Exhibit 99.2

 

KAMADA LTD.

 

CONSOLIDATED FINANCIAL STATEMENTS

 

AS OF SEPTEMBER 30, 2022

 

TABLE OF CONTENTS

  

  Page
   
Consolidated Statements of Financial Position 2
   
Consolidated Statements of Profit or Loss and Other Comprehensive Income 3
   
Consolidated Statements of Changes in Equity 4-6
   
Consolidated Statements of Cash Flows 7-8
   
Notes to the Interim Consolidated Financial Statements 9-16

  

- - - - - - - - - - -

  

 

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

 

   As of September 30,   As of
December 31,
 
   2022   2021   2021 
   Unaudited   Audited 
   U.S Dollars in thousands 
Assets            
Current Assets            
Cash and cash equivalents  $31,252   $99,840   $18,587 
Trade receivables, net   23,997    26,548    35,162 
Other accounts  receivables   6,884    4,392    8,872 
Inventories   73,029    48,163    67,423 
Total Current Assets   135,162    178,943    130,044 
                
Non-Current Assets               
Property, plant and equipment, net   25,898    25,856    26,307 
Right-of-use assets   2,793    3,361    3,092 
Intangible assets, Goodwill and other long-term assets   148,620    3,380    153,663 
Contract assets   7,164    4,987    5,561 
Total Non-Current Assets   184,475    37,584    188,623 
Total Assets  $319,637   $216,527   $318,667 
Liabilities               
Current Liabilities               
Current maturities of bank loans  $4,444   $52   $2,631 
Current maturities of lease liabilities   1,004    1,181    1,154 
Current maturities of other long term liabilities   25,095    
-
    17,986 
Trade payables   30,619    19,010    25,104 
Other accounts payables   7,948    6,346    7,142 
Deferred revenues   40    
-
    40 
Total Current Liabilities   69,150    26,589    54,057 
                
Non-Current Liabilities               
Bank loans   14,074    -    17,407 
Lease liabilities   2,414    3,283    3,160 
Contingent consideration   20,705    
-
    21,995 
Other long-term liabilities   39,915    
-
    43,929 
Deferred revenues   15    3,575    15 
Employee benefit liabilities, net   813    1,467    1,280 
Total Non-Current Liabilities   77,936    8,325    87,786 
                
Shareholder’s Equity               
Ordinary shares   11,732    11,720    11,725 
Additional paid in capital net   210,355    210,005    210,204 
Capital reserve due to translation to presentation currency   (3,490)   (3,490)   (3,490)
Capital reserve from hedges   (257)   35    54 
Capital reserve from share-based payments   5,427    4,817    4,643 
Capital reserve from employee benefits   212    (320)   (149)
Accumulated deficit   (51,428)   (41,154)   (46,163)
Total Shareholder’s Equity   172,551    181,613    176,824 
Total Liabilities and Shareholder’s Equity  $319,637   $216,527   $318,667 

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

2

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF PROFIT OR LOSS AND OTHER COMPREHENSIVE INCOME

 

   Nine months period ended   Three months period ended   Year ended 
   September 30,   September 30,   December 31, 
   2022   2021   2022   2021   2021 
   Unaudited   Unaudited   Audited 
   U.S Dollars In thousands 
                     
Revenues from proprietary products  $67,198   $57,316   $25,580   $17,123   $75,521 
Revenues from distribution   16,702    14,857    6,637    5,911    28,121 
                          
Total revenues   83,900    72,173    32,217    23,034    103,642 
                          
Cost of revenues from proprietary products   37,856    35,605    13,151    12,078    48,194 
Cost of revenues from distribution   14,632    12,835    6,196    5,226    25,120 
                          
Total cost of revenues   52,488    48,440    19,347    17,304    73,314 
                          
Gross profit   31,412    23,733    12,870    5,730    30,328 
                          
Research and development expenses   10,181    7,909    3,118    2,545    11,357 
Selling and marketing expenses   10,435    3,803    3,843    1,256    6,278 
General and administrative expenses   9,481    8,803    3,165    2,691    12,636 
Other expenses   801    612    182    42    753 
Operating income (loss)   514    2,606    2,562    (804)   (696)
                          
