Emergent Biosolutions Inc Stock Price, News & Analysis

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.

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.