Added to YB: 2025-09-30
Pitch date: 2025-09-30
ICCC [bullish]
ImmuCell Corporation
+2.66%
current return
Author Info
Company Info
ImmuCell Corporation, an animal health company, develops, manufactures, and sells products that enhance the health and productivity of dairy and beef cattle in the United States and internationally.
Market Cap
$59.4M
Pitch Price
$6.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.65
P/E
25.45
EV/Sales
2.49
Sector
Biotechnology
Category
value
Fortunes in the Fog
ICCC (new position): Animal health co w/ First Defense oral preventive—only USDA-licensed product vs all 3 calf scour causes (E.coli, coronavirus, rotavirus). 13.3% rev CAGR decade despite worst cattle cycle since 1951, +50% above competitors' pricing, 20%+ EBIT margins. Contamination resolved Q2'25, 44% gross margin. Trades 7x 2027E EBIT vs 15x+ fair. FDA approval for ReTain (mastitis treatment, $400-800M market) by Oct'25 could unlock major upside; if rejected, dev costs drop, core biz shines. Low risk, high uncertainty—multiple paths to win.
Read full article (23 min)