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Strong H1 results and guidance confidence reduce downside risk; the ~$50M plasma deal adds revenue visibility and could drive multiple expansion if Q4 execution aligns with guidance. Risks include macro/regulatory shifts, execution delays on new agreements, and competition in plasma-derived therapies, which could cap upside.
What happened, with direct paths to the underlying reporting
Kamada posted record first half 2026 results with $100.2 million in revenue and $25.7 million in adjusted EBITDA, reaffirming its full-year target of $200–$205 million in revenue and $50–$53 million in EBITDA. The company also secured a three-year, roughly $50 million plasma supply agreement, with initial sales expected in Q4 2026, signaling sharper growth in the back half. A ramp in Texas plasma collection and M&A/distribution expansion further support long-term profitability.
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