Emergent BioSolutions gets up to $22.3M BioThrax order
BioThrax is approved for post-exposure prophylaxis following suspected or confirmed Bacillus anthracis exposure, when administered with recommended antibacterial drugs.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
8-K
Rhea-AI Filing Summary
Emergent BioSolutions Inc. received a modification exercising an option period under its existing delivery order, valued at up to $22.3 million, to supply BioThrax (Anthrax Vaccine Adsorbed) to the U.S. Department of War. The first delivery is valued at approximately $7.4 million and will begin this year; remaining deliveries are expected in 2027.
The order is under Emergent’s existing indefinite-delivery/indefinite-quantity contract, led by the Portfolio Management Executive for Chemical, Biological, Radiological and Nuclear Defense in collaboration with the Defense Health Agency. It supplies BioThrax for use by all branches of the U.S. military as pre-exposure prophylaxis against anthrax. In August 2026, Emergent received a separate modification valued at approximately $24 million to supply CYFENDUS to BARDA for anthrax preparedness.
BioThrax is indicated for active immunization to prevent disease caused by Bacillus anthracis in people 18 through 65 years of age and is approved for pre-exposure prophylaxis for people at high risk. Severe allergic reaction after a previous dose or to a vaccine component is a contraindication; use during pregnancy should be avoided unless the potential benefit outweighs the potential fetal risk.
8-K Event Classification
2 items: 8.01, 9.01
2 items
Item 8.01
Other Events
Other
Voluntary disclosure of events the company deems important to shareholders but not covered by other items.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
BioThrax delivery order modification value: Up to $22.3 million
First delivery value: Approximately $7.4 million
Expected remaining delivery year: 2027
+2 more
5 metrics
BioThrax delivery order modification value
Up to $22.3 million
Order to supply BioThrax to the U.S. Department of War
First delivery value
Approximately $7.4 million
First delivery under the BioThrax order
Expected remaining delivery year
2027
BioThrax delivery order
CYFENDUS modification value
Approximately $24 million
Separate anthrax-preparedness modification received in August 2026
BioThrax indicated age range
18 through 65 years of age
Active immunization to prevent disease caused by Bacillus anthracis
Key Terms
indefinite-delivery/indefinite-quantity (IDIQ) contract, pre-exposure prophylaxis (PrEP), post-exposure prophylaxis, Bacillus anthracis
4 terms
indefinite-delivery/indefinite-quantity (IDIQ) contract technical
"existing indefinite-delivery/indefinite-quantity (IDIQ) contract"
An indefinite-delivery/indefinite-quantity (IDIQ) contract is a purchasing agreement that lets a buyer order unspecified quantities of goods or services over a set period without committing to exact amounts up front. Think of it like a standing grocery account where a store agrees to supply whatever is needed, when needed, up to a ceiling amount. For investors, IDIQs matter because they create predictable revenue streams, reduce sales volatility, and can signal long-term customer relationships or government demand that supports a company's future cash flow.
pre-exposure prophylaxis (PrEP) medical
"as pre-exposure prophylaxis (PrEP) for anthrax disease"
Pre-exposure prophylaxis (PrEP) is a medical prevention strategy in which an otherwise healthy person takes a medicine—typically a daily pill or periodic injection—before possible exposure to an infectious disease to greatly reduce the chance of becoming infected. For investors, PrEP matters because its regulatory approvals, pricing, delivery format, patent protection and uptake determine market size, recurring revenue potential and competitive dynamics in the preventative-treatment market—think of it like a seatbelt product that people buy to avoid rare but severe outcomes.
post-exposure prophylaxis medical
"post-exposure prophylaxis of disease"
A short course of medication or treatment given immediately after someone may have been exposed to an infectious agent to stop the infection from taking hold. Like applying a firewall after a suspected hacking attempt, it’s intended to prevent a small risk from becoming a full-blown problem. For investors, post-exposure prophylaxis matters because demand can spike suddenly after exposure events, regulatory approvals and efficacy data drive sales and valuation, and timely access or shortages affect market opportunity and reputational risk for healthcare providers and drug makers.
