$LNTH

Lantheus Holdings disclosed litigation and updated Morgan Stanley valuation analyses ahead of its October 14 stockholder meeting. Three complaints allege omissions in proxy statements, seeking to block the merger. The company provided supplemental disclosures but denies any deficiencies. Morgan Stanley's updated valuation ranges: DCF $88.10–$118.60/sh, comparable-company EV/EBITDA $63.85–$84.20/sh, analyst targets $98–$129.

Lantheus Holdings, Inc. (LNTH) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. As previously disclosed, on August 3, 2026, Lantheus Holdings, Inc., a Delaware corporation (“ Lantheus ” or the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among the Company, Curium US Holdings LLC, a Delaw

Lantheus (NASDAQ: LNTH) announced CMS granted Transitional Pass-Through payment status for PYLARIFY® TruVu (piflufolastat F 18), effective October 1, 2026. This designation enables separate reimbursement in hospital outpatient settings, supporting access to the diagnostic radiopharmaceutical for Medicare beneficiaries. PYLARIFY TruVu is a new formulation of Lantheus’ PSMA-targeted PET imaging agent for prostate cancer, with a permanent HCPCS code assigned for billing and reimbursement.

Baxter (BAX) reported Q2 revenue of $2.96B, up 5.3% YoY, beating estimates. LeMaitre (LMAT) reported $70.38M, up 9.6% YoY, missing estimates. STERIS (STE) reported $1.49B, up 7.3% YoY, in line with estimates. Lantheus (LNTH) reported $388.2M, up 2.7% YoY, beating estimates. Stocks are down since reporting.

Polaris Capital's Q2 2026 investor letter highlights Lantheus Holdings (LNTH) as a top performer. The company's stock rose due to strong earnings, FDA approval of PYLARIFY TruVu, and a potential $7B takeover bid from Curium Pharma. LNTH's shares are up 92.62% over 52 weeks, closing at $100.28 on September 22, 2026, with a market cap of $6.55B.

Lantheus Holdings, Inc. (LNTH) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events. As previously disclosed, on August 3, 2026, Lantheus Holdings, Inc., a Delaware corporation (“ Lantheus ” or the “ Company ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”) by and among the Company, Curium US Holdings LLC, a Delaw

The FDA approved 13 drugs in August 2026, including Moderna's mFLUSIVA ($149.56/dose) for influenza prevention, Takeda's Orezyful for narcolepsy, Replimune's Tudriqev ($450,000/course) for melanoma, Bristol-Myers Squibb's Zenbexus ($29,500/28-day cycle) for multiple myeloma, Lantheus' Tauklarify for Alzheimer's diagnosis, and Regeneron's Pasatru for FOP. Each drug showed positive clinical trial results.

Lantheus (LNTH) stockholders will vote on a $102.50 cash-plus-CVR sale to Curium, delisting LNTH from Nasdaq. Each share gets $102.50 cash plus a CVR for up to $12.00 more if milestones are met by 2031. The board recommends approval, requiring a majority vote. The deal, valued at $7.45 billion, needs stockholder and regulatory approvals.

In August 2026, Curium agreed to acquire Lantheus Holdings (LNTH) for up to $8 billion, consolidating the radiopharmaceutical sector and creating a global nuclear medicine group. The deal spans diagnostics and therapeutics across 70+ countries.

Lantheus Holdings (LNTH) shares dropped 3% after-hours on reports of a $7B acquisition offer from Curium, valued at $102 per share upfront, below its $108.03 closing price. The deal includes $12.50 per share in contingent value rights, totaling $8B. No final agreement has been reached.