secwatch.observer — SEC 8-K summary
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Issuer:     Lantheus Holdings, Inc. (LNTH)
CIK:        0001521036
Form:       8-K
Filed at:   2026-10-02T21:00:48+00:00
Accession:  0001193125-26-412563
Event type: litigation
Sentiment:  neutral
Materiality: 0.50
Item codes: 8.01
LLM model:  deepseek-v4.1-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1521036/000119312526412563/0001193125-26-412563-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1521036/000119312526412563/d31891d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-412563

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