Kamada Ltd Q3 2024 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Annabel Samimy - Stifel - Analyst : I have a number, so I'm going to try to keep it under control. I guess the first is, can you provide us with a breakdown of KEDRAB and CYTOGAM? And what is your expectation now for max share of KEDRAB? It keeps on expanding, but at what point does it max out? Do you think that you can start encroaching on in the competitive share? Or is it you're going to tap out at some point? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. NOVEMBER 13, 2024 / 1:30PM, KMDA.OQ - Q3 2024 Kamada Ltd Earnings Call And then maybe you can help us understand more granularly what is driving EBITDA expansion? Is it simply the mix? Is it more efficiency? Is it the plasma collection centers? Maybe you can just go into that a little bit.

Question: Annabel Samimy - Stifel - Analyst : Okay. Great. And if I can move to the development program. Any update on the percent of enrollment for InnovAATe trial? And is it getting easier or harder with multiple competitive programs? And any progress on a partnership discussion?

Question: Annabel Samimy - Stifel - Analyst : Okay. And if I can squeeze one more in. I know you're focused on business development. You - obviously, you're operating cash flow positive and you've got some cash building. So is there any progress beyond the BD, is there any progress on the preclinical pipeline and building that out to get some more programs into the clinic?