RepligenRGEN
Market Cap: $8.24B
About: Repligen Corp is a global life sciences company. It develops and commercializes innovative bioprocessing technologies and systems that increase efficiencies and flexibility in the process of manufacturing biological drugs. The company's customers include life science companies, global biopharmaceutical companies, and contract manufacturers worldwide. Repligen markets its products globally through a direct commercial organization in the U.S., Europe, and Asia, as well as through strategic partners in select markets. The majority of the company's revenue is generated in North America.
Employees: 1,783
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
270% more call options, than puts
Call options by funds: $66.9M | Put options by funds: $18.1M
1% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 161
1.09% less ownership
Funds ownership: 101.47% [Q1] → 100.38% (-1.09%) [Q2]
6% less funds holding
Funds holding: 479 [Q1] → 450 (-29) [Q2]
31% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 95
32% less capital invested
Capital invested by funds: $10.4B [Q1] → $7.07B (-$3.33B) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Wells Fargo Brandon Couillard 36% 1-year accuracy 4 / 11 met price target | 22%upside $180 | Overweight Initiated | 27 Aug 2024 |
JP Morgan Rachel Vatnsdal 56% 1-year accuracy 15 / 27 met price target | 36%upside $200 | Overweight Maintained | 31 Jul 2024 |
UBS Elizabeth Garcia 75% 1-year accuracy 3 / 4 met price target | 26%upside $185 | Buy Maintained | 31 Jul 2024 |
RBC Capital Conor McNamara 39% 1-year accuracy 15 / 38 met price target | 29%upside $190 | Outperform Reiterated | 31 Jul 2024 |
Stephens & Co. Jacob Johnson 56% 1-year accuracy 9 / 16 met price target | 16%upside $170 | Overweight Reiterated | 30 Jul 2024 |