Halper Sadeh LLC, an investor rights law firm, is investigating three companies for potential securities law violations and breaches of fiduciary duties related to their proposed acquisitions. The firm is examining whether shareholders are receiving fair consideration and whether insider benefits may be limiting superior competing offers.

Curium US has agreed to acquire Lantheus Holdings for $102.50 per share in cash at closing, plus up to $12.00 per share in contingent value rights, valuing the transaction at up to $8.0 billion. The combination aims to create a comprehensive radiopharmaceutical company spanning diagnostics and therapeutics across more than 70 countries, with the deal expected to close in the first half of 2027.

Curium US has agreed to acquire Lantheus Holdings for $102.50 per share in cash at closing, plus up to $12.00 per share in contingent value rights, valuing the transaction at up to $8.0 billion. The merger combines Curium's global theranostics platform and manufacturing capabilities with Lantheus' U.S. radiodiagnostics business, creating a combined entity serving oncology, neurology, and cardiology patients across more than 70 countries. The transaction is expected to close in the first half of 2027, subject to shareholder approval and regulatory clearances.

The metastatic prostate cancer market is projected to experience robust growth through 2036, valued at USD 11.5 billion in 2025 across seven major markets. The market is transitioning from conventional androgen deprivation therapy toward combination-based, biomarker-driven approaches, with novel therapies such as PSMA-targeted radioligand therapies and PARP inhibitors reshaping the treatment paradigm. Key emerging drugs include 225Ac-PSMA-617, 177Lu-DOTA-rosopatamab, and cabozantinib, with multiple pharmaceutical companies advancing innovative treatments in clinical trials.

The global radiopharmaceuticals market is projected to grow from USD 8.28 billion in 2026 to USD 15.21 billion by 2035, driven by rising cancer and cardiovascular disease incidence. North America dominates with 43.95% market share, while Asia-Pacific is expected to register the fastest growth. Therapeutic radiopharmaceuticals and Technetium-99m lead their respective segments, with hospitals and clinics as the primary end users.

Lantheus Holdings reported Q4 2025 revenue of $406.8 million and full-year revenue of $1.54 billion, with adjusted EPS of $1.67 and $6.08 respectively. The company announced a strategic refocus on PET radiodiagnostics and plans to pursue value-maximizing alternatives for radiotherapeutic assets. Despite PYLARIFY sales declining 9.7% in Q4, the company expects up to four FDA approvals in 2026 and provided FY2026 guidance of $1.4-1.45 billion in revenue and $5.00-5.25 adjusted EPS.

PYLARIFY has become the first blockbuster radiodiagnostic, exceeding $1 billion in 2024 net sales with 24.3% growth. PLUVICTO, a radioligand therapeutic agent, posted $1.392 billion in 2024 sales with 42% growth. PSMA-targeted therapies and radiodiagnostics represent a clinically validated and commercially successful approach for prostate cancer treatment and diagnosis, with multiple radioligands in development.

Lantheus Holdings announced it will host an earnings conference call and webcast on February 26, 2026, at 8:00 a.m. ET to discuss its fourth quarter and full year 2025 financial and operating results. The company also recently closed the sale of its SPECT business to SHINE Technologies.

Lantheus Holdings has completed the sale of its SPECT diagnostic business to SHINE Technologies, a subsidiary of Illuminated Holdings. The transaction includes diagnostic agents like TechneLite, NEUROLITE, and Cardiolite, along with manufacturing facilities in Massachusetts and Canadian operations. Following the divestiture, Lantheus will focus on its PET radiodiagnostics and microbubbles portfolio.

Nitorum Capital fully exited its stake in Lantheus Holdings, selling 344,444 shares worth $28.2 million in Q3. The exit comes as Lantheus faces significant headwinds including a 77% year-over-year earnings decline, declining sales of its flagship prostate cancer imaging agent, CEO retirement, and margin compression despite strong revenue generation.

Law firm investigating potential securities misconduct for four companies, alleging false statements, misleading financial reporting, and concealment of material facts that impacted stock prices.

Faruqi & Faruqi is investigating potential claims against Lantheus Holdings regarding misleading statements about Pylarify's competitive position, with stock price dropping 28.8% after disappointing Q1 and fiscal year results.