Emergent Biosolutions Inc Stock Price, News & Analysis

Emergent BioSolutions (NYSE: EBS) announced that Dr. Louis W. Sullivan will retire from the company’s Board of Directors effective November 14, 2025 after 19 years of service.

Dr. Sullivan joined the board in 2006 and most recently served as chair of the compensation committee and as a member of the nominating and corporate governance committee. The company noted his experience in healthcare, government and biotechnology and cited his role guiding decisions during Emergent’s multi-year transformation. Dr. Sullivan previously served as president of Morehouse School of Medicine and as Secretary of the Department of Health and Human Services.

Emergent BioSolutions (NYSE: EBS) reported Q3 2025 total revenue $231.1M, beating the high end of guidance by $21.0M. Q3 net income was $51.2M (margin 22%) and adjusted EBITDA was $87.8M (margin 38%).

The company noted adjusted gross margin 61% (up 200 bps YoY), sequential naloxone revenue growth led by NARCAN nasal spray, and raised full-year 2025 revenue and profitability guidance. Emergent reported 11 MCM contract modifications/orders in 2025 and that international customers represent 34% of MCM orders YTD. Year-to-date revenue was $594.2M, down versus prior year.

Emergent BioSolutions (NYSE: EBS) released a survey of ~250 U.S. policy opinion leaders on Oct 28, 2025 showing heightened concern about biological threats and U.S. preparedness.

Key findings: 65% say the likelihood of a biological attack is rising, 45% say the U.S. is unprepared, 73% believe a biological attack would be easier to carry out than a nuclear one, and nearly 90% support continued U.S. leadership and government backing for biotech/biodefense. Emergent highlighted its >25 years of countermeasure experience and North American BSL‑2/3 manufacturing capabilities for anthrax, botulism, smallpox and viral hemorrhagic fevers.

Emergent BioSolutions (NYSE: EBS) will report third quarter 2025 financial results and host a conference call on Wednesday, October 29, 2025 at 5:00 PM ET. The call will be available live via webcast and by telephone with advance registration; registered telephone participants receive a confirmation email with dial-in numbers, a unique passcode, and registrant ID. A replay will be accessible on the company’s Investors page.

Emergent BioSolutions (NYSE:EBS) has reaffirmed its commitment to combating the opioid crisis through awareness, education, and expanded naloxone access during several September observances. The company offers two key products: NARCAN® Nasal Spray 4 mg (first FDA-approved over-the-counter opioid overdose reversal treatment) and KLOXXADO® Nasal Spray 8 mg.

The company is actively engaging with partners like the National Safety Council to increase workplace access to naloxone. Emergent recently received the Green Cross for Safety Advocate Award alongside Amazon for their efforts to expand naloxone availability in workplaces. The company is also supporting various initiatives including SOAR West Virginia Save a Life Day and Truth Pharm's National Trail of Truth event.

Emergent BioSolutions (NYSE:EBS) has secured new purchase orders worth $29 million from an international government partner for medical countermeasures (MCM). The multi-product supply agreement includes countermeasures for smallpox, anthrax, and botulism threats.

The company will receive $26 million in 2025, adding to over $100 million in sales already generated year-to-date for its MCM portfolio outside the U.S. This marks the second procurement by the same government this year, reflecting increased global focus on defense preparedness, particularly among NATO members who are raising defense expenditures from 2% to 5% of GDP.

Emergent BioSolutions (NYSE:EBS) has secured a $17 million contract modification from BARDA to supply TEMBEXA® (brincidofovir) oral suspension, a smallpox antiviral treatment. The modification follows FDA's recent approval of manufacturing scale-up for the oral suspension formulation.

The contract builds upon previously announced options from September 2024 under Emergent's existing 10-year contract with BARDA. The oral suspension formulation is specifically designed for patients who have difficulty swallowing due to age or medical conditions, strengthening the U.S. government's preparedness against potential smallpox outbreaks.

Emergent BioSolutions (NYSE:EBS) has secured a $56 million contract modification from the U.S. government to supply ACAM2000®, a smallpox and mpox vaccine. The modification, under an existing 10-year contract with ASPR, will begin deliveries in September 2025.

Total projected sales for ACAM2000® vaccine and ancillary products are expected to exceed $120 million in 2025. The single-dose vaccine, which received FDA approval for smallpox in 2007 and mpox in August 2024, is currently stockpiled in the U.S. and internationally, with additional licenses in Canada, Australia, and Singapore.

Emergent BioSolutions (NYSE:EBS) has secured a $30 million contract modification from BARDA to supply CYFENDUS®, their FDA-approved two-dose anthrax vaccine. The deliveries are scheduled between late 2025 and March 2026.

This follows a previous $50 million contract modification from December 2024. CYFENDUS®, approved by the FDA in July 2023, is designed for post-exposure prophylaxis use in individuals aged 18-65 when administered with recommended antibacterial drugs. The vaccine addresses anthrax, which is classified as a Tier 1 biological threat due to its potential use in bioterrorism.