Lantheus stock heads toward October 14 merger vote

Published on 10/07/2026 at 05:31 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lantheus stock was last at USD 99.95 on October 6, 2026, as investors weigh the Curium vote. Second-quarter revenue rose 2.7 percent to USD 388.18 million.

LNTH, US5165441032, Illustration mit AI erstellt.

Lantheus Holdings stock (ISIN US5165441032) was last at USD 99.95 on Nasdaq on October 6, 2026 at 4:00 p.m. ET, leaving the proposed USD 102.50 cash consideration as the central valuation marker. The company is approaching a shareholder vote on its proposed Curium transaction, while new merger-related disclosures add legal and execution considerations.

Merger vote brings new disclosures

A Form 8-K dated October 2, 2026, disclosed three complaints filed against Lantheus and certain directors, along with 16 demand letters received from purported stockholders as of September 30, 2026, according to StockTitan.

The complaints seek additional disclosures and attempt to delay completion of the merger, while Lantheus said in the filing that it denied wrongdoing and provided supplemental information before the vote. The same filing described Morgan Stanley valuation ranges of USD 88.10 to USD 118.60 per share under a discounted cash flow analysis and USD 63.85 to USD 84.20 under a public-company analysis.

Cash offer sets the valuation frame

The definitive merger proxy provides for USD 102.50 in cash per share plus one contingent value right worth up to USD 12.00 if specified commercial milestones are achieved, according to StockTitan. The proposed consideration therefore combines a fixed cash component with a contingent payment whose value depends on future product performance.

The special meeting is scheduled for October 14, 2026 at 10:00 a.m. ET. Approval requires a majority of all outstanding shares, and the merger remains subject to regulatory approvals and other closing conditions.

Revenue beat contrasts with slower growth

Lantheus reported second-quarter 2026 revenue of USD 388.18 million, up 2.7 percent from the prior-year quarter, while quarterly EPS of USD 1.55 exceeded the USD 1.30 consensus estimate by USD 0.25, according to MarketBeat. Revenue also exceeded the USD 363.23 million consensus estimate by USD 24.95 million, making operating performance a counterweight to the transaction uncertainty.

MarketBeat's consensus survey lists 10 hold ratings and four buy ratings among 14 firms, with an average 12-month price target of USD 108.11, compared with the proposed cash payment of USD 102.50. The rating mix places the merger terms and the contingent value right at the center of the stock's near-term investment case.

Stock trades below cash consideration

Lantheus stock was last at USD 99.95 on Nasdaq on October 6, 2026, against a 52-week range of USD 49.67 to USD 111.86 and a market capitalization of USD 6.5 billion. The quoted price stood below the proposed USD 102.50 cash payment, while the additional CVR remains conditional on milestone achievement.