The $52.7M award adds near-term revenue visibility through December 2026. Monitor for additional option exercises or international orders, but the stock may already price in routine government contract flow. No earnings or guidance changes accompany this filing.
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Executive Summary
Emergent BioSolutions received a $52.7 million contract modification from the U.S. government (ASPR) for ACAM2000 vaccine supply under an existing 10-year contract. Deliveries begin June 2026, with diluent lots by December 2026. This is a material but routine government award, providing near-term revenue visibility.
Key Facts
- Contract modification valued at $52.7 million from ASPR for ACAM2000 vaccine
- Deliveries of doses and ancillaries to begin June 2026; diluent replacement lots by December 2026
- Modification exercises Option Year 7 under existing 10-year contract (75A50119C00071)
- Recent international approvals: Saudi FDA and Singapore HSA expanded ACAM2000 indications for mpox
Financial Impact
$52.7 million contract modification, representing ~12% of current market cap
Risk Factors
- Government contract dependency; budget or policy shifts could impact future awards
- Execution risk on delivery timelines and diluent production
- ACAM2000 safety profile (boxed warning for myocarditis, pericarditis) limits commercial expansion
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001367644-26-000068 |
| Document: a06292026acammodpr.htm | 0001367644-26-000068 |
| Document: 0001367644-26-000068-index-headers.html | 0001367644-26-000068 |
| Document: 0001367644-26-000068-index.html | 0001367644-26-000068 |
| Document: 0001367644-26-000068.txt | 0001367644-26-000068 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 10, 2026 7w ago | Press Release | $4.45 $5.68 | ▼ −27.64% | ▼ −28.70% | $6.29 (−41.35%) |
Jun 29, 2026 13w ago | 8-K | $8.46 $7.26 | ▼ −14.18% | ▼ −13.90% | $6.29 (−25.65%) |
Jun 4, 2026 17w ago | Press Release | $8.44 $8.28 | ▼ −1.90% | ▼ −0.52% | $6.29 (−25.47%) |
Apr 30, 2026 22w ago | Press Release | $8.47 $8.49 | ▲ +0.24% | ▼ −5.05% | $6.29 (−25.74%) |
Apr 30, 2026 22w ago | Insider Cluster | $8.23 $9.18 | ▲ +11.54% | ▲ +6.58% | $6.29 (−23.57%) |
Apr 29, 2026 22w ago | Press Release | $7.99 $9.18 | ▲ +14.89% | ▲ +8.85% | $6.29 (−21.28%) |
Apr 29, 2026 22w ago | Press Release | $7.99 $9.18 | ▲ +14.89% | ▲ +8.85% | $6.29 (−21.28%) |
Apr 28, 2026 22w ago | DEFA14A | $8.23 $9.13 | ▲ +10.94% | ▲ +5.47% | $6.29 (−23.57%) |
Apr 28, 2026 22w ago | Press Release | $8.23 $9.13 | ▲ +10.94% | ▲ +5.47% | $6.29 (−23.57%) |
Apr 27, 2026 22w ago | DEFA14A | $8.23 $9.13 | ▲ +10.94% | ▲ +5.47% | $6.29 (−23.57%) |
US Market Status
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