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. (LNTH) reported that certain investment funds affiliated with Farallon (the "Farallon Funds") hold 6,883,227 shares of common stock, held indirectly. The filing notes the company had 67,994,149 shares outstanding as of August 1, 2025, and because the total shares outstanding were reduced, the Farallon Funds now beneficially own more than 10.0% of the common stock without any reported purchase by the reporting persons.
The Form 3 lists multiple Farallon-affiliated reporting persons who may be deemed to have investment discretion or indirect beneficial ownership through Farallon General Partners and Managing Members, while those parties disclaim beneficial ownership except to the extent of any pecuniary interest. The filing is limited to non-derivative holdings and includes an Exhibit 24 power of attorney.
Farallon Partners and affiliated managing members filed a Form 3 disclosing beneficial ownership of 6,883,227 shares of Lantheus Holdings, Inc. (ticker: LNTH). The filing, triggered by an event dated 08/06/2025, states that as of 08/01/2025 there were 67,994,149 shares outstanding and that, solely because the issuer reduced its outstanding share count, the Farallon Funds now hold in excess of 10.0% of common stock. The Form 3 emphasizes that this report does not reflect any acquisition by the reporting persons and that ownership is held indirectly by Farallon-managed funds with various managing members disclaiming direct beneficial ownership except to the extent of any pecuniary interest.
Paul Blanchfield, President and Director of Lantheus Holdings, Inc. (LNTH), reported an insider sale. On 08/13/2025 he disposed of 3,060 shares of common stock at $53.57 per share, leaving him with 108,214 shares beneficially owned. The filing notes the sale was executed under a Rule 10b5-1 trading plan adopted by the reporting person on 02/27/2025. The Form 4 was signed by an attorney-in-fact on 08/15/2025.
Janus Henderson Group plc filed an amended Schedule 13G reporting beneficial ownership in Lantheus Holdings, Inc. The filing lists an aggregate 6,938,984 shares, representing 10.0% of the class, with no sole voting or dispositive power and 6,938,984 shares held with shared voting and dispositive power.
The filing also identifies an indirect subsidiary, JHIUS, as potentially beneficially owning 6,242,218 shares (9.0%). The report includes issuer and filer addresses, a power of attorney executed Dec 9, 2022, and is signed by Kristin Mariani as Head of North America Compliance on 08/14/2025.
Form 144 filed for Lantheus Holdings, Inc (LNTH) discloses an intended sale of 3,060 common shares through Fidelity Brokerage with an aggregate market value of $163,924.20. The filing lists the approximate sale date as 08/13/2025 and identifies the securities exchange as NASDAQ. The shares to be sold were acquired through company programs: 221 shares via an ESPP purchase on 03/13/2023 (paid in cash) and 2,839 shares from restricted stock vesting on 03/02/2024, 03/03/2024, and 04/17/2024 as compensation.
The filing also reports a prior sale by Paul Blanchfield of 6,599 common shares on 06/05/2025 for gross proceeds of $525,610.35. Certain filer identification fields appear blank in the provided content. The document includes the standard seller representation that they have no undisclosed material adverse information.
Lantheus Holdings, Inc. reported that its Chief Commercial Officer, Amanda Morgan, has informed the company that she is taking leave from the company for personal reasons, effective August 8, 2025. The filing does not indicate any change to her title or name a replacement in this excerpt, only that she will be on leave. The update is presented as a leadership availability change rather than a broader strategic or financial event.
Lantheus (LNTH) Q2-25 10-Q highlights:
- Revenue slipped 4% YoY to $378.0 M as PYLARIFY sales moderated (-8%) and TechneLite continued to decline ahead of the planned SPECT divestiture. Six-month revenue down 2% to $750.8 M.
- Gross margin held at 64% (241.0/378.0). Opex flat YoY; R&D down 25% as AZEDRA spend ended. Operating income fell 14% to $88.0 M, but lower unrealised equity losses and higher interest income lifted net income 27% to $78.8 M (dil. EPS $1.12).
- Six-month net income dropped 22% to $151.7 M as Q1 faced a sharp mark-to-market equity loss.
- Cash flow from ops was a solid $194.7 M, offset by $296.2 M investing cash outflow, chiefly the $269 M acquisition of radiotherapeutics CDMO Evergreen Theragnostics. Cash & equivalents fell to $695.6 M; net cash still ~>$120 M versus $575 M 2.625% converts.
- Balance sheet adds $116.2 M Evergreen goodwill and $215 M IPR&D; fair-valued contingent consideration booked at $43.0 M.
- SPECT business classified as held-for-sale (assets $73.4 M, liabilities $29.8 M) under agreement with SHINE; no impairment recorded.
- Shareholder returns: repurchased 1.3 M shares for $100 M in Q2; $200 M total under $250 M 2024 program. 68.0 M basic shares outstanding (-2% YoY).
- Leverage covenants remain comfortable (net leverage 0.6×); no borrowings under $750 M revolver.
Outlook: While topline softness persists near term, the Evergreen acquisition broadens manufacturing capacity and adds Octevy & CDMO revenue options; SPECT sale will further concentrate on high-growth PET oncology and diagnostics franchise.
Lantheus Holdings (LNTH) Form 8-K highlights: On 21-Jul-25 the company’s UK subsidiary closed the previously announced acquisition of Life Molecular Imaging Ltd. for an upfront cash payment of $350 million, securing 100 % of the target’s share capital in line with the January 2025 Sale & Purchase Agreement.
Item 7.01 discloses that a 22-Jul-25 press release (Exhibit 99.1) announced the closing and the appointment of Dr. Ludger Dinkelborg as Head of Research & Development, effective 1-Aug-25. He will oversee Clinical Development, Regulatory Affairs, Clinical Operations, Program Management and AI/Biomarkers Solutions, reporting to the CEO.
No financial statements or pro-forma figures accompany the filing; the report focuses solely on completion of the asset acquisition and the senior leadership change.