Geopolitics Alpha

Cerus (CERS): government contracts, filings & geopolitical news

Cerus (CERS) and its matched subsidiaries received $33.7M in federal contract obligations in the last 12 months and $126.5M over the last five years, according to USAspending.gov. The Department of Health and Human Services accounted for 98% of the five-year total, followed by the Department of Defense (2%). Annual obligations rose from $638K in fiscal 2025 to $33.7M in fiscal 2026 (+5177%). Its largest contract with activity in that period is HHSO100201600009C from the Office of Assistant Secretary for Preparedness and Response for cerus - development and implementation of pathogen reduction technology (prt), with $185.2M obligated over the life of the award. 1 tracked superinvestor portfolio reported CERS in the latest 13F filings.

Cerus government contracts

$33.7Mobligated, last 12 months
$126.5Mobligated, last 5 years
3awarding agencies
0DoD announcements, past year
FY2022: $22.8M (partial)$22.8MFY22*FY2023: $36.9M$36.9MFY23FY2024: $32.5M$32.5MFY24FY2025: $638K$638KFY25FY2026: $33.7M$33.7MFY26FY2027: $0 (partial)$0FY27*
Cerus federal contract obligations by fiscal year. Federal fiscal years (October to September); * = partial year.

Obligations by agency

AgencyLast 12 monthsLast 5 yearsShare of 5 years
Department of Health and Human Services$33.2M$124.4M98%
Department of Defense$475K$2.1M2%
Department of Veterans Affairs$0$7K0%

Top contracting offices (5 years): Office of Assistant Secretary for Preparedness and Response $124.0M; Defense Health Agency $1.3M; National Institutes of Health $400K; Department of the Navy $383K; Department of the Army $383K; Department of Veterans Affairs $7K.

Largest contracts

Largest CERS prime contracts with activity in the last five years, by total obligated
AwardDescription · recipientAgencyObligated (award total)StartEnd
HHSO100201600009CCerus - development and implementation of pathogen reduction technology (prt). CERUS CORPORATIONDepartment of Health and Human Services Office of Assistant Secretary for Preparedness and Response$185.2MJun 17, 2016Mar 31, 2027
75A50124C00046License pathogen reduction technology (prt) for red blood cell (rbc) components to reduce the risk of transfusion-transmitted infection (tti) by recognized, emerging, epidemic, and endemic pathogens that is capable of treating over 10 milli CERUS CORPORATIONDepartment of Health and Human Services Office of Assistant Secretary for Preparedness and Response$65.4MSep 30, 2024Sep 30, 2031
75F40120C00158Baa proposal eetwp33 development of an optimized pathogen inactivation process for whole blood CERUS CORPORATIONDepartment of Health and Human Services Food and Drug Administration$11.1MSep 24, 2020Sep 28, 2025
W81K0221P0132Intercept platelet pathogen reduction sets at tamc, hi CERUS CORPORATIONDepartment of Defense Department of the Army$258KOct 1, 2021Sep 30, 2025
N6264520P0024Intercept platelet processing set CERUS CORPORATIONDepartment of Defense Defense Health Agency$233KMay 13, 2020May 12, 2024
75N98026P00071(r) cerus corporation:1188061 [26-000202] CERUS CORPORATIONDepartment of Health and Human Services National Institutes of Health$225KMar 9, 2026Nov 8, 2026
N0025921P0334Int platelet set-small, part no int2130b CERUS CORPORATIONDepartment of Defense Department of the Navy$218KAug 27, 2021Sep 30, 2024
HT001424P0164Intercept blood system for platelets and plasma pathogen reduction system at armed services blood bank. CERUS CORPORATIONDepartment of Defense Defense Health Agency$218KJul 8, 2024Jun 18, 2027
N0018319P0765Cerus corporation drop shipments of medical supplies CERUS CORPORATIONDepartment of Defense Department of the Navy$186KSep 4, 2019Sep 1, 2022
HT941024P0214Intercept platelet processing kits CERUS CORPORATIONDepartment of Defense Defense Health Agency$153KOct 1, 2024Sep 30, 2027

