Professional
Added to YB: 2025-10-23
Pitch date: 2025-10-11
LFCR [neutral]
Lifecore Biomedical, Inc.
+18.03%
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
$6.60
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
growth
Laughing Water Capital Portfolio Holding: Lifecore Biomedical, Inc.
LFCR (holding update): Fill-finish CDMO with excess capacity in supply-constrained market. New wins include GLP-1 & large pharma. FDA domestic priority review + Trump 100% tariff threat on foreign mfg driving reshoring demand. Operating leverage potential high. Down 22% on S-3 shelf misinterpretation despite no dilution plans.
Read full article (2 min)