Kamada (NASDAQ: KMDA) announced FDA approval of its plasma collection center in San Antonio, Texas, cleared to commence commercial sales of normal source plasma as of March 26, 2026.
The 11,100 sq ft facility supports up to 50 donor beds, has planned capacity of ~50,000 liters/year and is expected to generate $8 million to $10 million annually at full capacity. Kamada said it will seek subsequent EMA inspection/approval for the site.
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Positive
FDA approval obtained for San Antonio plasma center (March 2026)
Planned capacity approximately 50,000 liters per year
Estimated revenue of $8–10 million annually at full capacity
Facility size 11,100 square feet supporting up to 50 donor beds
Negative
Estimated revenue is contingent on reaching full capacity
EMA inspection/approval pending for European market access
News Market Reaction – KMDA
+0.24%
1 alert
+0.24%News Effect
On the day this news was published, KMDA gained 0.24%, reflecting a mild positive market reaction.
Annual plasma capacity50,000 litersSan Antonio plasma collection center full-capacity plan
Annual revenue contribution$8–$10 millionEstimated sales of normal source plasma at full capacity
Facility size11,100 square feetSan Antonio plasma center footprint
Donor beds50 bedsSan Antonio plasma collection center layout
Collection capacity50,000 liters per yearPlanned annual collection at full capacity
Current share price$8.20Pre-news price vs 52-week range $5.54–$9.35
52-week low$5.54KMDA 52-week trading range low
52-week high$9.35KMDA 52-week trading range high
Market Reality Check
Price:$8.47Vol:Volume 36,381 vs 20-day a...
low vol
$8.47Last Close
VolumeVolume 36,381 vs 20-day average 78,461 (relative volume 0.46x) ahead of the FDA approval news.low
TechnicalShares at $8.20, trading above 200-day MA of $7.49 and 12.3% below the 52-week high of $9.35.
Peers on Argus
Peers in Healthcare/Specialty & Generic drugs showed mixed moves: gains in AQST ...
Peers in Healthcare/Specialty & Generic drugs showed mixed moves: gains in AQST +7.67%, ETON +4.93%, EBS +1.11%, CGC +1.35%, while EOLS fell 2.67%. This points to stock-specific news for KMDA rather than a uniform sector rotation.
FDA approval of Houston plasma center with major capacity and revenue potential.
Pattern Detected
The only prior FDA approval plasma-center announcement showed a modest positive price reaction, suggesting the market has historically viewed such capacity expansions constructively.
Recent Company History
Over the last several months, Kamada has highlighted plasma collection as a strategic growth driver, and prior FDA approval of its Houston plasma center generated a +3.09% one-day move. That facility, sized at 12,000 sq. ft. with 50,000 liters annual capacity and expected $8–10M revenue, established a template: regulatory clearance, large specialty plasma capacity, and incremental high-margin supply. Today’s San Antonio approval continues that theme of scaling a Texas-based specialty plasma network.
Historical Comparison
+3.1% avg move · In the past year, KMDA’s only prior FDA approval for a plasma center produced a +3.09% move, framing...
fda approval
+3.1%
Average Historical Movefda approval
In the past year, KMDA’s only prior FDA approval for a plasma center produced a +3.09% move, framing this San Antonio approval as another capacity-expansion milestone of similar strategic nature.
Houston’s FDA-approved plasma center set an initial benchmark of 50,000 liters and $8–10M revenue potential; San Antonio’s newly approved site mirrors that scale, marking continued build-out of Kamada’s Texas specialty plasma footprint.
Market Pulse Summary
This announcement adds another FDA-approved plasma collection center in San Antonio with planned cap...
Analysis
This announcement adds another FDA-approved plasma collection center in San Antonio with planned capacity of 50,000 liters and expected annual revenue of $8–$10M at full utilization. It mirrors a prior Houston approval, reinforcing Kamada’s strategy of expanding specialty plasma infrastructure in Texas. Investors may watch how quickly donor beds fill, how efficiently volumes scale, and how these centers translate into revenue relative to recent guidance.
