Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 Securities registered pursuant to Section 12(g) of the Act: None 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 speci ...

Repligen Corp. (NASDAQ:RGEN) Q4 2019 Earnings Conference Call February 20, 2020 8:30 AM ET Company Participants Sondra Newman - Senior Director, IR Anthony Hunt - CEO & President Jon Snodgres - CFO & Secretary Conference Call Participants Daniel Arias - Stifel, Nicolaus & Company Puneet Souda - SVB Leerink Ruizhi Qin - JPMorgan Chase & Co. Paul Knight - Janney Montgomery Scott John Kreger - William Blair & Company Matthew Hewitt - Craig-Hallum Edward Marks - H.C. Wainwright & Co. Jacob Johnson - Stephens In ...

Repligen Corporation November 2019 Investor Presentation 2 Safe Harbor This presentation contains forward looking statements which are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties which may cause our plans to change or actual results to differ materially from those anticipated. In particular, unforeseen events outside of our cont ...

Financial Data and Key Metrics Changes - The company reported revenues of $69.4 million for Q3 2019, reflecting a growth of 42% at constant currency and 28% organic growth [30][31] - Adjusted operating income increased by 34% year-over-year to $15.1 million, with adjusted EPS rising 44% to $0.26 per fully diluted share [30][42] - The company raised its full-year revenue guidance to $267 million to $270 million, indicating growth of 38% to 39% [11][46] Business Line Data and Key Metrics Changes - Direct filtration and chromatography businesses experienced organic growth of over 40% for both the quarter and year-to-date [19][31] - C Technologies contributed approximately $7 million in revenue for Q3 and is on track to meet its target of $16 million to $17 million for the partial year [14][11] - The proteins business is expected to achieve over 15% growth for the year, marking the first such growth since 2015 [20][54] Market Data and Key Metrics Changes - North America accounted for 52% of direct product revenue year-to-date, with Asia Pacific growing at 44% and Europe at 26% [31] - Gene therapy represented 13% to 15% of total revenue, with expectations for growth as the market matures [64][88] Company Strategy and Development Direction - The company is focused on integrating C Technologies and expanding manufacturing capacity for filtration and chromatography products [12][15] - New product launches, particularly the TFDF technology, are seen as significant innovations in harvest clarification [17][76] - The company aims to maintain a long-term organic growth target of 10% to 15% [74] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving strong performance in Q4 despite tough comparisons from the previous year [72] - The company is optimistic about the gene therapy market's growth potential, although it remains cautious about specific growth rates for 2020 [66][74] - The integration of C Technologies is progressing well, with a dedicated sales team being established [99][100] Other Important Information - The company generated free cash flow of $33.5 million year-to-date, with cash and cash equivalents totaling $513.5 million as of September 30, 2019 [43][42] - Adjusted gross margin for Q3 was 56.1%, with expectations for modestly lower margins in Q4 due to strategic investments [34][35] Q&A Session Summary Question: Dynamics of the protein business and lower ligands demand - Management noted strong growth in growth factors offsetting lower ligands demand, with confidence in achieving 15% organic growth for proteins [54] Question: Cross-selling opportunities with C Technologies - A dedicated sales team for C Technologies is being built to drive process analytics sales, with expectations for close collaboration with the existing sales force [56][58] Question: Overall market growth and share taking - The company has maintained a high growth rate, particularly in filtration and chromatography, with strong order demand [60][61] Question: Sustainability of gene therapy revenue - Gene therapy currently accounts for 13% to 15% of total revenue, with potential for growth as the market matures [64][66] Question: Integration progress of C Technologies - The integration is focused on building out the commercial organization, with no immediate revenue synergies expected in 2019 [100][101] Question: Capacity build-out priorities - The company is prioritizing capacity build-out for OPUS, ATF, and Spectrum businesses to meet strong demand [110][111]

Table of Contents 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 September 30, 2019 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 ...

