ADMA Biologics (ADMA) Corporate presentation summary

Company overview and product portfolio

• Vertically integrated, US-based specialty biologics producer with end-to-end control of manufacturing and plasma supply chain.

• Three FDA-approved products: ASCENIV, BIVIGAM, and Nabi HB, targeting immune deficiencies and hepatitis B.

• Robust R&D pipeline, including SG-001 for S. pneumoniae, with patent protection extending into 2037+.

• Durable intellectual property and innovative immunotechnology support commercial durability through 2035+.

• Contract manufacturing and CDMO capabilities enable additional revenue streams.

Manufacturing and supply chain

• End-to-end cGMP-compliant supply chain from plasma collection to distribution, ensuring efficiency and visibility.

• FDA-approved yield enhancement process increases IG output by 20%+ from the same plasma volume.

• Ten internal FDA-approved plasma centers and diversified third-party supply contracts support growth targets.

• Proprietary screening assay accelerates plasma screening and supports high-titer plasma sourcing.

• Recent strategic repositioning includes divesting three plasma centers for $12M and expanding third-party supply.

Market opportunity and product differentiation

• US immunoglobulin (IG) market projected to grow from $13bn in 2024 to $30bn by 2033, with 10% CAGR.

• ASCENIV and BIVIGAM indicated for primary immunodeficiency (PI), addressing significant unmet needs.

• ASCENIV uniquely manufactured using patented donor screening and plasma pooling, showing zero serious bacterial infections in clinical studies.

• Real-world patient testimonials highlight improved quality of life and reduced infection rates.

• ASCENIV has penetrated ~4% of its 25,000 patient TAM, with significant upside potential.