026, focusing on product transition and market growth strategies amid evolving industry conditions.
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