{"schema_version":"1.0","type":"article","title":"70億美元核藥併購傳聞：Curium想買Lantheus，真正買的是一張核藥時代的入場券","url":"https://drugnews.com.tw/articles/2026-06-09-curium-lantheus-radiopharma-acquisition.html","markdown_url":"https://drugnews.com.tw/articles/2026-06-09-curium-lantheus-radiopharma-acquisition.md","lang":"zh-Hant","date":"2026-06-09","publish_at":"2026-06-09T10:30:00+08:00","updated_at":"2026-06-09","category":"商業分析系列","topic":"BD / 授權","tags":["Curium","Lantheus","核藥","放射性藥物","併購","PSMA","PYLARIFY"],"summary":"Curium 傳出有意以約 70 億美元收購 Lantheus。這不只是核藥併購傳聞，而是診斷、製造、配送、院端網絡與治療端能力整合的產業訊號。","key_points":[],"facts":[],"sections":["01｜Lantheus值錢的，不只是一支前列腺癌PET藥","02｜PYLARIFY TruVu的重點不是新名字，而是放射藥的工業化能力","03｜Curium買Lantheus，買的不是產品，是美國院端入口","04｜核藥併購不是單點事件，而是大型藥廠的軍備競賽","05｜為什麼現在是核藥？因為商業模型已經被驗證，但供應瓶頸還沒被解決","06｜台灣投資人不要只問「哪一檔是核藥概念股」","07｜台灣公司真正該被重估的，不只是有沒有核藥，而是有沒有「可放大的能力」","結語｜核藥不是只有故事，它最後會回到供應鏈與臨床現場"],"references":[{"title":"Fierce Pharma","source":"Lantheus considers potential $7B Curium buyout proposal","date":"","url":""},{"title":"Lantheus","source":"Q1 2026 Financial Results and Business Update","date":"","url":""},{"title":"Lantheus","source":"FDA Approval of PYLARIFY TruVu","date":"","url":""},{"title":"Novartis","source":"Product Sales, Full Year 2024","date":"","url":""}],"images":[{"alt":"Curium 與 Lantheus 的併購傳聞，重點不只是產品，而是核藥平台能力與院端入口。","url":"https://drugnews.com.tw/assets/articles/curium-lantheus-radiopharma-acquisition/dcard-01.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/curium-lantheus-radiopharma-acquisition/dcard-01.png","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-06-09）。70億美元核藥併購傳聞：Curium想買Lantheus，真正買的是一張核藥時代的入場券。https://drugnews.com.tw/articles/2026-06-09-curium-lantheus-radiopharma-acquisition.html","disclaimer":"本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。","translations":{"en":"2026-06-09-curium-lantheus-radiopharma-acquisition-en.html"},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/"}