LNTH

Several significant events impacted Lantheus Holdings, Inc.'s stock price over the past six months (April 2026 - October 2026). On March 6, 2026, the FDA approved PYLARIFY TruVu, a new formulation of its PSMA imaging agent for prostate cancer, which served as a positive catalyst for the stock. However, on March 17, 2026, the FDA extended the regulatory review period for Octevy (LNTH-2501) by three months due to unresolved manufacturing-related conditions at a third-party facility, introducing execution risk. On August 3, 2026, Lantheus announced a definitive merger agreement to be acquired by Curium US Holdings LLC for $102.50 per share in cash plus contingent value rights, leading to analyst downgrades due to limited further upside potential. The company reported its Second Quarter 2026 financial results on August 6, 2026, beating Wall Street's revenue and adjusted EPS expectations, despite slight declines in GAAP diluted EPS and adjusted operating income. In September 2026, the FDA granted final approval for BRAVNETSA, expanding Lantheus' oncology therapeutics portfolio. Effective October 1, 2026, the Centers for Medicare & Medicaid Services (CMS) granted Transitional Pass-Through payment status for PYLARIFY TruVu, allowing for separate reimbursement and providing a permanent HCPCS code. Finally, on October 2, 2026, Lantheus disclosed merger-related complaints and demand letters from stockholders ahead of a scheduled shareholder vote on the Curium acquisition.