Professional
Added to YB: 2026-05-15
Pitch date: 2026-04-22
LFCR [neutral]
Lifecore Biomedical, Inc.
-11.97%
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 that serves customers in the United States, Belgium, the Netherlands, and internationally.
Market Cap
$168.8M
Pitch Price
$5.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.21
P/E
-4.86
EV/Sales
2.65
Sector
Life Sciences Tools and Services
Category
special_situation
Laughing Water Capital Portfolio Holding: Lifecore Biomedical, Inc.
LFCR (holding update): Fill-finish CDMO winning new business at impressive rate, but customer pipeline shifting right causing stock punishment. Market overreacting to Series A preferred maturity fears—designed to PIK if not redeemed. Gap between public (~current price) vs private market value (~$8/share 3yrs ago) widest ever; mgmt cut costs & won business since. Board should pursue sale to close gap.
Read full article (1 min)