EBS Emergent Biosolutions Inc

$EBS well, totals are in — 2.3 million shares were traded. This is twice the avg daily volume. Significant buying pressure.

$EBS Emergent BioSolutions, maker of anthrax and smallpox vaccines and NARCAN, named only an interim CFO: Treasurer Frank Vargo, 43, treasurer since November 2025, replaces CFO of 8+ years Richard Lindahl, and no permanent pick is named. That's at a ~$368.1M company (at $7.18, 16:00 ET Oct 15, 2026) with $589.7M total debt and $139.7M cash at June 30, 2026 (net debt $450.0M); in Q3, $68M cash retired $75M of unsecured bonds. Offset: Lindahl stays as an advisor until he retires March 31, 2027 and helps file the FY2026 10-K. Vargo takes over Jan 1, 2027.

$EBS it’s the beginning of the end… or the beginning of the beginning for EBS… See you at 15++

$EBS Let's see. This year we've had: hanta, ebola, plague. These are all indications for which there is no commercial pre-exposure prophylaxis, so only Uncle Sam can generate demand. Uncle Sam just handed $280M to Regeneron for Inmazeb, is again financing CEPI, it set up its own Ebola vaccine program, and funding for ASPR remains unchanged for over 3 years (inflation is eating it). I think the Trump administration has hit the limit of hard power, and governance realities in the health file, and is removing the choke. Feels like there's more air to breathe here now.

$EBS sometimes think of you, I see a guy who's totally drunk and has no idea what he's writing.

$EBS I have been following the stock since 2024. I think it will eventually stabilize at $12-15 in 2-3 years, but in the meantime, if you can read the chart and have patience, you can make money on the volatility.

$EBS The CFO 'transition', something that should have happened 2 years ago with the oboarding of the new CEO, portends a planned shock and awe first week of November. The timing of Q3 report, 1 day before Midterms, is not insignificant either.

$EBS Regeneron just had an Ebola therapeutic option exercized, and now has its contract ceiling raised and expiry extended to 2031.

$EBS you have to go long here because after hours is the time to create panic for tomorrow

$EBS OOHHHHH BABY WE RISING !!!!! Bio defense play - RUSSIA PLAGUE HAPPENING NOW 💰💰💰💰💰💰💰💰💰 CHECK THE NEWS !!!!!

$EBS Contract awards are in bound....good timing with the Russia plague news fueling the momentum!!... See you at 15++.. Might even hit 20 by year-end!

$EBS mid-cycle = moderate to slowing growth. With gas prices yet to peak, mortgage rates increasing, more slowing growth is expected. Get ready for an economic downturn, that’s if we are not already there.

$EBS I don't get the panic. This is probably the safest stock to hold now with AI bubble to burst anytime. Gov might cut everything, but they will never cut military and bioterror defense - not in this world. It's existential issue. No way around it.

$EBS We did a deep dive on Emergent BioSolutions. • CFO exits Dec 31; treasurer interim, no permanent pick • 2026 adj. EBITDA guide low: $130M; H1 alone made $132.0M • $364.7M bonds due Aug 2028 • Next: Nov 2, first 5.25x leverage test Full report linked in the replies.

$EBS Poor Rich is going into a well-deserved retirement with big pocket of free shares. See you! Bad news: the new CFO will also receive free shares.

$EBS Chickenshit pussies selling because the outdated CFO retired? I'll take those shares...

$EBS I can read Russian and here's what's happening: "Independent tracking of local Russian social media, localized news reports, and community gossip reveals a stark disconnect between official denials and what was actually happening on the ground in the Irkutsk region. While authorities insist there is no plague, regional activity strongly suggested a heavy containment response was underway, fueling widespread censorship and local panic. Local government figures and municipal administrators actively deleted or edited social media posts that openly discussed a possible plague outbreak. To residents in Shelekhov (the town where Shipilova died) and Irkutsk, this sudden censorship heavily signaled a government cover-up."

$EBS looking like EBS accumulation infection is still spreading.. see you at 15++ on the squeeze!!!

$EBS Folks the Russia news is just heating up.. we maintained $7 today after a rocket of a day yesterday. EOW PT $10.00 Lessssgoooooooo 💰💰💰💰💰💰💰💰 💸💸💸💸💸💸💸💸 🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺🇷🇺

$EBS I clearly got the CYFENDUS successor contract renewal wrong. This stock kills me. Hopefully the awareness that we still live in a dangerous world is getting more attention.