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Lantheus Holdings (LNTH) Stock News

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Lantheus Holdings, Inc. reports news on its radiopharmaceutical business, including diagnostic imaging agents, radiotherapeutic assets, regulatory decisions and financial results. The company organizes revenue around Radiopharmaceutical Oncology, Precision Diagnostics and Strategic Partnerships and Other Revenue, with products used by hospitals, independent imaging centers, government facilities and distribution partners in the United States and abroad.

Recurring updates include quarterly earnings, business guidance, FDA activity for products such as PYLARIFY TruVu, PYLARIFY, Lutetium Lu 177 Dotatate (PNT2003) and LNTH-2501, share repurchases, investor presentations and strategic updates involving radiodiagnostics and radiotherapeutic programs.

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Lantheus (NASDAQ: LNTH) welcomed CMS’ 2027 final rule maintaining separate payment for qualifying diagnostic radiopharmaceuticals in hospital outpatient care.

The Centers for Medicare & Medicaid Services also confirmed PYLARIFY TruVu will receive Transitional Pass-Through payment status through September 30, 2029, the full three-year period available in that setting. The prostate cancer imaging agent has permanent Healthcare Common Procedure Coding System billing code A9613, effective October 1, 2026. Lantheus said the payment status and permanent code provide additional reimbursement certainty for hospitals.

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Lantheus (NASDAQ: LNTH) reported third-quarter 2026 revenue of $389.9 million, up from the same period a year earlier. Revenue increased 1.5%, while GAAP net income fell 19.4% to $22.4 million and diluted earnings per share declined to $0.33 from $0.41. Adjusted diluted earnings per share rose 32.3% to $1.68. Neuraceq sales increased 123.0%, while PYLARIFY sales fell 0.7%.

The pending Curium acquisition provides $102.50 per share at closing plus non-transferable contingent value rights offering up to $12.00 per share if specified commercial milestones are achieved through 2030. Total transaction value is up to approximately $8.0 billion. Lantheus suspended its full-year 2026 guidance in connection with the transaction. The FDA approved TAUKLARIFY for evaluating adults being assessed for Alzheimer’s disease and BRAVNETSA for treating adults with specified neuroendocrine tumors.

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Lantheus Holdings (NASDAQ: LNTH) announced two poster presentations at the Clinical Trials on Alzheimer’s Disease Annual Meeting on November 16–19, 2026. The meeting will take place in Boston.

Poster P077 addresses the diagnostic performance of florquinitau F 18 PET imaging for detecting tau pathology in early Alzheimer’s disease in pivotal phase 3 studies. Poster P082 concerns age dependence of astrocytic MAO-B using 18F-FDED PET imaging across the Alzheimer’s disease spectrum. Both posters are scheduled in the MRI & Imaging session, from November 16 at 2:00 p.m. ET through November 17 at 5:30 p.m. ET. Christopher Rowe of Austin Health will present P077, and Gerard Nisal Bischof of Lantheus will present P082.

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Lantheus (NASDAQ: LNTH) received CMS Transitional Pass-Through payment status for PYLARIFY TruVu, effective October 1, 2026, enabling separate hospital outpatient reimbursement.

The prostate cancer imaging agent also received a permanent Healthcare Common Procedure Coding System code, effective the same day, to facilitate provider billing and reimbursement. TruVu is a new formulation of PYLARIFY used to image prostate-specific membrane antigen-positive lesions in men with suspected metastasis who are candidates for initial definitive therapy, or suspected recurrence based on elevated PSA levels. Lantheus expects a phased geographic rollout as it prepares for commercial launch.

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Lantheus (LNTH) dosed the first patient in SPARROW, a Phase 2/3 registrational trial of its investigational prostate cancer imaging agent LNTH-2401.

The gallium-68-labeled PET agent targets the gastrin-releasing peptide receptor (GRPR). The open-label, non-randomized study begins with dose optimization in up to 12 imaging-evaluable participants with newly diagnosed or biochemically recurrent prostate cancer. Data from participants with GRPR-positive lesions are expected to guide the dose and imaging time window selected for Phase 3.

Phase 3 is expected to enroll approximately 400 participants with newly diagnosed prostate cancer who are at least high risk or have suspected metastatic disease and are eligible for prostatectomy with pelvic lymph node dissection. Its co-primary measures are participant-level sensitivity and specificity compared with histopathology, or tissue examination. The study will also assess safety and tolerability; diagnostic performance results have not been reported.

