Added to YB: 2026-07-09
Pitch date: 2026-07-08
ICCC [neutral]
ImmuCell Corporation
Author Info
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Company Info
ImmuCell Corporation, an animal health company, develops, manufactures, and sells products that improves the health and productivity of dairy and beef cattle in the United States and internationally.
Market Cap
$93.5M
Pitch Price
N/A
Price Target
16.17 (+52%)
Dividend
N/A
EV/EBITDA
15.65
P/E
-150.72
EV/Sales
3.32
Sector
Biotechnology
Category
turnaround
Aces high
ICCC (holding update): Niche animal health co, dominant in scours prevention (First Defense/Tri-Shield). New mgmt drove turnaround; strongest quarter in 5yrs, +38% YoY US rev, GM 47.4%. Trades 13.6x FY26 P/E, 11.6x FY27 vs 18x fair value (54% re-rate). 40% incremental ROIC, capital-light expansion via Re-Tain facility repurpose (+$10M capacity). Est 26.5% IRR to 2032. Free option in Re-Tain (only 'no milk discard' mastitis drug, $1B+ TAM) via licensing. Compared to Armanino. Risk: seasonality reversion, ~20-30% downside.
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