Amir London on corporate strategy
From Kamada KMDA Q2 2025 Earnings Call · · Fyfull
“We continue to invest in the four pillar growth strategy with continued progress made in organic commercial growth, business development and M&A transactions, expansion of our plasma collection operation, and the progression of our AAT therapy program.”
On , Amir London, CEO at Kamada, spoke about corporate strategy during Kamada KMDA Q2 2025 Earnings Call on Fyfull.
About Amir London
Amir London, CEO of Kamada, discussed the company's second quarter 2025 financial results on an earnings call held August 13, 2025. He stated that the company expects to continue generating profitable growth through the remainder of 2025 and announced an increase in adjusted EBITDA guidance to between $40 million and $44 million, while reiterating annual revenue guidance of $178 million to $182 million. London said the company is continuing to invest in a four-pillar growth strategy focused on organic commercial growth, business development and M&A transactions, expansion of plasma collection operations, and progression of the AAT therapy program. He also noted that the company is monitoring the tariff situation and assessed that recently imposed tariffs are not applicable to drug products, with no impact on operations or pricing observed to date. In earlier appearances, London described Kamada's role in developing a COVID-19 treatment using convalescent plasma, stating the company was the first globally to complete production of a therapeutic-level batch of antibodies for infusion. He attributed Israel's successful vaccination program to its health system and logistics, and noted that during the pandemic, Kamada continued operations without interruption as an essential pharmaceutical company. London has also highlighted Kamada's proprietary technology for producing a liquid ready-to-infuse alpha-1 antitrypsin product, which he said differentiates the company from competitors that produce a powder formulation.