Buy Or Sell Opportunity • Jul 01
Now 22% undervalued Over the last 90 days, the stock has risen 19% to €119. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 30% per annum over the same time period. Buy Or Sell Opportunity • Jun 16
Now 21% undervalued Over the last 90 days, the stock has risen 14% to €112. The fair value is estimated to be €142, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings are also forecast to grow by 30% per annum over the same time period. New Risk • May 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Significant insider selling over the past 3 months (€456k sold). Annuncio • May 07
An undisclosed buyer acquired SA Polymem from Repligen Corporation (NasdaqGS:RGEN) for approximately $4.4 million. An undisclosed buyer acquired SA Polymem from Repligen Corporation (NasdaqGS:RGEN) for approximately $4.4 million on March 30, 2026. A cash consideration of $4.4 million will be paid by the buyer. As part of consideration, $4.4 million is paid towards common equity of SA Polymem.
For the period ending December 31, 2025, SA Polymem reported total revenue of $7 million.
An undisclosed buyer completed the acquisition of SA Polymem from Repligen Corporation (NasdaqGS:RGEN) for approximately $4.4 million on March 30, 2026. Annuncio • Apr 22
Repligen Corporation to Report Q1, 2026 Results on May 05, 2026 Repligen Corporation announced that they will report Q1, 2026 results Pre-Market on May 05, 2026 Annuncio • Apr 03
Repligen Corporation, Annual General Meeting, May 14, 2026 Repligen Corporation, Annual General Meeting, May 14, 2026. Annuncio • Feb 24
Repligen Corporation Provides Earnings Guidance for the Full Year 2026 Repligen Corporation provided earnings guidance for the full year 2026. For the year, the company expects total reported revenue of $810 million to $840 million, Gross Margin of 53.6% to 54.1%, Income from Operations of $122 million to $130 million, Operating Margin of 15.1% to 15.5%, net income of $109 million to $114 million and Earnings per share - Diluted of $1.93 per share to $2.01 per share. Annuncio • Feb 10
Repligen Corporation to Report Q4, 2025 Results on Feb 24, 2026 Repligen Corporation announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 24, 2026 Annuncio • Jan 07
Repligen Corporation Announces Executive Changes, Effective March 13, 2026 On January 6, 2026, Repligen Corporation announced that the Board of Directors has elected Dr. Martin D. Madaus as Chair of the Board, effective March 13, 2026. Dr. Madaus will succeed Tony J. Hunt, who is currently serving as the Executive Chair of the Board, following his previously announced March 2026 retirement, which shall be on the Effective Date, at which time Mr. Hunt will retire as a member of the Board. Mr. Hunt will continue to serve as an advisor to Repligen through March 2027. Martin D. Madaus, D.V.M., Ph.D., has served as a director of Repligen since February 2023. Dr. Madaus has 36 years of industry experience, including five years as Chairman, President and CEO of Millipore Corporation, where he was integral to the company’s transformation into a life science leader, and its acquisition by Merck KGaA in 2010. Dr. Madaus serves on the boards of Azenta Inc. and Hologic Inc. He holds a D.V.M. from the University of Munich in Germany and a Ph.D. from the University of Veterinary Medicine of Hanover in Germany. Annuncio • Dec 17
Repligen Introduces Next-Generation Chromatography Resins to Advance New Modality Workflows Repligen Corporation announced the launch of three new high-performance chromatography resins: AVIPure®? HiPer™? AAV9 and AVIPure®? Hi Per™? AAV8 affinity resins, along with HiPer™? QA anion-exchange resin, expanding the company's growing proteins portfolio and reinforcing its commitment to innovation in next-generation bioprocessing. Built on the Tantti™? DuloCore™? base bead technology, the new convective HiPer resins deliver the differentiated performance required for new modalities, including viral vectors. These solutions are engineered to help gene therapy developers accelerate product development, improve molecule stability, and enhance process economics, ultimately enabling faster, more reliable paths to market. As momentum continues across new modalities, Repligen remains focused on providing customers with the cutting-edge tools they need. These new resins extend the company's leadership in process productivity and strengthen its portfolio ahead of broader chromatography resin launches anticipated in 2026. Annuncio • Oct 29
Repligen Corporation Updates Financial Guidance for the Full Year 2025 Repligen Corporation updated financial guidance for the full year 2025. For the year, the total reported revenue of $729 million to $737 million, Income from Operations of $50 million to $52 million, net income of $46.5 million to $48 million and Earnings per share - Diluted of $0.82 per share to $0.85 per share. Annuncio • Oct 15
Repligen Corporation to Report Q3, 2025 Results on Oct 28, 2025 Repligen Corporation announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Oct 28, 2025 Annuncio • Jul 29
