Reviewing Kamada Ltd. (KMDA)’s and BeiGene Ltd. (NASDAQ:BGNE)’s results

Both Kamada Ltd. (NASDAQ:KMDA) and BeiGene Ltd. (NASDAQ:BGNE) compete on a level playing field in the Biotechnology industry. We will evaluate their performance with regards to analyst recommendations, profitability, risk, institutional ownership, dividends, earnings and valuation.

Earnings & Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Kamada Ltd. 101.97M 2.15 10.80M 0.24 20.67
BeiGene Ltd. 174.03M 46.33 507.77M -9.61 0.00

Table 1 shows top-line revenue, earnings per share and valuation of the two companies.

Profitability

Table 2 provides the net margins, return on assets and return on equity of the two firms.

Net Margins Return on Equity Return on Assets
Kamada Ltd. 10.59% 0% 0%
BeiGene Ltd. -291.77% -38.8% -29.6%

Institutional & Insider Ownership

Roughly 32.09% of Kamada Ltd. shares are owned by institutional investors while 77.8% of BeiGene Ltd. are owned by institutional investors. 20.83% are Kamada Ltd.’s share owned by insiders. Competitively, insiders own roughly 0.1% of BeiGene Ltd.’s shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Kamada Ltd. -4.98% -9.14% -15.93% -2.75% 9.01% 4.42%
BeiGene Ltd. -11.06% 10.42% -17.53% -31.81% 41.72% 39.54%

For the past year Kamada Ltd. has weaker performance than BeiGene Ltd.

Summary

Kamada Ltd. beats on 7 of the 11 factors BeiGene Ltd.

Kamada Ltd. develops, produces, and markets specialty plasma-derived protein therapeutics. It operates through two segments, Proprietary Products and Distribution. The companyÂ’s respiratory products include Glassia for use in augmentation and maintenance therapy in adults with emphysema due to congenital AAT deficiency (AATD); Bramitob to manage chronic pulmonary infection; and FOSTER for the treatment of asthma. Its immunoglobulin products comprise KamRAB for prophylaxis against rabies disease; KamRho (D) IM to treat prophylaxis of hemolytic disease of newborns; KamRho(D)IV for immune thermobocytopunic purpura; snake bite antiserum to treat snake bites by the vipera palaestinae and echis coloratus; IVIG 5% for the treatment of various immunodeficiency-related conditions; Varitect, a varicella zoster immunoglobulin; Zutectra, a hepatitis B immunoglobulin; Hepatect CP, a hepatitis B immunoglobulin; and Megalotect, a CMV immunoglobulin. The company also provides critical care products, such as Heparin sodium injection to treat thrombo-embolic disorders; and Albumin for maintenance of blood plasma. In addition, it offers other products, including Heparin Lock Flush to maintain patency of indwelling IV catheter; Kamacaine 0.5% used as anesthesia for surgery, diagnostic, therapeutic, and obstetrical procedures, as well as spinal anesthesia for surgery; Human Transferrin for diagnostic assays and cell cultures; and coagulation factors comprising Factor VIII and Factor IX. Further, the company develops various inhaled formulations of AAT to treat AATD, cystic fibrosis, bronchiectasis, type-1 diabetes, graft-versus-host diseases, and transplantations. Kamada Ltd. has strategic partnerships with Baxter International Inc.; Chiesi Farmaceutici; PARI GmbH; and Kedrion S.p.A. The company markets its products through strategic partners in the United States, as well as through distributors internationally. Kamada Ltd. was founded in 1990 and is headquartered in Ness Ziona, Israel.

BeiGene, Ltd., a clinical-stage biopharmaceutical company, discovers and develops molecularly-targeted and immuno-oncology drugs for the treatment of cancer. The companyÂ’s clinical stage drug candidates include BGB-3111, a small molecule BTK inhibitor for the treatment of various lymphomas; BGB-A317, a humanized monoclonal antibody for solid-organ and blood-borne cancers; BGB-290, an inhibitor of PARP1 and PARP2 for the treatment of homologous recombination deficient cancers; and BGB-283, a small molecule RAF dimer inhibitor to treat cancers with aberrations in the mitogen-activated protein kinase pathway, including BRAF mutations and KRAS/NRAS gene mutations. Its preclinical programs comprise a PD-L1 monoclonal antibody, an additional RAF dimer inhibitor, a TIM-3 cell surface protein monoclonal antibody, and a BTK inhibitor for non-oncology indications. The company has a strategic collaboration with Celgene Corporation to develop and commercialize BeiGene, Ltd.Â’s investigational anti-programmed cell death protein 1 (PD-1) inhibitor, BGB-A317. BeiGene, Ltd. was founded in 2010 and is based in Camana Bay, Cayman Islands.