Financial income   32    277    29    68    295 
Income (expenses) in respect of currency exchange differences and derivatives instruments, net   756    74    163    (48)   (207)
Financial Income (expense) in respect of contingent consideration and other long- term liabilities.   (5,924)   
-
    (2,049)   
-
    (947)
Financial expenses   (583)   (178)   (211)   (61)   (330)
Income before tax on income   (5,205)   2,779    494    (845)   (1,885)
Taxes on income   60    
-
    10    
-
    345 
                          
Net Income (loss)  $(5,265)  $2,779   $484   $(845)  $(2,230)
                          
Other Comprehensive Income (loss):                         
Amounts that will be or that have been reclassified to profit or loss when specific conditions are met                         
Gain (loss) on cash flow hedges   (830)   25    (46)   68    185 
Net amounts transferred to the statement of profit or loss for cash flow hedges   519    (347)   231    (91)   (488)
Items that will not be reclassified to profit or loss in subsequent periods:                         
Remeasurement gain (loss) from defined benefit plan   361    
-
    (59)   
-
    171 
Total comprehensive income (loss)  $(5,215)  $2,457   $610   $(868)  $(2,362)
                          
Earnings per share attributable to equity holders of the Company:                         
Basic net earnings per share  $(0.12)  $0.06   $0.01   $(0.02)  $(0.05)
Diluted net earnings per share  $(0.12)  $0.06   $0.01   $(0.02)  $(0.05)

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

3

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY

 

   Share   Additional
paid in
   Capital reserve
due to
translation to
presentation
   Capital
reserve
from
   Capital reserve
from
sharebased
   Capital
reserve
from employee
   Accumulated   Total 
   capital   capital   currency   hedges   payments   benefits   deficit   equity 
   Unaudited 
   In thousands 
Balance as of January 1, 2022 (audited)  $11,725   $210,204   $(3,490)  $54   $4,643   $(149)  $(46,163)  $176,824 
Net income   
-
    
-
    
-
    
-
    
-
    
-
    (5,265)   (5,265)
Other comprehensive income (loss)   
-
    
-
    
-
    (311)   -    361    -    50 
Tax effect   
-
    
-
    
-
    
-
    
-
    
-
    -    - 
Total comprehensive income (loss)   
-
    
-
    
-
    (311)   -    361    (5,265)   (5,215)
Exercise and forfeiture of share-based payment into shares   7    151    
-
    
-
    (151)   -    
-
    7 
Cost of share-based payment   
-
    
-
    
-
    
-
    935    -    
-
    935 
Balance as of September 30, 2022  $11,732   $210,355   $(3,490)  $(257)  $5,427   $212   $(51,428)  $172,551 

 

   Share   Additional
paid in
   Capital reserve
due to
translation to
presentation
   Capital
reserve
from
   Capital reserve
from
sharebased
   Capital
reserve
from employee
   Accumulated   Total 
   capital   capital   currency   hedges   payments   benefits   deficit   equity 
   Unaudited 
   In thousands 
Balance as of January 1, 2021 (audited)  $11,706   $209,760   $(3,490)  $357   $4,558   $(320)  $(43,933)  $178,638 
Net income   -    
-
    
-
    
-
    
-
    
-
    2,779    2,779 
Other comprehensive income (loss)   -    
-
    
-
    (322)   -    
-
    
-
    (322)
Tax effect   
-
    
-
    
-
    
-
    
-
    
-
    
-
    
-
 
Total comprehensive income (loss)   -    
-
    
-
    (322)   -    
-
    2,779    2,457 
Exercise and forfeiture of share-based payment into shares   14    245    -    
-
    (245)   -    
-
    14 
Cost of share-based payment   -    
-
    