Repligen Corporation Updates Financial Guidance for the Full Year 2025 Repligen Corporation updated financial guidance for the full year 2025. For the year total reported revenue of $715 million to $735 million, Income from Operations of $51 million- $56 million, net income of $48 million - $51.5 million and Earnings per share - Diluted of $0.85 per share - $0.92 per share. Annuncio • Jul 17
Repligen Corporation to Report Q2, 2025 Results on Jul 29, 2025 Repligen Corporation announced that they will report Q2, 2025 results at 9:30 AM, US Eastern Standard Time on Jul 29, 2025 Annuncio • Apr 30
Repligen Corporation Reiterates Financial Guidance for the Year 2025 Repligen Corporation reiterated financial guidance for the year 2025. For the year, the company expects total reported revenue of $695 million to $720 million, Income from Operations of $48 million to $55 million, net income of $43 million to $48 million and Earnings per share - Diluted of $0.76 per share to $0.85 per share. Annuncio • Apr 15
Repligen Corporation to Report Q1, 2025 Results on Apr 29, 2025 Repligen Corporation announced that they will report Q1, 2025 results Pre-Market on Apr 29, 2025 Annuncio • Apr 07
Repligen Corporation, Annual General Meeting, May 15, 2025 Repligen Corporation, Annual General Meeting, May 15, 2025. Annuncio • Mar 05
Repligen Corporation (NasdaqGS:RGEN) and Repligen GmbH acquired the assets related to bioprocessing analytics portfolio of 908 Devices Inc. (NasdaqGM:MASS) for $70 million. Repligen Corporation (NasdaqGS:RGEN) and Repligen GmbH acquired 908 Devices GmbH and certain liabilities and specified assets of 908 Devices Inc. (NasdaqGM:MASS) for $70 million on March 4, 2025.The purchase consideration is a payment of $56.05 million in cash by Repligen Corporation and $14 million paid by Repligen GmbH. The transaction is subject to approval of merger agreement by Target Board. 908 Devices Inc's Board of Directors has approved the transaction. Centerview Partners LLC acted as financial advisor for Repligen Corporation. Jacqueline Mercier and Robert Dzialo of Goodwin Procter LLP acted as legal advisor for Repligen Corporation. Perella Weinberg Partners LP acted as financial advisor for 908 Devices Inc. Ian Engstrand of Paul Hastings LLP acted as legal advisor for 908 Devices Inc.
Repligen Corporation (NasdaqGS:RGEN) and Repligen GmbH completed the acquisition of the assets related to bioprocessing analytics portfolio of 908 Devices Inc. (NasdaqGM:MASS) on March 4, 2025. Annuncio • Mar 04
Repligen Corporation announced delayed annual 10-K filing On 03/03/2025, Repligen Corporation announced that they will be unable to file their next 10-K by the deadline required by the SEC. Annuncio • Feb 21
Repligen Corporation Provides Earnings Guidance for the Year 2025 Repligen Corporation provided earnings guidance for the year 2025. For the year, the company expects total reported revenue of $685 million to $710 million, Income from Operations of $59 million to $66 million, net income of $51 million to $56 million and Earnings per share - Diluted of $0.90 per share to $0.99 per share. Annuncio • Feb 11
Repligen Corporation to Report Q4, 2024 Results on Feb 20, 2025 Repligen Corporation announced that they will report Q4, 2024 results Pre-Market on Feb 20, 2025 Annuncio • Jan 06
Repligen Launches the CTech SoloVPE PLUS System Repligen Corporation announced the commercial launch of its CTech SoloVPE PLUS System, the most advanced UV-based Variable Pathlength Technology system now available to biopharmaceutical manufacturers. The SoloVPE PLUS System is engineered to offer unparalleled accuracy, speed, and ease-of-use for at-line ultraviolet-visible (UV-Vis) concentration measurement in complex biological production workflows, from process development scale through cGMP manufacturing. As the bioprocess industry shifts toward higher drug concentration formulations to improve efficiency and reduce production costs, there has been a growing need for faster, more reliable and more accurate analytical tools. The SoloVPE PLUS system addresses this need, utilizing variable pathlength spectroscopy to deliver precise concentration measurements in under 30 seconds, without the need for dilution or background correction. This innovative technology is a significant addition to Repligen's process analytics portfolio, advancing the company's at-line capabilities and complementing both its in-line, real-time FlowVPX®System and fully integrated RPM (Real-time Process Management) TFF Systems. Applications for the SoloVPE PLUS System include measurement of protein concentration (such as for antibody-based drugs, including ADC drug-to-antibody ratio), quantitation of nucleic acids (DNA/RNA) and measurement of mRNA in mRNA-based therapeutics. The SoloVPE Plus System offers several key advantages over current UV-Vis spectroscopy offerings in the market: Streamlined Workflow. reduces process steps by 70%, from a seven-step process to just two - measure and report. Accelerated Acquisition Speed. Doubles the speed of data collection, delivering results in half the time compared to the legacy SoloVPE System. Enhanced Sensitivity and Reproducibility. Measures the widest range of concentrations without dilution--mAbs from 0.01 mg/mL to 320 mg/mL, with an R2 0.999. Minimized Error-Prone Steps. Direct measurement of samples eliminates the need for dilution or additional sample preparation. Optimized Data Management. The CTech ViPER ANLYTX Software integrates SQL for data storage and retrieval, and OPC-UA for standardized communication, enabling a streamlined, agile, and connected system that supports real-time access and scalable bioprocessing operations. Annuncio • Dec 10
