LFCR

主要经营地

美国

详细的生意模式

注射剂 CDMO：为药企提供开发+生产服务，依赖产能利用率与订单质量

护城河

✅合规资质与客户切换成本

⚠️负债/质量事件/产能爬坡风险

估值水平

FCF/EV -3.5%；EV/EBITDA -119.93x；P/E -5.62x

EV/Market Cap

1.63x

网络观点

🌟把它当作“事件/转型观察标的”，受益注射剂外包趋势

⚠️盈利与现金流仍弱

AI 的观点

✅若产能利用率上来、毛利修复，弹性大

❌财务杠杆+质量/合规风险是最大雷区

🔎核查：债务契约、客户集中、FDA/质量披露、capex 与现金消耗

作者简介

Twitter @MattLindsay；专业投资者❌ 否；顶级作者❌ 否；总回报71.0% (6 trades)；1年回报20.5%

Lifecore Biomedical is a Contract Development and Manufacturing Organization (CDMO) specializing in injectables. The company is currently operating at only 20% of its capacity after a recent expansion, presenting a significant opportunity for growth. Management has indicated a potential sale in the coming years, with precedent transactions suggesting a valuation multiple significantly higher than its current market price.