LNTH

• GAAP fully diluted EPS was $1.11, compared to $1.12 in Q2 2025; adjusted fully diluted EPS was $1.55, compared to $1.57.
• On August 3, 2026, Lantheus entered a definitive agreement to be acquired by Curium US Holdings LLC for $102.50 per share in cash plus CVRs up to $12.00 per share, totaling up to $114.50 per share and approximately $8.0 billion.
• Due to the pending transaction, Lantheus suspended its full year 2026 financial guidance and will not host a conference call for Q2 results.
• Product sales: PYLARIFY $240.4 million (down 4.1%), Neuraceq $39.6 million, DEFINITY $88.3 million (up 5.2%).

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Each share of Lantheus common stock will be converted into the right to receive $102.50 in cash and one contingent value right (CVR) worth up to $12.00 upon achievement of commercial milestones.
• The merger is subject to stockholder approval, regulatory clearances including HSR, and other customary conditions; no financing condition applies.
• Termination fees include $385 million payable by Parent under certain circumstances, $100 million regulatory termination fee, and $228 million payable by the Company under certain circumstances.
• The merger is expected to close by May 2, 2027, with possible extensions; Lantheus stock will be delisted from Nasdaq upon completion.

1.01 Entry into a Material Definitive Agreement · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits

• Lantheus shareholders will receive $102.50 per share in cash at closing plus up to $12.00 per share in Contingent Value Rights tied to commercial milestones through 2030.
• Total transaction value is up to approximately $8.0 billion, representing a 38% premium to Lantheus' unaffected 60-day VWAP.
• The combined company would serve oncology, neurology, and cardiology patients across more than 70 countries.
• Lantheus has paused its CEO search process in light of the proposed acquisition.

7.01 Regulation FD Disclosure · 8.01 Other Events · 9.01 Financial Statements and Exhibits

• GAAP net income was $118.4 million, up 62.3% year-over-year; GAAP diluted EPS was $1.80, up from $1.02.
• Adjusted diluted EPS (non-GAAP) was $1.46, down 4.6% from $1.53 in Q1 2025.
• PYLARIFY sales were $240.9 million (down 6.5%), DEFINITY sales were $84.6 million (up 6.8%), and Neuraceq sales were $35.4 million.
• The company reaffirmed full-year 2026 revenue guidance of $1.4 billion to $1.45 billion and adjusted diluted EPS guidance of $5.00 to $5.25.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Shareholders approved an amendment to declassify the Board of Directors over a three-year period, after which directors may be removed with or without cause.
• Shareholders approved the Amended and Restated 2026 Equity Incentive Plan, which increases reserved shares by 2,000,000 and changes non-employee director compensation limits to $1,250,000 in the appointment year and $750,000 in other years.
• The advisory 'say on pay' vote on executive compensation was approved, and the Board determined to hold such votes annually.
• Deloitte & Touche LLP was ratified as the independent registered public accounting firm for fiscal year ending December 31, 2026.

3.03 Material Modification to Rights of Security Holders · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year · 5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• GAAP fully diluted EPS was $0.82 for Q4 and $3.41 for full year 2025; adjusted fully diluted EPS was $1.67 and $6.08, respectively.
• Company announced strategic focus on radiodiagnostics and pursuing alternatives for radiotherapeutic assets.
• Full year 2026 revenue guidance is $1.4 billion to $1.45 billion; adjusted fully diluted EPS guidance is $5.00 to $5.25.
• Repurchased $100 million of common stock in Q4 2025 under a plan approved in July 2025.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Effective November 6, 2025, Lantheus Holdings entered into a consulting agreement with CEO Brian Markison, who will serve as an advisor from January 1, 2026 through March 31, 2026, with an option to extend.
• Under the retirement agreement, the company will continue paying his base salary through December 31, 2025, and within 60 days after that date will pay a lump sum equal to his earned 2025 annual cash bonus, if any, based on actual performance.
• Under the consulting agreement, Mr. Markison will receive an advisory fee of $83,333 per month, subject to compliance with customary restrictive covenants.
• His outstanding equity awards will continue vesting through the retirement date and then be subject to retirement features described in the company's proxy statement filed March 21, 2025.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Mary Anne Heino, current Board Chair, was appointed Executive Chair effective November 7, 2025, and will become Interim CEO on January 1, 2026.
• Paul Blanchfield, President, is leaving the company effective November 7, 2025, to take a role at another company.
• Amanda Morgan will return from leave and continue as Chief Commercial Officer, reporting to Ms. Heino.
• Ms. Heino will receive $83,333 per month in base salary, a fiscal 2026 bonus target of 110% of base salary, and equity awards with a grant date fair value of $1,500,000.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits