EBS - Emergent BioSolutions: High-Risk High-Reward Strategic Turnaround

2024-05-10 12:35:27 ET

Summary

• Emergent BioSolutions Inc. is a life science company that addresses public health threats, with a portfolio that includes Narcan, a nasal spray for opioid overdoses.
• The company has let its margins deteriorate and used debt to finance them, eroding shareholder value.
• The new management team is focused on turning around the situation and could potentially unlock considerable value for new investors.
• I rate Emergent BioSolutions a "hold" due to the balance of turnaround potential and substantial investment risks.

Emergent BioSolutions Inc. ( EBS ) is a life science company that addresses public health threats. The company has developed its flagship product, Narcan, a nasal spray that helps people recover from opioid overdoses. EBS also presents a portfolio that includes infectious disease vaccines and treatments for anthrax, smallpox, botulism poisoning, and Ebola, producing a positive worldwide impact on health and safety....

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