RepligenRGEN
About: Repligen, headquartered in Waltham, Massachusetts, is a global life sciences company that develops and sells bioprocessing equipment and supplies used in the manufacturing of biologic drugs, including monoclonal antibodies, recombinant proteins, vaccines, and cell and gene therapies. Its customers include biopharmaceutical companies, contract development and manufacturing organizations, or CDMOs, and other life science companies. It sells four main product categories: filtration (including fluid management) is the largest category and was 54% of 2023 revenue, while chromatography, proteins, and process analytics were 20%, 16%, and 9%, respectively. Customers in North America, Europe, and Asia Pacific contributed 44%, 37%, and 19% of revenue, respectively.
Employees: 1,783
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
0.46% more ownership
Funds ownership: 99.5% [Q3] → 99.96% (+0.46%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
3% less capital invested
Capital invested by funds: $8.28B [Q3] → $8.06B (-$218M) [Q4]
6% less funds holding
Funds holding: 441 [Q3] → 415 (-26) [Q4]
14% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 154
18% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 65
47% less call options, than puts
Call options by funds: $40.1M | Put options by funds: $75.5M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital Conor McNamara 5% 1-year accuracy 2 / 37 met price target | 29%upside $205 | Outperform Maintained | 21 Feb 2025 |
JP Morgan Rachel Vatnsdal 65% 1-year accuracy 11 / 17 met price target | 26%upside $200 | Overweight Maintained | 21 Feb 2025 |
HC Wainwright & Co. Raghuram Selvaraju 38% 1-year accuracy 126 / 333 met price target | 13%upside $180 | Buy Reiterated | 21 Feb 2025 |
Canaccord Genuity Kyle Mikson 46% 1-year accuracy 13 / 28 met price target | 7%upside $170 | Hold Maintained | 21 Feb 2025 |
Financial journalist opinion
Based on 8 articles about RGEN published over the past 30 days
