What smart money is saying about Lifecore Biomedical
9 funds in our archive have pitched Lifecore Biomedical, most recently Diranko Capital Fund in September 2026.
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. It provides services in the development, manufacture, aseptic fill, and finish of formulations and highly viscous sterile injectable pharmaceutical drug or medical device products in syringes, vials, and cartridges in various modalities. The company also manufactures and sells pharmaceutical-grade hyaluronic acid in bulk form, as well as for use in formulated and filled syringes and vials for injectable products used in treating various medical conditions and procedures, including ophthalmic and orthopedic applications. In addition, it offers product development services, including analytical method development and validation, formulation development, sterile filtration, process scale-up, pilot studies, stability studies, process validation, and materials production for clinical studies. The company was formerly known as Landec Corporation and changed its name to Lifecore Biomedical, Inc. in November 2022. Lifecore Biomedical, Inc. was founded in 1965 and is headquartered in Chaska, Minnesota.
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Position history
Between Q4 2024 and Q3 2026, 2 fund letters reported a position in Lifecore Biomedical, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 2 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 2 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- June 2026
“Lifecore Biomedical Inc (LFCR) – Lifecore, our under-utilized fill-finish Contract Drug Manufacturing Organization, continues to win new business at an impressive rate, and the market continues to not care.”
Lifecore Biomedical - June 2026
“Lifecore Another top-five holding is Lifecore (LFCR).”
Lifecore Biomedical
Fund coverage · 9 theses
- Diranko Capital FundSeptember 2026
Lifecore Biomedical is a US CDMO whose replacement-value downside protection, high returns on capital, new customer signings, and potential takeout supported the investment case.
Read the full thesis - Greenhaven Road Capital FundJune 2026
Lifecore Biomedical, Inc. is a CDMO with excess manufacturing capacity, new customer wins, and potential upside from sticky contracts or a strategic sale.
Read the full thesis - Laughing Water CapitalDecember 2025
Lifecore Biomedical is a capacity-constrained CDMO with a 40-year quality record, sticky high-margin business, capable management, and visible upside with downside protection.
Read the full thesis - Greenhaven Road CapitalSeptember 2025
LifeCore (LFCR) is a company whose promising developments and potential revenue growth are overshadowed by a misguided negative market reaction to a recent shelf offering filing.
Read the full thesis - Laughing Water CapitalSeptember 2025
Lifecore Biomedical Inc (LFCR) is positioned to benefit from excess capacity in a high-demand CDMO market, supported by new customer wins and favorable regulatory developments, despite a recent stock decline due to misinterpretations of an S-3 filing.
Read the full thesis - Greenhaven Road CapitalJune 2025
LifeCore is a promising investment due to its significant manufacturing capacity, potential benefits from looming 200% tariffs on imported drugs, and conservative EBITDA growth projections that may prove to be underestimated.
Read the full thesis - Laughing Water CapitalJune 2025
Lifecore Biomedical Inc. is positioned for growth due to increasing demand for domestic biotech manufacturing and potential acquisition, suggesting a share price of over $13 today, with potential to reach closer to $16 by 2026.
Read the full thesis - Laughing Water CapitalDecember 2024
Lifecore Biomedical (LFCR) is experiencing a turnaround under new management, with plans for significant revenue growth and potential change of control by 2028, suggesting more than 100% upside in the future.
Read the full thesis - Greenhaven Road CapitalDecember 2024
Lifecore (LFCR) is poised for significant growth with the potential to triple production without additional capital, driven by contractual increases from its largest customer and enhanced margins under new leadership.
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