Professional
Added to YB: 2024-04-18
Pitch date: 2024-04-14
LFCR [bullish]
Lifecore Biomedical, Inc.
+27.29%
current return
Author Info
White Falcon Capital is a value-investing fund that aspires to buy and hold a collection of wonderful publicly listed businesses run by aligned and like-minded managers and owners. Follow on Twitter/X.
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
$6.12
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
MWhite Falcon Capital Management Portfolio Holding: Lifecore Biomedical, Inc.
LFCR: CDMO specializing in complex injectables. Stock down to $4.5 after strategic process ended without deal, avg cost now $5.3. Expertise & compliance are key in this space. Expanding capacity from 22M to 70M units over 4yrs, enabling 2-3x rev growth & ~3x earnings growth. Most capex already done, huge FCF potential ahead.
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