Repligen Corporation Launches Novel AVIPure dsRNA Resin in OPUS Pre-packed Columns Repligen Corporation announced the launch of AVIPure dsRNA Clear OPUS columns, a solution designed to simplify and enhance the production of mRNA therapeutics and vaccines. This novel affinity chromatography offering marries Repligen’s breakthrough dsRNA purification resin with its OPUS pre-packed columns. The AVIPure dsRNA Clear resin offers unmatched performance in the removal of double-stranded RNA (dsRNA) impurities from transcribed RNA. As the market for mRNA-based biologics has expanded, so has the critical need for better dsRNA removal, to enable the high levels of drug efficacy in patients, while reducing or preventing any undesirable immune responses. The AVIPure dsRNA Clear OPUS columns directly address this need, with a convenient, closed system for mRNA manufacturers. The AVIPure dsRNA Clear resin launch follows last week’s formal completion by Repligen of its acquisition of Tantti Laboratory Inc. announced on July 29, 2024. The AVIPure dsRNA Clear resin product combines proprietary affinity ligands with Tantti’s DuloCore® base bead technology. The result is a 2-3 log reduction of dsRNA impurities in just one minute of residence time in flow through mode. Unlike traditional methods, this advanced solution eliminates the need for heat or solvents, providing an easy-to-use, scalable option for manufacturers, and enabling a highly efficient, cost-effective process that ensures the production of high-purity mRNA therapeutics and vaccines. Designed for flexibility and performance, the resins come pre-packed in OPUS chromatography columns, ensuring seamless integration into biomanufacturing workflows. Annuncio • Oct 31
Repligen Corporation to Report Q3, 2024 Results on Nov 12, 2024 Repligen Corporation announced that they will report Q3, 2024 results Pre-Market on Nov 12, 2024 Recent Insider Transactions • Sep 15
Executive Chair recently sold €1.6m worth of stock On the 10th of September, Anthony Hunt sold around 12k shares on-market at roughly €132 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by €7.5m. Board Change • Sep 05
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 8 highly experienced directors. President, CEO & Director Olivier Loeillot was the last director to join the board, commencing their role in the last week. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Aug 20
Now 25% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to €129. The fair value is estimated to be €172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Recent Insider Transactions • Aug 04
Insider recently sold €686k worth of stock On the 1st of August, Ralf Kuriyel sold around 4k shares on-market at roughly €154 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €3.1m. Insiders have been net sellers, collectively disposing of €7.8m more than they bought in the last 12 months. Buy Or Sell Opportunity • Aug 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.2% to €151. The fair value is estimated to be €191, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Annuncio • Aug 01
Repligen Corporation Provides Earnings Guidance for the Fiscal Year 2024 Repligen Corporation provided earnings guidance for the fiscal year 2024. For the year, the company expects total reported revenue of $620 million to $635 million, net income of $9.5 Million - $13.5 Million and Earnings per share - Diluted of $0.17 - $0.24. Reported Earnings • Jul 31
Second quarter 2024 earnings released: EPS: US$0.059 (vs US$0.36 in 2Q 2023) Second quarter 2024 results: EPS: US$0.059 (down from US$0.36 in 2Q 2023). Revenue: US$154.1m (down 3.2% from 2Q 2023). Net income: US$3.32m (down 83% from 2Q 2023). Profit margin: 2.2% (down from 13% in 2Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Annuncio • Jul 16
Repligen Corporation to Report Q2, 2024 Results on Jul 30, 2024 Repligen Corporation announced that they will report Q2, 2024 results Pre-Market on Jul 30, 2024 Annuncio • Jun 05
Ecolab Life Sciences and Repligen Announce the Commercial Launch of DurA Cycle Affinity Resin for Large-Scale Biologic Manufacturing Ecolab announced that its Purolite resin business, together with Repligen Corporation announced the commercial launch of Purolite's DurA Cycle, a protein A chromatography resin for large-scale purification processes. This new affinity resin is being introduced at the BIO International Convention (BIO 2024), being held June 3-6 in San Diego. This latest innovation marks a significant milestone in Purolite's long-term strategic partnership with Repligen, further solidifying Ecolab's dedication to driving advancements in the bioprocessing industry. DurA Cycle is designed for large-scale commercial manufacturing of monoclonal antibodies, where cost of goods is critical for biologic drug developers. This new resin represents the latest addition to Purolite's toolbox, following two new resins launched in the last eighteen months to address purification challenges associated with ever-increasingly complex drugs. The announcement of Purolite's latest resin follows news of its investment in a new bioprocessing production facility based in Landenberg, PA, which complements its UK-based facility, providing dual continent manufacturing capabilities to address growing customer demand. Buy Or Sell Opportunity • May 24
