Lantheus Holdings, Inc. filings document its radiopharmaceutical operating results, Nasdaq-listed common stock, governance and material corporate events. Form 8-K reports furnish quarterly and annual financial results, business updates, FDA-related disclosures for diagnostic and therapeutic radiopharmaceutical products, share repurchase authorization, and executive and board changes.
Proxy materials describe director elections, executive compensation, shareholder voting matters and equity incentive plan approvals. The filings also cover material modifications to security holder rights, Regulation FD disclosures and capital-structure details relevant to common stock issued by a public radiopharmaceutical company.
Lantheus Holdings, Inc. supplemented its definitive proxy statement with additional details of Morgan Stanley’s analyses for the proposed merger with Curium US Holdings LLC. Under the agreement, Coco Merger Sub Inc. would merge into Lantheus, which would survive as Curium’s wholly owned subsidiary, subject to the merger agreement’s terms and conditions; stockholders are scheduled to vote at a special meeting on October 14, 2026. Lantheus disclosed three merger-related complaints filed against it and certain Board members in New York and Massachusetts, seeking to enjoin consummation unless and until additional information is disclosed, and 16 demand letters from purported stockholders received as of September 30, 2026.
Morgan Stanley’s discounted cash flow analysis produced an implied value of $88.10 to $118.60 per share; its public-company analysis produced $63.85 to $84.20 per share. The DCF used forecast cash flows from June 30, 2026 through December 31, 2035 and discount rates of 8.8% to 10.7%; the public-company analysis applied 7.9x to 10.5x estimated 2026 AV/Adjusted EBITDA multiples. As of the proxy statement date, no Lantheus executive officers had discussed or entered into agreements with Parent or its affiliates concerning employment or participation in Parent equity.
Lantheus Holdings, Inc. (LNTH) reported an update on regulatory review of its planned acquisition by Curium US Holdings LLC. On September 17, 2026, Curium, as the acquiring party and in consultation with Lantheus, voluntarily withdrew its pre-merger Hart-Scott-Rodino (HSR) Notification and Report Form to give the Federal Trade Commission additional time to review the merger.
Curium resubmitted the HSR filing on September 21, 2026, starting a new 30-day HSR waiting period that runs until October 21, 2026 at 11:59 p.m. Eastern Time, unless terminated earlier or extended, including through any FTC request for additional information. Lantheus states that withdrawal and refiling is a routine antitrust review procedure and that it continues to work constructively with FTC staff.
The company and Curium continue to expect the merger to close in the first half of 2027, subject to required regulatory approvals, adoption of the Merger Agreement by Lantheus stockholders, and satisfaction or waiver of other customary closing conditions. Lantheus has filed a definitive proxy statement regarding the proposed acquisition and directs stockholders to review it and related SEC materials.
Lantheus Holdings, Inc. (LNTH) is asking stockholders to approve its acquisition by Curium US Holdings LLC. Under the merger agreement, each outstanding share of Lantheus common stock (other than excluded and appraisal shares) will be converted into $102.50 in cash plus one contingent value right (CVR) that can pay up to an additional $12.00 in cash if specified commercial milestones are achieved by January 1, 2031. The transaction is structured as a merger of Coco Merger Sub Inc. into Lantheus, after which Lantheus will be a wholly owned subsidiary of Curium and LNTH will be delisted from Nasdaq and deregistered.
A special virtual-only meeting is scheduled for October 14, 2026, with a record date of September 1, 2026. Approval of the merger agreement requires a majority of all outstanding shares; advisory executive compensation and adjournment proposals require a majority of votes cast. The board unanimously determined the merger is fair and in stockholders’ best interests and recommends voting “FOR” all proposals. Parent expects to need about $7.45 billion to close, supported by equity and debt financing, and the deal carries reciprocal termination fees of $228 million for the Company and up to $385 million (or a $100 million regulatory fee) for Parent. Stockholders who do not vote for the merger may seek appraisal in Delaware court subject to strict procedures.
Lantheus Holdings, Inc. (LNTH) reported that its Chief Financial Officer and Treasurer, Robert J. Marshall Jr., had 721 shares of common stock disposed of on August 31, 2026, as a payment of exercise price or tax liability by delivering or withholding securities at a reported price of $100.96 per share. Following this transaction, he directly held 122,071 shares of Lantheus common stock.
