17min chapter

Yet Another Value Podcast cover image

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

Yet Another Value Podcast

CHAPTER

Navigating Corporate Transformation

This chapter explores the strategic challenges and opportunities arising from a company's acquisition and management changes aimed at fostering growth. It highlights the impact of recent revenue stagnation due to customer inventory destocking, while presenting a roadmap for future recovery through new management initiatives and enhanced operational capacity. The discussion also delves into the complexities faced by CDMOs in maximizing capacity utilization and the strategic adjustments necessary to attract new business.

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