The Bull Case For Repligen (RGEN) Could Change Following New Gene Therapy Chromatography Resin Launches

• Earlier in 2025, Repligen Corporation expanded its bioprocessing portfolio by launching three high-performance chromatography resins: AVIPure HiPer AAV9 and AAV8 affinity resins, plus the HiPer QA anion exchange resin, aimed at advancing gene therapy purification and process efficiency.
• This move strengthens Repligen’s position in next-generation bioprocessing by broadening its consumables offering, potentially increasing recurring revenue as gene therapy pipelines mature.
• We’ll now examine how this expansion of Repligen’s chromatography resin portfolio could influence its investment narrative and long-term growth profile.

Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

Repligen Investment Narrative Recap

To own Repligen, you need to believe in sustained demand for next generation bioprocessing tools, particularly in gene therapy, and the company’s ability to convert innovation into resilient, higher quality revenue. The new AVIPure HiPer AAV resins support that thesis by deepening its role in AAV workflows, but they do not eliminate the near term risk that weaker funding for small and emerging biotech customers keeps order intake uneven and revenue visibility constrained.

Among recent developments, the shift back to profitability in 2025, with Q3 revenue rising to US$188.81 million and net income to US$14.91 million, is most relevant here. It shows the core bioprocessing franchise can support earnings even as Repligen broadens into chromatography resins, which may matter if product mix volatility or heavier use of lower margin components pressures future profitability.

Yet this innovation story also comes with a concentration risk in gene therapy and AAV that investors should be aware of as...

Read the full narrative on Repligen (it's free!)

Repligen's narrative projects $1.0 billion revenue and $140.0 million earnings by 2028. This requires 15.6% yearly revenue growth and about a $153.8 million earnings increase from -$13.8 million today.

Uncover how Repligen's forecasts yield a $187.00 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Five members of the Simply Wall St Community value Repligen between US$47.44 and US$187 per share, highlighting very different expectations. When you weigh those views against the risk of prolonged funding softness among smaller biotech customers, it becomes even more important to compare several perspectives before deciding how Repligen might fit into your portfolio.

Explore 5 other fair value estimates on Repligen - why the stock might be worth as much as 16% more than the current price!

Build Your Own Repligen Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Repligen research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Repligen research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Repligen's overall financial health at a glance.

Contemplating Other Strategies?

Every day counts. These free picks are already gaining attention. See them before the crowd does:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Uncover the next big thing with financially sound penny stocks that balance risk and reward.
• Find companies with promising cash flow potential yet trading below their fair value.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com