财务数据和关键指标变化 - 第一季度总收入为3亿美元,同比增长83%,主要来自NARCAN、炭疽疫苗、天花疫苗和BAT [15] - 总分部调整毛利率为51%,上年同期为5% [15] - 调整后EBITDA为6700万美元,上年同期为负1.02亿美元 [15] - 调整后净收益为3100万美元,上年同期为负1.63亿美元 [15] 各条业务线数据和关键指标变化 - 商业分部收入为1.18亿美元,全部来自NARCAN,毛利率为56% [18] - 医疗防护措施分部收入为1.55亿美元,主要来自炭疽、天花和BAT,毛利率为60% [18] - 服务分部收入为1800万美元,毛利率为负12% [18] 各个市场数据和关键指标变化 - NARCAN在美国公共利益渠道和加拿大市场表现强劲 [34] - 自OTC上市以来,NARCAN已在大型药店、杂货店和电商平台上架销售 [34] - 公司推出了narcanworkplace.com直接订购平台,与国家安全委员会等新合作伙伴合作,推广NARCAN在工作场所的使用 [34] 公司战略和发展方向及行业竞争 - 公司正在进行精简和优化,关闭部分制造基地,聚焦兰辛和温尼伯两大核心制造基地,预计可实现8000万美元的年度成本节约 [20] - 公司正在寻找首席科学官,整合公司的科技创新工作,为长期产品管线发展奠定基础 [32] - 公司将继续专注于抗炭疽、天花、肉毒杆菌等关键公共卫生领域,并计划进一步拓展国际市场 [39][40] - 公司预计NARCAN市场份额将受到仿制药竞争的影响,但整体市场需求仍将持续增长 [33][47] 管理层对经营环境和未来前景的评论 - 公司已与主要政府客户进行了多次会谈,加强了沟通和合作,提高了对未来采购需求的可见性 [11] - 公司与银行集团达成新的信贷协议,延长了执行业务计划和稳定财务状况的时间 [11] - 公司有信心通过精简和优化,实现更加稳定的经营业绩和盈利能力 [20][41] - 公司看好NARCAN在公共利益渠道和零售OTC渠道的长期增长前景,以及医疗防护措施业务的发展机遇 [33][38][40] 问答环节重要的提问和回答 问题1 **Nick 提问** 询问NARCAN销售在公共利益渠道和OTC渠道的具体占比,以及对未来可能出现的仿制药竞争的看法 [44] **Rich Lindahl 和 Paul Williams 回答** - 目前NARCAN销售仍以公共利益渠道为主,OTC渠道销售正在逐步增加 [45] - 公司预计未来会有更多竞争对手进入,但凭借NARCAN品牌优势、分销能力和制造能力,仍有信心实现预期增长 [46][47] 问题2 **Nick 提问** 询问提高医疗防护措施业务收入指引的原因 [48] **Rich Lindahl 回答** - 主要是由于公司与政府客户的沟通更加顺畅,对CYFENDUS等产品的采购需求有了更清晰的预期 [49] 问题3 **Nick 提问** 询问公司选择关闭Bayview和Rockville两个制造基地的原因,以及是否有潜在买家 [50] **Joe Papa 回答** - 公司首先决定将兰辛和温尼伯作为核心制造基地,然后根据各基地的成本和灵活性等因素做出关闭决定 [51] - 公司确实收到了对一个较小的制造基地的多个收购意向,未来可能会有更多消息披露 [52]

Q1 2024 Financial Results Update May 1, 2024 1 Introduction Q1 2024 Update ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-33137 EMERGENT BIOSOLUTIONS INC. (Exact Name of Registrant as Specified in Its Charter) Delaware 14-1902018 (State or Other Jurisdiction o ...

EMERGENT BIOSOLUTIONS REPORTS FIRST QUARTER 2024 FINANCIAL RESULTS • First Quarter 2024 Total Revenues of $300.4 million, above the prior guidance range • First Quarter 2024 Net Income of $9.0 million and Adjusted EBITDA of $66.9 million • Updates FY 2024 guidance GAITHERSBURG, Md., May 1, 2024—Emergent BioSolutions Inc. (NYSE: EBS) today reported financial results for the first quarter ended March 31, 2024. "We delivered a strong quarter with growth across all our key products,” said Joe Papa, President an ...

Proactive changes aim to ensure long-term sustainability and growth, optimize operations, streamline processes, and allocate resources more efficientlyReorganization will align with evolving business goals, strategic priorities and new operational planOverall efforts expected to deliver annual cost savings of approximately $80 million  GAITHERSBURG, Md., May 01, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions (NYSE:EBS) today announced the next phase of its new operational plan that consolidates operations, ...

Nearly 9 in 10 Americans surveyed agree opioid overdoses are a concern for teenagers and college students; parents in the survey want life-saving treatment to be easily accessible in case of an emergency GAITHERSBURG, Md., May 01, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE:EBS) today announced the results of a new national public opinion survey showing that more than 90 percent of Americans surveyed recognize opioid overdoses are a pressing concern for teenagers and college students, and more ...

GAITHERSBURG, Md., April 30, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE:EBS) announced that it has entered into a "Consent, Waiver and Seventh Amendment" to its existing credit facility. "In light of this amendment, Emergent now has an extended runway to execute on our go-forward business plan to stabilize our financial position," stated Joe Papa, president and CEO of Emergent. "Our bank group continues to work with our management team in a constructive fashion, evidenced by this positive dev ...

GAITHERSBURG, Md., April 22, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) will host a conference call on Wednesday, May 1, 2024, at 5:00 pm eastern time to discuss the financial results for the first quarter 2024, key business updates, revenue guidance for the second quarter of 2024, and financial outlook for full year 2024. Conference Call InformationParticipants can access the conference call live via webcast. To participate via telephone, please register in advance at this link. Upon r ...

GAITHERSBURG, Md., April 22, 2024 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE:EBS) will host a conference call on Wednesday, May 1, 2024, at 5:00 pm eastern time to discuss the financial results for the first quarter 2024, key business updates, revenue guidance for the second quarter of 2024, and financial outlook for full year 2024. Conference Call InformationParticipants can access the conference call live via webcast. To participate via telephone, please register in advance at this link. Upon re ...

Emergent BioSolutions (EBS) reported an adjusted loss of 77 cents per share in fourth-quarter 2023, wider than the Zacks Consensus Estimate of a loss of 33 cents. In the year-ago quarter, EBS reported adjusted earnings of 11 cents per share.Revenues in the quarter totaled $276.6 million, down 16% from the prior-year period’s level. The reported figure outpaced the Zacks Consensus Estimate of $247.6 million.The company's shares lost almost 16% in after-market trading on Mar 6, likely due to the earnings miss ...