Professional
Added to YB: 2025-07-24
Pitch date: 2025-07-16
LFCR [neutral]
Lifecore Biomedical, Inc.
+2.23%
current return
Author Info
Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.
Company Info
Lifecore Biomedical, Inc., together with its subsidiaries, operates as an integrated contract development and manufacturing organization in the United States.
Market Cap
$298.2M
Pitch Price
$7.62
Price Target
16.00 (+105%)
Dividend
N/A
EV/EBITDA
-128.16
P/E
-6.25
EV/Sales
3.62
Sector
Life Sciences Tools and Services
Category
value
Laughing Water Capital Portfolio Holding: Lifecore Biomedical, Inc.
LFCR (holding update): Fill-finish CDMO poised to increase capacity utilization & margins driven by global dynamics, BIOSECURE Act, bipartisan re-shoring push, and potential Trump 200% tariffs on foreign pharma. Trading below industry M&A multiples; potential acquisition at ~6x revenue suggests $13/share today, $16 by 2026.
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