ADMA Biologics

ADMA Biologics

ADMA
Is this your company? Claim your profile to update info and connect with investors.
Claim profile

ADMA · Stock Price

USD 8.47-11.51 (-57.61%)
Market Cap: $2.0B

Historical price data

Overview

ADMA Biologics has established a unique and defensible position as the only fully integrated, U.S.-based producer of plasma-derived immunoglobulins, controlling the entire process from plasma collection to commercial manufacturing. The company's mission is to serve underserved patient populations with primary and secondary immunodeficiencies through its proprietary plasma screening and manufacturing technologies. Its strategic achievements include building a network of plasma collection centers (ADMA BioCenters), securing FDA approval for three products (ASCENIV, BIVIGAM, Nabi-HB), and achieving profitability, driven by its vertically integrated model which ensures supply reliability and favorable unit economics.

Primary ImmunodeficiencyInfectious DiseasesSecondary Immunodeficiency

Technology Platform

A proprietary microneutralization assay for screening high-titer plasma donors, coupled with a fully vertically integrated manufacturing platform encompassing plasma collection, fractionation, purification, and fill/finish.

Pipeline

7
7 drugs in pipeline2 in Phase 3
DrugIndicationStageWatch
Asceniv™Primary Immune DeficiencyApproved
BivigamHumoral Immune ResponseApproved
Nabi-IGIV 10% [Immune Globulin Intravenous (Human). 10%]Primary Immune Deficiency Disorders (PIDD)Phase 3
RI-002Primary Immune Deficiency DisorderPhase 3
RI-001 + RI-001 + RI-001Upper Respiratory Tract InfectionPhase 2

Funding History

2
Total raised:$105M
PIPE$75M
IPO$30M

Opportunities

The massive and growing market for secondary immunodeficiency (SID) in oncology and transplant patients represents a multi-billion dollar expansion opportunity for ADMA's existing IVIG products.
Furthermore, its status as the only fully integrated U.S.
producer provides a strategic, supply-chain security advantage that is increasingly valued in the current geopolitical and post-pandemic environment.

Risk Factors

Key risks include exposure to intense pricing pressure and competition in the IVIG market, reliance on the continued commercial success of its lead product ASCENIV, and operational execution risks related to scaling its plasma collection network and maintaining complex FDA-regulated manufacturing and collection facilities.

Competitive Landscape

ADMA competes with global plasma giants like Takeda, Grifols, CSL, and Octapharma. Its differentiation lies in its complete U.S. vertical integration, which ensures supply chain control and cost advantages, and its proprietary hyperimmune product (ASCENIV), which offers clinical differentiation for a subset of patients with recurrent infections.