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to €145. The fair value is estimated to be €185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 572% in the next 2 years. Recent Insider Transactions • May 24
CEO & Director recently sold €3.1m worth of stock On the 21st of May, Anthony Hunt sold around 20k shares on-market at roughly €155 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by €6.1m. Annuncio • May 03
Repligen Corporation Provides Earnings Guidance for the Fiscal Year 2024 Repligen Corporation provided earnings guidance for the fiscal year 2024. For the year, the company expects total reported revenue of $620 million to $650 million, net income of $28.5 million - $32.5 million and Earnings per share - Diluted of $0.51 to $0.58. Reported Earnings • May 02
First quarter 2024 earnings released: EPS: US$0.038 (vs US$0.52 in 1Q 2023) First quarter 2024 results: EPS: US$0.038 (down from US$0.52 in 1Q 2023). Revenue: US$151.3m (down 17% from 1Q 2023). Net income: US$2.09m (down 93% from 1Q 2023). Profit margin: 1.4% (down from 16% in 1Q 2023). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Annuncio • Apr 19
Repligen Corporation to Report Q1, 2024 Results on May 01, 2024 Repligen Corporation announced that they will report Q1, 2024 results Pre-Market on May 01, 2024 Buy Or Sell Opportunity • Apr 19
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 9.4% to €142. The fair value is estimated to be €185, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 38% per annum over the same time period. Annuncio • Apr 02
Repligen Corporation, Annual General Meeting, May 16, 2024 Repligen Corporation, Annual General Meeting, May 16, 2024, at 08:00 US Eastern Standard Time. Agenda: To elect nine directors, nominated by the Board of Directors, as more fully described in the 2024 Proxy Statement; to consider and ratify the selection of Ernst & Young LLP as independent registered public accountants for the fiscal year ending December 31, 2024; and to consider and act upon a non-binding, advisory vote to approve the compensation of company named executive officers; and to consider other matters. Annuncio • Mar 19
Repligen Corporation Appoints Maggie A. Pax as Board of Directors Repligen Corporation announced the appointment to its Board of Directors of life sciences industry executive Maggie A. Pax. This appointment expands the size of Repligen’s board from eight to nine members. Ms. Pax brings to Repligen over 25 years of experience leading the development and execution of growth strategies for global companies. This includes eight years with Thermo Fisher Scientific, where, from 2016–2020, she served as Vice President, Strategy and Innovation for the clinical supply chain business. In this role, she led strategic planning, developed customer-facing innovation programs, and drove the business case for the company’s multi-billion acquisition of Patheon, a leading biopharmaceutical contract manufacturer. In addition to her role as Vice President Strategy and Innovation at Thermo Fisher, Ms. Pax’s background includes her position as Senior Director, Corporate Development & Strategy at Thermo Fisher from 2013–2016, where she led post-merger commercial integration for the company’s acquisition of Life Technologies. Earlier in her career with Thermo Fisher, Maggie was the Senior Director, Portable Analytical Instrumentation from 2012-2013. From 1989-2000 Maggie was with Phillips Healthcare, a leading medical device company, where she held senior leadership roles in Business Development, Marketing and Product Management. Between her Phillips and Thermo Fisher roles, Maggie held a number of entrepreneurial leadership positions, including as Vice President, Business and Clinical Development for five years (2006-2011) at Microchips Biomedical, an MIT startup company that was acquired by Daré Bioscience. Ms. Pax is currently an independent board director for Alimera Sciences, a Nasdaq-listed pharmaceutical company with retinal treatments, and Jellagen, a privately-held UK company developing novel wound care products. She also sits on the board of the U.S. subsidiary of BioPorto A/S, a Danish-based kidney biomarker company. Ms. Pax advises a range of healthcare and life sciences companies on business strategy, commercial growth and partnerships. Maggie received her BA from the College of Holy Cross, and has an MBA from Harvard Business School, where she serves as a board member of the Harvard Business School Healthcare Alumni Association. Recent Insider Transactions • Mar 13
