Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-31
LFCR [neutral]
Lifecore Biomedical, Inc.
+12.09%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. 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
$6.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
-128.16
P/E
-6.25
EV/Sales
3.62
Sector
Life Sciences Tools and Services
Category
special_situation
Greenhaven Road Capital Portfolio Holding: Lifecore Biomedical, Inc.
LFCR (holding update): Contract drug manufacturer with 20% capacity utilization, 15% EBITDA margins. Management projects 4x EBITDA growth with no additional capital. Trump's proposed 200% tariff on foreign drugs could be a game changer - crude estimates suggest 6.5x current EBITDA ($129M) possible at higher unit pricing.
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