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Kamada .(KMDA) - 2023 Q3 - Earnings Call Transcript
2023-11-14 00:08
Kamada Ltd. (NASDAQ:KMDA) Q3 2023 Earnings Conference Call November 13, 2023 8:30 AM ET Company Participants Brian Ritchie - IR, LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Annabel Samimy - Stifel Operator Good day, ladies and gentlemen, and welcome to Kamada Ltd.'s Third Quarter 2023 Earnings Conference Call. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation ...
Kamada .(KMDA) - 2023 Q3 - Quarterly Report
2023-11-13 20:00
Exhibit 99.3 KAMADA LTD. CONDENSED CONSOLIDATED INTERIM FINANCIAL STATEMENTS AS AT SEPTEMBER 30, 2023 TABLE OF CONTENTS Page Condensed consolidated interim statements of financial position 1 Condensed consolidated interim statements of profit or loss and other comprehensive income 2 Condensed consolidated interim statements of changes in equity 3-5 Condensed consolidated interim statements of cash flows 6-7 Notes to the condensed consolidated interim financial statements 8-15 - - - - - - - - - - - i KAMADA ...
Kamada .(KMDA) - 2023 Q2 - Earnings Call Transcript
2023-08-17 03:53
财务数据和关键指标变化 - 2023年上半年总收入为6,820万美元,同比增长32% [9] - 2023年上半年调整后EBITDA为950万美元,同比增长24% [9] - 2023年第二季度总收入为3,740万美元,同比增长59% [25] - 2023年第二季度毛利为1,440万美元,毛利率为39%,去年同期为31% [26] - 2023年上半年毛利为2,630万美元,毛利率为39%,去年同期为36% [26] 各条业务线数据和关键指标变化 - KEDRAB销售大幅增加,2022年全年销售约1,600万美元,占美国150万美元市场的份额 [15][16] - 新收购的4个FDA批准的免疫球蛋白产品(CYTOGAM、HEPAGAMB、VARIZIG和WINRHO)销售持续增长 [10] - 公司在美国建立的销售团队在推广这些重要治疗产品方面取得进展,如CYTOGAM和VARIZIG [17][18] 各个市场数据和关键指标变化 - 美国KEDRAB销售大幅增长,预计下半年将继续保持强劲势头 [16] - 公司正在积极拓展CYTOGAM和其他免疫球蛋白产品在美国和加拿大以外的市场 [32] 公司战略和发展方向及行业竞争 - 公司正积极寻找并购机会,特别是在美国市场的等离子衍生产品和移植相关产品领域 [48][49] - 公司有3个早期临床项目正在进行,包括眼用等离子滴剂、结核病免疫球蛋白和快速生产高免疫球蛋白的创新方法 [49][50] - 公司的吸入式α-1抗胰蛋白酶(AAT)治疗正在进行III期临床试验,已经完成约30%的患者入组,并获得EMA的积极反馈 [21][22][23] 管理层对经营环境和未来前景的评论 - 公司预计2023年全年收入将达1.38亿-1.46亿美元,调整后EBITDA为2,200万-2,600万美元,较2022年增长约35% [11][31] - 未来几年公司预计将实现年度两位数的收入和盈利增长,具有巨大的上升潜力和有限的下行风险 [10][11] - 如果获得股东批准,FIMI的1,600万美元战略投资将为公司提供财务灵活性,加快现有业务的增长并寻求有吸引力的业务发展机会 [12][14] 问答环节重要的提问和回答 问题1 **Annabel Samimy 提问** 公司正在与FDA讨论吸入式AAT治疗的III期临床试验设计,有哪些需要进一步沟通的地方? [36][41] **Amir London 回答** 公司与FDA在试验设计上没有任何挑战或问题,该试验是在FDA IND下进行的,设计已经得到EMA和FDA的一致认可,包括选择FEV1作为主要终点指标 [42][43][44] 问题2 **Annabel Samimy 提问** 公司是否从在欧洲的临床试验经验中学到了一些可以帮助加快美国试验入组的方法? [44] **Amir London 回答** 该试验是一个全球统一的试验,在欧洲和美国同步进行,主要在尚未使用标准治疗的国家进行入组,这有利于患者招募,公司将继续推进欧洲的入组,并计划在今年底向FDA汇报进展情况 [45][46][47] 问题3 **Annabel Samimy 提问** 公司即将获得的6,000万美元融资,在业务发展方面有哪些计划? [47] **Amir London 回答** 公司将积极寻找并购机会,特别是在美国市场的等离子衍生产品和移植相关产品领域,同时也在推进3个早期临床项目,包括眼用等离子滴剂、结核病免疫球蛋白和快速生产高免疫球蛋白的创新方法 [48][49][50]
Kamada .(KMDA) - 2023 Q2 - Quarterly Report
2023-08-16 19:00
