Asceniv drives ADMA's growth with rising adoption and real-world evidence, while competitive pressure weighs on Bivigam sales.
ADMA Biologics faces a lower earnings base after some challenging times, but ASCENIV remains its key growth driver. Despite reduced long-term targets, Q2 saw ASCENIV revenue up 24%, gross margin at 69%, and improved receivable collection, supporting valuation confidence. My Buy thesis rests on continued ASCENIV growth from the reset base, not a reversal of prior shocks or restored guidance.
ADMA Biologics matches earnings estimates, misses on revenues and maintains its 2026 outlook as strong Asceniv growth offsets continued pressure on Bivigam.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 2,360 | $36,090.48 | $21,853.6 | -$14,236.88 | -39.45% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 20,771 | $173,850 | $205,632.9 | $31,782.9 | 18.28% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,024 | $8,610.24 | $10,142.72 | $1,532.48 | 17.8% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 514 | $9,375.36 | $5,088.6 | -$4,286.76 | -45.72% |
| BG Bart Gancher Intech Investment Management LLC | 150,580 | $2.61M | $1.49M | -$1.12M | -43% |
| Biotechnology Industry | Healthcare Sector | Adam S. Grossman CEO | NASDAQ (NMS) Exchange | 000899104 CUSIP |
| US Country | 644 Employees | - Last Dividend | - Last Split | 17 Oct 2013 IPO Date |
ADMA Biologics, Inc. is a biopharmaceutical entity deeply engaged in the realm of specialty plasma-derived biologics targeting the treatment and management of immune deficiencies and infectious diseases on both domestic and global fronts. With its incorporation in 2004 and headquarters nestled in Ramsey, New Jersey, ADMA Biologics has dedicated itself to the innovation, production, and distribution of transformative therapies. By operating source plasma collection facilities and relying on a network of independent distributors, drug wholesalers, specialty pharmacies, and other alternate site providers, ADMA Biologics ensures the availability of its critical healthcare solutions across various regions.
ADMA Biologics’ portfolio is a testament to its commitment to addressing unmet medical needs, primarily focusing on primary humoral immunodeficiency (PI) and prevention against Hepatitis B exposure. Below is a detailed examination of its key products:
An intravenous immune globulin (IVIG) therapy, BIVIGAM is meticulously designed for patients grappling with primary humoral immunodeficiency (PI). This product epitomizes ADMA Biologics’ dedication to enhancing the lives of patients by offering a solution to boost their immune system.
ASCENIV, another IVIG product in ADMA’s toolkit, targets the same patient population affected by PI. Its introduction into the market signifies the company’s relentless pursuit of innovation and improvement in treatment options for those with immune deficiencies.
Focused on the prevention of acute exposure to blood containing Hepatitis B surface antigen among other risk exposures to Hepatitis B, Nabi-HB is a testament to ADMA Biologics’ commitment to broadening its impact beyond immune deficiencies to addressing infectious diseases.
In addition to these market-ready solutions, ADMA Biologics is actively developing a promising pipeline of plasma-derived therapeutics aimed at pioneering methods of treatment and prevention for S. pneumonia infection, further underscoring its pivotal role in advancing healthcare through innovation.