Kamada Ltd Stock Price, News & Analysis

Kamada (NASDAQ: KMDA) reported strong financial results for Q2 and H1 2025, with significant growth in both revenue and profitability. First half 2025 revenues reached $88.8 million, up 11% year-over-year, while Q2 revenues were $44.8 million, a 5% increase. The company's adjusted EBITDA for H1 2025 grew 35% to $22.5 million, representing a 25% margin.

Based on robust performance, Kamada raised its 2025 adjusted EBITDA guidance to $40-44 million and maintained revenue guidance of $178-182 million. The company received FDA approval for its Houston plasma collection center, with an estimated annual revenue potential of $8-10 million at full capacity. Additionally, Kamada continues to advance its Phase 3 InnovAATe clinical trial for inhaled Alpha-1 Antitrypsin therapy.

Kamada Ltd. (NASDAQ: KMDA) has received FDA approval for its plasma collection center in Houston, Texas, allowing commercial sales of normal source plasma. The 12,000 square foot facility features 50 donor beds with an annual collection capacity of 50,000 liters of plasma.

The Houston center, positioned to be one of the largest specialty plasma collection sites in the U.S., is expected to generate $8-10 million in annual revenue at full capacity. The facility will collect both normal source plasma and specialty plasma, including Anti-Rabies and Anti-D. This marks Kamada's third Texas-based site, alongside locations in San Antonio and Beaumont.

Kamada (NASDAQ: KMDA), a commercial stage biopharmaceutical company specializing in rare and serious conditions through plasma-derived products, has scheduled its Q2 and H1 2025 financial results announcement for August 13, 2025, before U.S. markets open.

The company will host an investment community conference call at 8:30 AM ET on the same day, where management will discuss results and take questions. Investors can join via phone or webcast, with specific dial-in numbers provided for U.S., Israeli, and international participants.

Kamada Ltd. (NASDAQ: KMDA) has confirmed the continuation of its operations and manufacturing activities at its Israeli facility despite ongoing events in the Middle East. The global biopharmaceutical company, which specializes in rare and serious conditions through plasma-derived products, assures that product availability worldwide will not be disrupted. While temporary shipping delays may occur due to closed Israeli airspace, the company's international distribution centers, partners, and distributors maintain adequate inventory levels to meet customer demands. CEO Amir London emphasizes their commitment to business continuity and employee well-being while closely monitoring the situation.

Kamada Ltd. (NASDAQ: KMDA) reported strong Q1 2025 financial results with revenues of $44.0 million, up 17% year-over-year, and adjusted EBITDA of $11.6 million, increasing 54%. Net income reached $4.0 million ($0.07 per share), up from $2.4 million in Q1 2024. The company maintains its 2025 guidance of $178-182 million in revenues and $38-42 million in adjusted EBITDA. Key developments include:

• Opening a new plasma collection center in San Antonio, TX, expected to generate $8-10 million in annual revenues
• Launch of CYTOGAM® post-marketing research program
• Secured a $25 million contract for KAMRAB and VARIZIG supply in Latin America (2025-2027)
• Continued progress in Phase 3 InnovAATe clinical trial for inhaled AAT therapy

The company maintains a strong cash position of $76.3 million and focuses on four strategic growth pillars: organic growth, M&A, plasma operations, and AAT program advancement.

Kamada Ltd. (NASDAQ: KMDA), a commercial stage biopharmaceutical company specializing in rare and serious conditions and plasma-derived products, has scheduled its Q1 2025 financial results announcement for May 14, 2025, before U.S. markets open.

The company will host a conference call for the investment community at 8:30am ET on the same day. Participants can join via phone using specific dial-in numbers for U.S., Israeli, and International callers, or watch the webcast live online.

Kamada (NASDAQ: KMDA) has launched a comprehensive post-marketing research program for CYTOGAM®, its Cytomegalovirus Immune Globulin product. The program includes 10 studies focused on CMV management in solid organ transplantation, conducted with leading U.S. physicians. CYTOGAM® generated $22.5 million in revenue in 2024, a 31% increase from the previous year. Recent studies have shown promising results, including a five-year retrospective study of 325 lung-transplant patients and research showing CYTOGAM has 4-fold higher anti-CMV antibodies than regular IVIGs. The FDA approved Kamada's application to manufacture CYTOGAM in May 2023. The new research program aims to generate data supporting CYTOGAM's benefits in CMV prevention and management, explore new dosing strategies, and investigate potential applications.

Kamada (NASDAQ: KMDA) has provided an update on tax withholding procedures for its previously announced special cash dividend of $0.20 per share (total ~$11.5 million). The dividend will be paid on April 7, 2025, to shareholders of record as of March 17, 2025.

The company has obtained a tax ruling from the Israel Tax Authority that allows Nasdaq shareholders who are residents of countries with Israeli tax treaties to potentially qualify for reduced withholding tax rates. The standard Israeli withholding tax rates are 30% for substantial shareholders and 25% for others.

To benefit from reduced rates, eligible shareholders must submit required documentation to IBI Trust Management (the appointed Tax Agent) by May 5, 2025. The company will initially withhold 25% of the dividend amount, with potential refunds available to qualifying shareholders who complete the necessary paperwork.

Kamada (NASDAQ: KMDA) announced the opening of a new plasma collection center in San Antonio, Texas, marking its third such facility. The 11,100 square foot center, operated by Kamada Plasma, will feature nearly 50 donor beds with an estimated annual collection capacity of 50,000 liters.

The facility will collect both normal source plasma and specialty plasma (Anti-Rabies and Anti-D), supporting the company's increasing demand for hyper-immune plasma while aiming to reduce raw material costs. At full capacity, the center is projected to generate $8-10 million in annual revenue from normal source plasma sales to third parties.

Kamada plans to submit approval applications to the U.S. FDA and European Medicines Agency in the second half of 2025, with anticipated approval decisions expected within 9-12 months of submission.