NasdaqHealth CareHealth Care SuppliesS&P MidCap 400
$100.61
-0.09 (-0.09%)
Close of Nov 06, 2026 · end-of-day data
LNTH 8-K filings, explained
Every material Form 8-K Lantheus has filed with the SEC since January 28, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Lantheus reported third quarter 2026 revenue of $389.9 million, up 1.5%, while GAAP diluted earnings per share fell to $0.33 from $0.41 and adjusted diluted EPS rose to $1.68 from $1.27. The company suspended its full year 2026 guidance because of its pending all-cash merger with Curium, which values Lantheus at up to $8.0 billion including contingent value rights.
Worldwide revenue was $389.9 million, up 1.5% from $384.0 million a year earlier; GAAP net income fell 19.4% to $22.4 million.
Operating income decreased 26.2% to $32.2 million, including a $31.0 million impairment of intangible assets.
Full year 2026 financial guidance was suspended in connection with the pending merger with Curium.
Curium would pay $102.50 per share in cash plus up to $12.00 per share in contingent value rights, a total of up to $114.50 per share.
Lantheus and Curium's parent each received a Second Request from the FTC on October 21, 2026, in its review of the August 3, 2026 merger agreement. The request extends the HSR Act waiting period until 30 days after substantial compliance, so closing is pending longer, though the companies still expect completion in the first half of 2027.
FTC issued Second Requests to Lantheus and Parent on October 21, 2026
Waiting period extends until 30 days after both parties substantially comply with the requests
Companies still expect the merger to close in the first half of 2027
Lantheus reported second quarter 2026 revenue of $388.2 million, up 2.7% from a year earlier, while GAAP diluted earnings per share were $1.11 versus $1.12 and adjusted diluted earnings per share were $1.55 versus $1.57. The company suspended its full year 2026 guidance and will not hold a conference call, citing the pending merger with Curium announced August 3, 2026, under which shareholders would receive $102.50 per share in cash plus contingent value rights worth up to $12.00 per share.
Worldwide revenue of $388.2 million, up 2.7%; PYLARIFY sales of $240.4 million, down 4.1%
GAAP net income of $75.0 million, down 4.7%; adjusted net income of $104.9 million, down 5.1%
Full year 2026 guidance suspended in connection with the pending transaction
Merger consideration of $102.50 per share in cash plus CVRs of up to $12.00 per share; total transaction value of up to approximately $8.0 billion
Lantheus Holdings entered a merger agreement under which Curium US Holdings would acquire the company, with Lantheus surviving as a wholly owned subsidiary of Curium's parent. Shareholders would receive $102.50 per share in cash plus one contingent value right worth up to $12.00 per share upon certain commercial milestones, so the deal would end their ownership of the stock and its Nasdaq listing.
Cash consideration of $102.50 per share plus one CVR paying up to $12.00 in cash on specified commercial milestones
Closing requires stockholder approval, expiration or termination of the HSR waiting period, and other customary conditions; no financing condition
Either party may terminate if the merger is not completed by May 2, 2027, subject to extensions
Lantheus reported first quarter 2026 worldwide revenue of $377.3 million, up 1.2% from a year earlier, and GAAP diluted EPS of $1.80, up 76.5%. Adjusted diluted EPS fell 4.6% to $1.46, and PYLARIFY sales declined 6.5%, while the GAAP gain was boosted by a $59.3 million gain on the sale of the SPECT business. The company reaffirmed its full-year 2026 revenue guidance of $1.4 billion to $1.45 billion and adjusted diluted EPS guidance of $5.00 to $5.25.
Worldwide revenue rose 1.2% to $377.3 million; PYLARIFY sales were $240.9 million, down 6.5%
Adjusted diluted EPS was $1.46, down from $1.53; GAAP diluted EPS was $1.80, up from $1.02
Adjusted operating income decreased 10.5% to $129.1 million
Full-year 2026 guidance was reaffirmed: revenue of $1.4 billion to $1.45 billion and adjusted diluted EPS of $5.00 to $5.25
At its April 30, 2026 annual meeting, Lantheus shareholders approved a Delaware charter amendment to declassify the board over three years, after which directors may be removed with or without cause. They also approved the Amended and Restated 2026 Equity Incentive Plan, which adds 2,000,000 shares and caps non-employee director pay, and elected four Class II directors. For shareholders, the filing covers governance and compensation terms rather than financial results.
Certificate of Amendment filed April 30, 2026 with Delaware to declassify the board over a three-year period.
Equity plan adds 2,000,000 shares; non-employee director pay capped at $1,250,000 in the year of appointment and $750,000 in other years.
Shareholders chose one-year frequency for future advisory say-on-pay votes, so the board will hold them every year.
Deloitte & Touche LLP was ratified as independent auditor for the fiscal year ending December 31, 2026.
