Lantheus discloses Morgan Stanley DCF range of $88.10-$118.60/share amid three suits to block Curium deal

Lantheus Holdings, Inc.

Three stockholder suits filed Sept 16-25, 2026 (Hamilton and McDaniels in NY Supreme Court; Garfield in Massachusetts) seek to enjoin the merger unless more proxy disclosure is made.
As of Sept 30, 2026 Lantheus had received 16 stockholder demand letters alleging the proxy omits detail on financial projections and Morgan Stanley's fairness analyses.
Supplemental DCF disclosure: Morgan Stanley valued Lantheus at $88.10-$118.60/share using 8.8%-10.7% discount rates and a (5.0%) perpetual growth rate for the Pylarify family.
Comparable-companies analysis implies $63.85-$84.20/share at 7.9x-10.5x FY2026 adjusted EBITDA; 12 of 14 analysts had price targets of $98.00-$129.00.
Morgan Stanley earned $5M-$10M in fees from Lantheus and $5M-$10M from CapVest affiliates in the prior two years, and held a 2%-3% Lantheus stake as of Aug 3, 2026.

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