Company to Host Conference Call at 8:30am ETREHOVOT, Israel and HOBOKEN, N.J., Nov. 03, 2025 (GLOBE NEWSWIRE) -- Kamada Ltd. (NASDAQ: KMDA; TASE: KMDA.TA), a commercial stage global biopharmaceutical company with a portfolio of marketed products indicated for rare and serious conditions and a leader in the specialty plasma-derived field, today announced that it will release financial results for the third quarter and nine months ended September 30, 2025, prior to the open of the U.S. financial markets on Mo ...

Investors with an interest in Medical - Biomedical and Genetics stocks have likely encountered both Kamada (KMDA) and Novozymes A/S (NVZMY) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank favors stocks wi ...

Shares of Kamada (KMDA) have gained 1.2% over the past four weeks to close the last trading session at $6.92, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $14.75 indicates a potential upside of 113.2%.The average comprises four short-term price targets ranging from a low of $11.00 to a high of $20.00, with a standard deviation of $3.86. While the lowest estimate indicates an ...

REHOVOT, Israel and Hoboken, N.J., Oct. 29, 2025 (GLOBE NEWSWIRE) -- Kamada Ltd. (NASDAQ: KMDA; TASE: KMDA.TA), a global biopharmaceutical company with a portfolio of marketed products indicated for rare and serious conditions and a leader in the specialty plasma-derived field, today announced that Amir London, Chief Executive Officer, will participate in the Stifel 2025 Healthcare Conference, to be held to be held at the Lotte New York Palace Hotel, New-York, NY on November 11–13, 2025. Mr. London is sched ...

Core Viewpoint - Kamada (KMDA) is currently more attractive to value investors compared to Illumina (ILMN) based on various valuation metrics and earnings outlook [3][7]. Valuation Metrics - Kamada has a forward P/E ratio of 17.34, while Illumina has a higher forward P/E of 20.20 [5]. - The PEG ratio for Kamada is 0.69, indicating better value relative to its expected EPS growth, compared to Illumina's PEG ratio of 2.19 [5]. - Kamada's P/B ratio stands at 1.51, significantly lower than Illumina's P/B ratio of 6.19, suggesting that Kamada is undervalued relative to its book value [6]. Analyst Outlook - Kamada holds a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to Illumina's Zacks Rank of 3 (Hold) [3][6]. - The solid earnings outlook for Kamada, supported by its valuation figures, positions it as the superior value option in the current market [7].

Core Viewpoint - Kamada (KMDA) shows significant upside potential with a mean price target of $14.75, indicating an upside of 114.4% from the current price of $6.88 [1] Price Targets and Estimates - The mean estimate consists of four short-term price targets with a standard deviation of $3.86, where the lowest estimate is $11.00 (59.9% increase) and the highest is $20.00 (190.7% increase) [2] - A low standard deviation among price targets suggests a high degree of agreement among analysts regarding the stock's price movement [9] Analyst Sentiment - Analysts have shown increasing optimism about Kamada's earnings prospects, with a positive trend in earnings estimate revisions indicating potential stock upside [11] - The Zacks Consensus Estimate for the current year has risen by 4.4% over the past month, with no negative revisions [12] Zacks Rank - Kamada holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] Conclusion on Price Targets - While the consensus price target may not be a reliable indicator of the extent of potential gains, it does provide a directional guide for price movement [14]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Kamada (KMDA) identified as a promising candidate due to its favorable growth metrics and strong Zacks Rank [2][10]. Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being highly desirable. Kamada's projected EPS growth for this year is 57.3%, significantly surpassing the industry average of 18.3% [4][5]. Asset Utilization Ratio - Kamada's asset utilization ratio stands at 0.46, indicating that the company generates $0.46 in sales for every dollar in assets, which is higher than the industry average of 0.31, showcasing better efficiency in asset utilization [6]. Sales Growth - The company's sales are expected to grow by 12.4% this year, in stark contrast to the industry average of 0%, highlighting Kamada's strong sales growth potential [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Kamada, with the current-year earnings estimates increasing by 4.4% over the past month, indicating favorable market sentiment [8]. Overall Positioning - Kamada has achieved a Growth Score of B and a Zacks Rank of 2, positioning it well for potential outperformance in the growth stock category, making it an attractive option for growth investors [10].

