Kamada (KMDA)

• Market cap: $432M
• 1 day: 0.13%
• 5 days: -4.45%
• 1 month: -2.97%
• 3 months: 16.23%
• 6 months: 12.07%
• Year to date: 18.80%
• 1 year: 29.43%
• 5 years: -16.63%
• 10 years: 98.42%
• 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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

511% more call options, than puts

Call options by funds: $110K | Put options by funds: $18K

52% more funds holding

Funds holding: 23 [Q4 2024] → 35 (+12) [Q1 2025]

1.66% less ownership

Funds ownership: 10.63% [Q4 2024] → 8.97% (-1.66%) [Q1 2025]

7% less capital invested

Capital invested by funds: $37.2M [Q4 2024] → $34.4M (-$2.73M) [Q1 2025]

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Research analyst outlook

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

• Low target: $15 99% upside
• Avg. target: $15 99% upside
• High target: $15 99% upside

1 analyst rating

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

Benchmark Robert Wasserman

99% upside $15

Buy Reiterated

15 May 2025