Key Terms
u.s. food and drug administration (fda), normal source plasma, specialty plasma, anti-rabies, +2 more
6 terms
u.s. food and drug administration (fda)regulatory
"today announced that the U.S. Food and Drug Administration (FDA) has approved"
The U.S. Food and Drug Administration (FDA) is a government agency responsible for protecting public health by ensuring the safety and effectiveness of food, medicines, vaccines, and other health-related products. For investors, the FDA’s decisions can significantly impact companies in the healthcare and food industries, as approval or rejection of products can influence a company's success and stock performance.
normal source plasmamedical
"commercial sales of normal source plasma. The 11,100 square foot San Antonio facility"
Normal source plasma is the liquid part of blood collected from healthy, screened donors that is used as raw material to make plasma-derived medicines like clotting factors and immunoglobulins. Think of it as a bulk ingredient harvested under strict safety rules; its availability and quality directly affect manufacturers’ ability to produce therapies, so investors watch supply, donor centers, and regulatory standards as indicators of production risk and revenue stability.
specialty plasmamedical
"collect Normal Source Plasma and Specialty Plasma, such as Anti-Rabies and Anti-D"
Specialty plasma is blood plasma collected from donors with specific antibodies or health markers that make it a raw ingredient for producing targeted therapies used to treat rare immune, bleeding and other chronic conditions. For investors, it matters because specialty plasma is a scarce, regulated input whose availability and cost directly affect the supply, pricing and profitability of companies that make life‑saving biologic drugs—think of it as a rare crop that limits how much finished product a manufacturer can produce.
anti-rabiesmedical
"Specialty Plasma, such as Anti-Rabies and Anti-D; Anticipated to be one"
Anti-rabies describes vaccines, antibodies, or treatments designed to prevent or stop rabies, a fatal viral infection usually transmitted by animal bites. For investors, anti-rabies products matter because they represent a steady public-health market driven by routine vaccination programs, post-exposure treatments, regulatory approvals, and outbreak responses—similar to a protective firewall that must be in place after a breach, creating predictable demand and regulatory scrutiny for manufacturers and suppliers.
anti-dmedical
"Specialty Plasma, such as Anti-Rabies and Anti-D; Anticipated to be one"
Anti-D is a medical product made from antibodies that prevents an Rh-negative person, usually a pregnant woman, from developing an immune reaction against Rh-positive blood cells in her fetus. Think of it as a protective blanket that stops the body from preparing an alarm system that could harm future pregnancies. For investors, anti-D matters because its clinical use, regulatory approval, manufacturing supply and pricing affect demand, revenue streams, and liability risk for healthcare companies.
european medicines agency (ema)regulatory
"seeks a subsequent inspection and approval by the European Medicines Agency (EMA)"
The European Medicines Agency (EMA) is a public organization responsible for evaluating and supervising medicines used in Europe to ensure they are safe and effective. For investors, the EMA's decisions can influence pharmaceutical companies' success, regulatory approvals, and the availability of new treatments, all of which can impact the value of related stocks and industry trends.
AI-generated analysis. Not financial advice.
SanAntonioCenter Cleared to Commence Commercial Sales of Normal Source Plasma
State of the Art Facility has Annual Collection Capacity of Approximately 50,000 Liters of Plasmaand an Estimated Annual Revenue Contribution of $8 Million to $10 Million at its Full Capacity
The Center is Structured to Collect Normal Source Plasma and Specialty Plasma, such as Anti-Rabies and Anti-D; Anticipated to be One of the Largest Centers for Specialty Plasma Collection in the U.S.
REHOVOT, Israel and HOBOKEN, N.J., March 26, 2026 (GLOBE NEWSWIRE) -- Kamada Ltd. (NASDAQ: KMDA; TASE: KMDA.TA), a global biopharmaceutical company with a portfolio of marketed products indicated for rare and serious conditions and a leader in the specialty plasma-derived field, today announced that the U.S. Food and Drug Administration (FDA) has approved Kamada Plasma’s collection center in San Antonio, TX. The approval was obtained following an on-site inspection made by the FDA during February 2026.
The center is now cleared to commence commercial sales of normal source plasma. The 11,100 square foot San Antonio facility supports up to 50 donor beds, with a planned capacity of approximately 50,000 liters per year at its full capacity, and is anticipated to be one of the largest collection centers for specialty plasma in the U.S.
“We are extremely pleased to announce the FDA approval of our state-of-the-art plasma collection center in San Antonio, and for the work of our dedicated team of plasma collection experts who achieved the approval of this facility,” said Amir London, Chief Executive Officer of Kamada. “Our three Texas-based sites, in Houston, San Antonio and Beaumont, provide us with significant capacity of specialty and normal source plasma collection.”
Following FDA’s approval of the San Antonio location, Kamada intends to seek a subsequent inspection and approval by the European Medicines Agency (EMA) of this site. The San Antonio center is expected to generate annual revenues of $8 million to $10 million in sales of normal source plasma at its full capacity.
