Significant Contract Modifications ($10M+) — April 29, 2026

HHS/BARDA awarded Basilea a $92,501,232 cost-sharing contract (ceiling $267.6M) on 2024-09-18 for resistant infection R&D, spanning to 2031-09-30 with potential to 2035-12-31; $36.2M outlayed to date signals long-term health preparedness funding under full competition.

NASA Goddard awarded LJT & Associates $94,578,354 (ceiling $108.1M) in 2016 for Wallops Island launch support, but only $8.8M outlayed by end-2019 performance period, indicating historical revenue with uncertain follow-ons.

Department of State awarded IDEMIA $72,032,459 firm fixed price delivery order in 2018 (ceiling $74.1M) for visa/passport FR integration through 2026-09-29, with $18.2M outlayed to date providing multi-year visibility but partial funding.

Basilea Pharmaceutica International Ltd faces R&D execution risks on $92.5M HHS/BARDA contract for antimicrobials, with only $36.2M outlayed and unexercised options to $267.6M ceiling.

LJT & Associates NASA contract has high uncertainty with only $8.8M outlayed against $94.6M obligation post-2019 end, signaling potential non-exercised options or follow-on gaps.

IDE MIA National Security Solutions bears high firm fixed price risk on $72M State Dept order, with slow $18.2M outlay pacing through 2026.

Basilea Pharmaceutica International Ltd has upside from BARDA option exercises on $92.5M contract to $267.6M total for health R&D.

IDE MIA National Security Solutions could realize remaining $54M obligation plus options on State Dept FR integration through 2026.

Basilea's $92.5M award (ceiling $267.6M) underscores BARDA priority on antimicrobials for resistant infections under full competition.

Neutral signals from LJT's $94.6M NASA historical launch ops (low outlay) and IDEMIA's $72M State Dept FR integration (partial funding) highlight ongoing but uneven civilian services demand.

{"entity"=>"Basilea Pharmaceutica International Ltd", "reason"=>"Option exercises and outlays on $92.5M BARDA contract ($36.2M outlayed) toward $267.6M ceiling", "trigger"=>"performance milestones to 2031-09-30 or 2035-12-31"}

{"entity"=>"LJT & Associates, Inc.", "reason"=>"Outlays vs. $94.6M NASA obligation ($8.8M outlayed) and follow-on potential post-2019", "trigger"=>"follow-on contract announcements"}

{"entity"=>"IDE MIA National Security Solutions LLC", "reason"=>"Outlay progress beyond $18.2M on $72M State Dept order toward $74.1M ceiling", "trigger"=>"option exercises and 2026-09-29 completion"}