Lantheus reported fourth-quarter 2025 revenue of $406.8 million, up 4.0%, and GAAP diluted EPS of $0.82 versus a loss of $(0.17) a year earlier. For full year 2025, revenue was $1.54 billion, up 0.5%, while adjusted diluted EPS fell to $6.08 from $6.76. The company also said it is pursuing value-maximizing alternatives for its radiotherapeutic assets and issued 2026 revenue guidance of $1.4 billion to $1.45 billion and adjusted diluted EPS guidance of $5.00 to $5.25.
Q4 2025 revenue $406.8 million, up 4.0%; Q4 adjusted operating income down 8.5% to $138.9 million
Full year 2025 GAAP diluted EPS $3.41 versus $4.36 in 2024; adjusted diluted EPS $6.08 versus $6.76
Company repurchased $100 million of common stock in Q4 2025 and completed the divestiture of the legacy SPECT business to SHINE Technologies effective January 1, 2026
FY 2026 guidance: revenue $1.4 billion to $1.45 billion; adjusted diluted EPS $5.00 to $5.25
Lantheus disclosed that CEO Brian Markison is retiring under agreements dated November 6, 2025. He will receive base salary through December 31, 2025, and will then serve as an advisor from January 1 to March 31, 2026, at $83,333 per month, with the option to extend. The filing says his outstanding equity awards will keep vesting through his retirement date, which matters to shareholders because it defines the transition terms for the company's top executive.
CEO Brian Markison's retirement agreement and consulting agreement are both effective November 6, 2025.
Base salary continues through the retirement date of December 31, 2025.
Advisory fee is $83,333 per month for consulting from January 1, 2026 through March 31, 2026, with the option to extend.
A lump sum equal to his 2025 earned annual cash bonus, if any, will be paid within 60 days of the retirement date.
Lantheus reported third quarter 2025 revenue of $384.0 million, up 1.4%, but GAAP diluted earnings per share fell 77.1% to $0.41 and adjusted EPS fell 25.3% to $1.27. The company also said CEO Brian Markison will retire effective December 31, 2025, with Chair Mary Anne Heino named Executive Chair and later interim CEO.
Q3 2025 revenue $384.0 million, up 1.4%; PYLARIFY sales $240.6 million, down 7.4%
Q3 GAAP diluted EPS $0.41 vs. $1.79 a year earlier; adjusted diluted EPS $1.27 vs. $1.70
FY2025 revenue guidance raised to $1.49 billion-$1.51 billion from $1.475 billion-$1.51 billion; adjusted EPS guidance $5.50-$5.65 vs. $5.50-$5.70
Markison retires December 31, 2025; Heino becomes Executive Chair November 7, 2025 and interim CEO January 1, 2026; President Paul Blanchfield leaves November 7, 2025
Lantheus Holdings disclosed that Chief Commercial Officer Amanda Morgan has taken leave from the company for personal reasons, effective August 8, 2025. The filing does not state a return date, a replacement, or any change to her role, so the effect on shareholders cannot be assessed from this document alone.
Amanda Morgan, Chief Commercial Officer, is taking leave for personal reasons.
The leave is effective August 8, 2025.
The filing was signed August 11, 2025 by Chief Administrative Officer and General Counsel Daniel Niedzwiecki.
The filing does not give a return date or name an interim replacement.
Lantheus reported second-quarter 2025 revenue of $378.0 million, down 4.1%, and adjusted diluted EPS of $1.57, down 12.8%, while GAAP diluted EPS rose 27.3% to $1.12. The company cut its full-year 2025 revenue and adjusted EPS guidance and said it faced increased competition in PSMA PET imaging, which hurt PYLARIFY sales; it also authorized a new $400 million share repurchase program.
Q2 2025 worldwide revenue was $378.0 million, down from $394.1 million; PYLARIFY sales fell 8.3% to $250.6 million.
Adjusted diluted EPS was $1.57, down from $1.80; GAAP diluted EPS was $1.12, up from $0.88.
FY 2025 revenue guidance was lowered to $1.475 billion-$1.51 billion from $1.550 billion-$1.585 billion; adjusted EPS guidance was lowered to $5.50-$5.70 from $6.60-$6.70.
The Board authorized repurchases of up to $400 million of common stock through December 31, 2027, replacing the program announced in November 2024.
Lantheus said on July 21, 2025 it completed its acquisition of Life Molecular Imaging Limited from Life Healthcare Group, paying an upfront cash amount of $350 million after purchase price adjustments. The deal adds Neuraceq, an F-18 PET imaging agent used to detect beta-amyloid plaques in patients evaluated for Alzheimer's disease, along with commercial infrastructure and R&D capabilities. The filing does not provide financial results or guidance for the acquired business.
