Lifecore Biomedical: A Disconnect Between Share Price And Business Progress

**Lifecore Biomedical: A Disconnect Between Share Price and Business Progress**
*Nov. 09, 2025 | 7:15 PM ET*

Lifecore Biomedical, Inc. (LFCR) provides a clear example of good news met with a negative market reaction. Despite positive developments, the market reacted as though LFCR had just sold all $150 million in stock at once, causing shares to drop more than 10% on the news.

One of the key growth drivers for Lifecore is the company’s recent addition of a GLP-1 opportunity, among other advancements. This new venture has the potential to significantly increase revenues and fully utilize the current annual unit capacity of 45,000.

At present, LFCR is valued at approximately $46 per share, which is roughly six times the current trading price. This significant discrepancy highlights a disconnect between the company’s actual business progress and its share price.

The following insights were excerpted from the Greenhaven Road Capital Main Fund Q3 2025 Investor Letter. Last quarter’s letter emphasized that, while the companies held by the fund possess high intrinsic and expected value, market pricing has not yet reflected these fundamentals.

*This article is based on single stock ideas from fund letters published by Seeking Alpha.*

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