Radiopharmaceutical rivals merge faster than their products can launch.
Eight days separated the second and third Lutathera-equivalent approvals, yet Curium is acquiring Lantheus — which would own both equivalents — and Telix's $1.65 billion ITM deal reserves its milestones for resurrecting an FDA-rejected drug, as consolidation corners isotope supply and approved products before the new competition even reaches market.
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The Telix-ITM deal reserves its milestone cash for resurrecting a rejected drug, consolidating rivals before their products ever reach market.
Two rivals approved eight days apart are being consolidated under a single owner before either equivalent even launches.