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, 2022 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 jurisdiction of incorporat ...

Start Time: 08:30 January 1, 0000 9:37 AM ET Repligen Corporation (NASDAQ:RGEN) Q4 2022 Earnings Conference Call February 22, 2023, 08:30 AM ET Company Participants Tony Hunt - President and CEO Jon Snodgres - CFO Sondra Newman - Head, IR Conference Call Participants Jacob Johnson - Stephens Dan Arias - Stifel Puneet Souda - SVB Securities Elizabeth Garcia - UBS Matt Larew - William Blair Brandon Couillard - Jefferies Matt Hewitt - Craig-Hallum Conor McNamara - RBC Capital Markets Operator Good day, ladies ...

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 REPLIGEN CORPORATION (Exact Name of Registrant as Specified in its Charter) Delaware 04-2729386 (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identification No.) 41 Seyon Street, Bldg. 1, Suite 100 Waltham, MA 02453 (Address of Principal Executive Offices) (Zip Code) For the quarterly period ended September ...

Repligen Corporation (NASDAQ:RGEN) Q3 2022 Earnings Conference Call November 1, 2022 8:30 AM ET Company Participants Sondra Newman – Head-Investor Relations Tony Hunt – President and Chief Executive Officer Jon Snodgres – Chief Financial Officer Conference Call Participants Puneet Souda – SVB Securities Dan Arias – Stifel Julia Qin – JPMorgan Jacob Johnson – Stephens Paul Knight – KeyBanc Madeline Mollman – William Blair Liza Garcia – UBS Matt Hewitt – Craig-Hallum Capital Group Brandon Couillard – Jefferie ...

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, 2022 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 ...

Repligen Corporation (NASDAQ:RGEN) Q2 2022 Earnings Conference Call August 2, 2022 8:30 AM ET Company Participants Sondra Newman – Head-Investor Relations Tony Hunt – President and Chief Executive Officer Jon Snodgres – Chief Financial Officer Conference Call Participants Dan Arias – Stifel Julia Qin – J.P. Morgan Jacob Johnson – Stephens Lisa Garcia – UBS Matt Larew – William Blair Paul Knight – KeyBanc Matt Hewitt – Craig-Hallum Capital Group Puneet Souda – SVB Securities Operator Good morning and welcome ...

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, 2022 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 Jurisdiction of Incorpora ...

Repligen Corporation (NASDAQ:RGEN) Q1 2022 Results Earnings Conference Call April 27, 2022 8:30 AM ET Company Participants Sondra Newman - Vice President and Global Head of Investor Relations Tony Hunt - President and Chief Executive Officer Jon Snodgres - Chief Financial Officer Conference Call Participants Jacob Johnson - Stephens Inc. Dan Arias - Stifel Financial Puneet Souda - SVB Leerink Julia Qin - J.P. Morgan Paul Knight - KeyBanc Capital Markets Justin Lin - William Blair & Company Matthew Hewitt - ...

Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION | 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 jurisdiction of (I.R.S. Employer | | incorporation or organization) Identification No.) | | 41 Seyon Street, Bldg. 1, S ...

Financial Data and Key Metrics Changes - The company reported record revenue of $186.5 million for Q4 2021, representing a 72% increase year-over-year, and $670.5 million for the full year, reflecting an 83% growth [32][35] - Adjusted net income for Q4 2021 was $46.9 million, a 64% increase compared to Q4 2020, and for the full year, it was $175.3 million, up 97% from 2020 [42] - Adjusted EPS for Q4 2021 increased to $0.81, a 56% rise from $0.52 in Q4 2020, while the full year adjusted EPS was $3.06, an 85% increase from $1.65 in 2020 [42] Business Line Data and Key Metrics Changes - The filtration franchise was the major growth driver, with over 100% growth in Q4 and over 130% for the full year [26] - Gene therapy revenues increased by 85% in Q4 and approximately 40% for the year, indicating strong market traction [20] - The chromatography business grew by 29% for the year, with OPUS revenues increasing by 22% [24] Market Data and Key Metrics Changes - Revenue from Asia-rest of world increased by 136%, Europe grew by 94%, and North America grew at 58% for the full year 2021 [37] - COVID-related revenues accounted for 33% of total revenue in Q4 and 28% for the full year, with expectations of $200 million to $220 million in COVID revenues for 2022 [21][45] Company Strategy and Development Direction - The company aims to build out capacity to support growth, integrate recent acquisitions, launch new products, and continue traction in cell and gene therapy [28] - The total addressable market (TAM) increased from $3.7 billion to over $8 billion, largely due to COVID impacts and strategic acquisitions [11][63] - The company is focused on sustainability initiatives, including a commitment to renewable energy and diversity and inclusion [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the bioprocessing market and expects to achieve revenue guidance of $800 million to $830 million for 2022, representing growth of 19% to 24% [45][70] - The order book for cell and gene therapy remains robust, with no observed slowdown, indicating a healthy pipeline [60][71] Other Important Information - The company spent approximately $71 million in capital expenditures in 2021, with 80% allocated to capacity investments [33] - Adjusted gross margin for the full year 2021 was 58.9%, a 120 basis point improvement year-over-year [38] Q&A Session Summary Question: Outlook for filtration growth - Management expects filtration growth of 25% to 35% in 2022, driven by traction in flat sheet cassettes and ATF technology [51][52] Question: Growth in cell and gene therapy - The company anticipates adding new customers at a similar pace as in 2021, with a focus on late-stage approvals to drive momentum [56][58] Question: Impact of market volatility on pipeline - Management noted that the impact is more on early-stage research, with solid order activity observed in the base business [70] Question: Inventory levels in the channel - The company acknowledged a trend of slowing inventory build, which may not significantly impact operations until the second half of the year [73] Question: Capacity expansion details - The average capacity increase across product lines is estimated to be around 4x, with significant increases in hollow fiber capacity [76][77] Question: Initial response to new resin products - The response to new AAV manufacturing resin products has been positive, with expectations for customer evaluations to lead to orders in the future [84][86]