业绩总结 - 公司2024年第二季度总收入为254.7百万美元，较去年同期下降24%[53] - 调整后EBITDA为-10.1百万美元[60] - 2024年第二季度总收入中，调整后毛利为65.4百万美元，毛利率为26%[57] - 公司在2024年第二季度取得了来自Janssen和Camden等非经常性项目的收入，总计为17百万美元[62] - Bioservices的服务收入增长了144%至64.5百万美元[67] - 总体产品销售净额为211.6百万美元，同比增长34%[71] - 商业产品部门的调整毛利率为56%[76] 财务状况 - 公司现金为69.7百万美元，应收账款净额为196.3百万美元[92] - 净债务为794.1百万美元，净工作资本为380.3百万美元[92] - 利息支出约82百万美元，研发占收入的约7%[121] 预测展望 - 公司2024年预测总收入范围为10.5亿至11.25亿美元，净亏损范围为(3.14亿)至(2.74亿)美元[118] - 商业产品、MCM产品和服务的分部门收入范围分别为4.5亿至4.8亿美元、4.55亿至4.9亿美元和1.2亿至1.3亿美元[119] - Q3 2024预测总收入范围为2.65亿至3.15亿美元[122]

Second Quarter 2024 Total Revenues of $254.7 million, above the prior guidance range Second Quarter 2024 Net Loss of $283.1 million and Adjusted EBITDA of $(10.1) million Updates FY 2024 guidance GAITHERSBURG, Md., Aug. 06, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today reported financial results for the second quarter ended June 30, 2024. "In the first half of the year, we made great progress to stabilize our financial position by strategically divesting assets, resolving several leg ...

财务业绩概况 - 第二季度2024年总收入为2.547亿美元，超出之前的指引范围[1] - 第二季度2024年净亏损2.831亿美元，调整后EBITDA为-1010万美元[4] - 公司预计2024年全年总收入为10.50-11.25亿美元[56] - 公司预计2024年全年调整后净亏损为1.15-0.75亿美元[56] - 公司预计2024年全年调整后EBITDA为1.40-1.80亿美元[56] - 公司预计2024年全年总分部调整后毛利率为42%-45%[56] - 总收入为5.551亿美元，同比增长10.5%[87] - 净亏损为2.741亿美元，同比减亏34.6%[91] - 每股基本和稀释亏损为5.23美元[92] - 经营活动产生的现金流出为1.51亿美元[95] - 现金及现金等价物余额为7.1亿美元[95] 产品销售情况 - 第二季度2024年NARCAN®销售收入下降10%,主要受到价格和销量组合不利影响[16] - 第二季度2024年抗炭疽产品收入增加83%,主要受到CYFENDUS®和BioThrax®销售时间的影响[18] - 第二季度2024年天花产品收入下降86%,主要受到ACAM2000®和VIGIV销售时间的影响[19] - 第二季度2024年生物服务收入增加144%,主要受益于与Janssen的仲裁和解[21] - 商业产品分部收入为120.0百万美元，同比下降13%[36] - MCM产品分部收入为63.4百万美元，同比下降61%[39] - 服务分部收入为64.7百万美元，同比增长122%[41] - 2024年上半年商业产品收入为2.441亿美元[119] - 2024年上半年MCM产品收入为2.015亿美元[119] - 2024年上半年服务收入为0.435亿美元[119] 财务状况改善 - 公司通过战略性剥离资产、解决历史遗留问题以及改善营运资金等方式稳定了财务状况，预计到年底将减少2亿美元以上的债务[3] - 总负债为11.272亿美元，较上年同期下降3.9%[83] - 总股东权益为3.863亿美元，较上年同期下降40.5%[85] 未来展望 - 更新了2024财年的指引[1] - 公司将于2024年8月6日召开电话会议讨论财务业绩[64] - 公司将于2030年前实现保护或增强10亿人生命的目标[65] - 公司将出售旅游健康业务、RSDL产品和巴尔的摩-卡姆登药品生产设施[75] - 2024年第三季度总收入预计为2.65亿美元至3.15亿美元之间[60] - 2024年全年预计总收入为10.5亿美元至11.25亿美元[127] - 2024年全年预计总分部收入为10.25亿美元至11亿美元[127] - 2024年全年预计总分部毛利率为31%至35%[128] - 2024年全年预计总分部调整后毛利率为42%至45%[128] - 2024年全年预计净亏损为2.74亿美元至3.14亿美元[124] - 2024年全年预计调整后净亏损为0.75亿美元至1.15亿美元[124] - 2024年全年预计调整后EBITDA为1.4亿美元至1.8亿美元[125] 非GAAP财务指标 - 公司使用经调整净亏损和经调整EBITDA等非GAAP财务指标来评估整体公司经营业绩[67][68] - 公司在2024年第二季度录得净亏损2.831亿美元，较上年同期亏损2.614亿美元有所增加[96] - 公司调整后净亏损1.22亿美元，较上年同期调整后净亏损5330万美元有所增加[96] - 公司调整后EBITDA为负1010万美元，较上年同期调整后EBITDA55.9百万美元有所下降[98] 财务指标 - 利息费用约为8200万美元[59] - 研发费用约占收入的7%[59] - 加权平均完全摊薄股份数约为5300万股[59] - 资本支出约为3000万美元[59] - 折旧和摊销约为1.11亿美元[59]

