CERUS CORP: insider trades · United States · SEC (Form 4)

About CERUS CORP

Cerus Corp. (Nasdaq: CERS) is a U.S.-listed healthcare technology company based in the United States, trading on the Nasdaq market. For international investors, it is best viewed as a focused, specialty blood-safety business rather than a broad-based pharmaceutical company. Cerus is dedicated primarily to improving the safety and availability of the world’s blood supply through pathogen-reduction technologies for transfused blood components. The company was incorporated in September 1991 and has built its commercial and regulatory platform around the INTERCEPT franchise. Its global headquarters is in Concord, California, with a European headquarters in Amersfoort, the Netherlands. At the center of the business is the INTERCEPT Blood System, designed to inactivate certain pathogens in platelets and plasma. Cerus describes this platform as the only pathogen-reduction system with both CE mark and FDA approval for these two blood components. In the United States, the company also markets INTERCEPT for cryoprecipitation through INTERCEPT Fibrinogen Complex, a therapeutic product used to treat and control bleeding associated with fibrinogen deficiency, including major hemorrhage. In parallel, the INTERCEPT red blood cell system remains a late-stage clinical development program and is an important potential long-term growth driver. Cerus holds a distinct competitive position in a highly specialized niche: transfusion safety. Its business model depends less on broad consumer demand and more on clinical adoption, regulatory approvals, and integration into blood-center workflows. Customers are primarily blood centers, hospitals, and transfusion-medicine institutions that value pathogen reduction as a safety and inventory-management tool. The company operates internationally, with commercial activity in the U.S., Europe, and selected other geographies. That global footprint broadens its opportunity set, but adoption remains dependent on regulatory pathways, reimbursement, and customer implementation cycles. Recent developments have been constructive. In 2025 and early 2026, Cerus reported stronger product-revenue trends and reiterated growth expectations for 2026. Management also highlighted increasing global utilization of INTERCEPT-treated blood components, progress on the next-generation INT200 illumination device, and continued regulatory advancement in the red blood cell program, including a planned FDA submission over the medium term. The company has also benefited from U.S. Department of Defense funding tied to major-hemorrhage and trauma-care initiatives. For investors, Cerus is a specialized healthcare equity with meaningful regulatory optionality, recurring commercial execution, and a differentiated platform on the U.S. Nasdaq market.