0.30%
6.32%
13.68%
25.09%
17.66%
10.51%
4.99%
AI Spotlight on KMDA
Company Description
Kamada Ltd.provides plasma-derived protein therapeutics.It operates in two segments, Proprietary Products and Distribution.
The company offers KAMRAB/KEDRAB for prophylaxis of rabies disease; CYTOGAM for prophylaxis of cytomegalovirus disease in kidney, lung, liver, pancreas, heart, and heart/lung transplant; WINRHO SDF for immune thrombocytopenic purpura and suppression of rhesus isoimmunization; HEPAGAM B for prevention of hepatitis B recurrence liver transplants and post-exposure prophylaxis; VARIZIG for post exposure prophylaxis of varicella; and GLASSIA for intravenous AATD.It also provides KamRho (D) IM for prophylaxis of hemolytic disease of newborns; KamRho (D) IV for immune thermobocytopunic purpura; and snake bite antiserum to treat snake bites by the vipera palaestinae and echis coloratus.In addition, the company distributes BRAMITOB to manage chronic pulmonary infection; FOSTER to treat asthma; PROVOCHOLINE for the diagnosis of bronchial airway hyperactivity; AEROBIKA, an OPEP device; RUPAFIN for Allergic rhinitis and Urticaria; IVIG for immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for hepatitis B; MEGALOTECT CP for cytomegalovirus virus; RUCONEST for angioedema attacks; heparin sodium injection for thrombo-embolic disorders and prophylaxis of deep vein thrombosis and thromboembolic events; ALBUMIN for blood plasma; Factor VIII for hemophilia type A; and Factor IX for hemophilia type B.
Further, it offers IXIARO for Japanese encephalitis; VIVOTIF for Salmonella Typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis ; and ELIGARD for prostate cancer.The company markets its products through strategic partners in the United States, as well as through distributors internationally.Kamada Ltd.
has strategic partnerships with Takeda Pharmaceuticals Company Limited; PARI GmbH; and Kedrion Biopharma.The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
Market Data
| Last Price | 6.73 |
| Change Percentage | 0.30% |
| Open | 6.7 |
| Previous Close | 6.71 |
| Market Cap ( Millions) | 387 |
| Volume | 45276 |
| Year High | 8 |
| Year Low | 4.74 |
| M A 50 | 6.36 |
| M A 200 | 5.67 |
Financial Ratios
| FCF Yield | 8.15% |
| Dividend Yield | 0.00% |
| ROE | 6.34% |
| Debt / Equity | 4.37% |
| Net Debt / EBIDTA | -214.94% |
| Price To Book | 1.45 |
| Price Earnings Ratio | 23.64 |
| Price To FCF | 12.26 |
| Price To sales | 2.43 |
| EV / EBITDA | 11.52 |
News
- Jan -22 - Kamada Announces a $25 Million 3-Year Contract for Supply of KAMRAB® and VARIZIG® in Latin America
- Nov -13 - Kamada Ltd. (KMDA) Q3 2024 Earnings Call Transcript
- Sep -23 - Kamada Announces Expansion of Plasma Collection Operations in Texas with the Opening of New Site in Houston
- Aug -14 - Kamada Ltd. (KMDA) Q2 2024 Earnings Call Transcript
- Aug -07 - Kamada to Announce Second Quarter and First Half Ended June 30, 2024 Financial Results and Host Conference Call on August 14, 2024
- Jul -29 - 3 Promising Biotech Stocks You Can Pick Up for Less Than $10
- May -08 - Kamada Ltd. (KMDA) Q1 2024 Earnings Call Transcript
- May -08 - Kamada Reports Strong First Quarter 2024 Financial Results with Year-Over-Year Top-Line Growth of 23% and a 96% Increase in Profitability; Raises Full-Year Financial Guidance
- May -01 - Kamada to Announce First Quarter 2024 Financial Results and Host Conference Call on May 8, 2024
- Mar -06 - Kamada Ltd. (KMDA) Q4 2023 Earnings Call Transcript
- Mar -06 - Kamada Issues 2024 CEO Letter to Shareholders
- Feb -28 - Kamada to Announce Fourth Quarter and Fiscal Year 2023 Financial Results, and Provide 2024 Financial Guidance on March 6, 2024
- Dec -08 - Kamada: Kedrion Deal Locks In Growth
- Dec -07 - KEDRION ANNOUNCES AN EIGHT-YEAR EXTENSION OF THE DISTRIBUTION AGREEMENT WITH KAMADA IN THE US FOR KEDRAB®
- Dec -06 - Kamada Announces its Largest Commercial Agreement; A Strategic Engagement with Kedrion for U.S. Distribution of KEDRAB® including $180 Million of Revenues Over First Four Years
- Dec -05 - Celebrating Seeking Alpha's New Analysts - November 2023 Edition
- Nov -21 - Kamada: Solid Specialty Plasma Play
- Nov -13 - Kamada Ltd. (KMDA) Q3 2023 Earnings Call Transcript
- Nov -13 - Kamada Reports Significant Increase in Sales and Profitability in the Third Quarter and Nine Month 2023; Reiterates 2023 Revenue and Profitability Guidance
- Nov -08 - Kamada to Announce Third Quarter and First Nine Months Ended September 30, 2023 Financial Results and Host Conference Call on November 13, 2023
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Proprietary Products
Expected Growth : 10 %
What the company do ?
