PERSON DIRECTORY
Adam Patinkin
Adam Patinkin appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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David Capital Partners' Adam Patinkin on how Lifecore $LFCR has differentiated it's CDMO business
Lifecore is being repositioned as a pure-play CDMO for sterile fill-finish of complex injectables, where regulatory switching costs and scarce capacity support customer stickiness.The new CEO targets EBITDA margins of at least 25% from roughly 15%, while customer ramp, $150 million of debt, and an 80% probability of change-of-control by 2028 make execution and timing central.