Lantheus Holdings: Q3 Earnings Snapshot

Lantheus agreed to sell its CDMO business and a New Jersey facility to PharmaLogic. The deal is subject to closing conditions and includes a long-term supply agreement for lutetium Lu 177 dotatate. Lantheus will provide transition services post-closing, according to an SEC filing.

Lantheus Holdings, Inc. (LNTH) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. On November 8, 2026, Lantheus Holdings, Inc., a Delaware corporation (“Lantheus” or the “Company”), entered into a definitive agreement with PharmaLogic Holdings Corp. (“PharmaLogic”) to sell its contract development and manufacturing organization (“CDMO”)

PharmaLogic Holdings Corp. will acquire Lantheus' CDMO business and a New Jersey facility. The deal includes a long-term supply agreement for lutetium Lu 177 dotatate. Financial terms were not disclosed, and the transaction is subject to regulatory approval.

PharmaLogic Holdings Corp. agreed to acquire Lantheus' CDMO business and Springfield, NJ facility. The deal expands PharmaLogic's U.S. radiopharmaceutical manufacturing capacity and creates a transatlantic CDMO platform. Lantheus will receive a long-term supply agreement for lutetium Lu 177 dotatate. The transaction is subject to regulatory approval and customary closing conditions.

Lantheus Holdings Inc (LNTH) reported Q3 EPS of $1.68, beating estimates by $0.42, with revenue of $389.9M, exceeding expectations. The stock is up 88.38% over the past year. According to InvestingPro, the company's financial health is rated as 'great performance'.

Lantheus reported Q3 2026 revenue of $389.91M, up 1.5% YoY, driven by Neuraceq, PYLARIFY, and DEFINITY sales. Net income fell 19.4% to $22.37M due to higher R&D costs. FDA approved TAUKLARIFY and BRAVNETSA, with LNTH-2501 receiving a Complete Response Letter.