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KMDA logo KMDA
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Kamada (KMDA)

Upturn stock ratingUpturn stock rating
$7.75
Last Close (24-hour delay)
Profit since last BUY12.48%
upturn advisory
Consider higher Upturn Star rating
BUY since 33 days
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Upturn Advisory Summary

06/30/2025: KMDA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

3 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $14.75

1 Year Target Price $14.75

Analysts Price Target For last 52 week
$14.75Target price
Low$4.94
Current$7.75
high$8.9

Analysis of Past Performance

Type Stock
Historic Profit 3.92%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 451.98M USD
Price to earnings Ratio 27.68
1Y Target Price 14.75
Price to earnings Ratio 27.68
1Y Target Price 14.75
Volume (30-day avg) 3
Beta 0.13
52 Weeks Range 4.94 - 8.90
Updated Date 06/30/2025
52 Weeks Range 4.94 - 8.90
Updated Date 06/30/2025
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 27.68
Forward PE 23.58
Enterprise Value 359224930
Price to Sales(TTM) 2.7
Enterprise Value 359224930
Price to Sales(TTM) 2.7
Enterprise Value to Revenue 2.15
Enterprise Value to EBITDA 11.09
Shares Outstanding 57505000
Shares Floating 9044715
Shares Outstanding 57505000
Shares Floating 9044715
Percent Insiders 7.22
Percent Institutions 48.67

Analyst Ratings

Rating 2
Target Price 14.75
Buy 1
Strong Buy 2
Buy 1
Strong Buy 2
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Kamada

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 420

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.