CEO & Director recently sold €3.0m worth of stock On the 8th of March, Anthony Hunt sold around 17k shares on-market at roughly €180 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Anthony's only on-market trade for the last 12 months. Recent Insider Transactions • Feb 28
Chief Operating Officer recently sold €629k worth of stock On the 23rd of February, James Bylund sold around 3k shares on-market at roughly €183 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Reported Earnings • Feb 22
Full year 2023 earnings released: EPS: US$0.75 (vs US$3.35 in FY 2022) Full year 2023 results: EPS: US$0.75 (down from US$3.35 in FY 2022). Revenue: US$638.8m (down 20% from FY 2022). Net income: US$41.6m (down 78% from FY 2022). Profit margin: 6.5% (down from 23% in FY 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 22
Repligen Corporation Provides Earnings Guidance for the Year 2024 Repligen Corporation provided earnings guidance for the year 2024. For the year, the company expects total reported revenue of $620 million to $650 million, Income from Operations of $33 million to $38 million, net income of $26 million to $30 million and Earnings per share - Diluted of $0.46 to $0.53. Annuncio • Feb 08
Repligen Corporation to Report Q4, 2023 Results on Feb 21, 2024 Repligen Corporation announced that they will report Q4, 2023 results on Feb 21, 2024 Annuncio • Dec 16
Repligen Corporation announced that it has received $290.1 million in funding On December 14, 2023, Repligen Corporation closed the transaction. Annuncio • Dec 08
Repligen Corporation announced that it expects to receive $290.1 million in funding Repligen Corporation announced that it has entered into subscription agreement and will issue convertible senior unsecured new notes for gross proceeds of $290,100,000 on December 6, 2023. The Notes will issue at principal amount of $290,100,000. The coupon rate of notes is 1% per annum. The company and will pay interest semi-annually in arrears on each June 15 and December 15, commencing on June 15, 2024. The New Notes will mature on December 15, 2028. The New Notes will be convertible at the option of holders in certain circumstances and during certain periods into cash up to their principal amount, and into cash, shares of the Company’s common stock or a combination of cash and the Company’s common stock, at the Company’s election, for the conversion value above the principal amount, if any. The initial conversion rate is 4.9247 shares of the Company’s common stock per $1,000 principal amount of New Notes, which is equivalent to an initial conversion price of approximately $203.06 per share, and will be subject to customary anti-dilution adjustments. This represents an approximately 30% conversion premium over the closing price of $156.20 of the Company’s common stock on December 6, 2023. The Transaction is expected to occur on or about December 14, 2023. Recent Insider Transactions • Nov 14
Insider recently sold €522k worth of stock On the 10th of November, Christine Gebski sold around 4k shares on-market at roughly €138 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.4m more than they bought in the last 12 months. Annuncio • Nov 03
Repligen Corporation Launches TangenX®? SC as First-To-Market Holder-Free Self-Contained TFF Device Repligen Corporation announced the commercial launch of TangenX®? SC, the industry's first holder-free, self-contained Tangential Flow Filtration (TFF) device. The technology is especially suited to the manufacture of biologics where fully closed systems are critical or ideal, including antibody drug conjugates (ADCs), viral vectors, nucleic acids and lipid nanoparticles, and can also be applied to monoclonal antibody, and recombinant protein production. TangenX SC is not only transformative, it is also a milestone achievement in the advancement of downstream flat sheet TFF technology for ultrafiltration andiafiltration (UF/DF), which is performed in nearly every biopharmaceutical manufacturing process to concentrate and purify drug. Compared with traditional flat sheet TFF cassettes, "plug-and-play" TangenX SC self-contained devices offer several key advantages that drive significant efficiency and productivity gains: Significant time savings: TangenX SC's holder-free design and simplified assembly is demonstrated to reduce set up time by 80%. Reduced risk of product loss: The novel self-contained device eliminates holders and torquing requirements, reducing the risk of product loss caused by changes in compression or cassette misalignment during installation. Scalability: TangenX SC devices scale from pilot to process scale. Designed with the same flow path length and channel geometry as traditional cassettes, TangenX SC allows users to seamlessly transition from traditional cassettes. Single-use, gamma sterilized TangenX SC devices are aseptically closed and gamma irradiated to reduce bioburden risk and permit use in Controlled not Classified (CNC) manufacturing environments. The closed design also enhances safety by isolating operators from potentially hazardous materials. This next-generation technology provides Repligen's biopharmaceutical manufacturing customers with an expanded selection of flat sheet TFF offerings, beyond its TangenX SIUS®? and SIUS Gamma single-use cassettes and PRO reusable cassettes. Annuncio • Nov 01
