← Haemonetics overview

Haemonetics vs Lantheus: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Haemonetics Corporation (HAE)

Q3 2026
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

September 2026
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

Latest
▲4

CSL Plasma Deal Expands, Guidance Raised, Board Strengthened

  • CSL Plasma to roll out NexSys across all U.S. centers by end-2027 CSL Plasma now expects to complete the rollout of Haemonetics' NexSys PCS devices and Persona PLUS disposables across all its U.S. plasma collection centers by the end of 2027. This is a major expansion of the August supply deal and could significantly boost future sales and profits, though Haemonetics has not yet updated its financial guidance.

    This is the biggest new development, directly driving the stock's recent jump and future growth prospects.

  • BofA upgrades HAE to Buy, raises target to $123 on CSL deal Bank of America upgraded Haemonetics to Buy from Neutral and raised its price target to $123 from $92, citing the CSL supply deal. The analyst expects the deal to lift organic revenue growth, operating margins, and earnings per share over the next several years, which supports a higher stock price.

    This is a new analyst action that validates the CSL deal's positive impact and can attract more investors.

  • Q1 earnings beat, fiscal 2027 guidance raised Haemonetics reported first-quarter revenue of $339 million, up 6% organically, and raised its full-year fiscal 2027 guidance. Adjusted EPS rose 4% to $1.14. Strong plasma and MedSurg growth, plus the Persona PLUS rollout, drove the beat and higher outlook, signaling healthy business momentum.

    This is a new earnings report that directly affects investor expectations for future profits.

  • New board member brings operational and strategic expertise Haemonetics elected Martin Madaus to its Board of Directors. Dr. Madaus has over 30 years of leadership experience in diagnostics and life sciences, including CEO roles at Ortho Clinical Diagnostics and Millipore. His expertise is expected to support growth and long-term value creation, a positive but gradual influence.

    This is a new governance change that could improve strategic direction, though its impact is longer-term.

Lantheus Holdings Inc (LNTH)

Q3 2026
▲2▼1

Curium's $8B buyout and new FDA approval reshape Lantheus

  • Curium agrees to acquire Lantheus for up to $8 billion Curium will pay $102.50 per share in cash plus up to $12 more if sales targets are met, a 14.9% premium. This puts a firm floor under the stock and is the main reason it trades near the offer price.

    The buyout is the single biggest force driving LNTH's price and future value.

  • FDA approves Tauklarify for tau PET imaging The FDA approved Tauklarify, a new imaging agent for Alzheimer's tau pathology. This adds a new product to Lantheus's portfolio and could support the contingent value rights tied to future sales.

    A new FDA approval is a fresh positive catalyst that can affect the buyout's contingent payments.

  • FDA rejects LNTH-2501 due to third-party facility issues The FDA issued a Complete Response Letter for LNTH-2501, a PET diagnostic for neuroendocrine tumors, because of unresolved manufacturing issues at a partner's facility. This delays a potential product but does not question the drug's data.

    This is a fresh regulatory setback that could weigh on sentiment and future growth prospects.

July 2026
▲2▼1

Curium's $8B buyout and new FDA approval reshape Lantheus

  • Curium agrees to acquire Lantheus for up to $8 billion Curium will pay $102.50 per share in cash plus up to $12 more if sales targets are met, a 14.9% premium. This puts a firm floor under the stock and is the main reason it trades near the offer price.

    The buyout is the single biggest force driving LNTH's price and future value.

  • FDA approves Tauklarify for tau PET imaging The FDA approved Tauklarify, a new imaging agent for Alzheimer's tau pathology. This adds a new product to Lantheus's portfolio and could support the contingent value rights tied to future sales.

    A new FDA approval is a fresh positive catalyst that can affect the buyout's contingent payments.

  • FDA rejects LNTH-2501 due to third-party facility issues The FDA issued a Complete Response Letter for LNTH-2501, a PET diagnostic for neuroendocrine tumors, because of unresolved manufacturing issues at a partner's facility. This delays a potential product but does not question the drug's data.

    This is a fresh regulatory setback that could weigh on sentiment and future growth prospects.

Latest
▲2▼1

Curium's $8B buyout and new FDA approval reshape Lantheus

  • Curium agrees to acquire Lantheus for up to $8 billion Curium will pay $102.50 per share in cash plus up to $12 more if sales targets are met, a 14.9% premium. This puts a firm floor under the stock and is the main reason it trades near the offer price.

    The buyout is the single biggest force driving LNTH's price and future value.

  • FDA approves Tauklarify for tau PET imaging The FDA approved Tauklarify, a new imaging agent for Alzheimer's tau pathology. This adds a new product to Lantheus's portfolio and could support the contingent value rights tied to future sales.

    A new FDA approval is a fresh positive catalyst that can affect the buyout's contingent payments.

  • FDA rejects LNTH-2501 due to third-party facility issues The FDA issued a Complete Response Letter for LNTH-2501, a PET diagnostic for neuroendocrine tumors, because of unresolved manufacturing issues at a partner's facility. This delays a potential product but does not question the drug's data.

    This is a fresh regulatory setback that could weigh on sentiment and future growth prospects.