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Upturn AI SWOT - About
KMDA 
Kamada (KMDA)
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Upturn Advisory Summary
07/17/2025: KMDA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $14.75
1 Year Target Price $14.75
| 2 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -0.37% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 437.98M USD | Price to earnings Ratio 27 | 1Y Target Price 14.75 |
Price to earnings Ratio 27 | 1Y Target Price 14.75 | ||
Volume (30-day avg) 3 | Beta 0.13 | 52 Weeks Range 4.94 - 8.90 | Updated Date 07/17/2025 |
52 Weeks Range 4.94 - 8.90 | Updated Date 07/17/2025 | ||
Dividends yield (FY) 3.00% | Basic EPS (TTM) 0.28 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 9.6% | Operating Margin (TTM) 17.71% |
Management Effectiveness
Return on Assets (TTM) 4.14% | Return on Equity (TTM) 6.44% |
Valuation
Trailing PE 27 | Forward PE 23.87 | Enterprise Value 385572944 | Price to Sales(TTM) 2.62 |
Enterprise Value 385572944 | Price to Sales(TTM) 2.62 | ||
Enterprise Value to Revenue 2.31 | Enterprise Value to EBITDA 11.91 | Shares Outstanding 57505000 | Shares Floating 9044715 |
Shares Outstanding 57505000 | Shares Floating 9044715 | ||
Percent Insiders 7.22 | Percent Institutions 48.67 |
Upturn AI SWOT
Kamada
Company Overview
History and Background
Kamada was founded in 1990 in Israel. It specializes in plasma-derived protein therapeutics. The company has grown through the development and commercialization of niche plasma-derived products and strategic partnerships.
Core Business Areas
- Proprietary Products: Development, manufacturing, and marketing of proprietary plasma-derived protein therapeutics, primarily focusing on inhaled Alpha-1 Antitrypsin (AAT) Deficiency therapy, Glassiau00ae and inhaled AAT Kamada's.
- Contract Manufacturing: Provides contract manufacturing services for other pharmaceutical companies, leveraging its expertise in protein purification and manufacturing.
- Distribution: Distributes other pharmaceutical products in selected markets.
Leadership and Structure
Kamada is led by a management team with experience in pharmaceuticals and biotechnology. The organizational structure includes departments for R&D, manufacturing, commercial operations, and finance.
Top Products and Market Share
Key Offerings
- Glassia: Glassia is a plasma-derived Alpha-1 Antitrypsin (AAT) product for the treatment of AAT deficiency. Competitors include CSL Behring's Zemaira and Aralast NP, and Grifols' Prolastin-C. While specific market share data is difficult to obtain, these products hold substantial portion of the AAT market. Kamada has a presence in the AATD market, competing alongside larger players.
- Inhaled AAT: Kamada is developing an inhaled formulation of AAT. While not currently on the market in the US, it represents a future growth opportunity, aiming to provide a more targeted delivery of AAT to the lungs. Competitors will be the current AATD injection drugs from companies such as CSL Behring, Grifols and Takeda.
Market Dynamics
Industry Overview
The plasma-derived therapeutics industry is characterized by high barriers to entry due to the complexity of manufacturing processes and regulatory requirements. The industry is growing, driven by increasing diagnosis rates and the development of new therapies.
Positioning
Kamada is a niche player in the plasma-derived therapeutics market, focusing on specialized products and indications. Its inhaled AAT program provides a potential competitive advantage, if successfully approved.
Total Addressable Market (TAM)
The AAT deficiency market is estimated to be in the hundreds of millions of dollars globally, with inhaled AAT representing a potentially large untapped segment. Kamada is positioning itself to capture a significant share of this market with successful development and commercialization.
Upturn SWOT Analysis
Strengths
- Specialized expertise in plasma-derived protein therapeutics
- Proprietary inhaled AAT technology
- Established contract manufacturing business
- Strategic partnerships
Weaknesses
- Smaller size compared to major plasma fractionators
- Reliance on a limited number of key products
- Potential regulatory hurdles for inhaled AAT approval
- Dependence on third parties for plasma supply.
