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    A Look At ADMA Biologics (ADMA) Valuation As J.P. Morgan Healthcare Conference Presentation Nears

    Simply Wall St·01/05/2026 18:14:14
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    ADMA Biologics (ADMA) recently disclosed that President and CEO Adam Grossman will deliver a podium presentation at the J.P. Morgan Healthcare Conference on January 12, 2026. The event often draws investor interest.

    See our latest analysis for ADMA Biologics.

    Despite a recent soft patch, with a 7 day share price return showing a 6.44% decline and a 30 day share price return showing a 9.92% decline from US$17.88, momentum over the past 90 days has been positive, while the 3 year total shareholder return of just over 7x highlights how sentiment around ADMA Biologics has shifted over a longer horizon.

    If this J.P. Morgan appearance has you thinking about the wider healthcare space, it could be a good moment to scan other healthcare stocks that might fit your watchlist next.

    With the share price pulling back over the past month but still showing strong multi year returns, and with some analysts’ targets sitting above the current US$17.88 level, investors now need to ask if ADMA is undervalued or if the market is already pricing in future growth.

    Most Popular Narrative Narrative: 34.4% Undervalued

    Against ADMA Biologics’ last close at US$17.88, the most followed narrative pegs fair value at US$27.25, framing a sizeable valuation gap that rests on specific growth and margin assumptions.

    The recent debt refinancing, lowering the cost of capital and providing a new $300 million credit facility, enhances liquidity and financial flexibility, supporting ongoing strategic growth initiatives and potentially improving future free cash flow and EPS. Continued progress in the product pipeline, including SG-001, which addresses unmet infectious disease needs and could potentially add between $300 and $500 million in annual revenue, offers potential future earnings upside and diversification of revenue streams.

    Read the complete narrative.

    Want to see what kind of revenue run rate, profit margin profile, and valuation multiple need to line up for that fair value to make sense? The narrative spells out a tight set of growth targets, profitability assumptions, and a future P/E that all have to click together. Curious how those moving parts stack up over the next few years?

    Result: Fair Value of $27.25 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, this hinges on ADMA avoiding setbacks related to its narrow product lineup and on the successful scale up of its yield enhancement manufacturing process.

    Find out about the key risks to this ADMA Biologics narrative.

    Build Your Own ADMA Biologics Narrative

    If you see the numbers differently or would rather lean on your own work, you can build a personalised view in just a few minutes, starting with Do it your way.

    A great starting point for your ADMA Biologics research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If ADMA has your attention, do not stop here, broaden your watchlist with a few focused stock ideas that match the way you like to invest.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.