Upfront cash payment of $350 million to the seller, after applicable purchase price adjustments
Transaction completed July 21, 2025; agreement first announced January 12, 2025
Dr. Ludger Dinkelborg, formerly CEO of Life Molecular Imaging, becomes Head of Research and Development effective August 1, 2025, reporting to CEO Brian Markison
Lantheus reported first-quarter 2025 revenue of $372.8 million, up 0.8% from a year earlier, while GAAP diluted earnings per share fell to $1.02 from $1.87 and adjusted diluted EPS fell 9.5% to $1.53. The company lowered its full-year 2025 adjusted diluted EPS guidance to $6.60-$6.70 from $7.00-$7.20, which means lower expected profit for shareholders even as revenue guidance was narrowed.
Q1 2025 GAAP diluted EPS was $1.02, down from $1.87; adjusted diluted EPS was $1.53, down 9.5% from $1.69.
FY2025 adjusted diluted EPS guidance cut to $6.60-$6.70, from $7.00-$7.20 issued February 26, 2025.
FY2025 revenue guidance narrowed to $1.550-$1.585 billion, from $1.545-$1.610 billion.
Agreed to sell the SPECT business to SHINE; the transaction is expected to close by the end of 2025.
Lantheus completed its acquisition of Evergreen Theragnostics on April 1, 2025, paying approximately $275 million in cash at closing. Up to an additional $727.5 million in milestone payments remains potentially payable under the merger agreement, depending on future milestone events. The filing says the deal adds the OCTEVY PET imaging agent and Evergreen's manufacturing business to Lantheus.
Cash paid at closing was approximately $275 million, including a $250 million upfront payment and a $25 million milestone payment.
Up to $727.5 million in additional milestone payments remains potentially payable, subject to milestone triggers and merger agreement terms.
Lantheus acquired OCTEVY, a registrational-stage PET diagnostic imaging agent for neuroendocrine tumors, and Evergreen's CDMO business.
The merger agreement was dated January 27, 2025, and the acquisition was first announced January 28, 2025.
Lantheus reported fourth-quarter 2024 revenue up 10.5% to $391.1 million, but a $119.1 million unrealized loss on equity investments turned GAAP results to a net loss of $11.8 million, or $(0.17) per share, from $1.47 a year earlier. Adjusted diluted EPS fell 9.0% to $1.59, and the company guided to full-year 2025 revenue of $1.545 billion to $1.610 billion and adjusted diluted EPS of $7.00 to $7.20.
Q4 2024 revenue $391.1 million, up 10.5%; PYLARIFY sales $266.0 million, up 15.7%
GAAP net loss of $11.8 million, or $(0.17) per share, versus net income of $103.4 million in Q4 2023
Adjusted diluted EPS $1.59 in Q4, down 9.0% from $1.75; full year 2024 revenue $1.53 billion, up 18.3%
FY 2025 guidance: revenue $1.545 billion to $1.610 billion; adjusted diluted EPS $7.00 to $7.20
Lantheus Holdings appointed Phuong Khanh (P.K.) Morrow, M.D., a former pharmaceutical executive focused on oncology, to its board of directors, effective February 1, 2025. The board expanded to eleven directors, nine of whom are independent, and Dr. Morrow will sit on the Science and Technology Committee. The filing describes a board seat, not a change in financial results or guidance.
Dr. Morrow was appointed by the board on January 29, 2025 and is effective February 1, 2025.
Board size increased to eleven directors; Dr. Morrow is a Class II Director with a term expiring at the 2026 annual meeting.
Director compensation: $60,000 annual cash retainer, $7,500 for Science and Technology Committee service, a $100,000 initial grant, and a $400,000 annual equity grant starting in 2025.
Dr. Morrow was previously Chief Medical Officer at CRISPR Therapeutics and held roles at Amgen; she currently leads oncology R&D at Takeda.
Lantheus agreed to acquire Evergreen Theragnostics, a clinical-stage radiopharmaceutical company with a contract manufacturing business, for a $250 million cash upfront payment plus up to $752.5 million in milestone payments. The company also reaffirmed its full-year 2024 revenue and adjusted EPS guidance, and the deal is expected to close in the second half of 2025, subject to regulatory clearances.
Upfront cash payment of $250 million at closing, plus up to $752.5 million in milestone payments tied to OCTEVY and Evergreen's pipeline
Reaffirmed FY 2024 revenue guidance of $1.51 billion to $1.52 billion and adjusted fully diluted EPS guidance of $6.65 to $6.70
Closing expected in the second half of 2025; reverse termination fee of $10 million payable to Evergreen in certain regulatory-failure cases
Investor presentation says the deal is low single digit percent dilutive to Lantheus stand-alone EPS in the near term
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lantheus filing is on SEC EDGAR ↗. 8-K briefs of other companies →