Emergent BioSolutions Looking Strong, Even on a Bad Day

Investors Business Daily has an article out on Emergent BioSolutions (EBS) that could read straight out of this blog - namely, it has a customer whose pockets are endless and a long sight line on revenue (a rarity in this market). Remember, we have two names who rely on government, and ironically both are up today in the 'casino' (AVAV being the other).

The one thing missing from the IBD story is the recent shelf filing [Nov 13: Emergent BioSolutions Files Shelf Offering], which has the potential to cause some serious dilution. The market has dismissed this completely; after a quick fall on the news, the stock has skyrocketed right back up. It should be nothing really new for blog readers but thought I'd put the story up due to the positive notice of this small cap.

The key for EBS is getting some of their secondary product to market by 2010... also some closure with their proposed acquisition of Protein Sciences, which still appears "up in the air".

EBS is simply the best chart I can find out there...

Comments

[FWallace:]

PIP is another great Bio/Pharm choice... just compare these two companies and the products they offer... both are great....

2008 Dec 02 08:03 PM

[Poor me:]

Anything on SCLL? I would like to know what their role might be in the over all stem cell market..

2008 Dec 03 01:23 AM