Kamada Ltd. · NASDAQ:KMDA
Kamada — Investor Presentation (May 2023)
11 slides from Kamada's investor presentation, May 24, 2023
Slide 1: Investors Meeting NASDAQ & TASE: KMDA
INVESTORS MEETING NASDAQ & TASE: KMDA May 2023
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This presentation is not intended to provide investment or medical advice . It should be noted that some products under development described herein have not been found safe or effective by any regulatory agency and are not approved for any use outside of clinical trials .
Slide 3: Kamada Highlights
6 FDA approved products ; global commercial network selling in over 30 countries 2023 revenues guidance of $138M - $146M; EBITDA of $22M - $26M; rapidly growing; positive cash - flow; strong balance sheet Multiple growth drivers with limited downside ri sk and significant upside potential KAMADA HIG
Slide 4: Financial Growth Trajectory
FINANCIAL GROWTH TRAJECTORY Adjusted EBITDA is defined as net income, plus (i) tax expense, (ii) financial income (expense), net, (iii) depreciation and amortization ; and (v) non - cash share - based compensation expenses 4 104 129 138 - 146 2021 2022 2023 Revenues US$M 6 18 22 - 26 2021 2022 2023
Slide 5: $60M Strategic Investment by FIMI
$60M STRATEGIC INVESTMENT BY FIMI 5 Kamada / May 2023 • Proceeds from the private placement are expected to be used to accelerate the growth of the Company’s existing business and execution of strategic business development opportunities • Approximately 12.6 million ordinary shares at a price of $4.
Slide 6: FDA-Approved Specialty Plasma Products; Key Focus on Transplantation & Rare Conditions
FDA - APPROVED S PECIALITY PLASMA PRODUCTS; KEY FOCUS ON TRANSPLANTATION & RARE CONDITIONS 6 Kamada / May 2023 KEDRAB/KAMRAB® [Rabies Immune Globulin (Human)] Post exposure prophylaxis of rabies infection CYTOGAM® [Cytomegalovirus Immune Globulin Intravenous (Human)] Prophylaxis of cytomegalovirus d
Slide 7: Strategic Entry into the U.S. Plasma Collection Market
STRATEGIC ENTRY INTO THE U.S. PLASMA COLLECTION MARKET Kamada Plasma was established in Q1 20 21 through the acquisition of an FDA - licensed plasma collection center in Texas, focusing on collecting hyper - immune plasma for specialty IgG’s o Strategic transaction which advances Kamad a ’s objectiv
Slide 8: Inhaled AAT Phase 3 Program
• Non - Invasive, at - home treatment. Expected better ease of use and quality of life for AATD patients than current IV SOC • Most effective mode of treatment for delivering therapeutic amounts of AAT directly into the airways • Studied in more than 200 individuals to date, with an established safe
Slide 9: Q1 Summary of Financial Data
Q1 SUMMARY OF FINANCIAL DATA Details Q1/2023 Q1/ 20 22 US $ M 24.1 23.0 PROPRIETARY 6.6 5.1 DISTRIBUTION 9% YoY increase. 30.7 28.1 TOTAL REVENUES 11.8 11.3 GROSS PROFIT 39% 40 % GROSS MARGIN (11.6) ( 11.1 ) OPEX Amortization ($1.8M) & finance costs on LT liabilities ($1.8) (1.8) (1.8) NET PROFIT 16
Slide 10: Kamada Investment Highlights
KAMADA INVESTMENT HIGHLIGHTS 10 Kamada / May 2023 A global leader; focused on areas of limited treatment alternatives Financially stable; profitable; cash - generating; continued double digit growth 6 FDA approved products with significant worldwide growth potential Leading innovative product for AA
Slide 11: Thank You
May 202 3 THANK YOU WWW.KAMADA.COM