JPM | US Special Situations Daily: August 03, 2026

Research evidence excerpt

JPM | US Special Situations Daily: August 03, 2026

Curium’s global manufacturing footprint and theranostics pipeline with Lantheus’ U.S. commercial

infrastructure and complementary diagnostic franchises (prostate cancer/PET, neurology, echocardiography), with reach to

patients in 70+ countries and broader/faster patient access to diagnostics and therapeutics.

• J.P. Morgan Securities LLC acted as financial advisors to Curium.

• SUPN/INDV: Supernus Pharmaceuticals and Indivior Pharmaceuticals have agreed to combine in a tax-free, all-stock merger

of equals, creating a diversified CNS biopharmaceutical company to be named Supernus, Inc. and listed on Nasdaq

under SUPN. Under the deal terms, Supernus shareholders will receive 1.5401 Indivior common shares for each Supernus

share, while Indivior shareholders will receive a one-time special cash dividend of $1.0 billion immediately before closing.

The dividend will be funded with a $650 million term loan facility from Citibank N.A. and existing cash on hand. Following

completion, Indivior shareholders will own approximately 56.5% and Supernus shareholders approximately 43.5% of the

combined company on a fully diluted basis. The transaction has been unanimously approved by both boards and is expected to

close in Q4 2026, subject to approval by both companies’ shareholders, regulatory approvals, and customary closing

conditions.Link

• GSAT/AMZN: The prelim proxy was filed. Shareholder approval is secured by written consent. HSR expired on July 17,

2026. The completion of the mergers is also subject to the receipt of required approvals, clearances or consents, as applicable,

from certain international merger and foreign investment control authorities, the U.S. FCC, the French Agence Nationale des