Key Takeaways ADMA posted $114.8M in Q1 revenues, driven by record Asceniv sales. The new process ups IG output by 20%, supporting ADMA's $500M revenue target for 2025. Despite gains, ADMA trades at 7.68x sales and faces EPS estimate cuts amid stiff plasma therapy competition. ADMA Biologics (ADMA) markets plasma-derived biologics for the treatment of immune deficiencies and prevention of certain infectious diseases.ADMA’s lead product, Asceniv, is a plasma-derived Intravenous Immune Globulin that contain ...

Key Takeaways ADMA Biologics (ADMA) and Takeda (TAK) are leading players in the plasma derived immunoglobulin sector. ADMA markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases. On the other hand, Takeda has a well-diversified business with a focus on gastroenterology (GI), rare diseases, plasma-derived therapies (PDT), oncology and neuroscience. Given the companies' commanding position in the plasma-derived therapies market, choosing one ...

Key Takeaways ADMA saw record demand for Asceniv and plans a 2025 filing to expand into pediatric use. Label expansion and new patient starts are expected to drive growth in Asceniv sales. ADMA trades at 8.75X forward sales, above its historical average and industry valuation levels.ADMA Biologics (ADMA) markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases.ADMA’s lead product, Asceniv, is a plasma-derived Intravenous Immune Globulin th ...