Investment Rationale & Financial Strength - The company is an industry leader in rapid point-of-care infectious disease testing and DNA/RNA sample self-collection, stabilization, and preparation products[5] - The company has a strong balance sheet with over $178 million in cash and investments, no debt, and sustainable profitability[5, 63] Molecular Solutions Growth - Molecular solutions are experiencing growth from existing customers and increased demand from emerging genetic testing offerings and large studies[19] - In November 2017, the company announced a $143 million supply agreement for OrageneDx to a leading consumer genomics customer, over several years, with minimum annual purchase requirements[24] - The company's products drive scalability and access to donors in human genome testing[27] Infectious Disease Solutions & Market Opportunities - Approximately 36.7 million people are living with HIV, and there were 1.8 million new infections in 2016[46] - An estimated 71 million people globally have chronic hepatitis C infection, with approximately 399,000 deaths each year from HCV[56] - The company was awarded a $10.4 million BARDA contract for Ebola and $16.6 million BARDA contract for Zika[60, 61]

Investment Highlights - OraSure Technologies (OTI) is positioned to return to growth in its core business in 2025[5] - OTI has a differentiated product pipeline aligned with long-term healthcare trends, with potential product milestones expected to accelerate growth in 2025 and beyond[5] - OTI has an opportunity for significant operating margin leverage as volumes grow[5] - As of Q3 2024, OTI has $279 million of cash and no debt[5, 37] Strategic Transformation - OTI is focused on strengthening its foundation, elevating core growth, and accelerating profitable growth[7, 42] - OTI aims to improve access, quality, and value of healthcare with innovation in effortless tests and sample management solutions[9] - OTI is expanding its diagnostics portfolio with new tests and next-generation platform expansion, prioritizing instrument-free tests[12, 13] - OTI's acquisition of Sherlock Biosciences strengthens and broadens its diagnostic portfolio with molecular testing capabilities[19] - OTI anticipates submitting Sherlock's disposable self-test for CT/NG to the FDA by the end of 2025, targeting a $1.5 billion and growing market[22] Financial Performance - OTI is targeting a path to 50% adjusted gross margin[40] - The company's non-GAAP gross margin was 40% in FY23 and an estimated 40% in FY24[38] - Core revenue was $143 million in FY23 and an estimated $138 million in FY24, while COVID-19 revenue was $115 million in FY23 and an estimated $45 million in FY24[38]

GAITHERSBURG, Md., June 20, 2025 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today announced the Company will be added to the broad-market Russell 3000® Index, effective after the U.S. market closes on June 27, 2025, as part of the annual reconstitution of the Russell U.S. stock indexes. “Inclusion in the Russell 3000® Index is an important milestone in Emergent’s ongoing transformation,” said Joe Papa, president and chief executive officer of Emergent BioSolutions. “This recognition reflects ...

Core Insights - Emergent BioSolutions Inc. announced participation in several upcoming investor conferences, indicating active engagement with the investment community [1][3]. Company Overview - Emergent BioSolutions has a mission to protect and save lives, focusing on delivering solutions for health threats such as smallpox, mpox, botulism, Ebola, anthrax, and opioid overdose emergencies [2]. Upcoming Events - The company will participate in the RBC Global Healthcare Conference on May 20, 2025, with a fireside chat scheduled for 3:35 pm ET, available for virtual attendees via webcast [3]. - Emergent will also present at the Goldman Sachs Leveraged Finance Conference on May 29, 2025, in Dana Point, California [3]. - Additionally, the company is set to present at Benchmark's 5th Annual Healthcare House Call Virtual Investor Conference on May 29, 2025 [3]. - The Jefferies Global Healthcare Conference presentation is scheduled for June 5, 2025, at 1:25 pm ET, also available for virtual participation [3].