Latest news with #ADMA
Yahoo
25-06-2025
- Business
- Yahoo
ADMA vs Takeda: Which Plasma Therapy Stock Is the Better Buy Today?
ADMA Biologics ADMA and Takeda TAK are leading players in the plasma derived immunoglobulin sector. ADMA markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases. On the other hand, Takeda has a well-diversified business with a focus on gastroenterology (GI), rare diseases, plasma-derived therapies (PDT), oncology and neuroscience. Given the companies' commanding position in the plasma-derived therapies market, choosing one stock over another can be challenging. Let us delve into their fundamentals, potential growth prospects, challenges and valuation levels to make a prudent choice. ADMA Biologics markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases. The company's top line currently comprises sales of three FDA-approved products — Bivigam (an Intravenous Immune Globulin ['IVIG'] product to treat primary humoral immunodeficiency), Asceniv (to treat primary immunodeficiency disease or PIDD) and Nabi-HB (to treat and provide enhanced immunity against the hepatitis B virus). Asceniv, its lead product, is a plasma-derived IVIG that contains naturally occurring polyclonal antibodies. These antibodies are proteins used by the body's immune system to neutralize microbes, such as bacteria and viruses, and prevent infections and diseases. Asceniv is indicated for the treatment of PIDD or inborn errors of immunity in adults and adolescents. It is manufactured using ADMA's unique, patented plasma donor screening methodology and tailored plasma pooling design, which blends normal source plasma with respiratory syncytial virus plasma obtained from donors tested using the company's proprietary microneutralization assay. Demand was record high in the first quarter. Consequently, ADMA expects Asceniv's total revenue share to expand throughout 2025 and beyond. ADMA plans to file a supplemental biologics license application in mid-2025 for the expansion of Asceniv's label to include the pediatric setting for patients who are two years and older. ADMA expects to generate initial, proof-of-concept animal data before 2025-end for its lead pipeline program, SG-001, a hyperimmune globulin targeting S. pneumonia. It believes that SG-001 has the potential to generate $300-500 million or more in high-margin annual revenues, with IP protection through at least 2037. Takeda is focused on developing life-saving plasma-derived therapies, which are essential for patients with a variety of rare and complex chronic diseases. Takeda has created a dedicated PDT business unit that manages the business end-to-end, from plasma donation to manufacturing, R&D and commercialization. The PDT business posted 9% growth in 2024. Takeda's broad immunoglobulin portfolio includes Hyqvia, Cuvitru, Gammagard Liquid and Gammagard S/D. Among these, Hyqvia is a product consisting of human normal IG and recombinant human hyaluronidase (licensed from Halozyme). Hyqvia is the only subcutaneous IG treatment for primary immunodeficiencies (PID) patients with a dosing regimen that requires only one infusion up to once per month and one injection site per infusion to deliver a full therapeutic dose of IG. It is approved in the United States for adults with PID, and in Europe for patients with PID syndromes and myeloma or CLL with severe secondary hypogammaglobulinemia and recurrent infections. Hyqvia was also approved for maintenance treatment in adult patients with chronic inflammatory demyelinating polyneuropathy (CIDP) in the United States and CIDP patients of all ages in Europe. Gammagard Liquid/Kiovig is a liquid formulation of the antibody replacement therapy immunoglobulin (IG), for the treatment of adult and pediatric patients two years of age or older with PID and adult patients with multifocal motor neuropathy (MMN) (administered intravenously). It is also approved for adult patients with CIDP. Kiovig is the brand name used for Gammagard Liquid in many countries outside the United States. Cuvitru is indicated as replacement therapy for primary humoral immunodeficiency in adults and pediatric patients two years of age and older. The PDT business is one of the focal areas for Takeda's R&D efforts. The company is developing next-generation immunoglobulin products with 20% facilitated SCIG (TAK-881) and liquid low IgA IG (TAK-880). It is also pursuing other early-stage opportunities (e.g., hypersialylated Immunoglobulin [hsIgG]) that would diversify its portfolio further. The company has also joined forces with Halozyme, Kamada, and Johnson & Johnson to advance its pipeline further. The Zacks Consensus Estimate for ADMA's 2025 sales implies a year-over-year increase of 18.61%, and that for earnings per share (EPS) suggests an improvement of 36.73%. However, EPS estimates