Lantheus Holdings, Inc. SEC Filings

Lantheus Holdings reported results for the three months ended March 31, 2026, showing modest revenue growth but sharply higher profit. Total revenues were $377.3 million, up slightly from $372.8 million a year earlier, as product sales of PYLARIFY, Neuraceq and DEFINITY drove most of the total.

Net income rose to $118.4 million from $72.9 million, helped by a $59.3 million gain on the sale of its SPECT business and an unrealized gain of $14.9 million on equity investments. Diluted earnings per share increased to $1.80 from $1.02, while operating income declined to $81.3 million as sales, marketing and R&D expenses increased.

Cash, cash equivalents and restricted cash climbed to $500.3 million, supported by strong operating cash flow of $125.1 million and cash proceeds from the SPECT divestiture. The company continues to carry $575.0 million of 2.625% Convertible Senior Notes due 2027 and ended the period with stockholders’ equity of $1.21 billion.

Lantheus Holdings reported first quarter 2026 revenue of $377.3 million, up 1.2% from a year earlier. GAAP diluted EPS rose to $1.80 from $1.02, helped by a $59.3 million gain on the sale of its SPECT business, while adjusted diluted EPS slipped to $1.46 from $1.53.

PYLARIFY sales were $240.9 million, down 6.5%, DEFINITY grew 6.8% to $84.6 million, and Neuraceq contributed $35.4 million. Operating income declined 20.3% to $81.3 million, but free cash flow increased to $121.9 million, and cash reached $498.6 million.

The company received FDA approval for its new PYLARIFY (piflufolastat F18) formulation, with a phased launch planned starting in the fourth quarter of 2026, and FDA tentative approval for PNT2003, a radioequivalent to Lutetium Lu 177 Dotatate. The FDA also extended the PDUFA date for LNTH‑2501 to June 29, 2026. Lantheus reaffirmed full‑year 2026 guidance for revenue of $1.4–$1.45 billion and adjusted diluted EPS of $5.00–$5.25.

Lantheus Holdings, Inc. reported results of its annual shareholder meeting and key governance changes. Shareholders approved an Amended and Restated 2026 Equity Incentive Plan, increasing the common stock reserved for issuance by 2,000,000 shares and changing non-employee director pay limits to cash and equity caps of $1,250,000 in the year of appointment and $750,000 in other years. Outdated provisions tied to former Section 162(m) tax rules were also removed.

Shareholders approved an amendment to declassify the board of directors over three years and confirmed that, once declassified, directors may be removed with or without cause. All Class II director nominees were elected, executive compensation received advisory approval, annual "say on pay" frequency was chosen, the equity plan was ratified, and Deloitte & Touche LLP was ratified as independent auditor for 2026.

Lantheus Holdings Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 3,421,414 shares of Common Stock, representing 5.25% of the class. The filing shows sole voting power for 507,100 shares and sole dispositive power for 3,421,414 shares. The filing lists issuer CUSIP 516544103 and principal offices for the filer and issuer. The form is signed by Ashley Grim on 04/30/2026.

Lantheus Holdings, Inc. executive Daniel Niedzwiecki reported a small tax-related share disposition. On April 17, 2026, 1,911 shares of Common Stock were delivered at $83.82 per share to satisfy tax obligations, a non-market transaction. Following this, he directly owned 117,465 shares, indicating the move was a routine withholding rather than an open-market sale.

The Vanguard Group filed Amendment No. 8 to Schedule 13G/A reporting zero beneficial ownership of Lantheus Holdings Inc. common stock. The filing states Amount beneficially owned: 0 and Percent of class: 0%. It explains an internal realignment on January 12, 2026 that caused certain Vanguard subsidiaries to report holdings separately.

Lantheus Holdings, Inc. calls its 2026 Annual Meeting of Shareholders for April 30, 2026, asking investors to elect four Class II directors and approve several governance and compensation matters. The board recommends voting for all director nominees, for say‑on‑pay, and for annual future say‑on‑pay votes.

Shareholders are also asked to approve declassifying the board over time, a refreshed 2026 equity incentive plan, and ratification of Deloitte & Touche as auditor. The proxy details a largely independent, skills‑diverse board, strong governance policies, and an executive pay program tied to strategic and operational performance.

The company highlights 2025 strategic moves, including acquiring Life Molecular Imaging and Evergreen Theragnostics, divesting its legacy SPECT business, and advancing a late‑stage radiodiagnostic pipeline with multiple FDA milestones in 2026 across prostate cancer, neuroendocrine tumors, and Alzheimer’s disease imaging.

Lantheus Holdings is soliciting votes for its 2026 Annual Meeting and outlines strategic, operational and governance priorities while reporting key portfolio moves and regulatory milestones. The company says its products impacted ~7M patients in 2025 and highlights two acquisitions—Life Molecular Imaging (now Lantheus Biosciences) and Evergreen Theragnostics—plus the divestiture of its legacy SPECT business, effective January 1, 2026.

The proxy notes commercial momentum for PYLARIFY and Neuraceq, and lists near-term regulatory milestones: PYLARIFY TruVu FDA approval in March (day redacted) with a regionally phased launch beginning in 4Q 2026; PNT2003 received tentative ANDA approval in February 2026; OCTEVY has a PDUFA date of March 29; and MK6240 has a PDUFA date of August 13. The Board is conducting a CEO search; Mary Anne Heino is Executive Chairperson and Interim CEO.