Repligen (RGEN) FY Conference June 03, 2025 02:20 PM ET Speaker0 Everyone. Thank you for joining us for the repligen management presentation. My name is Matt Larue. I cover repligen here at Flair. I'm very pleased to be joined this morning by Olivier Lailleaux. Before we get to the presentation, I want to mention two things. First, the breakout session is in the Richardson Room on the Second Floor. And then second, I am required to inform you that for a complete list of our disclosures or conflicts of inter ...

A month has gone by since the last earnings report for Repligen (RGEN) . Shares have lost about 12.2% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Repligen due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, es ...

Repligen Corporation is a global life sciences company that develops and commercializes highly innovative bioprocessing technologies and systems that enable efficiencies in the process of manufacturing biological drugs. We are "inspiring advances in bioprocessing" for the customers we serve; primarily biopharmaceutical drug developers and contract development and manufacturing organizations (CDMOs) worldwide. Our focus areas are Filtration and Fluid Management, Chromatography, Process Analytics and Proteins ...

WALTHAM, Mass., May 22, 2025 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that it will be participating at the William Blair 45th Annual Growth Stock Conference being held June 3 – 5 in Chicago. Olivier Loeillot, President and Chief Executive Officer is scheduled to present a company overview on June 3rd at 1:20 p.m. CT. A live webcast of the conference presentation will be accessible through Repligen’s Invest ...

Summary of Repligen (RGEN) Conference Call Company Overview - **Company**: Repligen Corporation (RGEN) - **Event**: RBC Capital Markets 2025 Global Healthcare Conference - **Date**: May 20, 2025 Key Points Financial Guidance and Performance - The guidance for Q1 included the acquisition of the nine zero eight devices, contributing approximately $10 million in sales, slightly accretive to gross margin but dilutive to operating margin by 50 basis points [2][3] - Foreign exchange (FX) had a significant impact, initially projected as a 1.5-point headwind but later adjusted to a 0.5-point tailwind, indicating improved conditions [3][5] - Tariffs were not included in the initial guidance, but potential sales increases from surcharges and pricing adjustments were noted, estimated at just under a point of sales increase [5][9] Tariff Impacts - Majority of manufacturing is in the U.S., with 90% of U.S. sales also produced domestically, minimizing tariff impacts [9][10] - Approximately 2% of sales are exposed to China, with less than $5 million in sales exposure anticipated due to tariffs [12][13] - The company is exploring dual manufacturing capabilities in Europe to mitigate potential tariff impacts [16][18] - Customer response to surcharges has been generally positive, with no significant pushback reported [21][22] Market Dynamics and Growth - Repligen reported a 14% growth in Q1, significantly above the high single-digit growth of the bioproduction market, indicating strong performance [29][32] - The company expects organic non-COVID growth to be between 11.5% and 15.5% for the year, aligning with broader market trends [31][32] - The ATF (Alternating Tangential Flow) product line is expected to see growth in the second half of the year, despite tough comparisons in Q1 [34][36] Customer Engagement and Opportunities - Repligen is engaged with nine out of the ten largest Contract Development and Manufacturing Organizations (CDMOs), indicating strong market positioning and potential for expansion [35][36] - The company is optimistic about growth opportunities in China, despite current headwinds, and has strengthened its leadership in the region [45][47] Manufacturing and Capital Deployment - The company is considering expanding U.S. manufacturing capabilities in response to industry trends towards onshoring [48][49] - Repligen has a consistent M&A strategy focused on acquiring differentiated products that can enhance their portfolio, particularly in bioprocessing workflows [56][57] - The company aims for a balance between revenue growth and margin improvement in its acquisition strategy [58][59] Conclusion - Repligen is navigating a complex landscape of tariffs, FX fluctuations, and market dynamics while maintaining a strong growth trajectory. The company is well-positioned to capitalize on opportunities in both domestic and international markets, particularly through strategic acquisitions and enhanced manufacturing capabilities.

WALTHAM, Mass., May 07, 2025 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that it will be participating at the following May investor conferences. RBC Capital Markets’ 2025 Global Healthcare Conference, being held in New York on May 20-21. Jason K. Garland, Chief Financial Officer, is scheduled to participate in an analyst-led discussion on May 20 at 3:35 p.m. ET, in addition to a series of one-on-one meetings ...

Repligen Corporation (RGEN) reported first-quarter 2025 adjusted earnings per share of 39 cents, which beat the Zacks Consensus Estimate of 35 cents. The company had recorded adjusted earnings of 30 cents per share in the year-ago quarter.Total revenues were $169 million, up 10% year over year on a reported basis. Excluding the impact of acquisition revenues and currency exchange, revenues rose 11% organically. Revenues beat the Zacks Consensus Estimate of $164 million. (Find the latest EPS estimates and su ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to___________ Commission File Number 000-14656 REPLIGEN CORPORATION (Exact Name of Registrant as Specified in its Charter) Delaware 04-2729386 (State or Other Ju ...

Repligen (RGEN) Q1 2025 Earnings Call April 29, 2025 01:53 PM ET Speaker0 Good day, ladies and gentlemen, and welcome to Repligen Corporation's First Quarter of twenty twenty five Earnings Conference Call. My name is Dovan, and I will be your coordinator. All participants will be in the listen only mode. Please note that there will be a question and answer session following the company's formal remarks. The company would like to note that there will be a limited timeframe for Q and A, and as such, managemen ...

Core Viewpoint - Repligen (RGEN) reported quarterly earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.35 per share, and showing an increase from $0.28 per share a year ago, indicating a positive earnings surprise of 11.43% [1][2] Financial Performance - The company achieved revenues of $169.17 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.85% and up from $151.35 million year-over-year [2] - Over the last four quarters, Repligen has exceeded consensus EPS estimates three times and topped revenue estimates two times [2] Stock Performance and Outlook - Repligen shares have declined approximately 0.2% since the beginning of the year, contrasting with the S&P 500's decline of 6% [3] - The company's future stock performance will largely depend on management's commentary during the earnings call and the trends in earnings estimate revisions [3][4] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $0.42 on revenues of $174.55 million, and for the current fiscal year, it is $1.69 on revenues of $701.98 million [7] - The estimate revisions trend for Repligen is currently mixed, resulting in a Zacks Rank 3 (Hold), indicating expected performance in line with the market [6] Industry Context - The Medical - Biomedical and Genetics industry, to which Repligen belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]