Emergent Biosolutions Inc Stock Price, News & Analysis

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.

Emergent BioSolutions (NYSE:EBS) is re-launching its Ready to Rescue public education campaign for International Overdose Awareness Day on August 31, 2025. The campaign features Pro Football Hall of Famer Emmitt Smith and Release Recovery CEO Zac Clark who will visit U.S. college campuses to raise awareness about opioid emergencies and NARCAN® Nasal Spray.

The initiative focuses on high-risk states including Texas, Illinois, Louisiana, and Michigan, targeting college students through tailgate activations and educational events. Despite less than 15% of college students knowing how to administer naloxone, young adults ages 18-25 show the highest opioid misuse rates. The company is also sponsoring Mobilize Recovery's "Campus Surge" initiative to provide overdose education across additional college campuses.

Emergent BioSolutions (NYSE:EBS) announced its upcoming participation in two major investor conferences. The company will present at the Wells Fargo 20th Annual Healthcare Conference on September 4, 2025, at 3:00 PM ET, and at the HCW 27th Annual Global Investment Conference on September 9, 2025, at 1:30 PM ET.

Senior management will be available for one-on-one meetings at both events. Investors can access the presentations and replays through the Investors section of Emergent's website.

Emergent BioSolutions (NYSE:EBS) has partnered with Voices for Awareness and Facing Fentanyl Now to support National Fentanyl Prevention and Awareness Day™ on August 21, 2025. The initiative includes high-visibility billboards in Times Square, NYC to raise awareness about fentanyl risks and reduce stigma around opioid poisonings.

The campaign highlights that synthetic opioids like fentanyl contribute to nearly 70% of all overdose deaths. Through its Ready to Rescue initiative, Emergent is focusing on public education and expanding access to naloxone products, including over-the-counter NARCAN® Nasal Spray 4 mg and prescription KLOXXADO® Nasal Spray 8 mg.

Emergent BioSolutions (NYSE:EBS) reported Q2 2025 financial results with total revenues of $140.9 million, exceeding guidance by $21 million. The company posted a net loss of $12.0 million, a 96% improvement from the previous year. Key metrics include a gross margin of 36% and adjusted EBITDA of $28.5 million, representing a 382% increase year-over-year.

Notable achievements include securing seven biodefense contract modifications and a $65 million multi-year contract with Ontario Ministry of Health for NARCAN® Nasal Spray. The company's product portfolio performance showed mixed results, with Naloxone revenues decreasing 44% to $67.5 million, while Smallpox MCM products increased 127% to $40.6 million.

Management has raised the low end/midpoint of full year 2025 profitability guidance, citing strong execution of their multi-year transformation plan and sustained demand for naloxone products.

Emergent BioSolutions (NYSE: EBS) commends the U.S. House of Representatives for implementing over-the-counter (OTC) naloxone availability at all AED locations in its buildings. The initiative, led by Representative Buddy Carter (R-GA), aims to provide immediate access to life-saving treatment for potential opioid overdoses.

The company highlights that its NARCAN® Nasal Spray, the first OTC opioid overdose reversal treatment, has contributed to reducing overdose deaths according to CDC data. Since 2016, over 85 million doses have been distributed across the U.S. and Canada. As the leading U.S. supplier of nasal naloxone, Emergent offers multiple products including NARCAN® 4mg, KLOXXADO® 8mg, and various convenience kits.

Emergent BioSolutions (NYSE:EBS) announced the publication of a review article in Expert Review of Anti-infective Therapy evaluating brincidofovir as a potential treatment for mpox. The article examines brincidofovir's in vitro and in vivo data, human case studies, and its current evaluation in the Democratic Republic of Congo.

The publication comes amid ongoing global mpox outbreaks, with the WHO declaring a Public Health Emergency of International Concern (PHEIC) on August 14, 2024. Brincidofovir is being evaluated in the MpOx Study in Africa (MOSA), a double-blind, placebo-controlled clinical trial that began in January 2025, conducted in partnership with PANTHER and funded by Horizon Europe and Africa CDC.

Emergent BioSolutions (NYSE:EBS) has scheduled its second quarter 2025 financial results conference call for August 6, 2025, at 5:00 PM ET. The company will provide access to the call through multiple channels, including a live webcast available on their Investors webpage.

Telephone participants must pre-register through a provided link to receive dial-in information and unique access credentials. A replay of the conference call will be made available on the company's Investors page after the event.