Board And Transaction UncertaintyConcerns on recent Board changes and transaction negotiations are considered overblown, with a positive outlook for ADMA's supply story.
Filing DelaysADMA stated it would be unable to file its 2024 10-K within the prescribed timeframe.
Guidance ConcernsKey triggers behind the sell-off were a more modest than expected 2025 guide, ambiguity on bullish implications of the enhanced supply agreements, and valuation friction.