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DEFA14A ·Filed Sep 16, 2026

LNTH

Lantheus Holdings, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed1mo ago SEC0001193125-26-393460
Proxy solicitation materials
Actionable Insight • Neutral

Monitor stockholder vote outcome on October 14, 2026; approval of the merger is likely given board unanimity and the 'fail-to-vote = against' structure, but a significant 'no' vote could signal opposition to deal terms.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d
LNTH ▼ -0.80% at T+20d
NEUTRAL call -0.80% · α vs SPY -2.26% · entry $100.80 → $99.99
Next anchor: T+60d in 6w
Latest observation: T+26 +1.88% FF3 residual α
Entry = T+0 close
Sep 16, 2026
via day close
T+1d
-0.25%
call -0.25% · α -0.38%
$100.55
settled 6w ago
T+5d
-1.07%
call -1.07% · α -1.92%
$99.72
settled 5w ago
T+20d
-0.80%
call -0.80% · α -2.26%
$99.99
settled 14d ago
T+60d
Pending
in 6w

Price Chart

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Executive Summary

Lantheus Holdings filed additional definitive proxy soliciting materials urging stockholders to vote FOR the approval of the merger agreement with Curium US Holdings LLC at the special meeting scheduled for October 14, 2026. The board unanimously recommends approval, and the filing emphasizes that failure to vote will have the same effect as a vote against the proposal.

Key Financial Metrics

Vote
merger approval
Meeting
2026-10-14

Key Facts

  • Special meeting of stockholders scheduled for October 14, 2026.
  • Merger Agreement dated August 3, 2026, with Curium US Holdings LLC and Coco Merger Sub Inc.
  • Board of Directors unanimously recommends voting FOR the Merger Agreement proposal.
  • Failure to vote will have the same effect as a vote against the proposal.
  • Definitive proxy statement filed with the SEC on September 8, 2026.
  • Proxy solicitor is Innisfree M&A Incorporated.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • Stockholder vote outcome uncertain; failure to approve could scuttle the merger.
  • No deal premium or financial terms disclosed in this filing.

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-393460
Document: 0001193125-26-393460-index-headers.html0001193125-26-393460
Document: 0001193125-26-393460-index.html0001193125-26-393460
Document: 0001193125-26-393460.txt0001193125-26-393460
16 reports for LNTH
Performance horizon
29% Hit rate @ T+1 2 of 7 directional calls Went positive at some point 2 of 7 best @ T+5▲ +5.72%Jun 17, 2026
Filters
Rows
Reports for LNTH — sortable, filterable
TypeNow
Oct 22, 2026
5d ago
8-K
NEUTRAL ★ 5/10
$100.10 $99.80▼ −0.30%▲ +0.22%$100.15 (+0.05%)
Oct 2, 2026
25d ago
DEFA14A
NEUTRAL ★ 4/10
$100.19 $99.95▼ −0.24%▼ −0.79%$100.15 (−0.04%)
Oct 2, 2026
25d ago
8-K
NEUTRAL ★ 4/10
$100.19 $99.95▼ −0.24%▼ −0.79%$100.15 (−0.04%)
Sep 16, 2026
5w ago
DEFA14A
NEUTRAL ★ 4/10
$100.80 $100.55▼ −0.25%▼ −0.38%$100.15 (−0.64%)
Aug 26, 2026
8w ago
PREM14A
BULLISH ★ 7/10
$100.82 $100.47▼ −0.35%▼ −1.00%$100.15 (−0.66%)
Aug 14, 2026
10w ago
Press Release
BULLISH ★ 7/10
$100.95 $100.91▼ −0.04%▲ +0.43%$100.15 (−0.79%)
Aug 6, 2026
11w ago
8-K
BULLISH ★ 8/10
$101.07 $100.95▼ −0.12%▼ −0.73%$100.15 (−0.91%)
Aug 3, 2026
12w ago
8-K / DEFA14A
BULLISH ★ 8/10
$101.11 $101.50▲ +0.39%▲ +0.59%$100.15 (−0.95%)
Aug 3, 2026
12w ago
DEFA14A / 8-K
BULLISH ★ 7/10
$101.19 $101.11▼ −0.08%▼ −1.88%$100.15 (−1.03%)
Aug 3, 2026
12w ago
Press Release
BULLISH ★ 7/10
$101.19 $101.11▼ −0.08%▼ −1.88%$100.15 (−1.03%)
Showing 10 of 16

US Market Status

Market Closed — Opens Thu (11h 30m)

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Report published Sep 16, 2026