Kamada Ltd. · NASDAQ:KMDA
Kamada — Investor Presentation (August 2023)
12 slides from Kamada's investor presentation, Aug 16, 2023
Slide 1: Investors Meeting NASDAQ & TASE: KMDA August 2023
INVESTORS MEETING NASDAQ & TASE: KMDA August 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; Adjusted EBITDA of $22M - $26M; rapidly growing; positive cash - flow; strong balance sheet Multiple growth drivers with limited downside ri sk and significant upside potential K
Slide 4: Financial Growth Trajectory
FINANCIAL GROWTH TRAJECTORY Adjusted EBITDA is defined as net income, plus (i) tax expense, (ii) financial income (expense), net, (iii) depreciation and amortization ; and (v) non - cash share - based compensation expenses 4 104 129 138 - 146 2021 2022 2023 Revenues US$M 6 18 22 - 26 2021 2022 2023
Slide 5: $60M Strategic Investment by FIMI
$60M STRATEGIC INVESTMENT BY FIMI 5 Kamada / August 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
Slide 6: FDA-Approved Speciality Plasma Products; Key Focus on Transplantation & Rare Conditions
FDA - APPROVED S PECIALITY PLASMA PRODUCTS; KEY FOCUS ON TRANSPLANTATION & RARE CONDITIONS KEDRAB/KAMRAB® [Rabies Immune Globulin (Human)] Post exposure prophylaxis of rabies infection CYTOGAM® [Cytomegalovirus Immune Globulin Intravenous (Human)] Prophylaxis of cytomegalovirus disease associated wi
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 InnovAATe Trial
• Non - Invasive, at - home treatment. Expected better ease of use and quality of life for AATD patients than current IV SOC • The leading new innovative AATD treatment in advanced clinical stage (Ph - 3 ) • Most effective mode of treatment for delivering therapeutic amounts of AAT directly into the
Slide 9: H1 & Q2 Summary Financial Data
H1 & Q2 SUMMARY FINANCIAL DATA 9 Kamada / August 2023 Details Q2/ 20 22 Q2/2023 H1/ 20 22 H1/2023 US $ M 18.6 30.9 41.6 55.0 PROPRIETARY 5.0 6.5 10.1 13.2 DISTRIBUTION 32% and 59% YoY increase for H1 & Q2, respectively 23.6 37.4 51.7 68.2 TOTAL REVENUES 7.2 14.4 18.5 26.3 GROSS PROFIT 31% 39% 36% 39
Slide 10: Kamada Investment Highlights
KAMADA INVESTMENT HIGHLIGHTS 10 Kamada / August 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
Slide 11: Thank You
August 202 3 THANK YOU WWW.KAMADA.COM
Slide 12: Non-IFRS Measures – Adjusted EBITDA
Non - IFRS measures – Adjusted EBITDA Q2/ 20 22 Q2/2023 H1/ 20 22 H1/2023 US $ M (3.9) 1.8 (5.7) 0.0 Net loss 0.0 0.1 0.1 0.1 Taxes on income 1.9 0.3 3.9 2.1 Revaluation of Acquisition related contingent consideration (0.2) 0.4 (0.2) 0.7 Other financial expense, net 1.8 1.8 3.5 3.5 Amortization of a