← Quidel overview

Quidel vs Lantheus: why the prices moved differently

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

Quidel Corporation (QDEL)

Q3 2026
▼3▲1

QuidelOrtho slashes 2026 outlook on China and respiratory weakness

  • 2026 guidance slashed, shares plunge QuidelOrtho beat second-quarter estimates but cut full-year 2026 revenue guidance to $2.52-$2.60 billion from $2.70-$2.75 billion, and earnings guidance to 65-90 cents from $1.80-$2.00. Shares fell about 25% as investors absorbed the much weaker outlook.

    The guidance cut is the single biggest new force pushing QDEL down this period.

  • China pricing rules and weak respiratory season China's draft in-vitro diagnostics pricing guidelines expanded to six provinces, causing distributors to cut inventories faster than expected; China revenue fell 18.7%. Management also now assumes a weaker-than-average respiratory season, removing a hoped-for rebound.

    These are the specific demand problems management blamed for the guidance cut.

  • Analyst fair value and targets cut Simply Wall St cut its fair value estimate to $12 from $20.50, citing much lower growth assumptions. Analyst targets now cluster between $12 and $18, with JPMorgan at $12 (Underweight) and Citi at $18 (Neutral), showing deep disagreement on the stock's path.

    It shows how professional valuations were reset lower after the guidance cut.

  • Possible point-of-care sale could cut debt QuidelOrtho is reportedly looking to sell its point-of-care division for about $1.5 billion, which would undo the 2022 merger and leave a steadier diagnostics business. One large holder sees the stock worth roughly $100 per share if the sale happens and debt falls.

    It is the main potential upside counterweight to the weak guidance.

August 2026
▼3▲1

QuidelOrtho slashes 2026 outlook on China and respiratory weakness

  • 2026 guidance slashed, shares plunge QuidelOrtho beat second-quarter estimates but cut full-year 2026 revenue guidance to $2.52-$2.60 billion from $2.70-$2.75 billion, and earnings guidance to 65-90 cents from $1.80-$2.00. Shares fell about 25% as investors absorbed the much weaker outlook.

    The guidance cut is the single biggest new force pushing QDEL down this period.

  • China pricing rules and weak respiratory season China's draft in-vitro diagnostics pricing guidelines expanded to six provinces, causing distributors to cut inventories faster than expected; China revenue fell 18.7%. Management also now assumes a weaker-than-average respiratory season, removing a hoped-for rebound.

    These are the specific demand problems management blamed for the guidance cut.

  • Analyst fair value and targets cut Simply Wall St cut its fair value estimate to $12 from $20.50, citing much lower growth assumptions. Analyst targets now cluster between $12 and $18, with JPMorgan at $12 (Underweight) and Citi at $18 (Neutral), showing deep disagreement on the stock's path.

    It shows how professional valuations were reset lower after the guidance cut.

  • Possible point-of-care sale could cut debt QuidelOrtho is reportedly looking to sell its point-of-care division for about $1.5 billion, which would undo the 2022 merger and leave a steadier diagnostics business. One large holder sees the stock worth roughly $100 per share if the sale happens and debt falls.

    It is the main potential upside counterweight to the weak guidance.

Latest
▼3▲1

QuidelOrtho slashes 2026 outlook on China and respiratory weakness

  • 2026 guidance slashed, shares plunge QuidelOrtho beat second-quarter estimates but cut full-year 2026 revenue guidance to $2.52-$2.60 billion from $2.70-$2.75 billion, and earnings guidance to 65-90 cents from $1.80-$2.00. Shares fell about 25% as investors absorbed the much weaker outlook.

    The guidance cut is the single biggest new force pushing QDEL down this period.

  • China pricing rules and weak respiratory season China's draft in-vitro diagnostics pricing guidelines expanded to six provinces, causing distributors to cut inventories faster than expected; China revenue fell 18.7%. Management also now assumes a weaker-than-average respiratory season, removing a hoped-for rebound.

    These are the specific demand problems management blamed for the guidance cut.

  • Analyst fair value and targets cut Simply Wall St cut its fair value estimate to $12 from $20.50, citing much lower growth assumptions. Analyst targets now cluster between $12 and $18, with JPMorgan at $12 (Underweight) and Citi at $18 (Neutral), showing deep disagreement on the stock's path.

    It shows how professional valuations were reset lower after the guidance cut.

  • Possible point-of-care sale could cut debt QuidelOrtho is reportedly looking to sell its point-of-care division for about $1.5 billion, which would undo the 2022 merger and leave a steadier diagnostics business. One large holder sees the stock worth roughly $100 per share if the sale happens and debt falls.

    It is the main potential upside counterweight to the weak guidance.

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.