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Emergent BioSolutions Awarded Narcan Nasal Spray Contract by Canadian Government
Emergent BioSolutions announced that it has been awarded a standing offer by the Government of Canada, through a competitive procurement process, to supply Narcan Nasal Spray. The standing offer is effective from October 1 through September 30, 2029, with an option to extend for an additional two years. Under the standing offer, authorized federal departments, agencies, Crown corporations, provinces, territories and other designated public sector organizations across Canada may procure Narcan Nasal Spray through individual call-ups.
Trump Signs Vaccine Executive Order Impacting Multiple Companies
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.VACCINE EO:President Donald Trump signed an executive order proposing to split the MMR vaccine into separate shots, require separate vaccination visits, and overhaul national childhood immunization recommendations into three categories, Bloomberg's Rachel Cohrs Zhang, Jessica Nix, and Josh Wingrove. "There's a reason for such epidemic rates of autism, and we're going to bring it back to much closer to where it was," the president said. "While we do not know exactly what the cause is with respect to autism, it is essential to our research efforts that we have the very best vaccine recommendations in the entire world." Scientific evidence has shown no link between autism and childhood vaccines, and decades of research have failed to identify a singular cause of autism, Bloomberg notes. Publicly traded companies that make vaccines include Johnson & Johnson, Pfizer, BioNTech, Moderna, Novavax, GSK, AstraZeneca, and Emergent BioSolutions.OPENAI, WHITE HOUSE RELATIONSHIP:OpenAI executive Dean Ball's public clash with Trump administration officials over AI regulation has strained the company's relationship with the White House, with officials warning that his hiring could further damage ties, The New York Post's Thomas Barrabi.JONES ACT WAIVER:President Donald Trump has extended a waiver of the Jones Act and narrowed the scope, allowing foreign ships to transport oil and other commodities around the U.S. for 90 more days with new limits, according to Bloomberg, citing a White House official.FUNDING AWARD:Stratasyshas been awarded $7.8M of funding through The 2026 America Makes and the Department of War Organic Industrial Base Modernization Challenge that focuses on advancing additive manufacturing and related technologies to support defense manufacturing modernization. The 24-month award will support development of on-site quality assurance capabilities for Stratasys' F3300 and F900 industrial FDM platforms. This will enable manufacturers to generate the real-time process data needed to scale additive manufacturing production, expand capacity and reduce reliance on costly post-build inspection and qualification.
Trump Signs Executive Order to Protect Polysilicon Industry
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.POLYSILICON:The executive orderin part, "Polysilicon is the base material underpinning the security of America's semiconductor and solar-power supply chains. Yet for decades, America has allowed foreign countries to weaken United States producers in the polysilicon sector -- eroding our economic and national security. Today, I am taking action to put a stop to these practices and revitalize the United States polysilicon sector...In light of these findings and the other findings in the Secretary's report, the Secretary recommended a range of actions to adjust imports of polysilicon and polysilicon derivatives so that such imports will not threaten to impair the national security of the United States. The Secretary recommended the establishment of minimum import prices for polysilicon and polysilicon derivatives to create a protected domestic market that allows United States producers to compete free from global distortions. The Secretary also recommended that I impose a 15 percent ad valorem rate of duty on downstream polysilicon derivatives. The Secretary recommended that these two remedies be accompanied by an onshoring program to encourage companies to build new United States polysilicon, ingot, wafer, and cell production facilities...The applicable minimum import prices for imported polysilicon and polysilicon derivatives shall be: $21 per kilogram for polysilicon; $100 per kilogram for polysilicon ingots and wafers; $0.22 per watt for solar cells; and $0.38 per watt for solar modules." Publicly traded companies in the solar energy space include Array Technologies, Canadian Solar, Emeren, Enphase Energy, FTC Solar, First Solar, JinkoSolar, Maxeon Solar, Shoals Technologies, SolarEdge, SunPowerand Sunrun.VACCINES, AUTISM EXECUTIVE ORDER:Trump administration is planning to issue an executive order on vaccines and autism next week, prompted by the President's interest in seeing more action, Rachel Cohrs Zhang, Riley Griffin, and Skylar Woodhouse of Bloomberg, citing people familiar with the matter. Options to be discussed include research initiatives, both forward- and backward-looking studies, the sources added. Publicly traded companies that make vaccines include Johnson & Johnson, Pfizer, BioNTech, Moderna, Novavax, GSK, AstraZeneca, and Emergent BioSolutions.INTEL STAKE:IntelCFO David Zinsner received a call from a U.S commerce department official last year, who floated the idea of taking a 10% stake in the company, but Zinsner was bluntly told any transaction was not up for negotiation, Michael Acton of The Financial Times, citing an internal Intel memo and sources close to the process. In order for the stake to reach the 10% demanded by President Trump, Intel would need to convert billions in manufacturing grants from the 2022 Chips Act as well as $3.2B worth of contracts from the Department of Defense into equity. While the company's board initially resisted, it eventually acquiesced and the government took its stake, saving the company from a possible break-up. Intel has since pulled in a $5B investment from Nvidiaand a $2B investment from SoftBank. While the alliance with President Trump alone will not be enough, the investment definitely reversed its narrative of decline.
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