文章核心观点 - 全球专科制药公司SERB收购了RSDL®(反应性皮肤脱污剂)产品线,以加强其在化学、生物、辐射和核武器防护领域的地位 [1][3] - RSDL®是唯一获得FDA批准的一步式去除或中和化学武器的医疗器械,已在全球30多个国家销售超过1500万包 [2][4] - 此次交易还包括SERB收购RSDL®生产设施及相关员工 [1] RSDL®产品概述 - RSDL®是一种医疗器械套件,含有浸有药液的海绵,可去除或中和皮肤上的化学武器 [2] - RSDL®可去除或中和多种化学武器,包括神经毒剂、芥子气和T-2毒素等 [2] - RSDL®获得FDA、欧盟CE认证、加拿大卫生部、澳大利亚药品管理局和以色列卫生部的批准 [4] 交易细节 - SERB以约7500万美元的前期付款收购RSDL®,并将在达成某些里程碑后再支付500万美元 [1] - 交易还包括SERB收购RSDL®生产设施及相关员工 [1] - 罗斯柴尔德担任SERB的财务顾问,富伍德律师事务所为SERB提供法律顾问 [5] 公司背景 - SERB是一家全球专科制药公司,拥有应急护理和罕见疾病药品的不断增长的产品组合 [6] - SERB是全球最大的解毒剂组合供应商,包括化学、生物、辐射和核武器的医疗防护措施 [6] - SERB具有收购、开发和制造药品的经验和能力,并通过其安全的供应链将产品销售到全球 [6]

Philadelphia, PA, July 31, 2024 (GLOBE NEWSWIRE) -- SERB Pharmaceuticals, a global specialty pharmaceutical company, announced today the acquisition of RSDL® (Reactive Skin Decontamination Lotion) kit from Emergent BioSolutions Inc. (NYSE: EBS) for an up-front payment of approximately $75 million. In addition, SERB will pay Emergent a $5 million payment upon first achievement of a milestone relating to sourcing of certain components of RSDL®. As part of the transaction, SERB will also acquire and maintain t ...

GAITHERSBURG, Md., July 31, 2024 (GLOBE NEWSWIRE) -- Today, Emergent BioSolutions Inc. (NYSE:EBS) announced the sale of RSDL® (Reactive Skin Decontamination Lotion) kit to SERB Pharmaceuticals, a global pharmaceutical company, for a purchase price of approximately $75 million. In addition, SERB will pay Emergent a $5 million payment upon achievement of a milestone related to the sourcing of a certain component of RSDL®. The transaction has signed and closed simultaneously.  In addition, SERB will acquire an ...

GAITHERSBURG, Md., July 31, 2024 (GLOBE NEWSWIRE) -- Today, Emergent BioSolutions Inc. (NYSE: EBS) announced the sale of RSDL® (Reactive Skin Decontamination Lotion) kit to SERB Pharmaceuticals, a global pharmaceutical company, for a purchase price of approximately $75 million. In addition, SERB will pay Emergent a $5 million payment upon achievement of a milestone related to the sourcing of a certain component of RSDL®. The transaction has signed and closed simultaneously.  In addition, SERB will acquire a ...

New video and radio segments raise awareness of a potentially life-saving, three-step method that anyone can use to respond in a suspected opioid poisoning GAITHERSBURG, Md., July 24, 2024 (GLOBE NEWSWIRE) -- Today, Emergent BioSolutions Inc. (NYSE:EBS) announced the launch of a new opioid emergency awareness public education campaign to prepare people across the country to help save a life with the ‘Lay, Spray, Stay' method. Sponsored by Emergent and created in partnership with SAFE Project, a national non ...

The extension to a four-year shelf-life helps improve naloxone access as communities continue to grapple with the growing opioid epidemic; product with the extended shelf life has officially begun shipping WINNIPEG, Manitoba, July 22, 2024 (GLOBE NEWSWIRE) -- Today, Emergent BioSolutions announced the shelf-life extension for NARCAN® Nasal Spray from three years (36 months) to four years (48 months) to all newly manufactured product. The update makes NARCAN® Nasal Spray the only 4 mg, intranasal naloxone sp ...

While the overall market has enjoyed an impressive 17% year-to-date gain, recent rotations and sector-specific outflows have created a ripe environment for potential pullbacks. The semiconductor sector, for example, has seen a notable decline, with the SMH ETF down nearly 10% from its 52-week highs. Significant market rotations can often lead to overbought stocks pulling back as capital shifts from overvalued sectors to undervalued opportunities. For example, the IWM ETF, which represents small caps, has su ...