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- Yahoo
Laughing Water Capital's View on Lifecore Biomedical (LFCR)
Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter of 2025, Class A interests in Laughing Water Capital returned approximately 13.1% net of all expenses. The SP500TR and R2000 returned 10.9% and 8.5%, respectively. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Laughing Water Capital highlighted stocks such as Lifecore Biomedical, Inc. (NASDAQ:LFCR). Lifecore Biomedical, Inc. (NASDAQ:LFCR) is an integrated contract development and manufacturing organization. The one-month return of Lifecore Biomedical, Inc. (NASDAQ:LFCR) was -8.51%, and its shares gained 24.05% of their value over the last 52 weeks. On July 23, 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) stock closed at $7.53 per share, with a market capitalization of $278.801 million. Laughing Water Capital stated the following regarding Lifecore Biomedical, Inc. (NASDAQ:LFCR) in its second quarter 2025 investor letter: "Lifecore Biomedical, Inc. (NASDAQ:LFCR) – Lifecore, our fill-finish CDMO, continues to work toward their dual goals of increasing capacity utilization and expanding margins. I continue to believe that achieving these goals is very much a 'when' rather than an 'if.' This belief was founded on global supply and demand dynamics, strengthened by the BIOSECURE Act, and reinforced by the National Security Commission delivering a report and action plan to Congress, which calls for the re-shoring of the biotech supply chain. To top it off, Trump has recently stated that pharmaceuticals manufactured abroad will be subject to 200% tariffs. Considering that building and certifying new fill-finish capacity can take 4 or 5 years, it seems that it would be much easier to partner with a company like Lifecore. A village pharmacist fulfilling a patient's medication prescription in a rural area. Lifecore Biomedical, Inc. (NASDAQ:LFCR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 12 hedge fund portfolios held Lifecore Biomedical, Inc. (NASDAQ:LFCR) at the end of the first quarter compared to 10 in the previous quarter. In the fiscal third quarter of fiscal 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) generated $35.2 million in revenues compared to $35.7 million for the comparable 2024 period. While we acknowledge the potential of Lifecore Biomedical, Inc. (NASDAQ:LFCR) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Lifecore Biomedical, Inc. (NASDAQ:LFCR) and shared Greenhaven Road Capital's views on the company in the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
6 minutes ago
- Yahoo
NextNav (NN) is Seeking Regulatory Play for its 5G Spectrum
Laughing Water Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter of 2025, Class A interests in Laughing Water Capital returned approximately 13.1% net of all expenses. The SP500TR and R2000 returned 10.9% and 8.5%, respectively. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second quarter 2025 investor letter, Laughing Water Capital highlighted stocks such as NextNav Inc. (NASDAQ:NN). NextNav Inc. (NASDAQ:NN) provides next-generation positioning, navigation, and timing (PNT) solutions. The one-month return of NextNav Inc. (NASDAQ:NN) was 2.25%, and its shares gained 88.51% of their value over the last 52 weeks. On July 23, 2025, NextNav Inc. (NASDAQ:NN) stock closed at $15.42 per share, with a market capitalization of $2.042 billion. Laughing Water Capital stated the following regarding NextNav Inc. (NASDAQ:NN) in its second quarter 2025 investor letter: "NextNav Inc. (NASDAQ:NN) – NextNav, which is our next-gen GPS and spectrum company, continues to march the ball forward in their quest to have the FCC greenlight their spectrum for 5G use. I continue to believe that the odds of NextNav succeeding are very favorable. This belief comes from the obvious, such as reading FCC filings where NextNav is specifically named, but also from more and more articles highlighting the vulnerabilities of the existing GPS system and the National Security needs of the United States. Additionally, it is hard to interpret the official FCC Twitter/X account re-tweeting articles written by NextNav's CEO as a bad sign, and perhaps most important is reading the tea leaves and digging up the scuttlebutt surrounding the various personalities involved behind the scenes. An aerial view of a bustling metropolis with internet towers in the distance. NextNav Inc. (NASDAQ:NN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 32 hedge fund portfolios held NextNav Inc. (NASDAQ:NN) at the end of the first quarter, which was 23 in the previous quarter. NextNav Inc.'s (NASDAQ:NN) first quarter revenue increased to $1.5 million from $1 million in Q1 2024. While we acknowledge the potential of NextNav Inc. (NASDAQ:NN) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
6 minutes ago
- Yahoo
Novartis to pay Matchpoint up to $1 billion to develop anti-inflammatory therapies
(Reuters) -Swiss drugmaker Novartis will pay up to $1 billion to U.S. biotech Matchpoint Therapeutics to develop oral drugs for several inflammatory diseases. Matchpoint said on Thursday it will use its technology to develop drugs that block the activity of a specific protein, helping to lower the production of inflammation-causing signals. The company will lead the research and drug development process, using the funding from Novartis. If Novartis exercises its option to exclusively license the program, the drugmaker will have global rights to develop and commercialize all products resulting from the collaboration. Matchpoint said it will receive up to $60 million in upfront payment and research funding, with up to $1 billion in total potential payments, including option exercise fee, and development and commercial milestones. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