-
    
-
    504    -    
-
    504 
Balance as of September 30, 2021  $11,720   $210,005   $(3,490)  $35   $4,817   $(320)  $(41,154)  $181,613 

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

4

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY

 

   Share   Additional
paid in
   Capital reserve
due to
translation to
presentation
   Capital
reserve
from
   Capital reserve
from
sharebased
   Capital
reserve
from employee
   Accumulated   Total 
   capital   capital   currency   hedges   payments   benefits   deficit   equity 
   Unaudited 
   In thousands 
Balance as of July 1, 2022  $11,731   $210,319   $(3,490)  $(442)  $5,097   $271   $(51,912)  $171,574 
Net income   -    
-
    
-
    
-
    
-
    
-
    484    484 
Other comprehensive income (loss)   -    
-
    
-
    185    
-
    (59)   
-
    126 
Tax effect   
-
    
-
    
-
    
-
    
-
    
-
    
-
    
-
 
Total comprehensive income (loss)   -    
-
    
-
    185    
-
    (59)   484    610 
Exercise and forfeiture of share-based payment into shares   1    36    -    
-
    (36)   
-
    -    1 
Cost of share-based payment   -    
-
    
-
    
-
    366    
-
    -    366 
Balance as of September 30, 2022  $11,732   $210,355   $(3,490)  $(257)  $5,427   $212   $(51,428)  $172,551 

 

   Share
capital
   Additional
paid in
capital
   Capital reserve
due to
translation to
presentation currency
   Capital
reserve
from
hedges
   Capital reserve
from
sharebased payments
   Capital reserve
from
employee
benefits
   Accumulated
deficit
   Total
equity
 
  

Unaudited

 
   In thousands 
Balance as of July 1, 2021   $11,716   $209,942   $(3,490)  $58   $4,746   $(320)  $(40,309)  $182,343 
Net income   -    -    
-
    
-
    
-
    
-
    (845)   (845) 
Other comprehensive income (loss)   -    -    
-
    (23)   
-
    -    
-
    (23)
Taxes effect   
-
    
-
    
-
    
-
    
-
    
-
    
-
    
-
 
Total comprehensive income (loss)   -    -    
-
    (23)   
-
    -    (845)   (868) 
Exercise and forfeiture of share-based payment into shares   4    63    -    -    (63)   
-
    -    4 
Cost of share-based payment   -    -    
-
    
-
    134    
-
    -    134 
Balance as of September 30, 2021  $11,720   $210,005   $(3,490)  $35   $4,817   $(320)  $(41,154)  $181,613 

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

5

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF CHANGES IN EQUITY

 

   Share
capital
   Additional
paid in
capital
   Capital reserve
due to
translation to
presentation currency
   Capital
reserve
from
hedges
   Capital
reserve
from
sharebased payments
   Capital
reserve
from
employee
benefits
   Accumulated
deficit
   Total
equity
 
   Audited 
   In thousands 
Balance as of January 1, 2021 (audited)  $11,706   $209,760   $(3,490)  $357   $4,558   $(320)  $(43,933)  $178,638 
Net income   -    -    
-
    
-
    
-
    
-
    (2,230)   (2,230)
Other comprehensive income (loss)   -    -    
-
    (303)   
-
    171    -    (132)
Taxes effect   -    -    -    -    -    -    -    - 
Total comprehensive income (loss)   -    -    
-
    (303)   
-
    171    (2,230)   (2,362)
Exercise and forfeiture of share-based payment into shares   19    444    -    -    (444)   
 
    
-
    19 
Cost of share-based payment   -    -    
-
    
-
    529    
 
    
-
    529 
Balance as of December 31, 2021  $11,725   $210,204   $(3,490)  $54   $4,643   $(149)  $(46,163)  $176,824 

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

6

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF CASH FLOWS

 

 

