AAT is manufactured from the IV fraction of human plasma. There is about 350 ton available of this fraction world wide. Kamada has a small plant, they can only process 20 ton top, which is enough to treat 1000 patients. There are bigger players in this market - Talecris and Baxter and they are looking for ways to improve, some by going for inhaled formulation (will probably need a smaller dose) and some via partnering with companies such as Arriva. Kamada are well aware of the competition, they did examine the transgenic option with another local company but something didn't work out. Anyway, they have barely enough cash to carry them through their big inhalation program (for 3 indications) and they will not go for the transgenic direction.
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