Emergent BioSolutions, Inc. (NYSE:EBS)

juxfax (< 20) Submitted: 8/6/2007 11:49:11 AM : Start Price: $8.38 EBS Score: +67.21

Look for reassurance during Q2 earnings call. This has traded much lower with no bad news

KenN513 (80.78) Submitted: 7/16/2007 11:43:02 AM : Start Price: $11.35 EBS Score: -31.24

Fool ratio is 4.9. Yikes. Are there any new products in the pipeline?

soulsalsero001 (< 20) Submitted: 6/15/2007 4:08:22 PM : Start Price: $9.81 EBS Score: +48.99

Beaten down winner on the rebound.

tjm0258 (< 20) Submitted: 6/8/2007 11:06:45 AM : Start Price: $8.45 EBS Score: +68.75

P/E - 10, trying out a new strategy. "Buy after the price drop" looks a little risky with management change and lots of stock options being cashed in, but it should rebound.

TMFStockPick07 (40.42) Submitted: 5/21/2007 6:07:39 PM : Start Price: $10.80 EBS Score: +35.39

This stock was picked to outperform from May 2007 to May 2008 by TMFRandy

lostbear10 (39.73) Submitted: 4/20/2007 12:44:46 AM : Start Price: $14.14 EBS Score: +2.67

Very interesting numbers.

May be a long shot, but no pain, no gain.

NetscribeBiotech (92.44) Submitted: 3/12/2007 5:29:41 AM : Start Price: $12.00 EBS Score: +14.31

Emergent BioSolutions Inc. (Emergent) is a biopharmaceutical company focused on the development, manufacture and commercialization of immunobiotics. The company operates in two business segments: biodefense and commercial. In the biodefense business, it develops and commercializes immunobiotics for use against biological agents that are potential weapons of bioterrorism. In the commercial business, it develops immunobiotics for use against infectious diseases with unmet or underserved medical needs.

Emergent’s BioThrax is the only anthrax vaccine approved by the U.S. Food and Drug Administration. In 2004, the Project BioShield Act became law, providing $5.6 billion in appropriations over ten years and authorizing the procurement of countermeasures for biological, chemical, radiological and nuclear attacks. Project BioShield provides for the procurement of countermeasures for anthrax. This development has benefited company a lot. In February’07 U.S. regulators granted fast-track status to its product for post-exposure prevention of anthrax infection. This also augurs well for the future outlook of the company.

The company does have some issues to grapple with. The company is dependent essentially on a single client i.e. U.S government for much of its business. This is certainly not a very healthy situation as it may deprive the company of any pricing power in the event any competitor comes up with a substitute.

Emergent’s valuation is seems expensive. However the company is a profit making entity. Its niche value offering shall also be appealing to many investors especially those whose would like to keep the stock as a hedging tool against an anthrax scare. Thus the stock may outperform in medium term.

baldmikey (< 20) Submitted: 2/23/2007 4:42:21 PM : Start Price: $13.97 EBS Score: +1.92

they are adding staff to their mi plant.

mar10j (38.95) Submitted: 2/8/2007 7:41:32 PM : Start Price: $14.90 EBS Score: -4.71

2006 IPO, Anthrax Biopharma, great potential