for 2025 have moved south in the past 60 days. Nonetheless, the metric for 2026 has moved north during the same time frame. Image Source: Zacks Investment Research The Zacks Consensus Estimate for TAK's 2025 sales implies a year-over-year decrease of 2.80%, while that for EPS suggests an improvement of 6.21%. However, EPS estimates for 2025 and 2026 have moved south in the past 60 days. Image Source: Zacks Investment Research From the perspective of price performance, TAK has fetched better returns than ADMA so far this year. Shares of ADMA have gained 4.1%, while those of TAK have risen 13.91%. Image Source: Zacks Investment Research From a valuation standpoint, ADMA is more expensive than TAK. ADMA's shares currently trade at 21.79X forward earnings, higher than 9.03X for TAK. Image Source: Zacks Investment Research Large biotech companies are generally considered safe havens for investors interested in this sector. Takeda is a drug giant with an extremely broad and diverse portfolio. It is one of the three largest producers of plasma derivatives in terms of total sales. TAK's diversified plasma drug portfolio, global infrastructure, and encouraging R&D efforts should help it drive growth in its PDT business. TAK currently carries a Zacks Rank #4 (Sell). On the other hand, ADMA's top line is witnessing steady growth on the back of robust Asceniv demand. An acceleration in new patient starts, a potential label expansion and further penetration in existing markets should significantly expand Asceniv's sales. ADMA currently carries a Zacks #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. While large-cap TAK provides stability and has provided better returns than ADMA so far this year, we believe ADMA's revenue potential to be further unlocked with the market expansion of Asceniv, positioning it for solid growth. Hence, ADMA is a better pick at present. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ADMA Biologics Inc (ADMA) : Free Stock Analysis Report Takeda Pharmaceutical Co. (TAK) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
24-06-2025
- Business
- Yahoo
ADMA Biologics (ADMA) Drops 14.7% W/W as 3 Execs Unload Portfolios
ADMA Biologics, Inc. (NASDAQ:ADMA) is one of the . ADMA Biologics fell by 14.7 percent week-on-week, closing Friday at $17.74 versus the $20.81 on June 13, as investors took path from three of its executives' recent disposition of shares in the company. In a regulatory filing, ADMA Biologics, Inc. (NASDAQ:ADMA) President and CEO Adam Grossman sold 21,000 ADMA shares at a price of $20.81 apiece on June 16 for a total value of $437,010. On the same day, he acquired 15,000 shares at a price of $5.4 apiece for a total of $81,000. ADMA Biologics, Inc. (NASDAQ:ADMA) said that the transaction was in line with the Rule 10b5-1 trading plan entered into between Grossman and Fidelity Brokerage Services LLC. The transaction followed sales activities made by the company's chairman, Steven Elms, and founder and vice chairman, Jerrold Grossman. For his part, Elms sold 425,621 of his shares in the company for an aggregate market value of $9.3 million, while Jerrold disposed of 10,000 shares at an aggregate market value of $206,100. An independent distributor in their pharmacy with a range of biopharmaceutical products on display. It is worth noting that ADMA Biologics, Inc.'s (NASDAQ:ADMA) closing price on Friday marked its sixth straight day of decline. While we acknowledge the potential of ADMA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
19-06-2025
- Business
- Yahoo
ADMA Biologics (ADMA) Drops for 5th Consecutive Day – Here's Why
We recently published a list of 10 Stocks Take A Shocking Nosedive. ADMA Biologics, Inc. (NASDAQ:ADMA) is one of the worst-performing stocks on Thursday. ADMA Biologics saw its share prices decline by 4.02 percent on Wednesday to finish at $18.13 apiece, as investors parked funds amid the lack of fresh catalysts to spark buying. Wednesday's drop marked the company's fifth straight session in the red territory, trading lower in line with its president and CEO's disposition of shares in the company. According to a regulatory filing, ADMA Biologics, Inc. (NASDAQ:ADMA) President and CEO Adam Grossman sold 21,000 ADMA shares at a price of $20.81 apiece on June 16 for a total value of $437,010. On the same day, he acquired 15,000 shares at a price of $5.4 apiece for a total of $81,000. An independent distributor in their pharmacy with a range of biopharmaceutical products on display. ADMA Biologics, Inc. (NASDAQ:ADMA) said that the transaction was in line with the Rule 10b5-1 trading plan entered into between Grossman and Fidelity Brokerage Services LLC. While we acknowledge the potential of ADMA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Sharjah 24
17-06-2025
- Business
- Sharjah 24
