Financial Data and Key Metrics Changes - Total revenue for Q1 2023 was $30.7 million, a 9% increase from $28.1 million in Q1 2022 [6][18] - EBITDA for Q1 2023 was $3.8 million, representing a 16% increase compared to $3.3 million in Q1 2022 [6][44] - Gross profit for Q1 2023 was $11.8 million, with a margin of 39%, compared to $11.3 million and a margin of 40% in Q1 2022 [41] - Net loss for Q1 2023 was approximately $1.8 million, consistent with the prior-year period [56] Business Line Data and Key Metrics Changes - Strong sales of KEDRAB contributed significantly to revenue growth, with the product gaining market share in the US [12][18] - CYTOGAM, which generated approximately $23 million in sales in 2022, has received FDA approval for manufacturing at Kamada's facility [10] - The company anticipates continued growth from its immune globulin product portfolio and distribution business in Israel [18][30] Market Data and Key Metrics Changes - The US market for KEDRAB is estimated to be over $150 million annually, with Kamada's product being the only human rabies immune globulin clinically studied in children [12] - The market for inhaled alpha-1 antitrypsin therapy is over $1 billion in annual sales in the US and Europe, presenting a substantial opportunity for Kamada [16] Company Strategy and Development Direction - The company aims for annual double-digit revenue and profitability growth in the foreseeable future, supported by a $60 million strategic private placement with FIMI Opportunity Funds [5][8] - Kamada is focused on becoming a fully integrated specialty plasma product company, with plans to expand plasma collection capacity in the US [14][37] - The company is exploring opportunities for in-licensing and acquisitions to accelerate growth [50] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, reiterating full-year 2023 revenue guidance of $138 million to $146 million and EBITDA guidance of $22 million to $26 million [22][30] - The company is optimistic about the impact of recent FDA approvals and ongoing clinical trials on future revenue [10][15] Other Important Information - The company incurred a $0.6 million expense for exit severance compensation due to workforce downsizing at its Israeli plant, expected to reduce overall labor costs by approximately 6% [55] - Cash used in operating activities was $2.9 million in Q1 2023, compared to cash provided by operating activities of $5.5 million in Q1 2022 [57] Q&A Session Summary Question: Were there any surprises during the quarter? - Management indicated that the quarter played out as planned, with no significant surprises [58] Question: What is the growth outlook for the year? - Management expects growth to come from KEDRAB, the new IgG portfolio, and distribution business in Israel, reiterating annual guidance [24] Question: Can you provide more details on FIMI? - FIMI is a private equity firm with a strong track record, having invested significantly in Kamada since 2019 [63]

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 ...

Financial Data and Key Metrics Changes - Total revenues in 2021 were $103.6 million, a decrease from $133.2 million in 2020, primarily due to the transition of GLASSIA manufacturing to Takeda, resulting in a $38.7 million year-over-year decrease [32] - EBITDA in 2021 totaled $5.4 million, down from $25.1 million in 2020, attributed to changes in product sales mix [34] - Cash, cash equivalents, and short-term investments decreased to $18.6 million as of December 31, 2021, from $109.3 million at the end of 2020 [36] - Revenue guidance for 2022 is between $125 million to $135 million, representing a 20% to 30% growth compared to 2021, with expected EBITDA margins of 12% to 15% [10][38] Business Line Data and Key Metrics Changes - Revenues generated from the newly acquired portfolio amounted to $5.4 million for the period from November 22, 2021, through the end of the year [33] - The largest product in the acquired portfolio is Cytogam, which is expected to significantly contribute to revenue and gross margins once manufacturing is transferred to Kamada's facility [16][40] Market Data and Key Metrics Changes - KedRAB continues to gain market share in the $150 million U.S. market, with anticipated significant sales growth in the coming years [21][22] - The company plans to leverage its international distribution network to grow product revenues in new territories, primarily in Asia, Latin America, and the Middle East [13] Company Strategy and Development Direction - Kamada aims to become a fully integrated specialty plasma company with six FDA-approved products and strong commercial capabilities in the U.S. market [9] - The acquisition of a plasma collection facility in Texas supports the strategic goal of enhancing plasma collection capacity [18] - The company is focused on expanding its distribution business, including the planned distribution of a portfolio of 11 biosimilar products expected to launch between 2022 and 2028 [28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's growth trajectory, expecting continued double-digit growth in the coming years [11][30] - The strategic acquisition of FDA-approved products is seen as a critical step for enhancing revenue and profitability [12] Other Important Information - The company incurred approximately $1.2 million in transaction-related expenses and $600,000 in excess severance costs due to downsizing after the transition of GLASSIA manufacturing [35] - A new Vice President for U.S. Commercial Operations has been appointed to lead commercial activities for the expanded product portfolio [14] Q&A Session Summary Question: How long will it take to transition the additional products to the Israeli manufacturing facility, and how will that enhance gross margins over time? - Management indicated that the tech transfer for Cytogam is already underway, with FDA approval expected by early 2023. The transfer for the other three products is expected to be completed within the next three to five years, which will significantly enhance gross margins [40][41]

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 ...