Monitor upcoming quarterly filings for KedRAB revenue contribution and any updates on demand trends from the CDC. The CDC advisory may drive sustained volume growth, but the seasonal and unpredictable nature of rabies exposures introduces uncertainty.
Price Chart
Executive Summary
Kamada confirms sufficient KedRAB supply and manufacturing capacity to meet increased U.S. demand following a CDC Health Advisory (Sept 10, 2026) reporting a significant year-over-year increase in rabies exposures and PEP utilization. KedRAB is one of only two FDA-approved anti-rabies immunoglobulin products in a U.S. market Kamada estimates at ~$200 million annually. The filing is a demand-side catalyst for Kamada's core product, with no financial figures or guidance provided.
Key Facts
- CDC Health Advisory (Sept 10, 2026) reports significant year-over-year increase in U.S. rabies exposures and rabies immunoglobulin utilization.
- Kamada confirms sufficient KedRAB inventory and manufacturing capacity to meet increased demand.
- KedRAB is one of only two FDA-approved anti-rabies immunoglobulin products in the U.S.
- Kamada estimates total U.S. market for rabies immunoglobulin products at approximately $200 million annually.
- Product supplied to U.S. market via commercialization partner Kedrion Biopharma Inc.
- Recent FDA approval of Kamada's in-house rabies testing lab supports supply chain.
Financial Impact
No specific revenue or sales figures provided; the U.S. rabies immunoglobulin market is estimated at ~$200M annually, and KedRAB is one of two approved products.
Risk Factors
- Demand increase may be seasonal or temporary; CDC advisory does not guarantee sustained higher utilization.
- Kamada relies on Kedrion as sole U.S. distributor; any disruption in that relationship could impact sales.
- Competition from the other FDA-approved rabies immunoglobulin product and potential new entrants.
- Forward-looking statements subject to risks including Middle East conflicts, tariffs, and supply chain constraints.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001213900-26-100741 |
| Document: ea0305736-6k_kamada.htm | 0001213900-26-100741 |
| Document: 0001213900-26-100741-index-headers.html | 0001213900-26-100741 |
| Document: 0001213900-26-100741-index.html | 0001213900-26-100741 |
| Document: 0001213900-26-100741.txt | 0001213900-26-100741 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 21d ago | 6-K | $8.11 | awaiting T+20 | — | $8.05 (−0.74%) |
Oct 6, 2026 21d ago | Press Release | $8.11 | awaiting T+20 | — | $8.05 (−0.74%) |
Oct 5, 2026 22d ago | 6-K | $8.11 | awaiting T+20 | — | $8.05 (−0.74%) |
Sep 17, 2026 5w ago | 6-K | $8.67 $7.83 | ▼ −9.69% | ▼ −10.89% | $8.05 (−7.15%) |
Sep 16, 2026 5w ago | EFFECT | $8.19 $7.69 | ▼ −6.11% | ▼ −9.28% | $8.05 (−1.71%) |
Sep 10, 2026 6w ago | 6-K | $7.99 $7.78 | ▼ −2.69% | ▼ −4.82% | $8.05 (+0.75%) |
Sep 3, 2026 7w ago | Press Release | $8.54 $8.00 | ▼ −6.32% | ▼ −6.93% | $8.05 (−5.74%) |
Sep 3, 2026 7w ago | 6-K | $8.54 $8.00 | ▼ −6.32% | ▼ −6.93% | $8.05 (−5.74%) |
Aug 17, 2026 10w ago | 6-K / PRESS-RELEASE | $7.76 $8.09 | ▲ +4.25% | ▲ +6.23% | $8.05 (+3.74%) |
Aug 12, 2026 10w ago | 6-K | $6.88 $7.99 | ▲ +16.13% | ▲ +18.03% | $8.05 (+17.01%) |
US Market Status
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