Kamada Ltd.'s proprietary products include Glassia, a liquid alpha-1 antitrypsin (AAT) for emphysema treatment, and KamRAB, a rabies immune globulin for rabies post-exposure prophylaxis.
Why we expect these perspectives ?
Kamada Ltd.'s proprietary products drive 10% growth through strong demand for its plasma-derived products, particularly Glassia and KamRAB, which treat rare diseases. Increasing market share, geographic expansion, and strategic partnerships also contribute to growth. Additionally, investments in R&D and manufacturing capabilities enhance product offerings and improve operational efficiency.
Segment n°2 -> Distribution
Expected Growth : 12 %
What the company do ?
Distribution from Kamada Ltd. refers to the process of making life-saving plasma-derived medications available to patients globally, ensuring timely and efficient delivery.
Why we expect these perspectives ?
Kamada Ltd.'s 12% growth is driven by increasing demand for its plasma-derived products, particularly its flagship product, Glassia, which treats alpha-1 antitrypsin deficiency. Strong sales in the US and European markets, coupled with strategic partnerships and expanding product offerings, contribute to the company's growth momentum.
Kamada Ltd. Products
| Product Range | What is it ? |
|---|---|
| Glassia | Intravenous immunoglobulin (IVIG) for the treatment of primary immunodeficiency diseases and idiopathic thrombocytopenic purpura (ITP) |
| KamRAB | Rabies immunoglobulin for post-exposure prophylaxis against rabies |
| KamadaBG | Intravenous immunoglobulin (IVIG) for the treatment of autoimmune disorders and inflammatory diseases |
| Intravenous Immunoglobulin (IVIG) | Treatment of various autoimmune and inflammatory diseases |
Kamada Ltd.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Kamada Ltd. is medium due to the availability of alternative products in the market.
Bargaining Power Of Customers
The bargaining power of customers for Kamada Ltd. is low due to the company's strong brand reputation and customer loyalty.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Kamada Ltd. is medium due to the presence of multiple suppliers in the market.
Threat Of New Entrants
The threat of new entrants for Kamada Ltd. is high due to the low barriers to entry in the industry.
Intensity Of Rivalry
The intensity of rivalry for Kamada Ltd. is high due to the presence of multiple competitors in the market.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 3.51% |
| Debt Cost | 5.16% |
| Equity Weight | 96.49% |
| Equity Cost | 5.16% |
| WACC | 5.16% |
| Leverage | 3.64% |
Kamada Ltd. : Quality Control
Kamada Ltd. passed 3 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| PHN.MI | Pharmanutra S.p.A., a pharmaceutical and nutraceutical company, researches, designs, develops, and markets nutritional supplements and medical devices in Italy, rest of Europe, the Middle East, Far East, and internationally. The … |
| INCR | InterCure Ltd., together with its subsidiaries, engages in the research, cultivation, production, marketing, and distribution of medical cannabis products in Israel and internationally. It offers dried cannabis inflorescences and cannabis … |
| PROB.ST | Probi AB (publ) researches, develops, manufactures, markets, and sells probiotics for health, pharmaceutical, and food companies. The company conducts research primarily in the fields of gastrointestinal health, digestive health, immune … |
| BMK.L | Benchmark Holdings plc, together with its subsidiaries, provides technical services, products, and specialist knowledge that supports the development of food and farming industries in the United Kingdom, Norway, the Faroe … |
| APH.L | Alliance Pharma plc operates as a pharmaceutical company in Europe, the Middle East, Africa, the Asia Pacific, China, and the Americas. The company acquires, markets, and distributes consumer healthcare and … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Pharmanutra
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Alliance Pharma
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Kamada
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4
Benchmark
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5
Probi
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1-Year Total Return ->
6
