Emergent BioSolutions (NYSE: EBS) lands $52.7M U.S. ACAM2000 contract
Filing Impact
Filing Sentiment
Form Type
8-K
Rhea-AI Filing Summary
Emergent BioSolutions entered a contract modification valued at $52.7 million with the U.S. Administration for Strategic Preparedness and Response to supply its ACAM2000 smallpox and mpox vaccine, related ancillaries, and diluent replacement lots under an existing 10-year contract.
The modification, designated Option Year 7, calls for delivery of ACAM2000 doses and ancillaries in June 2026, with any remaining diluent balance due by December 2026. The company highlights this award alongside recent approvals of ACAM2000 for high-risk individuals in Saudi Arabia and an expanded indication in Singapore.
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Insights
$52.7M U.S. vaccine order reinforces Emergent’s biodefense niche.
The company secured a $52.7 million modification under its existing 10‑year ACAM2000 contract with the U.S. government. This Option Year 7 award covers smallpox and mpox vaccine doses, ancillaries, and diluent replacement lots for delivery in 2026.
Revenue from long-term government supply contracts can help stabilize cash flows for a biodefense-focused company, although overall impact depends on its broader sales base and cost structure. The contract also underscores continued federal demand for smallpox and mpox preparedness.
Recent approvals of ACAM2000 in Saudi Arabia and an expanded mpox indication in Singapore show growing international regulatory acceptance. Subsequent company filings may detail revenue recognition timing and margins from this modification and any follow-on global orders.
8-K Event Classification
3 items: 1.01, 7.01, 9.01
3 items
Item 1.01
Entry into a Material Definitive Agreement
Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Key Figures
Contract modification value: $52.7 million
Contract term: 10-year contract
Initial delivery timing: June 2026
+3 more
6 metrics
Contract modification value
$52.7 million
Option Year 7 ACAM2000 supply to U.S. government
Contract term
10-year contract
Existing ACAM2000 agreement with ASPR
Initial delivery timing
June 2026
Doses of ACAM2000 and ancillaries due
Final diluent delivery deadline
December 2026
Remaining balance of diluent due
Myocarditis/pericarditis rate
5.7 per 1000
Suspect cases in primary vaccinees (95% CI: 1.9-13.3)
Exhibit number for press release
Exhibit 99.1
Press release attached to Form 8-K
Key Terms
Material Definitive Agreement, contract modification, Administration for Strategic Preparedness and Response, forward-looking statements, +2 more
6 terms
Material Definitive Agreement financial
"Item 1.01 Entry into a Material Definitive Agreement On June 26, 2026"
A material definitive agreement is a legally binding contract that creates major, long‑term obligations or rights for a company, such as loans, asset sales, mergers, or supplier deals. Think of it like a mortgage or lease for a business: it can change future cash flow, risk and control, so investors watch these agreements closely because they can materially affect a company’s value, financial health and stock price.
contract modification financial
"received a contract modification from the Office of the Assistant Secretary for Preparedness and Response"
A contract modification is a formal change to the terms of an existing agreement between two or more parties, such as adjusting prices, delivery schedules, scope of work, or payment terms. Investors care because these changes can increase or reduce future revenue, costs, timing of cash flows, or legal obligations—much like renegotiating the rent or scope of a home renovation can change your monthly budget and completion date.
Administration for Strategic Preparedness and Response regulatory
"from the Administration for Strategic Preparedness and Response (ASPR) at the United States Department of Health and Human Services"
A federal office that coordinates planning, stockpiles, procurement and response for national public-health emergencies like pandemics, biological threats and large-scale medical disasters. Think of it as the country’s emergency manager for medical supplies, vaccines and treatment capacity; its decisions on funding, contracts, product approvals and distribution can directly affect healthcare companies, supply chains and investor expectations about demand and regulatory timing.
forward-looking statements regulatory
"This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995."
