Kamada (KMDA)

• Market cap: $419M
• 1 day: 2.25%
• 5 days: 2.39%
• 1 month: -10.01%
• 3 months: 25.73%
• 6 months: 34.32%
• Year to date: 15.01%
• 1 year: 25.73%
• 5 years: 59.30%
• 10 years: 69.70%
• Sector: Healthcare
• Industry: Pharmaceutical Preparations

About: Kamada Ltd is a drug-focused, plasma-derived protein therapeutics company. It is involved in the business of developing, producing, and marketing specialty therapeutics using protein purification proprietary technology. Its product portfolio consists of Glassia, Bramitob, Foster, Ixiaro, Factor-IX, and others. The company has two segments namely, the Proprietary Products segment and the Distribution segment. It derives the majority of its revenue from the Proprietary products segment. The firm categorizes its products in Lung Disease, Vaccines, Haemophilia, Immunoglobulins, Critical care, and Diagnostics.

Employees: 374

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

7% more capital invested

Capital invested by funds: $34.8M [Q3] → $37.2M (+$2.4M) [Q4]

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

0.63% less ownership

Funds ownership: 11.26% [Q3] → 10.63% (-0.63%) [Q4]

23% less funds holding

Funds holding: 30 [Q3] → 23 (-7) [Q4]

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $11 51% upside
• Avg. target: $11 51% upside
• High target: $11 51% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

HC Wainwright & Co. Andrew Fein 32% 1-year accuracy 113 / 355 met price target

51% upside $11

Buy Reiterated

6 Mar 2025