Kamada Ltd. (NASDAQ:KMDA) Q2 2020 Earnings Conference Call August 12, 2020 8:30 AM ET Company Participants Troy Williams – LifeSci Advisors Amir London – Chief Executive Officer Chaime Orlev – Chief Financial Officer Conference Call Participants Raj Denhoy – Jefferies Keay Nakae – Chardan Operator Welcome to the Kamada Limited Second Quarter 2020 Earnings Conference Call. As a reminder, all participants are in listen-only mode and the conference is being recorded. After the presentation, there will an oppor ...

Kamada Ltd (NASDAQ:KMDA) Q1 2020 Results Conference Call May 18, 2020 8:30 AM ET Company Participants Bob Yedid - LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Raj Denhoy - Jefferies Keay Nakae - Chardan Capital Markets Operator Greetings, welcome to the Kamada Limited First Quarter 2020 Earnings Conference Call. At this time, all participants will be in a listen-only mode. A brief question-and-answer session will follow the formal ...

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, 2019 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 ...

Financial Data and Key Metrics Changes - Total revenues for Q3 2019 were $33.1 million, a significant increase from $15 million in Q3 2018 [30] - For the first nine months of 2019, total revenues reached $95.1 million, up 44% from $66.3 million in the same period of 2018 [34] - Gross profit for the nine months ended September 30, 2019, was $37.6 million, compared to $20.2 million in the prior year, with gross margins increasing to 40% from 31% [35][36] - Net income for the first nine months of 2019 was $16.9 million, compared to $4.6 million in the same period of 2018 [36] Business Line Data and Key Metrics Changes - Proprietary Products segment revenues in Q3 2019 were $24.9 million, up from $9.5 million in Q3 2018, driven by increased sales of GLASSIA and KEDRAB [31] - Distribution segment revenues were $8.2 million in Q3 2019, a 49% increase compared to Q3 2018 [32] Market Data and Key Metrics Changes - KEDRAB's US sales in its launch year (2018) were approximately $15.5 million, representing about a 10% market share [17] - The market for Inhaled AAT is currently valued at approximately $1 billion, with an annual growth rate of 6% to 8% [22] Company Strategy and Development Direction - The company extended its strategic supply agreement with Takeda for GLASSIA through 2021, projecting total revenue from sales of GLASSIA to Takeda between $155 million to $180 million from 2019 to 2021 [10][11] - Post-GLASSIA transition, the company aims to utilize its FDA-approved manufacturing plant for KEDRAB and other products in various markets [14] - The company is exploring opportunities to produce new plasma-derived products to maximize plant utilization [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's strong performance and positive outlook for the first quarter of the following year, reiterating full-year 2019 revenue guidance of $125 million to $130 million [10] - Management highlighted the importance of the Inhaled AAT program as a potential source of value creation for shareholders [60] Other Important Information - The company maintained a solid cash position of $66.8 million as of September 30, 2019, an increase from $50.6 million at the end of 2018 [38] - The company expects R&D spending to increase in the fourth quarter of 2019 and throughout 2020 due to the planned Phase III study for Inhaled AAT [37] Q&A Session Summary Question: Revenue contribution from GLASSIA and KEDRAB - Management does not provide detailed quarterly revenue breakdowns for GLASSIA and KEDRAB, only annual figures [43] Question: Any pull forward or stocking from Takeda? - Management indicated that there was nothing unusual regarding Takeda's inventory this year compared to previous years [44] Question: Transition preparations by Takeda - Takeda is working on completing its plants for FDA approval in 2021, and management will update the market on any changes [45] Question: Changes in transfer pricing or contribution margin on GLASSIA sales - There were no renegotiations of financial terms regarding GLASSIA sales to Takeda [46] Question: Business development plans post-GLASSIA transition - Management is confident in their ability to add new products and increase plant utilization after the transition [49] Question: Ease of manufacturing other plasma-based products post-transition - Management expressed strong confidence in their ability to manufacture additional products at their facility [52] Question: Growth prospects for GLASSIA outside the US - Management noted that gross profit for GLASSIA outside the US has been similar to that in the US, with a network of distributors in various regions [53] Question: Estimated total cost of the Phase III inhaled study - The total cost of the Phase III study is estimated to be between $30 million to $35 million [56]

Kamada Ltd. (NASDAQ:KMDA) Q2 2019 Results Earnings Conference Call August 6, 2019 8:30 AM ET Company Participants Paul Arndt - Investor Relations, Managing Director at LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Keay Nakae - Chardan Capital Markets Operator Greetings and welcome to Kamada Ltd. second quarter 2019 earnings call. At this time, all participants are in a listen-only mode. A questions-and-answer session will follow th ...

Kamada Ltd. (NASDAQ:KMDA) Q1 2019 Earnings Conference Call May 14, 2019 8:30 AM ET Company Participants Bob Yedid - LifeSci Advisors, LLC Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Raj Denhoy - Jefferies Operator Greetings and welcome to the Kamada's First Quarter 2019 Earnings Call. [Operator Instructions] Please note this conference is being recorded. I'd now turn the conference over to your host today Mr. Bob Yedid with LifeSci Advisors. Plea ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F ☐ 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, 2018 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 1934 Date of ...

Kamada Ltd. (NASDAQ:KMDA) Q4 2018 Earnings Conference Call February 12, 2019 8:30 AM ET Company Participants Amir London - CEO Chaime Orlev - CFO Bob Yedid - LifeSci Advisors, LLC Conference Call Participants Raj Denhoy - Jefferies Keay Nakae - Chardan Capital Markets Patrick Dolezal - LifeSci Capital Operator Good day, and welcome to the Kamada's Fourth Quarter and Full-Year 2018 Earnings Call. Today's conference is being recorded. At this time, I'd like to turn the conference over to Bob Yedid with LifeSc ...