Emergent Devices, Inc.

Emergent Devices, Inc., a for-profit pharmaceutical manufacturer and subsidiary of Emergent BioSolutions headquartered in Plymouth Meeting, Pennsylvania, supplies naloxone products—primarily NARCAN nasal spray—to federal agencies as a prime contractor (95% of recent awards) across the Department of Veterans Affairs, Department of Homeland Security, and other civilian agencies on a full-and-open basis with no recurring set-aside designations.

Emergent Devices operates predominantly through the GSA Federal Supply Schedule (Pharmaceuticals and Drugs, FSS-61-IB), where 284 task orders account for $55.2 million in combined potential value. The company also holds a five-year single-award Blanket Purchase Agreement with the Department of the Navy Criminal Investigative Service (Quantico, Virginia) for NARCAN nasal spray, running through January 2027, with a ceiling of $250,000; several calls under this BPA carry total small business set-aside designations, though the vendor's broader footprint avoids set-asides. Recent representative prime work includes a $284,783.52 purchase order from the Bureau of Administration for NARCAN nasal spray (completion June 2027), a $162,820.80 delivery order from U.S. Customs and Border Protection for 4,320 two-dose cycles of NARCAN 4mg nasal spray (completion September 2024), a $753,498.48 delivery order from the Department of Veterans Affairs Veterans Integrated Service Network 12 for naloxone hydrochloride 4mg nasal spray (completion April 2023), and multiple lower-value orders from the Federal Bureau of Prisons, Federal Emergency Management Agency, Immigration and Customs Enforcement, and other civilian agencies.

Customer concentration sits heavily with the VA. The Department of Veterans Affairs Veterans Health Administration Veterans Integrated Service Network 12 dominates both award count and dollar value, accounting for 76 awards and $61.5 million in combined potential value—roughly 85% of the vendor's total addressable contract value. The top five customer agencies account for 46% of awards by count but 95% of combined potential value, reflecting a portfolio where the VA's large delivery orders anchor the dollar volume while the Coast Guard, Indian Health Service, Customs and Border Protection, and Immigration and Customs Enforcement place numerous smaller NARCAN orders. This concentration in VA work and naloxone procurement across federal law enforcement and correctional institutions creates both stability and exposure to recompete in the VA FSS contract vehicle.

Emergent Devices also acts as a sub-recipient on federal grant programs supporting state opioid response efforts. The vendor receives sub-awards from the Minnesota Department of Human Services and the State of Wisconsin Department of Health Services under the federal Substance Abuse Prevention & Treatment Block Grant (CFDA 93.959) and State Opioid Response Grant programs (CFDA 93.788), with multiple sub-award dates in 2024 and 2025. In this capacity, Emergent Devices provides NARCAN and naloxone products to support state-level harm reduction and opioid overdose prevention initiatives, though the source does not provide dollar magnitudes for individual grant sub-awards beyond the 2025 Wisconsin SOR grant document reference of $17.79 million (from which Emergent Devices' sub-award portion is not specified).

Award activity shows cyclical patterns with no consistent growth trajectory: 20 awards in 2022, declining to 8 in 2023, recovering to 12 in 2024 and 10 in 2025, with only 1 award dated in 2026 to date. The recompete cliff presents minimal near-term risk—only one award ($285,000 combined potential value) reaches ultimate completion in the next twenty-four months. The vendor's primary recompete exposure centers on the GSA FSS 65 IB contract itself, which carries a ceiling of $11.8 million and runs through August 2028. Nearly all delivery orders flow through this single vehicle, making the FSS contract renewal the critical business inflection for Emergent Devices' federal footprint. The vendor's business model is tightly scoped to naloxone supply across a narrow federal customer set, with award diversity distributed across 93 distinct customer agencies but concentrated in dollar value within VA operations and naloxone-specific line items under the schedule contract.