   Nine months period Ended   Three months period Ended   Year Ended 
   September, 30   September, 30   December 31, 
   2022   2021   2022   2021   2021 
   Unaudited   Audited 
   U.S Dollars In thousands 
Cash Flows from Operating Activities                    
Net income (loss)  $(5,265)  $2,779   $484   $(845)  $(2,230)
                          
Adjustments to reconcile net income to net cash provided by (used in) operating activities:                         
                          
Adjustments to the profit or loss items:                         
                          
Depreciation and impairment   9,143    3,612    3,055    1,240    5,609 
Financial expenses (income), net   5,719    (173)   2,068    41    1,189 
Cost of share-based payment   935    504    366    134    529 
Taxes on income   60    
-
    10    
-
    345 
Change in employee benefit liabilities, net   (106)   61    (10)   38    45 
    15,751    4,004    5,489    1,453    7,717 
Changes in asset and liability items:                         
                          
Decrease (increase) in trade receivables, net   10,744    (4,446)   (6,358)   1,200    (12,861)
Decrease (increase) in other accounts receivables   2,917    1,556    844    (73)   (1,634)
Decrease (increase) in inventories   (5,606)   (5,963)   (8,509)   (3,562)   (2,373)
Decrease (increase) in deferred expenses   (2,596)   (4,759)   (2,112)   (2,397)   (6,883)
Increase (decrease) in trade payables   5,895    2,725    13,738    1,586    7,917 
Increase (decrease) in other accounts payables   566    (1,482)   2,083    (683)   (392)
Decrease in deferred revenues   
-
    1,550    
-
    550    1,815 
    11,920    (10,819)   (314)   (3,379)   (14,411)
Cash received (paid) during the period for:                         
                          
Interest paid   (550)   (139)   (170)   (32)   (228)
Interest received   15    357    12    140    375 
Taxes paid   (27)   (32)   (9)   (9)   (42)
    (562)   186    (167)   99    105 
                          
Net cash provided by (used in) operating activities  $21,844   $(3,850)  $5,492   $(2,672)  $(8,819)

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

7

 

KAMADA LTD.

 

CONSOLIDATED STATEMENTS OF CASH FLOWS

 

   Nine months period Ended   Three months period Ended   Year Ended 
   September, 30   September, 30   December 31, 
   2022   2021   2022   2021   2021 
   Unaudited   Audited 
   U.S Dollars In thousands 
Cash Flows from Investing Activities                    
                     
Investment in short term investments, net  $
-
   $39,083   $
-
   $36,116   $39,083 
Purchase of property and equipment and intangible assets   (2,807)   (2,986)   (1,616)   (1,523)   (3,730)
Business combination   
-
    (1,404)   
-
    
-
    (96,403)
Net cash provided by (used in) investing activities   (2,807)   34,693    (1,616)   34,593    (61,050)
                          
Cash Flows from Financing Activities                         
                          
Proceeds from exercise of share base payments   7    14    1    4    19 
Receipt of long-term loans   
-
    
-
    
 
    
-
    20,000 
Repayment of lease liabilities   (842)   (903)   (269)   (308)   (1,221)
Repayment of long-term loans   (1,517)   (221)   (1,116)   (15)   (205)
Repayment of other long-term liabilities   (4,120)   
-
    (877)   
-
    
-
 
Net cash provided by (used in) financing activities   (6,472)   (1,110)   (2,261)   (319)   18,593 
                          
Exchange differences on balances of cash and cash equivalent   100    (90)   (296)   (178)   (334)
                          
Increase (decrease) in cash and cash equivalents   12,665    29,643    1,319    31,424    (51,610)
                          
Cash and cash equivalents at the beginning of the period   18,587    70,197    29,933    68,416    70,197 
                          
Cash and cash equivalents at the end of the period  $31,252   $99,840   $31,252   $99,840   $18,587 
                          
Significant non-cash transactions                         
Right-of-use asset recognized with corresponding lease liability  $526   $769   $230   $181   $845 
Purchase of property and equipment and Intangible assets  $134   $352   $134   $352   $1,001 

 

The accompanying Notes are an integral part of the Consolidated Financial Statements.

