Added to YB: 2024-05-29
Pitch date: 2024-05-28
ADMA [bullish]
ADMA Biologics, Inc.
+110.87%
current return
Author Info
Company Info
ADMA Biologics, Inc., a biopharmaceutical company, develops, manufactures, and markets specialty plasma-derived biologics for the treatment of immune deficiencies and infectious diseases in the United States and internationally.
Market Cap
$3.7B
Pitch Price
$9.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.00
P/E
18.18
EV/Sales
7.62
Sector
Biotechnology
Category
growth
ADMA Biologics, Inc. - $ADMA
ADMA: Vertically integrated plasma biopharma. Owns 10 donation centers & manufacturing facility for 3 IVIG drugs. Revenue $260M, 38% '23 guide (beat last year by 23%). '25 guides: 15% rev growth, 36% EBITDA margins, 30% net margins. Expanding gross margins (35% vs 23% YoY) & EBIT (8% vs -25%). $10B US IVIG market growing to $20B. Risks: insurance coverage (UHC dropped ASCENIV), competition, inventory build-up. Father/son founder team, journey to survive. Profitability inflecting.
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