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Emergent-2026 JPM Presentation_1.14.26FINAL.pdf

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1、1 1January 14,2026Combating Public Health Threats for Communities Around the World 44thAnnual J.P.Morgan Healthcare ConferenceJoe PapaPresident and Chief Executive OfficerThis presentation includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995,

2、as amended.All statements,other than statements of historical fact,including statements regarding the future performance of the Company or any of our businesses,our business strategy,future operations,future investments and business development opportunities,future financial position,future revenues

3、 and earnings,future leverage ratios,our ability to achieve the objectives of our restructuring initiatives and divestitures,including our future results,projected costs,prospects,plans and objectives of management,are forward-looking statements.We generally identify forward-looking statements by us

4、ing words like“anticipate,”“believe,”“can”“continue,”“could,”“estimate,”“expect,”“confident,”“commit,”“forecast,”“future,”“outlook,”“goal,”“intend,”“may,”“plan,”“position,”“possible,”“potential,”“predict,”“project,”“should,”“target,”“will,”“would,”and similar expressions or variations thereof,or the

5、 negative thereof,but these terms are not the exclusive means of identifying such statements.These forward-looking statements are based on our current intentions,beliefs,assumptions and expectations regarding future events based on information that is currently available.You should realize that if u

6、nderlying assumptions prove inaccurate or unknown risks or uncertainties materialize,actual results could differ materially from our expectations.Readers are,therefore,cautioned not to place undue reliance on any forward-looking statement contained herein.Any such forward-looking statement speaks on

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1. **公司定位与使命**:Emergent BioSolutions 致力于保护生命,应对全球公共卫生威胁,拥有25+年生物防御/医疗对策(MCM)经验,产品覆盖天花、炭疽、埃博拉等,纳洛酮业务全球领先。 2. **核心业务与数据**: - **MCM产品**:2025年前三季度MCM合同修改与订单增长,国际收入占34%;所有产品符合USMCA标准。 - **纳洛酮业务**:NARCAN®鼻喷雾剂(含OTC版本)推动美国 overdose 死亡率下降24.5%,加拿大下降22%;新增KLOXXADO® 8mg独家权利。 3. **财务表现**: - 2025年营收指引7.75亿-8.35亿美元,调整后EBITDA 1.95亿-2.1亿美元(毛利率52%-54%)。 - 债务优化:2025年12月偿还1亿美元定期贷款,净债务降至4.48亿美元,净杠杆率2.1x。 4. **战略重点**: - 转型计划:聚焦业务增长、研发投入、去杠杆及股东价值回报(如股票回购)。 - 增长机会:拓展国际MCM市场、内部R&D投资及潜在外部合作。
生物威胁风险? 纳尔康市场表现? 债务削减进展?
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