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 58% of 2024 revenue, while chromatography, proteins, and process analytics were 19%, 12%, and 9%, respectively. Customers in North America, Europe, and Asia Pacific contributed 44%, 37%, and 19% of revenue, respectively.
Employees: 1,778
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1.48% more ownership
Funds ownership: 98.83% [Q3] → 100.31% (+1.48%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]
2% less capital invested
Capital invested by funds: $8.22B [Q3] → $8.09B (-$135M) [Q4]
9% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 65
3% less funds holding
Funds holding: 440 [Q3] → 427 (-13) [Q4]
15% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 158
47% less call options, than puts
Call options by funds: $40.1M | Put options by funds: $75.5M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Canaccord Genuity Kyle Mikson 32% 1-year accuracy 9 / 28 met price target | 15%upside $150 | Hold Maintained | 16 Apr 2025 |
Evercore ISI Group Daniel Markowitz 0% 1-year accuracy 0 / 2 met price target | 19%upside $155 | In-Line Initiated | 18 Mar 2025 |
RBC Capital Conor McNamara 5% 1-year accuracy 2 / 37 met price target | 58%upside $205 | Outperform Maintained | 21 Feb 2025 |
JP Morgan Rachel Vatnsdal 38% 1-year accuracy 6 / 16 met price target | 54%upside $200 | Overweight Maintained | 21 Feb 2025 |
HC Wainwright & Co. Raghuram Selvaraju 30% 1-year accuracy 99 / 335 met price target | 38%upside $180 | Buy Reiterated | 21 Feb 2025 |
Financial journalist opinion
Based on 4 articles about RGEN published over the past 30 days