 

8

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 1:- General

 

General description of the Company and its activity

 

Kamada Ltd. (the “Company”) is a vertically integrated global biopharmaceutical company, focused on specialty plasma-derived therapeutics, with a diverse portfolio of marketed products, a robust development pipeline and industry-leading manufacturing capabilities. The Company’s strategy is focused on driving profitable growth from our current commercial activities as well as our manufacturing and development expertise in the plasma-derived biopharmaceutical market. The Company’s commercial products portfolio includes its developed and FDA approved products GLASSIA® and KEDRRAB® as well as its recently acquired FDA approved plasma-derived hyperimmune products CYTOGAM®, HEPAGAM B®, VARIZIG® and WINRHO®SDF. The Company has additional four plasma-derived products which are registered in markets outside the U.S. The Company distributes its commercial products portfolio directly, and through strategic partners or third party distributors in more than 30 countries, including the U.S., Canada, Israel, Russia, Brazil, Argentina, India and other countries in Latin America and Asia. The Company has a diverse portfolio of development pipeline products including an inhaled AAT for the treatment of AAT deficiency for which the Company is currently conducting the InnovAATe clinical trial, a randomized, double-blind, placebo-controlled, pivotal Phase 3 trial. The Company leverages its expertise and presence in the Israeli pharmaceutical market to distribute in Israel more than 20 products that are manufactured by third parties and have recently added eleven biosimilar products to its Israeli distribution portfolio, which, subject to EMA and the Israeli MOH approvals, are expected to be launched in Israel between the years 2022 and 2028.

 

In November 2021, the Company acquired a portfolio of four FDA approved plasma-derived hyperimmune commercial products from Saol Therapeutics (“Saol”). The acquisition of this portfolio furthers the Company’s core objective to become a fully integrated specialty plasma company with strong commercial capabilities in the U.S. market, as well as to expand to new markets, mainly in the Middle East/North Africa region, and to broaden the Company’s portfolio offering in existing markets. The Company’s wholly owned U.S. subsidiary, Kamada Inc., will be responsible for the commercialization of the four products in the U.S. market, including direct sales to wholesalers and local distributers. Refer to Note 5 of the Company’s annual financial statements as of December 31, 2021.

 

The Company markets GLASSIA in the U.S. through a strategic partnership with Takeda Pharmaceuticals Company Limited (“Takeda”). Pursuant to an agreement with Takeda, the Company terminated the production and sale of GLASSIA to Takeda during 2021 resulting in a significant reduction in revenues. Takeda initiated its own production of GLASSIA for the U.S. market. Commencing 2022, Takeda pays royalties to the Company at a rate of 12% on GLASSIA’s net sales through August 2025, and at a rate of 6% thereafter until 2040, with a minimum of $5 million annually. Refer to Note 19 of the Company’s annual financial statements as of December 31, 2021.

 

9

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 2:- Significant Accounting Policies

 

  a. Basis of preparation of the interim consolidated financial statements:

  

The interim consolidated financial statements have been prepared in accordance with generally accepted accounting principles for the preparation of financial statements for interim periods, as prescribed in IAS 34, “Interim Financial Reporting”.

 

  b. Implementation of new accounting standards:

 

  i. Amendment to IAS 1, Presentation of Financial Statements: Classification of Liabilities as Current or Non-Current

 

In January 2020, the IASB issued an amendment to IAS 1, “Presentation of Financial Statements” (“IAS 1 Amendment”) regarding the criteria for determining the classification of liabilities as current or non-current. IAS 1 Amendment replaces certain requirements for classifying liabilities as current or non-current. Thus, for example, according to the IAS 1 Amendment, a liability will be classified as non-current when the entity has the right to defer settlement for at least 12 months after the reporting period, and it “has substance” and is in existence at the end of the reporting period, this instead of the requirement that there be an “unconditional” right. According to the IAS 1 Amendment, a right is in existence at the reporting date only if the entity complies with conditions for deferring settlement at that date. Furthermore, the Amendment clarifies that the conversion option of a liability will affect its classification as current or non-current, other than when the conversion option is recognized as equity.

