Emergent BioSolutions Inc. (EBS)

Over the past six months, Emergent BioSolutions' stock has been influenced by several events. The company made a voluntary debt prepayment of $100 million in late December 2025. The FDA approved drug product manufacturing of raxibacumab at its Winnipeg, Canada site in December 2025. A collaboration agreement with PANTHER was announced in January 2026 to support the Africa CDC-led MpOx Study. The company reported its third-quarter 2025 financial results on October 29, 2025, surpassing revenue expectations and raising its full-year guidance. The company is scheduled to present at the J.P. Morgan Healthcare Conference on January 14, 2026. The stock has seen a significant increase of 68.34% over the past six months.

Demand seasonality for Emergent BioSolutions' products and services is primarily influenced by government procurement cycles and public health needs. Revenues from Medical Countermeasures (MCM) products can fluctuate due to the timing of annual purchase options, government purchases, funding availability, and delivery schedules. While overall demand for NARCAN remains strong, revenues from naloxone products saw decreases in Q2 and Q3 2025, primarily due to lower sales of over-the-counter NARCAN and lower Canadian sales of branded NARCAN, but the company reported strong sequential growth in NARCAN in Q3 2025.

Emergent BioSolutions, Inc. is a life sciences company focused on preparedness and response solutions for public health threats, operating in the Healthcare sector, specifically the Drug Manufacturers - Specialty & Generic industry. The company's major products and services include NARCAN Nasal Spray for opioid overdose, vaccines like BioThrax and ACAM2000, therapeutic treatments such as Anthrasil and TEMBEXA, pipeline products like EBS-LASV and WEVEE-VLP, and contract development and manufacturing services (CDMO).

Emergent BioSolutions is headquartered in Gaithersburg, Maryland, and has a global presence with facilities across North America, Europe, and Asia. Its primary U.S. manufacturing sites are in Maryland and Michigan. The company serves government health agencies, commercial customers, and international markets.

Emergent BioSolutions' brand reputation has been shaped by ongoing efforts and the effects of past challenges. The company announced an agreement to settle a securities class action litigation for $40 million in September 2024, which was finalized in February 2025. The company is actively engaged in a multi-year transformation plan to stabilize, turnaround, and transform its business. Emergent BioSolutions continues to highlight its role in public health preparedness, including combating the opioid epidemic with NARCAN Nasal Spray.

Emergent BioSolutions has substantial institutional ownership, ranging from 73.13% to 78.40% of the company's shares. Major institutional owners include BlackRock, Inc., Oak Hill Advisors Lp, Vanguard Group Inc, State Street Corp, and American Century Companies Inc. Individual and insider ownership ranges from 2.89% to 3.20%.