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Emergent BioSolutions: Primed For Booster Takeoff


  • EBS recently announced plans to resume manufacturing of the Johnson & Johnson COVID-19 vaccine.
  • Sales of their NARCAN nasal spray improved by almost 46% year-over-year to $106.2 million.
  • We believe investors have overreacted to the manufacturing challenges they experienced in March and a higher valuation is warranted.
  • Looking for more investing ideas like this one? Get them exclusively at Best of the Uncovereds. Learn More »

A Healthcare Worker Prepares a Dose of COVID-19 Vaccine.
Morsa Images/DigitalVision via Getty Images

Emergent BioSolutions (NYSE:EBS) secures FDA permission to resume production of the Johnson & Johnson (JNJ) COVID vaccine at its Bayview facility. We reiterate our Buy rating and $100 price target.


Q2:21 Highlights

  • EBS announces plan

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This article was written by

Singular Research profile picture
Singular Research aims to be a trusted supplier of independent research on micro/small cap companies. We provide initiation reports and quarterly updates on roughly 40 uncovered companies. We cover growth and value style equity ideas leveraging the extensive experience and knowledge of our in house staff of over 6 CFA's. Award winning original research with a following of over 105 institutional clients with over $60 billion in assets under mgmt. Singular is closely associated with the existing author Cook Capital Management.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of EBS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (14)

Wow! At least the author held EBS indicative of his faith in his analysis. I posted in May and subsequently that EBS was a crooked and lobbyist-dependent company that was destined to collapse. It’s single source anthrax vaccine contract stank. The NYT ran an expose on EBS that underscored the rottenness of both the company and the top management. It’s ‘quality controls’ were dreadful. After getting $619 million to prepare its facilities to produce J&J and Astro-Zeneca vaccines, Many millions of vaccines had to be destroyed and others were held up because of shoddy quality control. Under those circumstances, a bullish recommendation reflected shoddy and/or biased analysis.
Singular Research profile picture
@Kwheelock1, short of the contamination of a production run that was destroyed, this is conjecture and spin devoid of facts , unless you can produce any evidence of these claims, meanwhile the contract with JNJ remains in place.
To buy EBS you have to love companies that save lives, have as much cash as debt and trade at a huge discount to the market multiples for revenue, EBITDA and FCF. It also helps if you think the New York Times coverage has been 99% one sided political garbage!
Ventureshadow profile picture
@Dodilligence Almost every NY Times article has the same message: Such a Shame. Regardless of the topic.
Ventureshadow profile picture
To buy EBS you have to love being sued. Just search on the company name and lawsuit, and you will see.
Singular Research profile picture
@Ventureshadow when stocks drop attorney's flock the target is the company not investors though.
Ventureshadow profile picture
@Singular Research Company investors pay the attorneys' fees, settlements and judgments because these payments come from company cash flow. Therefore, investors are the targets, excepting criminal charges that lead to jail time or personal fines but even those are typically accompanied by company fines and attorneys' fees paid from company cash flow.
@Ventureshadow EBS is solving America's two largest health problems - COVID and Opioid abuse. Shareholder lawsuits are not going to drive the stock price. The lame lawsuits and Democrat investigations have given most of us a great entry point.
05 Aug. 2021
Also, sounds like they are looking for acquisitions with the cash on the B/S and have additional capacity available across their network that could boost earnings if utilized. If the pandemic drags on, booster shots for all vaccines could be required. Also, more and more of the unvaccinated populations are in areas that don't have the refrigeration needed for the MRNA vaccines, making the J&J vaccine more attractive since it is stored at higher temps or refrigeration that is more widely available and is just one jab
EBS will recover. Patience.
Agreed. Loading the boat on all weakness. My worry is some kind of Major government fine or lawsuit payout from their screw up at bay view.
@Satch222 It would be just like the government to fine EBS millions but then continue to contract with them for anthrax, covid vax, etc.
@Satch222 Seriously doubt that.
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