Added to YB: 2026-10-06
Pitch date: 2026-09-29
LFCR [bullish]
Lifecore Biomedical, Inc.
-1.68%
current return
Author Info
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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
$247.6M
Pitch Price
$6.55
Price Target
8.79 (+36%)
Dividend
N/A
EV/EBITDA
49.43
P/E
-7.06
EV/Sales
3.26
Sector
Life Sciences Tools and Services
Category
special_situation
Lifecore’s Offer Looks Interesting
LFCR: Lifecore’s $6.28-per-share cash offer plus CVRs appears to undervalue its modern, underutilized CDMO capacity. The main upside is the go-shop through October 28, 2026: assigning a 20% chance to a $16 bid produces total expected value of $8.79 versus $6.55 today, or 34% upside. No competing bid is the most likely outcome, while CVRs offer some protection but have limited visibility and adverse-incentive risk.
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