Bacillus anthracis medical
"disease caused by Bacillus anthracis"
A bacterium that causes anthrax, capable of infecting humans and animals through spores that can survive in soil for long periods; think of it like a tiny, hardy seed that can lie dormant and later grow into a dangerous infection. It matters to investors because outbreaks, biodefense concerns, vaccine and drug development, regulatory controls, and related supply-chain or insurance impacts can affect the valuation and risk profile of companies in healthcare, agriculture, and security sectors.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How much is EBS's BioThrax delivery order?
The delivery order modification is valued at up to $22.3 million. The first delivery is valued at approximately $7.4 million and will begin this year, with remaining deliveries expected in 2027.
What is BioThrax approved to prevent?
BioThrax is indicated for active immunization to prevent disease caused by Bacillus anthracis in people 18 through 65 years of age. It is approved for pre-exposure prophylaxis in people at high risk and post-exposure prophylaxis following suspected or confirmed exposure when administered with recommended antibacterial drugs.
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): November 4, 2026
(Exact name of registrant as specified in its charter)
| (State or other jurisdiction | (Commission File Number) | (IRS Employer | ||||||||||||
| of incorporation) | Identification No.) | |||||||||||||
(Address of principal executive offices, including zip code)
(240 ) 631-3200
(Registrant’s telephone number, including area code)
N/A
(Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
Securities registered pursuant to Section 12(b) of the Act:
| Title of each class | Trading Symbol(s) | Name of each exchange on which registered | ||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 8.01 Other Events
On November 4, 2026 , Emergent BioSolutions Inc. (“Emergent”) announced that it has received a modification (the "Modification") exercising an option period under its existing delivery order valued at up to $22.3 million to supply BioThrax® (Anthrax Vaccine Adsorbed) to the U.S. Department of War. The first delivery, which is valued at approximately $7.4 million, will begin this year, and remaining deliveries are expected in 2027.
The Modification is made under Emergent’s existing indefinite-delivery/indefinite-quantity contract, led by the Portfolio Management Executive for Chemical, Biological, Radiological and Nuclear Defense in collaboration with the Defense Health Agency to supply BioThrax® for use by all branches of the U.S. military as pre-exposure prophylaxis for anthrax disease. The preceding description of the Modification does not purport to be complete and is qualified in its entirety by reference to the full text of the Modification. The Modification will be filed as an exhibit to Emergent's Annual Report on Form 10-K for the fiscal year ended December 31, 2026.
On November 4, 2026 , Emergent issued a press release announcing the Modification. A copy of the press release is furnished as Exhibit 99.1 to this Current Report and incorporated herein by reference.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. | Description | |||||||
| 99.1 | Press release issued by Emergent BioSolutions Inc. on November 4, 2026 | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). | |||||||
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| EMERGENT BIOSOLUTIONS INC. | ||||||||
Dated: | By: | /s/ RICHARD S. LINDAHL | ||||||
| Name: Richard S. Lindahl Title: Executive Vice President, Chief Financial Officer | ||||||||
Emergent BioSolutions Receives $22.3 Million Delivery Order Modification to Supply BioThrax® (Anthrax Vaccine Adsorbed) to the U.S. Department of War
GAITHERSBURG, Md., Nov. 04, 2026 (BUSINESSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today announced that it has received a modification exercising an option period under its existing delivery order valued at up to $22.3 million to supply BioThrax® (Anthrax Vaccine Adsorbed) to the U.S. Department of War (DoW). The first delivery, which is valued at approximately $7.4 million, will begin this year, and remaining deliveries are expected in 2027.
