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Kamada Ltd.

NASDAQ•KMDA
CEO: Mr. Amir London
セクター: Healthcare
業種: Drug Manufacturers - Specialty & Generic
上場日: 2013-05-31
Kamada Ltd. manufactures and sells plasma-derived protein therapeutics. Its commercial products include KAMRAB/KEDRAB for treating 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; KAMRHO (D) IV for immune thermobocytopunic purpura; and Echis coloratus and Vipera palaestinae Antiserum for the treatment of snake bite. The company also distributes imported drug 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 immunodeficiency-related conditions; VARITECT for chicken pox and zoster herpes; ZUTECTRA and HEPATECT CP for 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 for hereditary factor X deficiency; IXIARO for Japanese encephalitis; VIVOTIF for Salmonella Typhi; PROCYSBI for nephropathic cystinosis; LAMZEDE for alpha-mannosidosis; ELIGARD for prostate cancer; and BEVACIZUMAB KAMADA for various cancers. The company was incorporated in 1990 and is headquartered in Rehovot, Israel.
連絡先情報
2 Holzman Street, Science Park PO Box 4081, Rehovot, 7670402, Israel
972-8-940-6472
www.kamada.com
時価総額
$520.86M
PER (TTM)
26.0
37.5
配当利回り
2.2%
52週高値
$9.35
52週安値
$5.54
52週レンジ
92%
順位38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$47.01M+12.63%
直近4四半期の推移

EPS

$0.09+28.57%
直近4四半期の推移

フリーCF

$6.83M-66.02%
直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Proprietary Revenue Surges 23% Proprietary Products revenue reached $141.4M in 2024, up 23%, driven by strong KEDRAB demand in the U.S. market.
Total Gross Profit Up 26% Total gross profit increased 26% to $69.9M in 2024, reflecting improved sales mix and operational efficiencies achieved.
KEDRAB Distribution Agreement Secured Secured minimum aggregate revenues of approximately $180.0M through 2027 via the fifth amendment to the KEDRAB supply agreement.
Plasma Collection Capacity Expanding Expanded U.S. plasma collection operations with Houston center operational and San Antonio center opening Q1 2025.

リスク要因

Business Highly Revenue Concentrated Business heavily relies on KEDRAB and CYTOGAM, representing over 55% of gross profitability in 2024.
Dependency on Kedrion Partnership Disruption to the U.S. KEDRAB distribution relationship with Kedrion poses a material adverse effect risk.
Inhaled AAT Trial Results Uncertain Pivotal Phase 3 InnovAATe trial results are uncertain; interim futility analysis scheduled for completion by end of 2025.
Israeli Political Instability Risk Political, economic, and military instability in Israel may adversely affect manufacturing facility operations and supply chains.

見通し

2025 Revenue Guidance Issued Expect total revenues for fiscal year 2025 in the range of $178M to $182M, representing 12% revenue increase midpoint.
Strategic Growth Pillars Focus Strategy focuses on commercialization, securing new M&A/licensing opportunities in 2025, and expanding plasma collection.
Israel Biosimilar Portfolio Launch Launch two biosimilar products in Israel in 2025, estimating portfolio revenue growth to $15M–$20M within five years.
Manufacturing Transition Planned Plan to transition manufacturing of HEPAGAM B, VARIZIG, and WINRHO SDF to Beit Kama facility over four to five years.

同業比較

売上高 (TTM)

AGL stock ticker logoAGL
$5.93B
-2.1%
EBS stock ticker logoEBS
$742.90M
-28.8%
TCMD stock ticker logoTCMD
$329.52M
+12.5%

粗利益率 (最新四半期)

AMRN stock ticker logoAMRN
119.2%
+7.3pp
SMLR stock ticker logoSMLR
91.5%
+0.1pp
XOMA stock ticker logoXOMA
90.6%
-9.4pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
TCMD$659.93M34.59.3%5.8%
SRDX$614.51M-34.8-15.6%19.2%
CGC$535.10M-1.5-52.9%23.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.4%
安定成長
4四半期純利益CAGR
11.6%
収益性の着実な向上
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月12日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし