Kamada Ltd. (NASDAQ:KMDA) Q4 2022 Earnings Conference Call March 15, 2023 8:30 AM ET Company Participants Troy Williams - LifeSci Advisors Amir London - CEO Chaime Orlev - CFO Conference Call Participants David Bautz - Zacks Small Cap Research Operator Greetings. Welcome to the Kamada Ltd. Fourth Quarter and Full Year 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] Please note, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of event requiring this shell company report: Not applicable For the transition period from ____ to _____ Commission file number 001-35948 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...

Exhibit 99.1 Kamada Reports Strong Fiscal Year and Fourth Quarter 2022 Financial Results, and Provides 2023 Guidance Representing Significant Profitability Growth REHOVOT, Israel, and Hoboken, NJ – March 15, 2023 -- 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 financial results for the 12 and three months ended D ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2022 were $32.2 million, a 40% increase year-over-year, with gross margins rising to 40% from 25% in Q3 2021 [10][34] - Adjusted EBITDA for Q3 2022 was $6 million, representing a 19% margin, while for the first nine months of 2022, adjusted EBITDA was $10.6 million, a 58% increase compared to the previous year [10][41] - The company generated positive cash flow from operating activities for the third consecutive quarter, resulting in a cash position of $31.3 million as of September 30, 2022 [11][43] Business Line Data and Key Metrics Changes - The growth in revenues was primarily driven by strong sales of the recently acquired IgG products, including CYTOGAM, HEPAGAM, VARIZIG, and WINRHOSDF [8][34] - KEDRAB sales also grew significantly during Q3 2022, contributing to the overall revenue increase [21][36] - Royalty income from GLASSIA sales to Takeda amounted to $3.5 million in Q3 2022, representing pure profit for the company [22][36] Market Data and Key Metrics Changes - The U.S. market is seeing a positive trend in KEDRAB sales, which is expected to continue as the product gains market share in a $150 million market [21] - Internationally, a significant $11.4 million agreement to supply VARIZIG was signed, with anticipated revenues expected in Q4 2022 [17][18] - The company is also expanding its presence in the U.S. market with a dedicated sales team promoting its portfolio of specialty plasma-derived immunoglobulins [14][16] Company Strategy and Development Direction - The company is focused on achieving double-digit growth rates in the foreseeable future, driven by its proprietary product categories [31][58] - Kamada is actively pursuing additional commercial contracts in strategic territories and has established a direct presence in the U.S. market [19][24] - The company plans to expand its plasma collection capabilities in the U.S. to enhance its competitive position [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving continued revenue growth and enhanced profitability in Q4 2022, reiterating full-year revenue guidance of $125 million to $135 million [12][58] - The management highlighted the successful strategic transition of the company and the positive feedback from U.S. physicians regarding the product portfolio [8][16] - Future catalysts include the ongoing Phase 3 InnovAATe clinical trial and the anticipated FDA approval for CYTOGAM production [26][20] Other Important Information - Research and development investments increased to $10.2 million in the first nine months of 2022, primarily due to the InnovAATe trial expansion [39] - Selling and marketing expenses rose due to the establishment of U.S. commercial operations and pre-commercial activities for new product launches [39] Q&A Session Summary Question: How will the company achieve its full-year revenue guidance? - Management indicated that the fourth quarter will benefit from the VARIZIG supply agreement, significant pending orders in the Israel Distribution segment, and continued growth of the new IgG portfolio products [46][47] Question: Should increased operating expenses be expected in 2023? - Management confirmed that 2023 will see a full year of U.S. sales and marketing activities, with expected operational expenses increasing by approximately 10% to 12% compared to 2022 [48][49] Question: Will sales growth from acquired products come from international contracts or U.S. market activities? - Management stated that both aspects are contributing to growth, with ongoing sales activities in the U.S. and international contracts already yielding results [50][52] Question: What is the coverage strategy for transplant centers? - The company is focusing on larger transplant centers and those that have not used its products recently, aiming to cover 150 to 200 centers with a dedicated team [53][54] Question: Is there an ongoing effort to expand the product portfolio? - Management confirmed that the company is building the right infrastructure to look for synergistic products, with efforts continuing through 2023 [55]

Kamada Ltd. (NASDAQ:KMDA) Q2 2022 Earnings Conference Call August 17, 2022 8:30 AM ET Company Representatives Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Bob Yedid - LifeSci Advisors Conference Call Participants Anthony Petrone - Mizuho Group Operator Greetings, and welcome to the Kamada Ltd., Second Quarter 2022 Earnings Call. At this time all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions]. ...

Exhibit 99.2 KAMADA LTD. CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2022 TABLE OF CONTENTS | Consolidated Statements of Financial Position | 2 | | --- | --- | | Consolidated Statements of Profit or Loss and Other Comprehensive Income | 3 | | Consolidated Statements of Changes in Equity | 4-6 | | Consolidated Statements of Cash Flows | 7-8 | | Notes to the Interim Consolidated Financial Statements | 9-15 | - - - - - - - - - - - Page KAMADA LTD. CONSOLIDATED STATEMENTS OF FINANCIAL POSITION | | | | As o ...

Kamada Ltd. (NASDAQ:KMDA) Q1 2022 Earnings Conference Call May 17, 2022 8:30 AM ET Company Participants Bob Yedid - LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Operator Greetings. Welcome to the Kamada Ltd. First Quarter 2022 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded. I will now turn the conference over to your host, Bob Yedid of LifeSci Advisors. You may begin. Bob Yedid Tha ...

Kamada Ltd. (NASDAQ:KMDA) Q4 2021 Earnings Conference Call March 15, 2022 8:30 AM ET Company Participants Bob Yedid - LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Disclaimer*: This transcript is designed to be used alongside the freely available audio recording on this page. Timestamps within the transcript are designed to help you navigate the audio should the corresponding text be unclear. The machine-assisted output provided is ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...

Exhibit 99.1 Kamada Reports Fiscal Year and Fourth Quarter 2021 Financial Results; Provides Revenue and Profitability Guidance with Significant Growth Expected in 2022 REHOVOT, Israel – March 15, 2022 -- Kamada Ltd. (NASDAQ: KMDA; TASE: KMDA.TA), a vertically integrated global biopharmaceutical company, focused on specialty plasma-derived therapeutics, today announced financial results for the 12 and three months ended December 31, 2021. "2021 was a transformational year for Kamada in our path toward becomi ...