---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-412563"
form_type: "8-K"
ticker: "LNTH"
cik: "0001521036"
company_name: "Lantheus Holdings, Inc."
filed_at: "2026-10-02T21:00:48+00:00"
generated_at: "2026-10-12T14:40:40.110485+00:00"
event_type: "litigation"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001193125-26-412563
- form_type: 8-K
- ticker: LNTH
- cik: 0001521036
- company_name: Lantheus Holdings, Inc.
- filed_at: 2026-10-02T21:00:48+00:00
- event_type: litigation
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 8.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1521036/000119312526412563/0001193125-26-412563-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1521036/000119312526412563/d31891d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-412563
- JSON: https://secwatch.observer/filing/0001193125-26-412563.json
- Plain text: https://secwatch.observer/filing/0001193125-26-412563.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.