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ADMA Biologics
ADMA Biologics (ADMA) investor relations material
ADMA Biologics 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Key business updates and financial performance
Pre-announced 2025 revenue of over $510 million, with Q4 revenue exceeding $139 million and EBITDA of $77–78 million; net income above $50 million, a significant increase from Q3 2025.
2026 revenue guidance is $635 million, with $360 million EBITDA; 2027 guidance is $775 million revenue and $455 million EBITDA.
2029 revenue target is $1.1 billion, with $700 million EBITDA, not including potential from pipeline product SG01.
2025 preliminary unaudited financials show $88 million in cash and over $40 million in operating cash flow; ongoing share buybacks.
Divestiture of three plasma centers for $12 million gross proceeds, reducing operating costs by $13–15 million.
Product innovation and market strategy
ASCENIV, a unique polyclonal immunoglobulin, is protected by IP through 2035 and targets about 10% of the PI population, with current penetration at 4%.
Yield enhancement manufacturing strategy approved in April 2025 enables 20% more finished goods from the same plasma, driving margin and revenue growth.
100% of ASCENIV sold in Q4 2025 was yield-enhanced; 2026 will be the first full year of yield-enhanced production.
Real-world evidence shows significant reductions in infections and hospitalizations for ASCENIV users, supporting further market penetration.
Direct-to-patient education and advocacy programs are expanding ASCENIV's reach.
Supply chain, operations, and partnerships
Operates 10 plasma centers, with 85% of raw material sourced from third parties; new long-term supply contracts expand collection network to over 280 centers.
End-to-end U.S. supply chain control insulates from tariffs and import/export risks; all products sold domestically.
New distribution agreement with McKesson Specialty broadens reach in immunology and oncology settings.
Strategic divestiture of plasma centers optimizes inventory and cost structure while maintaining access to high-titer donors.
SG-001's path to market and 2029 impact?
Rationale for plasma center divestiture?
How yield enhancement impacts 2026 margins?
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Next ADMA Biologics earnings date
Q4 20253 Mar, 2026
ADMA Biologics
Next ADMA Biologics earnings date
Q4 20253 Mar, 2026
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Frequently asked questions
ADMA Biologics Inc. is a biopharmaceutical company specializing in the development, manufacturing, and commercialization of plasma-derived products. The company focuses on producing and marketing therapies for patients with immune deficiencies and other immune-compromised conditions. ADMA Biologics' product portfolio includes immunoglobulin therapies that help prevent infections in individuals with weakened immune systems. In addition to developing its own products, the company operates plasma collection centers to support its manufacturing needs and ensure a stable supply of raw materials. The company is headquartered in Ramsey, New Jersey, and its shares are listed on the Nasdaq Stock Market.
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