REHOVOT, Israel, and HOBOKEN, NJ | July 20, 2026
Kamada Ltd. announced a three-year plasma supply agreement valued at approximately $50 million with a leading biopharmaceutical company specializing in plasma-derived therapies, marking a significant milestone in the company’s long-term growth strategy. Under the agreement, Kamada will supply normal source plasma collected from its FDA-approved plasma collection centers in Texas, with commercial sales expected to begin during the fourth quarter of 2026. The agreement validates Kamada’s investment in expanding its U.S. plasma collection infrastructure while strengthening its vertical integration strategy and supporting the growing global demand for plasma-derived therapeutics used to treat rare and serious medical conditions. Company leadership noted that the anticipated revenue from the agreement has already been incorporated into its existing financial guidance for 2026.
Plasma Collection Network Supports Long-Term Commercial Growth
Kamada’s expanding plasma collection business serves as a key pillar of its long-term commercial strategy. The company currently operates three FDA-approved plasma collection centers located in Beaumont, Houston, and San Antonio, Texas, designed to collect both normal source plasma and specialty hyper-immune plasma. The Houston and San Antonio facilities each have a planned annual collection capacity of approximately 50,000 liters of plasma at full capacity, enabling Kamada to support both external commercial supply agreements and its own manufacturing requirements. The company stated that the latest agreement reflects strong progress in its plasma collection ramp-up activities while demonstrating confidence in the operational capabilities of its U.S. infrastructure. By securing long-term commercial customers, Kamada aims to maximize utilization of its collection network and create a sustainable source of recurring revenue.
Agreement Reinforces Kamada’s Diversified Business Strategy
The plasma supply agreement aligns with Kamada’s broader strategy of driving profitable growth through multiple business segments. Beyond its plasma collection operations, the company markets a portfolio of FDA-approved specialty plasma-derived products for rare and serious diseases, including therapies for rabies exposure, alpha-1 antitrypsin deficiency, cytomegalovirus, hepatitis B, and other immune-related conditions. Kamada also distributes third-party pharmaceutical products across Israel and the Middle East and North Africa (MENA) region, while actively pursuing business development, licensing, mergers and acquisitions, and strategic collaborations to expand its commercial portfolio. According to company executives, the new supply agreement further strengthens its vertically integrated business model by creating additional commercial value from its plasma collection capabilities while supporting future manufacturing requirements for specialty plasma-derived products.
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Long-Term Revenue Visibility and Expansion Opportunities
The newly signed contract provides approximately $50 million in expected revenue over three years, improving Kamada’s long-term revenue visibility while strengthening its position within the global plasma-derived therapeutics market. Company leadership emphasized that continued expansion of plasma collection operations will support both external plasma sales and increasing internal demand for specialty hyper-immune plasma used in proprietary therapies. As demand for plasma-derived medicines continues to rise globally, Kamada plans to leverage its collection infrastructure, manufacturing expertise, research capabilities, and commercial network to pursue additional supply agreements and strategic growth opportunities. The agreement represents another important milestone in Kamada’s strategy to expand its plasma business, diversify revenue streams, and strengthen its position as a global biopharmaceutical company focused on specialty plasma-derived therapies.
Source: Kamada press release
