Emergent BioSolutions: Strategic Infectious Disease Positioning and Countermeasure Demand Support Buy Rating and $15 Target

Emergent Biosolutions, the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Ram Selvaraju from H.C. Wainwright reiterated a Buy rating on the stock and has a $15.00 price target.

Ram Selvaraju has given his Buy rating due to a combination of factors tied to both strategic positioning and valuation. He highlights Emergent BioSolutions’ expanded collaboration with the Africa-led PANTHER platform and Africa CDC to fund and support the MOSA trial for monkeypox treatments, underscoring the company’s role in addressing a growing infectious disease for which no dedicated antivirals currently exist. The continuation of the trial following a favorable independent safety review and plans to broaden enrollment across additional African countries reinforce the potential long-term relevance of Emergent’s capabilities in emerging pathogens.
At the same time, Selvaraju expects solid ongoing demand for Emergent’s medical countermeasure portfolio, noting that rising global concern over bioterrorism and biological threats supports sustained need for these products. Using a DCF framework with what he views as reasonable assumptions for discount rate, terminal decline, and tax rate, he derives an enterprise value that supports a 12‑month price target of $15 per share, above the current trading level. While he acknowledges meaningful risks—such as NARCAN generic erosion, uncertainties around government procurement, and dependence on epidemic-driven revenues—the risk-reward balance, in his view, remains favorable enough to justify maintaining a Buy recommendation.