Newest contracts

Most recently started CERS prime contracts, last 12 months
AwardDescription · recipientAgencyObligated (award total)StartEnd
75N98026P00071(r) cerus corporation:1188061 [26-000202] CERUS CORPORATIONDepartment of Health and Human Services National Institutes of Health$225KMar 9, 2026Nov 8, 2026
W81K0225PA067Cerus intercept platelet processing sets CERUS CORPORATIONDepartment of Defense Defense Health Agency$72KOct 1, 2025Sep 30, 2027
HT940625P0009Int2540b drop shipment for platelet processing CERUS CORPORATIONDepartment of Defense Defense Health Agency$142KFeb 21, 2025Feb 23, 2027
HT941025P0036Illuminator annual preventive maintenance CERUS CORPORATIONDepartment of Defense Defense Health Agency$45KJan 28, 2025Feb 8, 2027
HT941025P0011Intercept platelet processing set and service maintenance CERUS CORPORATIONDepartment of Defense Defense Health Agency$128KJan 14, 2025Sep 30, 2026
HT941024P0239Service maintenance cerus illuminator CERUS CORPORATIONDepartment of Defense Defense Health Agency$30KOct 1, 2024Sep 30, 2027
HT941024P0214Intercept platelet processing kits CERUS CORPORATIONDepartment of Defense Defense Health Agency$153KOct 1, 2024Sep 30, 2027
75A50124C00046License pathogen reduction technology (prt) for red blood cell (rbc) components to reduce the risk of transfusion-transmitted infection (tti) by recognized, emerging, epidemic, and endemic pathogens that is capable of treating over 10 milli CERUS CORPORATIONDepartment of Health and Human Services Office of Assistant Secretary for Preparedness and Response$65.4MSep 30, 2024Sep 30, 2031

Matched USAspending recipients: CERUS CORPORATION (UEI KJJQRRLY2FL5, parent with subsidiaries).

Contract data: USAspending.gov (federal prime contract obligations, award types A-D, by action date) and the Department of Defense daily contract announcements (awards of $7.5 million or more). Both are public-domain U.S. government data. Company matching uses legal names and parent/child recipient records and is deliberately conservative, so some subsidiaries may be missing. Obligations are not revenue. Not investment advice.

CERS share price, last 12 months

Close $2.25 on Oct 15, 2026, +47.1% since Oct 24, 2025 (range $1.40 to $3.04, daily closes).

Company facts

Ticker
CERS (NasdaqGM)
Sector
Health
Industry (SEC SIC code)
Surgical & Medical Instruments & Apparatus (3841)
Headquarters (USAspending)
Concord, Ca

Industry from the SEC Standard Industrial Classification code on the company's EDGAR filings.

What changed for Cerus (CERS)

Latest SEC filings

None on record yet.

Latest fund & insider buys and sales

None on record yet.

Held by superinvestors

1 of the tracked billionaire portfolios reported CERS in their latest 13F. 13F data is delayed up to 45 days after quarter end; not advice.

Manager% of portfolioValueChangeQuarter
Cathie Wood ARK Investment Management0.34%$52.4MReduced 6%Q2 2026

Latest geopolitical & market news

None on record yet.

Peers: Surgical & Medical Instruments & Apparatus

CompanyTickerFederal contracts, 12 months
StrykerSYK$92.5M
3MMMM–
Boston ScientificBSX$22.4M
Becton, Dickinson andBDX$85.8M
MedlineMDLN–
ResMedRMD–
DexComDXCM–
West Pharmaceutical ServicesWST–
SolventumSOLV–
Baxter InternationalBAX–

Biggest government contractors in Health: Regeneron Pharmaceuticals ($279.4M), Fresenius Medical Care AG ($236.7M), Emergent BioSolutions ($216.6M), DaVita ($154.5M), Abbott Laboratories ($147.5M), Amgen ($126.0M), Labcorp Holdings ($96.4M), Stryker ($92.5M).

Congressional trades in CERS

Trades in CERS that members of Congress have publicly reported, newest filing first.

No congressional trades are stored for this view yet.

All congressional stock trades →

Geopolitical news for CERS

Everything on CERS, newest first

No original notes are listed on this page yet.

Frequently asked questions

How much does the U.S. government spend with Cerus?

USAspending.gov shows $33.7M in federal contract obligations to Cerus (CERS) and its matched subsidiaries in the last 12 months and $126.5M over the last five years (as of Oct 28, 2026).

Which agencies award contracts to Cerus?

Over five years: Department of Health and Human Services $124.4M; Department of Defense $2.1M; Department of Veterans Affairs $7K.

Where does the contract data come from?

USAspending.gov (the official source of U.S. federal spending data) and the Department of Defense's daily contract announcements. Both are public domain and refreshed daily here.

What geopolitical news affects CERS?

This page lists every Geopolitics Alpha note that names CERS as exposed to an event, with the reason it is exposed.

Has Congress traded CERS?

The table above lists trades in CERS that members of Congress have publicly reported, with a link to each official filing.

Is this investment advice?

No. We show news, exposure and past price moves. Nothing here is a recommendation.