Kamada (KMDA)

• Market cap: $374M
• 1 day: 2.36%
• 5 days: 9.80%
• 1 month: -4.41%
• 3 months: -9.22%
• 6 months: 22.64%
• Year to date: 2.69%
• 1 year: 27.95%
• 5 years: -4.55%
• 10 years: 42.23%
• Sector: Healthcare
• Industry: Drug Manufacturers - Specialty & Generic

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 disclosures 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

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

• Low target: $11 69% upside
• Avg. target: $13 100% upside
• High target: $15 131% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Benchmark Robert Wasserman 29% 1-year accuracy 12 / 41 met price target	131% upside $15	Buy Initiated	21 Mar 2025
HC Wainwright & Co. Andrew Fein 27% 1-year accuracy 95 / 352 met price target	69% upside $11	Buy Reiterated	6 Mar 2025