Emergent BioSolutions Tops on Q2 Earnings, Plans Spin-Off

Zacks

Emergent BioSolutions EBS reported earnings of 36 cents per share (on an adjusted basis) in second quarter of 2015 beating the Zacks Consensus Estimate of 16 cents and the year-ago figure of 25 cents.

Revenues climbed 14% from the year-ago period to $126.1 million and above the Zacks Consensus Estimate of $111 million.

Quarter in Detail

Emergent generates product sales from two segments – Biodefense and Biosciences.

Total product sales grew 5% to $82 million from the year-ago period. Product sales from the Biodefense segment increased 8% to $75 million with BioThrax contributing $72.2 million, up 7% from the year-ago quarter. However, Biosciences product sales decreased 21% from the year-ago period to $7 million.

Contracts, grants and collaboration revenues were $35.2 million, up 54% year over year driven by an increase in funding for Anthrasil.
Research and development (R&D) expenses were $40.9 million, up 9% from the year-ago quarter. Selling, general and administrative (SG&A) expenses shot up 19% year over year to $36.5 million.

In the reported quarter, the company launched Ixinity, to treat teenagers and adult patients with hemophilia B in the U.S.

2015 Outlook

The company continues to expect revenues in the range of $510 million to $540 million in 2015.

Emergent also provided its guidance for the third quarter of 2015. The company expects total revenues in the range of $140 million to $155 million.

Announces Plans to Spin-Off Biosciences Segment

Along with announcing second quarter results, the company announced that the Board has authorized management to plan to tax-free spin-off the Biosciences business into a separate publicly traded company. The new company will focus on cancer and hematology treatments while the existing company will continue to operate as specialty biopharmaceutical company. This spin-off is expected to complete by mid-2016.

Emergent carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the health care sector include Actelion Ltd. ALIOF, AMAG Pharmaceuticals, Inc. AMAG and Biogen Inc. BIIB each sporting a Zacks Rank #1 (Strong Buy).

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