 

The IAS 1 Amendment is effective for reporting periods beginning on or after January 1, 2023 with earlier application being permitted. IAS 1 Amendment is applicable retrospectively, including an amendment to comparative data.

 

The Company believes that the adoption of IAS 1 Amendment will not have an effect on its financial statements.  

 

  ii. Amendment to IAS 12, Income Taxes: Deferred Tax related to Assets and Liabilities arising from a Single Transaction (“IAS 12 Amendment”)

 

IAS 12 Amendment narrows the scope of the exemption from recognizing deferred taxes as a result of temporary differences created at the initial recognition of assets and/or liabilities, so that it does not apply to transactions that give rise to equal and offsetting temporary differences.  

 

As a result, companies will need to recognize a deferred tax asset or a deferred tax liability for these temporary differences at the initial recognition of transactions that give rise to equal and offsetting temporary differences, such as lease transactions and provisions for decommissioning and restoration.

 

IAS 12 Amendment is effective for annual periods beginning on or after January 1, 2023, by amending the opening balance of the retained earnings or adjusting a different component of equity in the period the Amendment was first adopted. Earlier application is permitted.

 

The Company has not yet commenced examining the effects of applying IAS 12 Amendment on the financial statements.

 

10

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

 

Note 3:- Significant events in the reporting period

 

  i Grant of options to the purchase ordinary shares of the Company to employees, executive officers, CEO and Board of Directors members

  

On February 28, 2022, the Company’s Board of Directors approved the grant of options to purchase up to 1,327,500, 400,000 and 270,000 ordinary shares of the Company to employees and executive officers, CEO and Board of Directors members, respectively.

 

As of September 30, 2022, the Company granted, out the above mentioned, to employees and executive officers total of:

 

  -

Under the Israeli Share Option Plan:

 

On February 28, 2022, 1,105,100 options to purchase the ordinary shares of the Company, at an exercise price of NIS 19.36 (USD 5.97) per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $2,222 thousands.

 

On March 01, 2022, 10,000 options to purchase the ordinary shares of the Company, at an exercise price of NIS 19.54 (USD 6.04) per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $21 thousands.

 

On March 13, 2022, 15,000 options to purchase the ordinary shares of the Company, at an exercise price of NIS 18.92 (USD 5.80) per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $29 thousands.

     
   

On May 01, 2022, 18,100 options to purchase the ordinary shares of the Company, at an exercise price of USD 5.64 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $40 thousands

 

The grant of options to the CEO and the Board of Directors members are subject to the approval of the General Meeting of Shareholders that is expected to take place during December 2022

 

  -

Under the US Share Option Plan:

 

On February 28, 2022, 23,100 options to purchase the ordinary shares of the Company, at an exercise price of USD 6.10 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $49 thousands.

  

On March 01, 2022, 18,100 options to purchase the ordinary shares of the Company, at an exercise price of USD 6.06 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $41 thousands.

 

On March 15, 2022, 60,000 options to purchase the ordinary shares of the Company, at an exercise price of USD 5.88 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $135 thousands.

 

On July 16, 2022, 60,000 options to purchase the ordinary shares of the Company, at an exercise price of USD 5.04 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $119 thousands.

 

On September 01, 2022, 18,100 options to purchase the ordinary shares of the Company, at an exercise price of USD 5.16 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $36 thousands.

 

  -

On August 23, 2022, the Company’s Board of Directors approved the grant of 79,300  options to purchase the ordinary shares of the Company:

 

 

Under the Israeli Share Option Plan:

 

51,200 options to purchase the ordinary shares of the Company, at an exercise price of NIS 17.18-17.41 (USD 5.27-5.31) per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $89 thousands.

