WALTHAM, Mass., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that it will participate in the J.P. Morgan 2026 Healthcare Conference, being held January 12 – 15 in San Francisco. Olivier Loeillot, President and Chief Executive Officer, will present an overview of the company on Tuesday, January 13 at 2:15 p.m. PT. A live webcast of the conference presentations will be accessible through Repligen’s ...

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Core Insights - Repligen Corporation has launched three new high-performance chromatography resins, enhancing its proteins portfolio and commitment to innovation in bioprocessing technology [1][2][3] Product Launch - The new products include AVIPure HiPer™ AAV9 and AVIPure® HiPer™ AAV8 affinity resins, and HiPer™ QA anion exchange resin, which are designed to support gene therapy developers [1][3] - These resins utilize Tantti™ DuloCore™ base bead technology, providing differentiated performance for new modalities such as viral vectors [1] Market Position - Repligen aims to maintain its leadership in process productivity and is preparing for broader chromatography resin launches anticipated in 2026 [2] - The company focuses on delivering scalable, high-performance solutions to meet the needs of gene therapy manufacturers [3] Company Overview - Repligen Corporation is a global life sciences company that specializes in bioprocessing technologies for the manufacturing of biological drugs [4] - The company operates primarily in the areas of Filtration and Fluid Management, Chromatography, Process Analytics, and Proteins, with headquarters in Waltham, Massachusetts [4]

Question-and-Answer SessionAwesome. So lots to get into here. I would love to just start off on 3Q performance. So I think you guys delivered 18% organic growth, double-digit growth across every franchise. Can you just talk about some of the drivers of this performance? Were there any standout products or customer categories to call out?Jason GarlandCFO & Chief Compliance Officer Yes. We were really happy with the quarter. Again, just the continued momentum that we've seen through the year. As you said, it ...

Repligen (NasdaqGS:RGEN) FY Conference December 03, 2025 01:20 PM ET Company ParticipantsStephen Shah - Head of Investor RelationsJason Garland - CFOConference Call ParticipantsDaniel Markowitz - AnalystDaniel MarkowitzAre we live? Great. Awesome. Thank you, everyone, for joining. For those of you who don't know me, I'm Daniel Markowitz. I cover the life science, tools, and diagnostics and med tech space here at Evercore ISI. Today we're joined by Repligen. We have with us CFO Jason Garland and, from Invest ...

Core Insights - Repligen Corporation will participate in the 8th Annual Evercore Healthcare Conference from December 2-4, 2025, in Coral Gables, Florida, with CFO Jason Garland leading an analyst discussion on December 3 at 1:20 p.m. ET [1] - A live webcast of the conference will be available on Repligen's Investor Relations website, with a replay option for a limited time post-event [2] Company Overview - Repligen Corporation is a global life sciences company specializing in innovative bioprocessing technologies and systems aimed at enhancing the manufacturing efficiency of biological drugs [3] - The company serves biopharmaceutical drug developers and contract development and manufacturing organizations (CDMOs) worldwide, focusing on areas such as Filtration and Fluid Management, Chromatography, Process Analytics, and Proteins [3] - The corporate headquarters is located in Waltham, Massachusetts, with manufacturing sites primarily in the U.S. and additional key locations in Estonia, France, Germany, Ireland, the Netherlands, and Sweden [3]

Core Viewpoint - Repligen Inc. (NASDAQ:RGEN) has experienced a recent share price increase, but its performance over the past month shows a decline, raising questions about potential overvaluation despite a yearly increase in stock value [1]. Group 1: Stock Performance - The current share price of Repligen Inc. is $155.36, reflecting a 0.65% increase [1]. - Over the past month, the stock has decreased by 1.36%, while it has increased by 19.66% over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for assessing a company's market performance, comparing the current share price to the company's earnings per share (EPS) [5]. - Repligen Inc. has a significantly higher P/E ratio of 7718.0 compared to the industry average of 43.15 in the Life Sciences Tools & Services sector, suggesting that investors may expect better performance from the company relative to its peers [6]. - A higher P/E ratio may indicate that the stock is overvalued, but it could also reflect investor optimism regarding future performance and potential dividend increases [5][6]. Group 3: Limitations of P/E Ratio - The P/E ratio, while useful, has limitations and should not be used in isolation; it must be considered alongside other financial metrics and qualitative factors [9][10]. - A lower P/E ratio could suggest undervaluation, but it may also indicate a lack of expected future growth from shareholders [10].

