Kamada Ltd.
NASDAQ•KMDA
CEO: Mr. Amir London
板块: Healthcare
行业: Drug Manufacturers - Specialty & Generic
上市日期: 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.
联系方式
市值
$501.83M
市盈率 (TTM)
24.7
14.3
股息率
2.3%
52周最高
$9.35
52周最低
$5.54
52周范围
排名38Top 36.9%
4.3
F-Score
改良版 Piotroski 分析
基于 10 年期基本面
一般 • 4.3 / 9 分
评分区间 (0-9)
8-9: 价值优异
6-7: 基本面强劲
4-5: 整体稳健
0-3: 表现疲弱
数据范围: 2016-2025
财务仪表盘
Q4 2025 数据
营业收入
$45.60M+0.00%
近4季度走势
每股收益
$0.06+0.00%
近4季度走势
自由现金流
$4.96M+0.00%
近4季度走势
2024 Annual 财报亮点
核心亮点
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.
关注风险
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.
前瞻展望
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.
同行对比
营业收入 (TTM)
$5.93B
$742.90M
$329.52M
毛利率 (最新季度)
119.2%
91.5%
90.6%
关键指标
股票代码 | 市值 | 市盈率 (TTM) | 净资产收益率 (TTM) | 负债率 |
|---|---|---|---|---|
| SRDX | $614.51M | -34.8 | -15.6% | 19.2% |
| TCMD | $604.28M | 32.3 | 9.3% | 5.8% |
| SLDB | $569.52M | -4.4 | -73.6% | 8.0% |
长期趋势
近4季度
营业收入
净利润
经营现金流
4季度营收复合增长率
1.2%
温和增长
4季度净利润复合增长率
-2.8%
盈利能力基本稳定
现金流稳定性
75%
现金流波动较大
深度研究
下次财报:2026年5月12日
每股收益:-
|营业收入:-
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