LNTH (US)

Key Takeaways: Consistent with our pre- and post-rule expectations [here, here, here], CMS this weekend has updated the payment tables released with its CY25 hospital outpatient rule on Nov. 1, reducing the per unit rate…

We continue to believe that CMS is likely to issue a revised hospital outpatient payment rate for Lantheus’ (LNTH) Pylarify in the coming days / weeks that would reduce the Medicare per service rate by…

Key Takeaways: Consistent with our pre-rule expectations [see here], hospital outpatient rates for LNTH’s Pylarify appear set for a ~45% YoY decline in CY25 following CMS’s final rule. While enactment of “separate payments” for all…

Key Takeaways: With CMS due to release its CY25 hospital outpatient rule ~Nov. 1, we expect it to finalize separate payments for diagnostic radiopharmaceuticals, though with slight odds to the impact being a ~45% reduction…