 

 

Under the US Share Option Plan:

 

28,100 options to purchase the ordinary shares of the Company, at an exercise price of USD 5.36 per share. The fair value of the options calculated on the date of grant using the binomial option valuation model was estimated at $59 thousands.

 

11

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

 

Note 3:- Significant events in the reporting period (cont.)

 

  ii Labor strike at the Company’s manufacturing plant at Beit Kama, Israel

 

  -

On April 26, 2022, during the course of the Company’s negotiations with the Histadrut - General Federation of Labor in Israel (the “Histadrut”) and the Employees’ Committee of Kamada’s Beit Kama production facility in Israel (the “Employee’s Committee”), on the extension of a collective bargaining agreement, the Employee’s Committee elected to declare a labor strike in the Beit Kama plant.

 

On July 15, 2022, the Company, the Employees’s Committee, and the Histadrut, signed a new collective agreement detailing the understandings reached between the parties. The agreement will be effective through the end of 2029, while certain economic terms may be renegotiated by the parties following the lapse of the first four years of the term of the agreement. As a result of execution of the agreement the labor strike ended, and the unionized employees returned to work at the Beit Kama production facility.

 

As a result of the labor strike, the Company recorded, during the second quarter and the Third quarter of 2022, a loss of $3,342 and $917 thousand respectively recorded in the cost of revenues from proprietary products and was comprised of $3,082 and $917 thousands of overhead cost charges due to lower than standard production level in the second quarter and the third quarter respectively and $260 thousands in the second quarter due to loss of in-process materials.

 

  iii Increase in the yield of high-quality corporate bonds

 

   

As of September 30, 2022, there was an increase, compared to December 31, 2021, in the yield of high-quality corporate bonds which effect the discount rate of defined benefit obligations.

 

The effect of the changes in the aforementioned discount rate resulted in a reduction in the employee benefit liability, net as of September 30, 2022, in relation to December 31, 2021, in the amount of $361 thousand which were recognized against other comprehensive income in the Nine-month period that ended on September 30, 2022.

 

  iv During May 2022, the Company terminated a distribution agreement with a third-party engaged to distribute the Company’s proprietary products in Russia and Ukraine (the “Distributor”), and a power of attorney granted, in connection with such distribution agreement, to an affiliate of the Distributor (the “Affiliate). On July 18, 2022, the Affiliate notified the Company of the filing of a request for a conciliation hearing with the Court in Geneva relying on the terminated power of attorney and seeking damages for the alleged inability to sell the remaining product inventory previously acquired from the Company and compensation for the lost customer base. The purpose of a conciliation hearing is to explore the possibility of an out-of-court settlement and not to address the merits of the claims. The outcome of such hearing is not binding. Nonetheless, the conciliation request has not yet been formally served upon the Company, which is a procedural request to proceed with the hearing. At this stage, it is not possible to assess the prospects and scope of any claims against the Company and any potential liabilities as such conciliation request is an initial procedure and the claims are not fully substantiated.  The Company intends to vigorously defend itself against any claims if and when they arise from these matters.

 

Note 4:- Operating Segments

 

  a. General:

 

The company has two operating segments, as follows:

 

Proprietary Products - Development, manufacturing, lessening sales and distribution of plasma-derived protein therapeutics
     
Distribution - Distribute imported drug products in Israel, which are manufactured by third parties.

 

12

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 4:- Operating Segments (cont.)

 

  b. Reporting on operating segments:

 

   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Nine months period ended September 30, 2022            
Revenues  $67,198   $16,702   $83,900 
Gross profit  $29,342   $2,070   $31,412 
Unallocated corporate expenses             (30,898)
Finance expenses, net             (5,719)
Income before taxes on income            $(5,205)

  

   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Nine months period ended September 30, 2021            
Revenues  $57,316   $14,857   $72,173 
Gross profit  $21,711   $2,022   $23,733 
Unallocated corporate expenses             (21,127)
Finance expenses, net             173 
Income before taxes on income            $2,779 

 

   Proprietary         
   Products   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Three months period ended September 30, 2022            
Revenues  $25,580   $6,637   $32,217 
Gross profit  $12,429   $441   $12,870 
Unallocated corporate expenses             (10,308)
Finance expenses, net             (2,068)
Income before taxes on income            $494 

 

   Proprietary         
   Products   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Three months period ended September 30, 2021            
Revenues  $17,123   $5,911   $23,034 
Gross profit  $5,045   $685   $5,730 
Unallocated corporate expenses             (6,534)
Finance expenses, net             (41)
Income before taxes on income            $(845)

  

13

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 4:- Operating Segments (cont.)