Summary of Kamada Ltd. Conference Call Company Overview - **Company**: Kamada Ltd. - **Industry**: Biopharmaceutical, specializing in specialty plasma therapeutics - **CEO**: Amir London Key Points and Arguments 1. **Market Position**: Kamada operates in a niche within the biopharmaceutical sector, focusing on specialty plasma products with a projected market revenue between $178 million to $182 million, achieving a 15% EBITDA margin over recent years [2][3] 2. **Financial Performance**: The company is cash positive with $66 million in cash reserves, and it expects to generate revenue between $40 million to $44 million from its pipeline, with an EBITDA margin of 22% to 23% [3][8] 3. **Growth Strategy**: Kamada has implemented strategies for vertical integration and is focused on expanding its plasma collection business, which is currently valued at $0.3 billion and expected to grow to $2 billion [3][9] 4. **Product Development**: The company is advancing a Phase 3 clinical trial for a nebulized alpha-1 antitrypsin (AAT) product, which is a significant innovation in the treatment of alpha-1 deficiency [20][21] 5. **Market Share**: Kamada holds approximately 50% market share in the U.S. for its product Kedrab, which is used for post-exposure prophylaxis against deadly viruses [11] 6. **M&A Activity**: The company is actively seeking M&A opportunities to accelerate growth, particularly in the plasma and transplantation sectors, with expectations for a transaction to mature by 2026 [9][10][32] 7. **Plasma Collection Centers**: Kamada has opened plasma collection centers in Texas, with each center expected to contribute $8 to $10 million in revenue, enhancing profitability through internal sourcing [17][18] 8. **Biosimilar Products**: The company is expanding into the biosimilar market, anticipating an additional $15 to $20 million in revenue over the next five years from new product launches [14][15] Additional Important Information 1. **Clinical Trials**: The Phase 3 study for the inhaled AAT product has a two-year duration, with primary endpoints focused on lung function (FEV1) and secondary endpoints on lung density via CT scans [26][27] 2. **Regulatory Engagement**: Kamada has successfully collaborated with the FDA to adjust study parameters, allowing for a reduced sample size and a more efficient recruitment process [21][26] 3. **Dividend Policy**: The company declared a one-time dividend based on strong cash availability and profitability, indicating potential for future dividends depending on financial performance [28] 4. **Geographic Expansion**: Kamada is expanding its distribution capabilities in the MENA region, aiming to establish a comprehensive portfolio of plasma products [14][16] This summary encapsulates the essential insights from the conference call, highlighting Kamada's strategic direction, financial health, and market opportunities within the biopharmaceutical industry.

Kamada (KMDA) FY Conference Summary Company Overview - Kamada is a publicly traded biopharmaceutical company with a commercial stage and six FDA approved products [2][3] - The company has experienced significant growth, with a revenue guidance of $178 million to $182 million for the year, and an EBITDA guidance of $40 million to $44 million [3][10] Financial Performance - Revenue has shown double-digit growth since 2021, starting from approximately $100 million to a projected $180 million this year [10] - EBITDA has increased from $6 million to over $40 million, with a growth rate from 6%-7% to around 24%-25% [10] - The company reported an 11% growth in revenue, 58% growth in earnings per share, and 35% growth in adjusted EBITDA compared to the previous year [11] Growth Strategy - Kamada's growth strategy is based on four pillars: organic growth, M&A, in-licensing of additional products, and opening plasma collection centers [4][12] - The company has opened two plasma collection centers in Houston and San Antonio, with a capacity of around 50,000 donations annually, expected to generate $8 million to $10 million in additional revenue [14][15] - The company is optimistic about potential M&A opportunities that could positively impact profitability by 2026 [13] Product Portfolio - Kamada focuses on specialty plasma-derived products, including alpha-one antitrypsin and five specialty immunoglobulins [5][6] - Key products include: - **Kedra**: An anti-rabies immunoglobulin product, with a market share of approximately 50% and a partnership with Kedrion [16][18] - **CytoGam**: An anti-CMV immunoglobulin used in organ transplantation, with ongoing data collection to support its use [19][39] Market Dynamics - The market for alpha-one deficiency is estimated at $1.3 billion to $1.4 billion, with potential growth to $1.8 billion to $2 billion by 2029 [29][31] - The company is developing a nebulized AAT product to improve treatment efficiency, with a Phase III pivotal study currently underway [27][28] Competitive Landscape - Kamada has carved out a niche in the specialty plasma space, as larger companies have exited due to the market size being too small for them [44][45] - The company does not foresee new plasma companies entering the market due to high entry barriers and complex supply chains [49] - Competition exists from non-plasma products, such as recombinant AAT and gene therapy treatments [50] Future Outlook - Kamada plans to continue expanding its product offerings and market presence, with a focus on partnerships for commercial capabilities in the alpha-one space [41][42] - The company aims to maintain its position as a leading global specialty plasma company, leveraging its unique expertise and capabilities [51]

Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system simplifies the process of finding promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Kamada (KMDA) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Kamada's projected EPS growth for this year is 50.7%, significantly higher than the industry average of 18.4% [5] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important indicator of a company's efficiency in generating sales [6] - Kamada's S/TA ratio is 0.46, outperforming the industry average of 0.31, indicating better asset utilization [6] Group 4: Sales Growth - Sales growth is another key metric, with Kamada expected to achieve a sales growth of 12.4% this year, compared to an industry average of 0% [7] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements [8] - Kamada has seen a 14.1% increase in current-year earnings estimates over the past month, indicating positive momentum [9] Group 6: Overall Assessment - Kamada has earned a Growth Score of B and a Zacks Rank of 2 due to its strong metrics and positive earnings estimate revisions, positioning it as a solid choice for growth investors [11]