Khaled bin Mohamed tours ADMA's new headquarters
Overview of training and qualification programmes During the visit, Sheikh Khaled was briefed on ADMA's core training programmes, which combine theoretical instruction with practical onboard experience and advanced simulation technologies. These programmes are developed in collaboration with local, regional, and international partners. Supporting the maritime sector and national economy Sheikh Khaled stressed ADMA's strategic role in advancing the UAE's maritime industry, boosting the competitiveness of the national economy, especially in shipping and logistics, through the development of qualified professionals and the adoption of innovative technologies. Accompanying Officials The Crown Prince was accompanied by Saif Saeed Ghobash, Secretary-General of the Abu Dhabi Executive Council and Chairman of the Office of the Crown Prince; Captain Mohamed Juma Al Shamisi, Managing Director and Group CEO of AD Ports Group, and Dr Yasser Al Wahedi, President of ADMA. Mission and vision of ADMA AD Ports Group established ADMA to provide the maritime sector with highly trained personnel, positioning the UAE as a global leader in maritime education, research, and innovation. Academic and technical programmes offered ADMA offers high-quality academic programmes in shipping and maritime operations, marine engineering technology, electro-marine engineering, maritime supply and shipping management, and senior officer and senior engineer training. It also offers technical and corporate training courses, including simulation systems, supply chain management, HR development, project and risk management, and financial training. Contribution to maritime research and innovation ADMA plays an active role in R&D, focusing on smart maritime technologies. The academy offers intelligent business monitoring systems and smart vessel and security systems. ADMA's patents and AI innovations The academy holds seven US-registered patents, including an AI system that predicts earthquakes by monitoring marine life, an AI system for carbon emission detection via satellite data, a portable AI-enabled drone detector with a 5 km range, and an AI system that monitors psychological stress and concentration in trainees.
Yahoo
07-05-2025
- Business
- Yahoo
Should ADMA Biologics Stock Be in Your Portfolio Pre-Q1 Earnings?
ADMA Biologics ADMA is scheduled to report first-quarter 2025 results on May 7, after market close. The Zacks Consensus Estimate for sales and earnings is pegged at $119.1 million and 16 cents per share, respectively. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.) Earnings estimate for 2025 has increased to 71 cents from 69 cents per share over the past 60 days, and the same for 2026 has improved to 93 cents from 87 cents. Zacks Investment Research Image Source: Zacks Investment Research ADMA's Earnings Surprise History ADMA has a mixed track record. Its earnings beat estimates in three of the trailing four quarters and missed in the remaining one, delivering an average surprise of 32.8%. However, in the previously reported quarter, the company's earnings missed estimates by 6.67%. Zacks Investment Research Image Source: Zacks Investment Research What Our Model Predicts for ADMA Per our proven model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. Earnings ESP for ADMA is 0.00%. The company currently carries a Zacks Rank #2. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP Filter. Factors Influencing ADMA's Q1 Results ADMA Biologics markets plasma-derived biologics for the treatment of immune deficiencies and the prevention of certain infectious diseases. The company's top line currently comprises sales of three FDA-approved products, which are Bivigam (an Intravenous Immune Globulin [IVIG] product to treat primary humoral immunodeficiency), Asceniv (to treat primary immunodeficiency disease or PIDD) and Nabi-HB (to treat and provide enhanced immunity against the hepatitis B virus). Asceniv, its lead product, is a plasma-derived IVIG that contains naturally occurring polyclonal antibodies. These antibodies are proteins used by the body's immune system to neutralize microbes, such as bacteria and viruses, and prevent infection and disease. Asceniv is indicated for the treatment of PIDD or inborn errors of immunity in adults and adolescents. It is manufactured using ADMA's unique, patented plasma donor screening methodology and tailored plasma pooling design, which blends normal source plasma with respiratory syncytial virus plasma obtained from donors tested using the company's proprietary microneutralization assay. Increased sales of Asceniv have likely fueled the top line in the first quarter. Gross margin has also likely improved due to a significantly more favorable mix of high margin immunoglobulin (IG) sales.
