Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

SRK Capital's investment thesis on ImmuCell Corporation ($ICCC) — Q2 2026 | Buyside Digest

All Pitches

View Letter Analysis

$ICCCNASDAQImmuCell Corporation

BULL

SRK Capital—ICCC

Fund Letter

Q2 2026

Published August 1, 2026

View Fund Profile

$9.80USD

-1.0% vs last month

$11.00Pitched

-10.9% since pitch

Market Cap$100.5M

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

ImmuCell Corporation ($ICCC) is an animal health company focused on developing and commercializing preventative biological products, led by its flagship First Defense franchise that treats calf scours (severe neonatal diarrhea in dairy and beef calves). The manager's bullish...

— Sean Kirkwood

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $ICCC, and what else SRK Capital is buying.

Other pitches on $ICCC

Other investors who've written on ImmuCell Corporation

Minot Light Capital PartnersBULL

Pitched Apr 29, 2026

ImmuCell is a $65mm market cap animal health company whose core franchise is the First Defense line of products, which protect newborn calves against scours, a leading cause of death for young calves.

View all $ICCC pitches →