Opportunities
- Expansion of inhaled AAT into new markets
- Development of new plasma-derived therapies
- Growth in contract manufacturing business
- Strategic acquisitions
Threats
- Competition from larger plasma fractionators
- Pricing pressure from generic competitors
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CSL
- GRFS
- TAK
Competitive Landscape
Kamada is a smaller player competing against larger, more established companies. Kamada's advantage is its inhaled AAT program, which has the potential to disrupt the AAT market. Kamada also has a contract manufacturing business that strengthens its financials.
Major Acquisitions
Emergent BioSolutions' Plasma Resources Business
- Year: 2024
- Acquisition Price (USD millions): 75
- Strategic Rationale: This acquisition increases Kamada's plasma supply and enhances its manufacturing capabilities.
Growth Trajectory and Initiatives
Historical Growth: Kamada's growth has been driven by sales of Glassia and its contract manufacturing business.
Future Projections: Analyst projections suggest continued growth driven by inhaled AAT and expansion of existing products. Revenue growth of 10-15% per year is projected, but these are estimates.
Recent Initiatives: Recent initiatives include clinical trials for inhaled AAT, partnerships with other pharmaceutical companies, and strategic acquisitions.
Summary
Kamada is a specialized pharmaceutical company with a focus on plasma-derived protein therapeutics. While smaller than its major competitors, the company has a unique inhaled AAT product candidate which, if approved, can drive significant revenue growth. Key strengths include its manufacturing expertise and strategic partnerships. The company should be watched due to the uncertainty around inhaled AAT's long term approval potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports (estimates only, subject to change)
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share and financial estimates are based on available data and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Kamada
Exchange NASDAQ | Headquaters - | ||
IPO Launch date 2013-05-31 | CEO - | ||
Sector Healthcare | Industry Drug Manufacturers - Specialty & Generic | Full time employees 420 | Website https://www.kamada.com |
Full time employees 420 | Website https://www.kamada.com | ||
Kamada Ltd. manufactures and sells plasma-derived protein therapeutics. Its products include KAMRAB/KEDRAB indicated as prophylaxis of rabies; CYTOGAM for prophylaxis of Cytomegalovirus disease in kidney, lung, liver, pancreas, heart, and heart/lung transplants; VARIZIG for post exposure prophylaxis of varicella; WINRHO SDF for immune thrombocytopenic purpura and suppression of rhesus isoimmunization; HEPAGAM B for prevention of hepatitis B recurrence liver transplants and post-exposure prophylaxis; GLASSIA for intravenous AATD; KAMRHO (D) IM for prophylaxis of hemolytic disease of newborns; and Echis coloratus and Vipera palaestinae Antiserum to treat snake bite. The company also distributes biopharmaceutical products in Israel, including BRAMITOB to manage chronic pulmonary infection; FOSTER to treat asthma; TRIMBOW for chronic obstructive pulmonary disease; PROVOCHOLINE for the diagnosis of bronchial airway hyperactivity; AEROBIKA, an OPEP device; RUPAFIN and RUPAFIN ORAL SOLUTION for allergic rhinitis and Urticaria; SINTREDIUS for rheumatoid arthritis, systemic lupus erythematosus, and mild-moderate juvenile dermatomyositis; IVIG for various immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for prevention of hepatitis B; MEGALOTECT CP for CMV virus; RUCONEST for angioedema attack; HEPARIN SODIUM INJECTION for thrombo-embolic disorders and prophylaxis of deep vein thrombosis and thromboembolic events; ALBUMIN and ALBUMIN for blood plasma; Factor VIII for hemophilia type A; and Factor IX for hemophilia type B. In addition, it distributes COAGADEX to treat hereditary factor X deficiency; IXIARO for Japanese encephalitis; VIVOTIF for salmonella typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis; RYPLAZIM for hypoplasminogenemia; ELIGARD for prostate cancer; and BEVACIZUMAB KAMADA for various cancers. The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
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