Repligen Corporation Provides Earnings Guidance for the Fiscal Year 2023 Repligen Corporation provided earnings guidance for the fiscal year 2023. For the year, the company expects total revenue in the range of $635 million -$645 million compared to prior guidance of $635 million - $665 million and Earnings Per Share Diluted in the range of $1.26 - $1.32 compared to prior guidance of $1.00 - $1.08. Reported Earnings • Nov 01
Third quarter 2023 earnings released: EPS: US$0.33 (vs US$0.73 in 3Q 2022) Third quarter 2023 results: EPS: US$0.33 (down from US$0.73 in 3Q 2022). Revenue: US$141.2m (down 30% from 3Q 2022). Net income: US$18.2m (down 55% from 3Q 2022). Profit margin: 13% (down from 20% in 3Q 2022). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. New Risk • Nov 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €113, the stock trades at a forward P/E ratio of 84x. Average forward P/E is 22x in the Life Sciences industry in Europe. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €222 per share. Annuncio • Oct 18
Repligen Corporation to Report Q3, 2023 Results on Oct 31, 2023 Repligen Corporation announced that they will report Q3, 2023 results at 8:30 AM, US Eastern Standard Time on Oct 31, 2023 Annuncio • Oct 05
Repligen Corporation Appoints Olivier Loeillot as President and Chief Commercial Officer Repligen Corporation announced that it has appointed Olivier Loeillot to the newly created position of President and Chief Commercial Officer (CCO), effective immediately. Mr. Loeillot served a combined 12 years with Cytiva (a Danaher company) and GE Healthcare Life Sciences. In his most recent role at Cytiva, he served as Bioprocess President from 2018 to 2022, overseeing the overall Bioprocess portfolio from cell culture media to purification resins and including process equipment, single-use technologies and enterprise solutions. Prior to Cytiva, he worked for a combined 12 years with Lonza, advancing to Vice President Sales, Lonza Custom Manufacturing. Mr. Loeillot joins Repligen from his most recent role as Chief Executive Officer (CEO) of Ascensus Specialties, a manufacturer of specialty chemicals for use in the life sciences and pharmaceutical markets. At Repligen, Mr. Loeillot will oversee all business units as well as the commercial organization, driving the commercial and corporate key account strategy and expanding the market impact of Repligen’s business units in bioprocessing, while collaborating with the company’s executive team in advancing the overall bioprocess growth plan. During his tenure at Cytiva, and prior to being named Bioprocess President in 2018, Mr. Loeillot was instrumental in building and leading the Enterprise Solutions business, managing the Bioprocess ASIA business in Singapore, and directing the Genomics and Cellular Research division. During his time at Lonza AG he served as Vice President of Sales for the company’s Custom Manufacturing Business (Basel) after leading the Microbial Biopharmaceuticals group (Basel). Mr. Loeillot earned his Master’s degree in Chemistry in 1993 from the European High Institute of Chemistry (EHICS) of Strasbourg, France, and later completed a Master’s of Business Administration (MBA) program at CESMA Business School of EM Lyon. Annuncio • Sep 13
Repligen Corporation Appoints Jason K. Garland as Chief Financial Officer Effective September 25, 2023 Repligen Corporation announced that it has appointed Jason K. Garland as Chief Financial Officer (CFO), effective September 25, 2023. Mr. Garland is joining Repligen from his most recent role with medical device outsource (MDO) manufacturer Integer Holdings Corporation (Integer), where he served for nearly five years (2018-2023) as Executive Vice President and CFO. He succeeds retiring CFO Jon K. Snodgres, who joined the Company in June 2014 and will continue in a full-time advisory role until his October 6, working closely with Mr. Garland to ensure a smooth transition. In this strategic CFO role, Mr. Garland will act as a key partner to the business, with responsibility for all corporate finance and audit functions, capital markets and M&A transactions, financial planning and analysis, budgeting and risk management. He brings to the Company more than 25 years of relevant experience at large, multi-site organizations experiencing strong growth. This includes a division-level role within General Electric Company (GE) where he served as the CFO of a $4 billion business with over 40 global manufacturing sites. In his most recent public company CFO role at Integer, he helped scale the enterprise to $1.4 billion in revenue (2022), and he and his team supported Integer in evaluating and integrating four acquisitions. At Integer, Mr. Garland also assumed executive sponsorship of the company's Business Process Excellence initiative focused on standardizing and optimizing all non-manufacturing processes. Prior to his role with Integer, Mr. Garland spent three years as Vice President and CFO for the global sales and supply divisions of Tiffany &Co., a role he moved into following nearly 20 years in various roles of increasing responsibility at GE. His rotations and achievements at GE culminated in several leadership positions including his last, aforementioned role as CFO for GE Industrial Solutions; at the time a $4 billion product, service and software revenue business operating globally with approximately 18,000 employees. Currently, Mr. Garland serves on the Board and is Audit Chair for Acutus Medical, a publicly traded medical device company. He holds a Bachelor of Science in Chemical Engineering from the University of New Hampshire, and has Lean Six Sigma Black Belt certification. New Risk • Aug 20
