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Lantheus pulls 2026 outlook ahead of Curium merger worth up to $8bn

The radiopharmaceutical group posted modest third-quarter sales growth while adding two FDA approvals and a Medicare billing code, but it has stopped giving full-year financial targets.

05 Nov 2026 · Lantheus Holdings, Inc. LNTH · Company news

Lantheus Holdings has withdrawn its financial outlook for 2026, citing its pending combination with Curium, a transaction the company values at up to about $8.0 billion. The announcement came alongside third-quarter results published on 5 November 2026. The material available gives no further detail on the deal's terms or its expected timetable.

Worldwide revenue for the quarter was $389.9 million, up 1.5%. Earnings per share were $0.33 on a GAAP basis and $1.68 on an adjusted basis.

The company pointed to two US regulatory decisions in the period. The FDA approved TAUKLARIFY, a tau PET imaging agent for adults with cognitive impairment who are being assessed for Alzheimer's disease. It also granted final approval to BRAVNETSA, a lutetium Lu 177 dotatate therapy for gastroenteropancreatic neuroendocrine tumours (GEP-NETs). The agency rated BRAVNETSA as bioequivalent and therapeutically equivalent to LUTATHERA.

On reimbursement, Lantheus said the Centers for Medicare & Medicaid Services granted PYLARIFY TruVu pass-through status and a permanent HCPCS code, effective 1 October 2026. For context, HCPCS codes identify products and services for billing in the US. Pass-through status allows separate payment for eligible new products in the hospital outpatient setting.

Why it matters

  • Withdrawing 2026 guidance leaves the pending Curium merger, valued at up to about $8.0bn, as the main reference point for the company's outlook.
  • PYLARIFY TruVu now has a permanent billing code and pass-through status from 1 October 2026, which is relevant to market-access teams tracking outpatient payment.
  • The FDA's therapeutic equivalence rating for BRAVNETSA against LUTATHERA matters for anyone following competition in lutetium-based GEP-NET treatment.
  • TAUKLARIFY adds a tau PET agent to the diagnostic options for patients being evaluated for Alzheimer's disease.

Company's press release (SEC filing): Lantheus Holdings, Inc. ↗

Written by CompePharma's editorial system from the company's filing; claims are the company's. AI-assisted; check the source before acting. Not investment advice.

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