share_log

Kamada Ltd. (KMDA) Q2 2024 Earnings Call Transcript Summary

Kamada Ltd. (KMDA) Q2 2024 Earnings Call Transcript Summary

kamada有限公司(KMDA)2024年Q2業績會議通話記錄摘要
富途資訊 ·  08/15 02:36  · 電話會議

The following is a summary of the Kamada Ltd. (KMDA) Q2 2024 Earnings Call Transcript:

以下是Kamada Ltd. (KMDA) Q2 2024業績會議調用摘要:

Financial Performance:

金融業績:

  • Kamada Ltd. reported a Q2 2024 revenue of $42.5 million, a 13% increase from Q2 2023.

  • Adjusted EBITDA for Q2 2024 was $9.1 million, a 51% increase compared to Q2 2023.

  • First half 2024 revenues reached $80.2 million, an 18% increase year-over-year, and adjusted EBITDA was $16.6 million, a 68% increase.

  • Gross profit for Q2 2024 was $19 million with a margin of 45%, compared to $14.4 million or 39% margin year-over-year.

  • Net income for Q2 2024 was $4.4 million, compared to $1.8 million in Q2 2023.

  • Kamada Ltd.報告2024年Q2營業收入4250萬美元,較2023年Q2增長13%。

  • 2024年Q2調整後EBITDA爲910萬美元,較2023年Q2增長51%。

  • 上半年2024年營業收入達到8020萬美元,同比增長18%,調整後EBITDA爲1660萬美元,同比增長68%。

  • 2024年Q2毛利潤爲1900萬美元,毛利率爲45%,而去年同期爲1440萬美元,毛利率爲39%。

  • 2024年Q2淨利潤爲440萬美元,而2023年Q2爲180萬美元。

Business Progress:

業務進展:

  • Launched first biosimilar product in Israel, planning another by year-end.

  • Expanding U.S. plasma collection operations with new centers in Beaumont, Houston, and San Antonio.

  • Ongoing pivotal Phase 3 clinical trial of inhaled AAT product.

  • 在以色列推出第一個生物仿製藥物品,計劃在年底推出另一個。

  • 在休斯敦,伯蒙特和聖安東尼奧設立新的血漿採集中心擴展美國血漿採集業務。

  • 正在進行吸入型AAt產品的關鍵性3期臨床試驗。

Opportunities:

機會:

  • Anticipate increasing importance of biosimilars in distribution with potential annual sales between $30 million to $34 million.

  • Each new plasma collection center contributes $8 million to $10 million annual revenue.

  • Aiming for double-digit growth beyond 2024 supported by business development and M&A opportunities.

  • 預計生物仿製藥在分銷中的重要性將增加,潛在年銷售額在3000萬美元至3400萬美元之間。

  • 每個新的血漿採集中心爲年度收入貢獻800萬至1000萬美元。

  • 通過業務拓展和併購機會,旨在實現2024年後的兩位數增長。

Risks:

風險:

  • Biosimilar product launches and clinical trials involve inherent risks, including regulatory and market acceptance challenges.

  • Plasma collection expansion and successful execution of M&A transactions are critical for sustained growth.

  • 生物仿製藥物品的推出和臨床試驗都存在固有的風險,包括監管和市場接受挑戰。

  • 血漿採集業務的擴展和併購交易的成功執行對於持續增長至關重要。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論