Lantheus Holdings Inc

Lantheus Holdings delivered a strong second-quarter beat on both the top and bottom lines, though the results were quickly overshadowed by a far larger headline: a definitive agreement for Curium US Holdings to acquire the company at $103 per share in cash, plus contingent value rights of up to $12.00 per share tied to commercial milestones, for total per-share consideration of up to $115 and a transaction value of up to approximately $8.00 billion. On the earnings front, adjusted EPS came in at $1.55, clearing the $1.30 consensus by 18.90%, while revenue of $388.18 million beat estimates by 6.87% and grew 2.7% year over year. The revenue mix shifted notably, with Neuraceq contributing $39.62 million after generating no revenue in the prior-year quarter, partially offsetting a 4.1% decline in PYLARIFY to $240.37 million. With the merger pending, Lantheus suspended its full-year 2026 guidance and will not host a quarterly conference call, leaving investors focused squarely on deal completion rather than the operational outlook.