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Annuncio • Aug 18
Sartorius and Repligen Corporation Launch Integrated System with Biostat STR® and XCell® ATF for Upstream Process Intensification Sartorius and Repligen Corporation announced the launch of an integrated bioreactor system that incorporates Repligen XCell®?ATF upstream intensification technology into Sartorius' Biostat STR®? bioreactor, simplifying intensified seed train and N perfusion implementation for biopharmaceutical manufacturers. The Biostat STR®? now contains a fully compatible embedded XCell®?ATF hardware and software module offering predefined advanced control recipes with integrated Process Analytical Technology (PAT). This system gives users a streamlined way to control cell growth and improve cell retention in perfusion processes without using a separate cell retention control tower. In addition, customers can better utilize facility space with a reduced equipment footprint from the incorporation of the XCell®? Controller hardware and software in the Biobrain®? automation platform, creating a single point of control for 50 L - 2000 L upstream intensification processes. The single, integrated controller provides easy integration into Supervisory Control and Data Acquisition (SCADA) and Distributed Control Systems (DCS). Customers are now able to easily purchase the integrated system from Sartorius, with available pretested and predefined configurations, resulting in faster delivery times than engineered-to-order solutions. This new integrated product offering builds on Sartorius and Repligen Corporation's aligned missions to enable the development of new and better therapies and more affordable medicine through expertise and collaboration. Reported Earnings • Aug 03
Second quarter 2023 earnings released: EPS: US$0.36 (vs US$0.90 in 2Q 2022) Second quarter 2023 results: EPS: US$0.36 (down from US$0.90 in 2Q 2022). Revenue: US$159.2m (down 23% from 2Q 2022). Net income: US$20.1m (down 60% from 2Q 2022). Profit margin: 13% (down from 24% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Annuncio • Aug 03
Repligen Corporation Provides Earnings Guidance for the Fiscal Year 2023 Repligen Corporation provided earnings guidance for the fiscal year 2023. For the period, the company expects to be in the Range of $635 to $665 Million, Compared to Previous Guidance of $720 to $760 Million. Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €155, the stock trades at a forward P/E ratio of 97x. Average forward P/E is 27x in the Life Sciences industry in Europe. Total returns to shareholders of 34% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €158 per share. Buying Opportunity • Jul 07
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 15%. The fair value is estimated to be €157, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Earnings per share has grown by 51%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 16% in the next 2 years. Recent Insider Transactions • May 10
Insider recently bought €216k worth of stock On the 8th of May, Martin Madaus bought around 2k shares on-market at roughly €144 per share. This transaction increased Martin Madaus' direct individual holding by 115x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €9.8m more in shares than they bought in the last 12 months. Reported Earnings • May 03
First quarter 2023 earnings released: EPS: US$0.52 (vs US$0.85 in 1Q 2022) First quarter 2023 results: EPS: US$0.52 (down from US$0.85 in 1Q 2022). Revenue: US$182.7m (down 12% from 1Q 2022). Net income: US$28.8m (down 39% from 1Q 2022). Profit margin: 16% (down from 23% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Feb 23
Full year 2022 earnings released: EPS: US$3.35 (vs US$2.33 in FY 2021) Full year 2022 results: EPS: US$3.35 (up from US$2.33 in FY 2021). Revenue: US$801.5m (up 20% from FY 2021). Net income: US$186.0m (up 45% from FY 2021). Profit margin: 23% (up from 19% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Feb 22
Chief Financial Officer recently sold €1.1m worth of stock On the 16th of February, Jon Snodgres sold around 6k shares on-market at roughly €187 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jon has been a net seller over the last 12 months, reducing personal holdings by €2.2m. Annuncio • Feb 10
