Comments on: Emergent Biosolutions – Buying Opportunity

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By: BioGuy

BioGuy — Wed, 09 Dec 2009 15:02:43 +0000

This may be useful;

HHS (BARDA) modified Solicitation Number: BAA-BARDA-09-34. I think this means someone else will be getting funding for a new anthrax vaccine, to be chosen next year.

https://www.fbo.gov/utils/view?id=366a4c35c17f24a03cb895fb1338e665

https://www.fbo.gov/index?s=opportunity&mode=form&tab=core&id=b7d9626e515624c9e2117f562283be68&_cview=0

By: BioGuy

BioGuy — Wed, 09 Dec 2009 15:01:57 +0000

EBS and PIP got the slap from HHS (BARDA). They basically decided no one could make the anthrax vaccine they wanted. (recombinant form, not current Biothrax) They seem to be willing to take whatever the next best thing is- I can’t really tell what that is exactly- so, kind a of a missed opportunity for these two companies.

Long term EBS… not sure. The gov orders are iffy.

Also, to be fair;

“Don Elsey noted the tuberculosis vaccine which could be rolled out in South Africa in the near future…”

Translation; The current proof of concept clinical trail is not scheduled to be completed until April of 2010. Let’s keep things in perspective.

By: where's mick flaherty ?

where's mick flaherty ? — Wed, 09 Dec 2009 15:01:17 +0000

How can one exclude “lumpy sales” from the future of EBS when
the Government is such a large piece of sales ?

Would you not consider EBS a “one trick pony” who is also a hostage
to SNS ?

To me that’s two strikes too many.

By: bearcharts

bearcharts — Wed, 09 Dec 2009 15:00:41 +0000

Ouch, a little bit of bad timing on this article, wot? I’m long the stock. Early pre-market I looked and it was down 18%. Now down “only” 12% on the day. If this is the blogger’s jinx, I’ll continue to stay so far behind in my life that I won’t be able to blog anything new.