Repligen Corporation (NASDAQ:RGEN) Q2 2019 Results Conference Call August 1, 2019 8:30 AM ET Company Participants Sondra Newman - Global Head of Investor Relations Tony Hunt - President and Chief Executive Officer Jon Snodgres - Chief Financial Officer Conference Call Participants Tycho Peterson - JPMorgan John Kreger - William Blair Matt Hewitt - Craig-Hallum Brandon Couillard - Jefferies Paul Knight - Janney, Montgomery, Scott Steve Schwartz - First Analysis Edward White - HC Wainwright Operator Good day ...

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 June 30, 2019 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) (State or Other Jurisdiction of Incorporation or Organizat ...

Repligen Corporation Investor Presentation P REPLIGEN May 21, 2019 2 Safe Harbor This presentation contains forward looking statements which are made pursuant to the safe harbor provisions of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These statements are subject to risks and uncertainties which may cause our plans to change or actual results to differ materially from those anticipated. In particular, unforeseen events outside o ...

Financial Data and Key Metrics Changes - The company reported record revenues of $60.6 million for Q1 2019, reflecting a 37% year-over-year organic growth, despite a 1.5% headwind from foreign exchange [30][31] - Adjusted operating income increased by 68% year-over-year to $15.6 million, with adjusted operating margins improving by 500 basis points to 25.7% [31][37] - Adjusted EPS rose by 66% year-over-year to $0.28 per fully diluted share [38] Business Line Data and Key Metrics Changes - The filtration business saw a record quarter with ATF product line sales up over 50% year-over-year, and single-use XCell ATF sales increased over 100% year-on-year [12][13] - Chromatography, particularly the OPUS pre-pack column business, delivered over 40% growth year-on-year, driven by demand for larger diameter columns [15] - The proteins business grew over 25% organically, with strong demand for growth factors and ligands [16][37] Market Data and Key Metrics Changes - Direct product revenue growth was strong across regions: Asia up 72%, North America up 42%, and Europe up 23% [32] - North America accounted for 54% of direct product revenue, Europe 28%, and Asia 18% [32] Company Strategy and Development Direction - The acquisition of C Technologies is expected to add a new franchise in process analytics, enhancing the product portfolio and expanding the addressable market [9][10] - The company is focused on commercial execution, M&A, strategic partnerships, and high-impact product launches from R&D [10][11] - Plans include launching new TFF and ATF controller products in the second half of the year and increasing operational capacity to meet demand [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the performance for the year, raising revenue and adjusted EPS guidance by $16.5 million and $0.035 respectively [8][41] - The company anticipates that the first half of the year will be stronger than the second half in terms of revenue and organic growth percentage [33] - Management expects continued strong demand for growth factors and a healthy pipeline of opportunities in Asia [53][54] Other Important Information - The company raised its full-year revenue guidance to $235 million to $241 million, reflecting growth of 21% to 24% [41] - Adjusted net income guidance was increased to a range of $41 million to $44 million, with adjusted EBITDA also raised to $60 million to $63 million [44] Q&A Session Summary Question: What drove the strong growth in the growth factor business? - Management indicated that increased usage in clinical pipelines and strong partnerships contributed to the growth, with a current market share of approximately 15% to 20% [50][53] Question: What is the underlying market growth in Asia? - Management noted that the strong performance in Asia is due to the technology standard of their products and a healthy pipeline of opportunities [54] Question: What is the outlook for gross margins? - Management expects gross margins to remain in the range of 56% to 57%, with potential for annual expansion of 20 to 40 basis points [56][57] Question: What is the status of revenue synergy capture from Spectrum? - Management reported $2.5 million of revenue synergies captured in Q1, on track to meet the target of $5 million to $7 million for 2019 [63] Question: Are there any production constraints? - Management confirmed that they are meeting customer demands but are focused on increasing production capacity, particularly in the large-scale OPUS business [90]

Table of Contents 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, 2019 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 Jur ...