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
myocarditis and pericarditis medical
"Myocarditis and pericarditis (suspect cases observed at a rate of 5.7 per 1000 primary vaccinees...)"
bioterror threat other
"Experts consider smallpox to be a credible bioterror threat, with potential health, economic and national security implications"
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): June 26, 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 1.01 Entry into a Material Definitive Agreement
On June 26, 2026 , Emergent BioSolutions Inc. (the “Company,” including its wholly-owned subsidiaries, “Emergent”), through its wholly-owned subsidiary, Emergent Product Development Gaithersburg Inc., received a contract modification from the Office of the Assistant Secretary for Preparedness and Response (“ASPR”), an agency of the U.S. Department of Health and Human Services (“Modification No. 15”), exercising Option Year 7 for Emergent to supply ACAM2000® (Smallpox (Vaccinia) Vaccine, Live) to the U.S. government under Emergent’s existing 10-year contract with ASPR (the “ACAM2000 Contract”). Modification No. 15 is valued at $52.7 million and requires Emergent to deliver doses of ACAM2000®, ancillaries as well as diluent replacement lots to the U.S. government in June 2026, and any remaining balance of diluent by December 2026.
The preceding description of Modification 15 does not purport to be complete and is qualified in its entirety by reference to the full text of Modification 15. A copy of Modification 15 is expected to be filed as an exhibit to the Company’s next Quarterly Report on Form 10-Q. The ACAM2000 Contract is filed as a material agreement of Emergent as Exhibit 10.48 with the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2019.
Item 7.01 Regulation FD Disclosure.
On June 29, 2026, the Company issued a press release announcing Modification No. 15. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein.
The information contained in this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. | Description | |||||||
| 99.1 | Press release issued by Emergent BioSolutions Inc. on June 29, 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: June 29, 2026 | By: | /s/ RICHARD S. LINDAHL | ||||||
| Name: Richard S. Lindahl Title: Executive Vice President, Chief Financial Officer | ||||||||
Emergent BioSolutions Secures Contract Modification Valued at Approximately $52.7 Million for ACAM2000® (Smallpox and Mpox (Vaccinia) Vaccine, Live) from the U.S. Government
GAITHERSBURG, Md., June 29, 2026 (GLOBE NEWSWIRE) -- Emergent BioSolutions (NYSE:EBS) today announced it has been awarded a contract modification valued at $52.7 million from the Administration for Strategic Preparedness and Response (ASPR) at the United States Department of Health and Human Services to supply ACAM2000® (Smallpox and Mpox (Vaccinia) Vaccine, Live) vaccine, ancillaries as well as diluent replacement lots for smallpox preparedness and response needs. Deliveries are expected to begin this month.
“This new contract modification for ACAM2000® underscores the U.S. government’s continued focus on biodefense preparedness and reflects Emergent’s longstanding role to collaborate and help protect civilians and warfighters against potential smallpox and mpox threats,” said Paul Williams, senior vice president, head of products business, global government & public affairs at Emergent. “In this increasingly dangerous world, we are proud to continue supporting the U.S. government as they continue to take critical, proactive steps on biodefense preparedness.”
This award follows Emergent’s recent announcements that the Saudi Food and Drug Authority has approved ACAM2000® for immunization against smallpox and mpox in high-risk individuals and that Singapore’s Health Sciences Authority has approved an expanded indication for ACAM2000® to include prevention of mpox disease in adults determined to be at high risk for mpox infection.
Experts consider smallpox to be a credible bioterror threat, with potential health, economic and national security implications due to its mortality rate.1 Emergent specializes in developing, manufacturing and delivering medical countermeasures to the U.S. government and allies around the world to support health preparedness and help protect the public from potential threats like smallpox, mpox, Ebola, anthrax and botulism.
This contract modification is under Emergent’s existing 10-year contract (75A50119C00071) with ASPR.
Indication and Select Important Safety Information for ACAM2000® (Smallpox and Mpox (Vaccinia) Vaccine, Live)
Indication
ACAM2000® is indicated for active immunization for the prevention of smallpox and mpox disease in individuals determined to be at high risk for smallpox or mpox infection.
Important Safety Information
Warning: Serious Complications
Myocarditis and pericarditis (suspect cases observed at a rate of 5.7 per 1000 primary vaccinees (95% CI: 1.9-13.3)), encephalitis, encephalomyelitis, encephalopathy, progressive vaccinia, generalized vaccinia, severe vaccinial skin infections, erythema multiforme major (including STEVENS-JOHNSON SYNDROME), eczema vaccinatum resulting in permanent sequelae or death, accidental eye infection (ocular vaccinia) which can cause ocular complications that may lead to blindness, and fetal death, have occurred following either primary vaccination or revaccination with ACAM2000® or other live vaccinia virus vaccines that were used historically.