Lantheus Holdings, Inc. (LNTH) has agreed to be acquired by Curium US Holdings LLC through a merger in which Lantheus will become a wholly owned subsidiary of Curium’s parent. Each share of Lantheus common stock outstanding at the merger’s effective time will be converted into the right to receive $102.50 in cash, without interest, plus one contingent value right (CVR) that may pay up to an additional $12.00 in cash upon achievement of specified commercial milestones by January 1, 2031.
Lantheus stockholders will vote at a virtual-only special meeting on adopting the merger agreement, approving (on a non-binding basis) potential transaction-related compensation for named executive officers, and approving any adjournment to solicit additional proxies. The board of directors unanimously determined the merger terms are fair to stockholders, approved the merger agreement, and recommends voting FOR all proposals. If the merger closes, Lantheus stock will be delisted from Nasdaq and deregistered, and existing stockholders will no longer own an equity interest in the company but will retain their CVRs. Stockholders who do not vote for the merger may instead seek judicial “fair value” through appraisal rights under Delaware law.
Lantheus Holdings, Inc. (LNTH) reported that Ludger Dinkelborg, Head of Research and Development, had 2,536 shares of common stock withheld on 2026-08-17 to cover the exercise price or tax liability, at a reference price of $100.91 per share. After this Form 4 transaction, he directly holds 33,195 shares of Lantheus common stock. The transaction was not reported as being made under a Rule 10b5-1 trading plan.
Lantheus Holdings, Inc. (LNTH) reported that Chief Accounting Officer Kimberly Brown disposed of 463 shares of common stock on August 17, 2026, as a payment of option exercise price or tax liability by delivering or withholding securities at a reference price of $100.91 per share. Following this administrative transaction, Brown directly holds 13,263 shares of Lantheus common stock.
Farallon Capital Management, L.L.C. and related funds report beneficial ownership of Lantheus Holdings, Inc. common stock on an amended Schedule 13G. The group reports beneficial ownership of 5,583,479 Shares of common stock, representing 8.6% of the outstanding class as of June 30, 2026. The Shares are held directly by a series of investment partnerships referred to as the Farallon Funds, for which Farallon Capital Management, L.L.C. serves as investment manager. Managing members and senior managing members of the investment manager, including Hannah E. Dunn and other named individuals, report shared voting and dispositive power over these Shares through their roles with the Investment Manager and the Farallon Funds.
Lantheus Holdings reported stronger profitability for the first half of 2026, with revenue of approximately $765.5 million and net income of $193.4 million, up from $151.7 million a year earlier. Diluted EPS rose to $2.91. Results include a $59.5 million gain from the January 1, 2026 sale of the SPECT business and a favorable $31.8 million reduction in contingent consideration liabilities.
Cash and cash equivalents increased to $593.3 million at June 30, 2026, with operating cash flow of $217.3 million and no borrowings under a $750.0 million revolving credit facility; the main debt is $575.0 million of 2.625% Convertible Senior Notes due 2027. Product mix is shifting as oncology revenue from PYLARIFY declined while Neuraceq neurology revenue reached $75.1 million and DEFINITY cardiology sales increased. The FDA issued a Complete Response Letter for LNTH-2501 (Octevy) due to third-party manufacturing-facility issues, which reduced the probability of certain milestone payments and lowered contingent consideration liabilities to $65.0 million.
Lantheus Holdings reported second-quarter 2026 worldwide revenue of $388.2 million, up 2.7% year over year. GAAP net income was $75.0 million and diluted EPS was $1.11 versus $1.12 a year earlier. Adjusted diluted EPS was $1.55 versus $1.57. PYLARIFY sales were $240.4 million (down 4.1%), Neuraceq $39.6 million, and DEFINITY $88.3 million (up 5.2%). Operating income rose 13.9% to $100.2 million. Free cash flow was $89.9 million, and cash and cash equivalents reached $593.3 million with access to a $750.0 million revolver.
On August 3, 2026 Lantheus entered a definitive agreement to merge with Curium, under which Curium US Holdings LLC will acquire all outstanding shares for $102.50 per share in cash plus non-transferable CVRs for up to an additional $12.00 per share, for total potential consideration of up to $114.50 per share and a transaction value of up to approximately $8.0 billion. The board unanimously approved the deal. In connection with the pending transaction, the company is suspending its previously issued full-year 2026 financial guidance and will not host a conference call for the quarter.