Repligen: Ongoing Bioprocessing Market Recovery

Core Viewpoint - Repligen (RGEN) has shown a stock price increase of over 14% since a 'buy' rating was assigned in July 2024, indicating strong market performance despite weak growth in China [1] Group 1: Company Performance - The business of Repligen is expected to gradually recover in FY25, supported by its strong filtration capabilities [1] - The company specializes in niche markets with strong growth potential and has a solid management team [1] Group 2: Investment Strategy - The investment approach is fundamental, bottom-up, long-term, and quality growth-oriented, focusing on companies with reasonable valuations [1] - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and disciplined trading [1]