Slide 1: Investors Meeting NASDAQ & TASE: KMDA March 2024
INVESTORS MEETING NASDAQ & TASE: KMDA March 2024 March 6, 2024
Slide 2: Forward-Looking Statement
March 6, 2024 Forward - Looking Statement This presentation is not intended to provide investment or medical advice. It should be noted that some products under develo pme nt described herein have not been found safe or effective by any regulatory agency and are not approved for any use outside of c
Slide 3: Kamada Highlights
March 6, 2024 Kamada Highlights • 6 FDA - approved products with global commercial network selling in over 30 countries • Multiple growth drivers, with significant upside potential and limited downside risk. • Financially strong to accelerate growth and pursue new business development opportunities
Slide 4: Financial Growth Trajectory
March 6 , 2024 Financial Growth Trajectory Strong 2023 Results and Expected Continued Momentum Supports Expected Double Digit Growth with 2024 Revenues Guidance of $ 156 - 160 Million and Adjusted EBITDA of $ 27 - 30 Million 104 129 143 156 - 160 2021 2022 2023 2024 Revenues US$M 6 18 24 27 - 30 202
Slide 5: FDA-Approved Specialty Plasma Products
March 6 , 2024 6 FDA - Approved Specialty Plasma Products Key Focus On Transplantation & Rare Conditions
Slide 6: Significant Catalysts Driving Double Digit Growth
March 6 , 2024 Significant Catalysts Driving Double Digit Growth KEDRAB® ~$33M FY23; significant growth in the U.S. 2024 - 2027 sales guaranteed at $180M ( ave. annual sales of $45M) @ over 50% GM GLASSIA® Glassia royalties $ 10 M - $ 20 M/year through 2040 (~$ 16 M FY 23 ) & Growing Ex - U.S. sales
Slide 7: Strategic Entry Into The U.S. Plasma Collection Market
March 6 , 2024 Strategic Entry Into The U.S. Plasma Collection Market Kamada Plasma was established in Q 1 2021 through the acquisition of an FDA - licensed plasma collection center in Texas, focusing on collecting hyper - immune plasma for specialty IgG ’ s • Strategic transaction, which advances K
Slide 8: Inhaled AAT Phase 3 Pivotal Study
March 6 , 2024 Inhaled AAT Phase 3 Pivotal Study Global, double - blind, randomized, placebo - controlled pivotal Phase 3 clinical trial testing the safety and efficacy of inhaled AAT in patients with AATD. Study design meets FDA and EMA ’ s requirements • FDA recently reconfirmed overall study desi
Slide 9: FY & Q4 Summary Financial Data Details
March 6, 2024 FY & Q 4 Summary Financial Data Details Q4/ 20 22 Q4/2023 20 22 2023 US $ M 35.4 29.0 102.6 115.5 PROPRIETARY 10.0 7.4 26.7 27.1 DISTRIBUTION Record annual revenues, representing 10% YoY increase 45.4 36.4 129.3 142.5 TOTAL REVENUES 15.3 14.4 46.7 55.5 GROSS PROFIT 34% 40% 36% 39% GROS
Slide 10: Kamada Highlights
March 6, 2024 Kamada Highlights • 6 FDA - approved products with global commercial network selling in over 30 countries • Multiple growth drivers, with significant upside potential and limited downside risk. • Financially strong to accelerate growth and pursue new business development opportunities
Slide 11: Thank You
THANK YOU www.kamada.com
Slide 12: Non-IFRS Measures – Adjusted EBITDA
March 6, 2024 Non - IFRS Measures – Adjusted EBITDA Q4/ 20 22 Q4/2023 20 22 2023 US $ M 2.9 5.1 (2.3) 8.3 Net Profit 0.0 (0.0) 0.1 0.1 Taxes on income 0.3 (2.4) 6.3 1.0 Revaluation of acquisition related contingent consideration 0.7 0.1 0.5 0.7 Other financial expense, net 1.7 1.7 7.1 7.1 Amortizati