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GOVT-CONTRACT ·Filed Jul 21, 2026

CERS

CERUS CORP
BULLISH
Impact 7/10
Horizonmonths Processed3mo ago
Large government contract award ($500M+)
Actionable Insight ▲ Bullish

The exercise of Option 1 extends revenue visibility into the next contract period. Monitor for further option exercises or follow-on awards from HHS, which would indicate sustained demand for Cerus's blood safety products.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
CERS ▼ -25.17% at T+60d
LONG call ✗ call lost -25.17% · α vs SPY -28.43% · entry $3.02 → $2.26
Entry = T+0 close
Jul 22, 2026
via day close
T+1d
-4.97%
call -4.97% · α -3.73%
$2.87
settled 3mo ago
T+5d
-4.97%
call -4.97% · α -2.57%
$2.87
settled 3mo ago
T+20d
-5.63%
call -5.63% · α -8.53%
$2.85
settled 2mo ago
T+60d
-25.17%
call -25.17% · α -28.43%
$2.26
settled 11d ago

Price Chart

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Executive Summary

Cerus Corporation received a $33.2 million contract modification from the Department of Health and Human Services, providing supplemental funding for the base period and exercising Option 1. This award represents approximately 13.9% of the company's annualized revenue, a material addition to its government-funded business.

Key Financial Metrics

Award Amount
$33.2M
Agency
Department of Health and Human Services
Contract Type
modification
Rev Impact
+13.9%

Key Facts

  • Contract modification 75A50124C00046 (Mod P00003) awarded to Cerus Corporation
  • Obligation amount of $33,237,041
  • Awarding agency: Department of Health and Human Services
  • Includes supplemental funding for base period (CLIN 0001-0003) and exercise of Option 1 (CLIN 0004)
  • Award represents ~13.9% of Cerus's annualized revenue of $239.6 million

Financial Impact

$33.2 million contract modification, approximately 13.9% of annualized revenue

revenue

Risk Factors

  • Government funding subject to appropriations and continuing resolutions
  • Contract modification does not guarantee future option exercises or new awards

Investment Themes

Healthcare & Medical Devices

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-75A50124C00046
9 reports for CERS
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for CERS — sortable, filterable
TypeNow
Jul 21, 2026
13w ago
GOVT-CONTRACT
BULLISH ★ 7/10
$3.02 $2.85▼ −5.63%▼ −8.53%$2.39 (−20.70%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$3.16 $2.89▼ −8.54%▼ −8.13%$2.39 (−24.21%)
Jul 2, 2026
16w ago
Insider Cluster
NEUTRAL ★ 2/10
$3.16 $2.89▼ −8.54%▼ −8.13%$2.39 (−24.21%)
Apr 30, 2026
25w ago
8-K
BULLISH ★ 7/10
$2.72 $2.84▲ +4.41%▼ −0.87%$2.39 (−11.95%)
Apr 22, 2026
26w ago
DEFA14A
NEUTRAL ★ 3/10
$1.94 $2.70▲ +39.18%▲ +36.01%$2.39 (+23.45%)
Apr 21, 2026
26w ago
8-K
NEUTRAL ★ 3/10
$1.94 $2.70▲ +39.18%▲ +36.01%$2.39 (+23.45%)
Mar 6, 2026
33w ago
Insider Cluster
BEARISH ★ 6/10
$1.93 $1.85▲ +4.15%▲ +2.10%$2.39 (−24.09%)
Mar 6, 2026
33w ago
Insider Cluster
NEUTRAL ★ 3/10
$1.93 $1.85▼ −4.15%▼ −2.10%$2.39 (+24.09%)
Mar 5, 2026
33w ago
Insider Cluster
NEUTRAL ★ 4/10
$2.04 $1.86▼ −8.82%▼ −5.03%$2.39 (+17.40%)
Showing 9 of 9

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Report published Jul 21, 2026