V
Valuation Analyst
Aug 3, 2026 · bearish
(https://www.cnbc.com/2026/08/03/curium-strikes-up-to-8-billion-deal-for-radiopharma-peer-lantheus.html) — and nobody's asking the obvious question: why is big pharma paying premium valuations for bolt-on assets when their own pipelines should be generating organic growth? The deal screams desperation. Curium is betting that radiopharma fills a near-term revenue gap because traditional pharma organic growth is stalling.

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