 

  b. Reporting on operating segments:

 

   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Audited 
Year Ended December 31, 2021            
Revenues  $75,521   $28,121   $103,642 
Gross profit  $27,327   $3,001   $30,328 
Unallocated corporate expenses             (31,024)
Finance expenses, net             (1,189)
Income before taxes on income            $(1,885)

  

  c. Reporting on operating segments by geographic region:

 

   Nine months period ended
September 30, 2022
 
   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Geographical markets            
U.S.A and North America  $52,866   $
-
   $52,866 
Israel   3,631    16,702    20,333 
Europe   2,192    
-
    2,192 
Latin America   5,301    
-
    5,301 
Asia   2,665    
-
    2,665 
Others   543    
-
    543 
   $67,198   $16,702   $83,900 

 

   Nine months period ended
September 30, 2021
 
   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Geographical markets            
U.S.A and North America  $39,265    
-
   $39,265 
Israel   6,437    14,857    21,294 
Europe   4,491    
-
    4,491 
Latin America   5,255    
-
    5,255 
Asia   1,753    
-
    1,753 
Others   115    
-
    115 
   $57,316   $14,857   $72,173 

 

14

 

KAMADA LTD.

 

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 4:- Operating Segments (cont.)

 

  c. Reporting on operating segments by geographic region:

 

   Three months period ended
September 30, 2022
 
   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Geographical markets            
U.S.A and North America.  $20,597   $
-
   $20,597 
Israel   1,377    6,637    8,014 
Europe   750    
-
    750 
Latin America   1,775    
-
    1,775 
Asia   767    
-
    767 
Others   314    
-
    314 
   $25,580   $6,637   $32,217 

 

   Three months period ended
September 30, 2021
 
   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Unaudited 
Geographical markets            
U.S.A and North America.  $12,710    -   $12,710 
Israel   849    5,911    6,760 
Europe   1,097         1,097 
Latin America   1,652         1,652 
Asia   734         734 
Others   81         82 
   $17,123   $5,911   $23,034 

 

   Year ended December 31, 2021 
   Proprietary
Products
   Distribution   Total 
   U.S Dollars in thousands 
   Audited 
Geographical markets            
U.S.A and North America  $49,763   $
   -
   $49,763 
Israel   7,653    28,121    35,774 
Europe   5,677    
-
    5,677 
Latin America   9,127    
-
    9,127 
Asia   3,167    
-
    3,167 
Others   134    
-
    134 
   $75,521   $28,121   $103,642 

  

15

 

KAMADA LTD.

  

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

 

Note 5:- Financial Instruments

 

  a. Classification of financial instruments by fair value hierarchy

 

Financial assets (liabilities) measured at fair value 

 

   Level 1   Level 2   Level 3 
   U.S Dollars in thousands 
September 30, 2022            
Derivatives instruments  $
      -
   $(180)   
-
 
Contingent consideration   
-
    
-
   $(23,705)
                
September 30, 2021               
Derivatives instruments  $
-
   $(40)  $
-
 
                
December 31, 2021               
Derivatives instruments  $
-
   $73   $
-
 
Contingent consideration  $
-
   $
-
   $(21,995)

 

During the Nine months ended on September 30, 2022 there were no transfers due to the fair value measurement of any financial instrument from Level 1 to Level 2, and furthermore, there were no transfers to or from Level 3 due to the fair value measurement of any financial instrument.

 

16

 

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