Contraindications
Do not administer ACAM2000® to individuals with severe immunodeficiency. These individuals may include persons who are undergoing bone marrow transplantation or persons with primary or acquired immunodeficiency states who require isolation.
Warnings and Precautions
Serious complications that may follow either primary or revaccination with ACAM2000® include myocarditis and/or pericarditis, ischemic heart disease and non-ischemic dilated cardiomyopathy, encephalitis, encephalomyelitis, encephalopathy, progressive vaccinia (vaccinia necrosum), generalized vaccinia, severe vaccinial skin infections, erythema multiforme major (including Stevens-Johnson syndrome), eczema vaccinatum, fetal vaccinia, fetal death, and accidental eye infection (ocular vaccinia) that may lead to blindness. ACAM2000® is a live vaccinia virus that can be transmitted to persons who have close contact with the vaccinee and the risks in contacts are the same as those stated for vaccinees.
Adverse Reactions
Common adverse reactions include inoculation site signs and symptoms, lymphadenitis, and constitutional symptoms, such as malaise, fatigue, fever, myalgia, and headache.
To report Suspected Adverse Reactions, contact Emergent BioSolutions at 1-877-246-8472 (U.S.), 1-800-768-2304 (Canada), or medicalinformation@ebsi.com; or VAERS at 1-800-822-7967 or https://vaers.hhs.gov.
Please see the full Prescribing Information for ACAM2000® for complete Boxed Warning and safety information.
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 for delivery of the ACAM2000® vaccine, are forward-looking statements. We generally identify forward-looking statements by using words like “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “forecast,” “future,” “goal,” “intend,” “may,” “plan,” “position,” “possible,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” and similar expressions or variations thereof, or the negative thereof, but these terms are not the exclusive means of identifying such statements. Forward-looking statements are based on our current intentions, beliefs, and expectations regarding future events based on information that is currently available. We cannot guarantee that any forward-looking statement will be accurate. Readers should realize that if underlying assumptions prove inaccurate or if known or unknown risks or uncertainties materialize, actual results could differ materially from our expectations. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statements. Any forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake any obligation 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
1Smallpox as a Weapon for Bioterrorism
FAQ
When will Emergent BioSolutions deliver ACAM2000 under the new $52.7 million award?
Deliveries under the $52.7 million modification are expected to begin in June 2026. Emergent must ship ACAM2000 doses, ancillaries, and diluent replacement lots in June 2026, with any remaining balance of diluent required by December 2026 under the existing contract.
How does the ACAM2000 contract modification fit into Emergent BioSolutions’ 10-year agreement?
The new award is Modification No. 15, exercising Option Year 7 under Emergent’s existing 10‑year ACAM2000 contract with ASPR. It continues previously established terms, adding a defined 2026 delivery tranche while leaving the underlying long-term contract framework in place.
What is ACAM2000 and who is it intended for, according to Emergent BioSolutions?
ACAM2000 is a live vaccinia virus vaccine indicated for active immunization against smallpox and mpox. It is intended for individuals determined to be at high risk of smallpox or mpox infection, supporting public health and biodefense preparedness in the United States and internationally.
What safety risks did Emergent BioSolutions highlight for ACAM2000 in this disclosure?
Emergent highlighted serious potential complications such as myocarditis, pericarditis, encephalitis, severe skin reactions, ocular vaccinia, and fetal death. These risks can occur after primary vaccination or revaccination with ACAM2000 or similar historical vaccinia vaccines, and require careful screening for immunodeficiency and other contraindications.
Which recent international approvals for ACAM2000 did Emergent BioSolutions mention?
Emergent noted that Saudi Arabia’s Food and Drug Authority approved ACAM2000 for high-risk individuals, and Singapore’s Health Sciences Authority approved an expanded indication for prevention of mpox disease in adults at high risk. These approvals complement the new U.S. government supply modification.