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David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR

Yet Another Value Podcast

CHAPTER

LifeCore: A CDMO Success Story

This chapter explores the investment philosophy behind LifeCore, a Contract Development and Manufacturing Organization (CDMO), highlighting its transition from a larger conglomerate to a focused entity. It discusses the challenges and growth potential within the pharmaceutical sector, emphasizing the strategic transformations undertaken to enhance profitability and operational efficiency. The narrative also examines the broader significance of CDMOs in the industry, detailing their stability, low churn rates, and attractive profit margins as key factors for investment.

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