Exhibit 99.3 KAMADA LTD. CONSOLIDATED FINANCIAL STATEMENTS AS OF JUNE 30, 2023 TABLE OF CONTENTS Page Consolidated Statements of Financial Position 1 Consolidated Statements of Profit or Loss and Other Comprehensive Income 2 Consolidated Statements of Changes in Equity 3-5 Consolidated Statements of Cash Flows 6-7 Notes to the Interim Consolidated Financial Statements 8-14 - - - - - - - - - - - i KAMADA LTD. CONSOLIDATED STATEMENTS OF FINANCIAL POSITION As of As of June 30, December 31, 2023 2022 2022 Unaud ...
Kamada .(KMDA) - 2023 Q1 - Earnings Call Transcript
2023-05-25 01:21
Kamada Ltd. (NASDAQ:KMDA) Q1 2023 Results Earnings Conference Call May 24, 2023 8:30 AM ET Company Participants Brian Ritchie - Investor Relations, LifeSci Advisors, LLC Amir London - Chief Executive Officer Conference Call Participants David Bautz - Zacks Small Cap Research Operator Greetings and welcome to the Kamada Ltd. First Quarter 2023 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions]. As ...
Kamada .(KMDA) - 2022 Q4 - Earnings Call Transcript
2023-03-16 04:07
Kamada Ltd. (NASDAQ:KMDA) Q4 2022 Earnings Conference Call March 15, 2023 8:30 AM ET Company Participants Troy Williams - LifeSci Advisors Amir London - CEO Chaime Orlev - CFO Conference Call Participants David Bautz - Zacks Small Cap Research Operator Greetings. Welcome to the Kamada Ltd. Fourth Quarter and Full Year 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] Please note, ...
Kamada .(KMDA) - 2022 Q4 - Annual Report
2023-03-15 19:14
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 19 ...
Kamada .(KMDA) - 2023 Q1 - Quarterly Report
2023-03-15 19:10
Exhibit 99.1 Kamada Reports Strong Fiscal Year and Fourth Quarter 2022 Financial Results, and Provides 2023 Guidance Representing Significant Profitability Growth ● Total Revenues for Fiscal Year 2022 of $129.3 Million Represented Growth of 25% Compared to Fiscal Year 2021; Fourth Quarter 2022 Revenues of $45.4 Million Represented a 44% Increase Year-over-Year ● Fiscal Year 2022 EBITDA of $17.8 million, Represented Margins of 14%, and a 3x Increase Over Fiscal Year 2021 ● Recorded Highest Annual Operating C ...
Kamada .(KMDA) - 2022 Q3 - Earnings Call Transcript
2022-11-22 23:35
Kamada Ltd. (NASDAQ:KMDA) Q3 2022 Earnings Conference Call November 22, 2022 8:30 AM ET Company Participants Bob Yedid - LifeSci Advisors Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Conference Call Participants Operator Greetings. Welcome to the Kamada Ltd., Third Quarter 2022 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] Please note, this conferen ...
Kamada .(KMDA) - 2022 Q2 - Earnings Call Transcript
2022-08-18 01:58
Kamada Ltd. (NASDAQ:KMDA) Q2 2022 Earnings Conference Call August 17, 2022 8:30 AM ET Company Representatives Amir London - Chief Executive Officer Chaime Orlev - Chief Financial Officer Bob Yedid - LifeSci Advisors Conference Call Participants Anthony Petrone - Mizuho Group Operator Greetings, and welcome to the Kamada Ltd., Second Quarter 2022 Earnings Call. At this time all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions]. ...