We view Emergent BioSolutions (NYSE:EBS) as a strong contender for Covid-19 exposure alongside key exposures to military defence and infectious disease. The company has global niche in biopharmaceuticals, where is holds key differentiators in therapies that protect against public health threats.

Within the portfolio are vaccines and medicines that address a suite of infectious disease segments, including travel-related pathologies and bio-agents. EBS is perhaps most insulated by vaccination production for the bio-threat anthrax. Most importantly, this includes BioThrax, the only FDA approved anthrax vaccine, alongside raxibacumab, a treatment for the same. This gives the company direct exposure to the US federal agency segment, particularly in military defence. The portfolio also includes the drug Narcan, which is the gold standard in reversal or opioid overdose. Also included in the portfolio include the smallpox vaccination ACAM2000, alongside Vivotif and Vaxchora, indicated for vaccination against typhoid fever and cholera, respectively. EBS also has a large contract manufacturing and research development segment, that strengthens the bastion around the company and top-line earnings potential.

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