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Lantheus (LNTH) received final U.S. FDA approval for BRAVNETSA™ (lutetium Lu 177 dotatate) on September 22, 2026 as a treatment for adult patients with somatostatin receptor-positive (SSTR+) gastroenteropancreatic neuroendocrine tumors (GEP-NETs), including foregut, midgut and hindgut tumors.

BRAVNETSA is approved via the FDA’s Abbreviated New Drug Application (ANDA) pathway and is the only radiopharmaceutical the FDA has determined to be bioequivalent and therapeutically equivalent to LUTATHERA®. Lantheus describes BRAVNETSA as the first radioligand therapy approved through the ANDA pathway, creating a new regulatory route for radiopharmaceuticals and expanding its oncology treatment portfolio. The prescribing information includes extensive boxed and label warnings on radiation exposure, myelosuppression, risks of myelodysplastic syndrome and leukemia, renal and hepatic toxicity, hypersensitivity, neuroendocrine hormonal crisis, embryo-fetal toxicity and potential infertility.

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Lantheus (NASDAQ: LNTH) announced U.S. FDA approval of TAUKLARIFY™ (florquinitau F 18 injection), an F18-labeled tau PET imaging agent for brain imaging in adults with cognitive impairment being evaluated for Alzheimer’s disease to identify tau neurofibrillary tangle pathology. The product is not established for non-Alzheimer’s tauopathies.

Approval is supported by two blinded read studies using PET images from more than 500 subjects. In Study 1 (279 subjects), Positive Percent Agreement was 80%–88% and Negative Percent Agreement 98%–99%, with inter-reader kappa of 0.92. In Study 2 (338 subjects), PPA was 68%–82%, NPA 93%–99%, and kappa 0.86. Safety was evaluated in 1,734 subjects, with most common adverse reactions (≥0.1%) including headache (0.7%), nausea (0.2%), injection site reactions (0.1%), dizziness (0.1%) and abdominal discomfort (0.1%). Lantheus plans to support Alzheimer’s therapeutic programs via its Pharma Solutions business while assessing the path to broader commercial availability.

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Lantheus (NASDAQ: LNTH) reported second quarter 2026 worldwide revenue of $388.2 million, up 2.7% year over year. GAAP net income was $75.0 million, with GAAP diluted EPS of $1.11 versus $1.12 a year ago; adjusted diluted EPS was $1.55 versus $1.57.

PYLARIFY sales were $240.4 million (down 4.1%), DEFINITY sales were $88.3 million (up 5.2%), and Neuraceq contributed $39.6 million. Operating income increased 13.9% to $100.2 million. Cash and equivalents rose to $593.3 million, and the company has access to a $750 million revolver. On August 3, 2026, Lantheus entered a definitive agreement for Curium US Holdings to acquire all shares for $102.50 per share in cash plus non-transferable CVRs of up to $12.00 per share, implying total potential consideration of up to $114.50 per share and transaction value of up to $8.0 billion. Lantheus suspended its full-year 2026 guidance and will not host a Q2 earnings call.

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Curium and Lantheus (NASDAQ: LNTH) signed a definitive agreement for Curium US to acquire all Lantheus shares for $102.50 per share in cash at closing, plus non-transferable Contingent Value Rights (CVRs) of up to $12.00 per share tied to commercial milestones, for total potential consideration of $114.50 per share and an aggregate transaction value of up to $8.0 billion.

According to Lantheus, the cash offer implies premiums of 38% to its unaffected 60-day VWAP, 29% to its 30-day VWAP, and 21% to its unaffected closing price as of May 21, 2026. CVR milestones include sales thresholds for global prostate cancer diagnostics, neurology diagnostics, and the DEFINITY business through 2030, with no assurance of payout. The deal, unanimously approved by Lantheus’ board and expected to be financed with debt and equity, is targeted to close in the first half of 2027, subject to shareholder and regulatory approvals. Lantheus will remain public until closing, after which it will become privately held, and has suspended its FY 2026 guidance and earnings call due to the pending transaction.

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Lantheus (NASDAQ: LNTH) will host a second quarter 2026 earnings conference call and webcast at 8:00 a.m. Eastern Time on Thursday, August 6, 2026. The event will cover financial results and a business update for the quarter. Participants must register online via the company’s investor relations events calendar. Lantheus encourages registration 15 minutes before the start time. A replay of the webcast will be available about two hours after the event and will remain archived on the same webpage for at least 30 days.

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FAQ

What is the current stock price of Lantheus Holdings (LNTH)?

Lantheus Holdings (LNTH) last closed at $100.61.

What is the market cap of Lantheus Holdings (LNTH)?

The market cap of Lantheus Holdings (LNTH) is approximately $6.6B.