Repligen Appoints Martin D. Madaus to Board of Directors Repligen Corporation announced the appointment to its Board of Directors of life sciences tools industry leader Martin D. Madaus.Dr. Madaus brings to the Repligen board over 25 years of industry experience, including five years as Chairman, President and Chief Executive Officer of Millipore Corporation, where he was integral to the company's transformation into a life science leader, and its acquisition by Merck KGaA in 2010. He is an active board leader, currently serving two public companies; as Lead Director for precision health technology company Quanterix Corporation and as Board member for mass cytometry player Standard BioTools Inc. (previously Fluidigm Corporation).Dr. Madaus' executive profile includes his aforementioned leadership of Millipore Corporation, in addition to his earlier role as President and Chief Executive Officer, N.A., with Roche Diagnostics Corp., and his more recent positionas Chairman and Chief Executive Officer at Ortho Clinical Diagnostics. He is currently a senior operating executive at The Carlyle Group. In addition to his current public company board positions, Dr. Madaus currently leads the boards of three private companies - Unchained Labs, Emulate Inc. and UltiVue Inc.Dr. Madaus previously served on the Board at Covidien Ltd. and Mettler-Toledo International Inc.Dr. Madaus began his career as a veterinarian, before joining Boehringer Mannheim Corporation, where he worked in sales and marketing roles from 1989-1996, until his move into general management coincident with the company's acquisition by Roche Holdings, AG. He holds a D.V.M. from the University of Munich and a Ph.D. in veterinary medicine from the University of Veterinary Medicine Hannover in Germany. Annuncio • Feb 09
Repligen Corporation to Report Q4, 2022 Results on Feb 22, 2023 Repligen Corporation announced that they will report Q4, 2022 results Pre-Market on Feb 22, 2023 Reported Earnings • Nov 02
Third quarter 2022 earnings released: EPS: US$0.73 (vs US$0.61 in 3Q 2021) Third quarter 2022 results: EPS: US$0.73 (up from US$0.61 in 3Q 2021). Revenue: US$200.7m (up 13% from 3Q 2021). Net income: US$40.4m (up 21% from 3Q 2021). Profit margin: 20% (up from 19% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Europe. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment deteriorated over the past week After last week's 17% share price decline to €173, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 32x in the Life Sciences industry in Europe. Total returns to shareholders of 146% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €284 per share. Recent Insider Transactions • Sep 11
President recently sold €3.7m worth of stock On the 8th of September, Anthony Hunt sold around 16k shares on-market at roughly €226 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Anthony has been a net seller over the last 12 months, reducing personal holdings by €6.4m. Recent Insider Transactions • Aug 06
Insider recently sold €797k worth of stock On the 4th of August, Christine Gebski sold around 3k shares on-market at roughly €238 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months. Reported Earnings • Aug 03
Second quarter 2022 earnings released: EPS: US$0.90 (vs US$0.66 in 2Q 2021) Second quarter 2022 results: EPS: US$0.90 (up from US$0.66 in 2Q 2021). Revenue: US$207.6m (up 27% from 2Q 2021). Net income: US$49.9m (up 38% from 2Q 2021). Profit margin: 24% (up from 22% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.5%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 37% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Jul 23
President recently sold €912k worth of stock On the 21st of July, Anthony Hunt sold around 5k shares on-market at roughly €196 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.1m. Anthony has been a seller over the last 12 months, reducing personal holdings by €2.7m. Recent Insider Transactions • May 28
Independent Chairperson of the Board recently sold €2.1m worth of stock On the 25th of May, Karen Dawes sold around 15k shares on-market at roughly €141 per share. This was the largest sale by an insider in the last 3 months. Karen has been a seller over the last 12 months, reducing personal holdings by €7.7m. Valuation Update With 7 Day Price Move • May 04
Investor sentiment improved over the past week After last week's 16% share price gain to €154, the stock trades at a forward P/E ratio of 64x. Average forward P/E is 40x in the Life Sciences industry in Europe. Total returns to shareholders of 158% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €278 per share. Reported Earnings • Apr 28
First quarter 2022 earnings released: EPS: US$0.85 (vs US$0.54 in 1Q 2021) First quarter 2022 results: EPS: US$0.85 (up from US$0.54 in 1Q 2021). Revenue: US$206.4m (up 45% from 1Q 2021). Net income: US$47.0m (up 60% from 1Q 2021). Profit margin: 23% (up from 21% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 12% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 09
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €145, the stock trades at a forward P/E ratio of 67x. Average forward P/E is 41x in the Life Sciences industry in Europe. Total returns to shareholders of 180% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €271 per share. Recent Insider Transactions • Mar 05
Independent Director recently sold €178k worth of stock On the 1st of March, Thomas Ryan sold around 1k shares on-market at roughly €178 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €15m more than they bought in the last 12 months.