About Kamada Kamada Ltd. (the “Company”) is a global biopharmaceutical company with a portfolio of marketed products indicated for rare and serious conditions and a leader in the specialty plasma-derived therapies field. FIMI Opportunity Funds, the leading private equity firm in Israel, is the Company’s controlling shareholder, beneficially owning approximately 38% of the outstanding ordinary shares. The Company’s strategy is focused on driving profitable growth through four primary growth pillars: First, organic growth of its commercial portfolio, including continued investment in the commercialization and life cycle management of its proprietary products, consisting of six FDA-approved specialty plasma-derived products: KEDRAB®, GLASSIA®, CYTOGAM®, VARIZIG®, WINRHO SDF® and HEPAGAM B®, as well as KAMRAB®, and two types of equine-based anti-snake venom products. Second, distribution of third parties' pharmaceutical products in Israel & the MENA region through in-licensing partnerships, including the launch of several biosimilar products in Israel. Third, the Company is ramping up its plasma collection operations to support revenue growth through the sale of normal source plasma to other plasma-derived manufacturers, and to support its increasing demand for hyper-immune plasma. The Company currently owns three FDA approved operating plasma collection centers in the United States, in Beaumont, Houston, and San Antonio, Texas. Fourth, the Company aims to secure new mergers and acquisitions, business development, in-licensing and/or collaboration opportunities, which are anticipated to enhance the Company’s marketed products portfolio and leverage its financial strength and existing commercial infrastructure to drive long-term profitable growth. The Company is leveraging its manufacturing, research and development expertise to advance the development and commercialization of additional product candidates, targeting areas of significant unmet medical need.
Cautionary Note Regarding Forward-Looking Statements This release includes forward-looking statements within the meaning of Section 21E of the U.S. Securities Exchange Act of 1934, as amended, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are statements that are not historical facts, including statements regarding 1) plasma collection center in San Antonio, TX has annual collection capacity of approximately 50,000 Liters of Plasma at its full capacity, 2) the San Antonio center expected to generate estimated annual revenue of $8 Million to $10 Million in sales of normal source plasma, at its full capacity, 3) the San Antonio center is anticipated to be one of the largest collection centers for specialty plasma in the U.S., 4) expectations that the Company’s three Texas-based sites, in Houston, San Antonio and Beaumont will provide significant capacity of specialty and normal source plasma collection, and 5) the Company’s intention to seek a subsequent inspection and approval by the European Medicines Agency (EMA) for its San Antonio center. Forward-looking statements are based on Kamada’s current knowledge and its present beliefs and expectations regarding possible future events and are subject to risks, uncertainties and assumptions. Actual results and the timing of events could differ materially from those anticipated in these forward-looking statements as a result of several factors including, but not limited to the evolving nature of the conflicts in the Middle East with bombing of Iran by the U.S. and Israel, and the impact of such conflicts in Israel, the Middle East and the rest of the world, the impact of these conflicts on market conditions and the general economic, industry and political conditions in Israel, the U.S. and globally, effect of potential imposed tariff on overall international trade and specifically on Kamada’s ability to continue maintaining expected sales and profit levels in light of such potential tariff, the effect on establishment and timing of business initiatives, Kamada’s ability to leverage new business opportunities and integrate it with its existing product portfolio, regulatory delays, and other risks detailed in Kamada’s filings with the U.S. Securities and Exchange Commission (the “SEC”) including those discussed in its most recent Annual Report on Form 20-F and in any subsequent reports on Form 6-K, each of which is on file or furnished with the SEC and available at the SEC’s website at www.sec.gov. The forward-looking statements made herein speak only as of the date of this announcement and Kamada undertakes no obligation to update publicly such forward-looking statements to reflect subsequent events or circumstances, except as otherwise required by law.
What did KMDA announce on March 26, 2026 about its San Antonio plasma center?
KMDA announced FDA approval to commence commercial sales of normal source plasma at the San Antonio center. According to the company, the 11,100 sq ft center supports 50 donor beds and is cleared after an FDA inspection in February 2026.
When will the Kamada San Antonio plasma center begin commercial sales (KMDA)?
The center is cleared to commence commercial sales following FDA approval on March 26, 2026. According to the company, the approval followed an on-site FDA inspection conducted in February 2026, enabling normal source plasma sales.
What is the expected annual revenue impact for KMDA from the San Antonio center?
The San Antonio center is expected to generate $8 million to $10 million annually at full capacity. According to the company, that estimate applies when the facility reaches its planned ~50,000 liters per year collection capacity.
What is the planned collection capacity and bed count for KMDA’s San Antonio facility?
The facility supports up to 50 donor beds and a planned capacity of approximately 50,000 liters per year. According to the company, the center occupies 11,100 square feet and is configured for specialty and normal plasma collection.
Does KMDA need additional regulatory approvals for the San Antonio center to serve Europe?
Yes, KMDA intends to seek an EMA inspection and approval for the site to serve European markets. According to the company, EMA review is a subsequent step after obtaining FDA approval in March 2026.