Core Insights - Repligen is recognized as one of the few publicly traded pure-play bioprocessing companies, highlighting its unique market position and innovation history [2] Group 1: Q3 Recap - The discussion includes a recap of Q3 performance and its implications for future momentum [3] Group 2: Future Framework - The company is focusing on a framework for the upcoming year, building on insights from the Q3 call [4] - Long-term growth drivers will be discussed, including ATF and additional factors beyond that [4]

Repligen Conference Call Summary Company Overview - Repligen is a publicly traded pure-play bioprocessing company known for its history of innovation and tuck-in acquisitions, leading to consistent above-market growth [4][4][4] Q3 Performance Highlights - Q3 revenue exceeded expectations by approximately $7 million, with an 18% organic growth rate [9][9] - Strong performance was noted in the analytics and proteins segments, with proteins being described as "lumpy" in delivery timing [9][9][11] - The CTech analytics segment showed strong momentum due to an upgrade cycle initiated earlier in the year, with only 3% of the 2,000 installed units upgraded so far [10][11] Equipment and Hardware Performance - Equipment sales increased by 20%, outperforming peers, driven by ATF (Alternating Tangential Flow) and analytics [16][16] - ATF sales are considered resilient and not significantly affected by economic cycles, as they can help companies avoid the need for new production lines [17][18] - The company is well-positioned to benefit from reshoring trends, with the ability to deliver most products from U.S. production sites [34][34] Market Dynamics and Future Outlook - The company anticipates that reshoring will lead to orders in 2026 and revenue in 2027, with a potential tailwind from new capacity being built [26][34] - There is a belief that the company can gain market share through innovation and differentiation in downstream filtration systems [31][31] - The emerging biotech segment, while only 10% of revenue, showed the highest revenue in three years, indicating positive trends in funding and potential future orders [49][55] Guidance and Financial Projections - The company has not provided formal guidance for 2026 but expects to grow five points above market growth, with a two-point headwind from a major customer [73][75] - The expectation is for a revenue growth range of 11-13%, which is slightly below market expectations [73][75] - Long-term goals include reaching approximately 30% EBITDA and high 50s gross margin over the next five years, with a focus on sustainable growth [90][92] Investment and M&A Strategy - Repligen is actively pursuing modest M&A opportunities, focusing on differentiated technology that can synergize with its existing portfolio [105][106] - The company is investing in its infrastructure and team to support future growth, with a focus on efficiency and cost savings [97][98] ATF Revenue Model - Initial ATF hardware sales are expected to generate consumable revenue starting in the latter half of 2026, with peak demand potentially reaching $15 million for blockbuster drugs [115][117] - The ramp-up for consumables will be gradual, with low single-digit revenues initially increasing over time [120][121] Conclusion - Repligen is positioned for growth through innovation, strategic investments, and a focus on efficiency, with a positive outlook on market dynamics and potential for increased revenue from emerging biotech and reshoring trends [34][42][49]

Core Insights - The company has experienced strong performance across all business segments and geographies in the third quarter and the first three quarters of the year [2] - The organic growth rate for the quarter was 18%, with growth rates ranging from 14% to 18% over the last four quarters [3] Growth Factors - The outgrowth algorithm for the company is influenced by factors such as fluid management and strategic accounts, alongside traditional drivers like market expansion in China and new product modalities [1]