This order is under Emergent’s existing indefinite-delivery/indefinite-quantity (IDIQ) contract (W911SR24D0001), led by the Portfolio Management Executive for Chemical, Biological, Radiological and Nuclear Defense (PME CBRND) in collaboration with the Defense Health Agency to supply BioThrax® for use by all branches of the U.S. military as pre-exposure prophylaxis (PrEP) for anthrax disease. Anthrax remains a significant biological threat due to its potential use in a bioterrorism event and its implications for national security.
“We’re pleased to continue supporting the Department of War’s efforts to maintain preparedness against critical biological threats like anthrax,” said Paul Williams, senior vice president, head of products business, global government and public affairs at Emergent. “Delivering dependable access to BioThrax® helps protect our nation’s service members who have an elevated risk of anthrax exposure.”
This award builds on Emergent’s work with the U.S. government to support anthrax preparedness. In August 2026, Emergent received a contract modification valued at approximately $24 million to supply CYFENDUS® (Anthrax Vaccine Adsorbed, Adjuvanted) to the Biomedical Advanced Research and Development Authority (BARDA) for anthrax preparedness efforts.
About BioThrax® (Anthrax Vaccine Adsorbed) BioThrax® vaccine is indicated for the active immunization for the prevention of disease caused by Bacillus anthracis in persons 18 through 65 years of age. BioThrax® is approved for (1) pre-exposure prophylaxis of disease in persons at high risk of exposure; and (2) post-exposure prophylaxis of disease following suspected or confirmed Bacillus anthracis exposure, when administered in conjunction with recommended antibacterial drugs. The efficacy of BioThrax® for post-exposure prophylaxis is based solely on studies in animal models of inhalational anthrax.
Select Important Safety Information
Contraindication: Severe allergic reaction (e.g., anaphylaxis) after a previous dose of BioThrax® or a component of the vaccine. Warnings and Precautions: Latex: The stopper of the vial contains natural rubber latex and may cause allergic reactions in latex sensitive individuals. Pregnancy: Avoid use in pregnancy unless the potential benefit outweighs the potential risk to the fetus. Adverse Reactions: The most common (>10%) local (injection-site) adverse reactions observed in clinical studies were tenderness, pain, erythema, edema, and arm motion limitation. The most common (≥5%) systemic adverse reactions were muscle aches, fatigue, and headache.
Please see the full Prescribing Information for BioThrax® for additional safety information.
Disclaimer: The views and opinions expressed herein regarding any specific commercial products, process, or service by trade name, trademark, manufacturer, or otherwise do not necessarily constitute or imply endorsement, recommendation, or favoring by the United States government and shall not be used for advertising or product endorsement purposes.
About Emergent BioSolutions At Emergent, our mission is to protect and save lives. For over 25 years, we’ve been at work preparing those entrusted with protecting public health. We deliver protective and life-saving solutions for health threats like smallpox, mpox, botulism, Ebola, anthrax and opioid overdose emergencies. To learn more about how we help prepare communities around the world for today’s health challenges and tomorrow’s threats, visit our website and follow us on LinkedIn, X, Instagram, Apple Podcasts and Spotify.
Safe Harbor Statement
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, including statements regarding the expected timing of future BioThrax® deliveries and Emergent’s ability to increase inventories of BioThrax® to meet requested levels within specified time frames, are forward-looking statements. Forward-looking statements are based on our current intentions, beliefs, and expectations regarding future events based on information that is currently available. If underlying assumptions prove inaccurate or if known or unknown risks or uncertainties materialize, actual results could differ from our expectations and the forward-looking statements. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statement. Any forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake to update any forward-looking statement to reflect new information, events, or circumstances. Readers should consider this cautionary statement, as well as the risk factors identified in our periodic reports filed with the U.S. Securities and Exchange Commission, when evaluating our forward-looking statements.
Investor Contact:
Richard S. Lindahl
Executive Vice President, CFO
lindahlr@ebsi.com
Media Contact:
Assal Hellmer
Vice President, Communications
mediarelations@ebsi.com