Core Viewpoint - Repligen Corporation (NASDAQ:RGEN) is highlighted as a top stock recommendation amid concerns over the AI bubble, with a 10% increase in stock price over the past 12 months [1] Company Overview - Repligen is a life sciences company that develops and produces materials for biological drug manufacturing, serving as a critical component in the drug production ecosystem [2][3] - Approximately 80% of Repligen's products are consumables, positioning the company as a "picks & shovels" provider in the life sciences industry [3] Market Dynamics - The bioprocessing industry has historically grown at a rate of 8-12% per year, and Repligen is recognized as an innovator in both upstream and downstream drug development processes [3] - Recent trends indicate a recovery in the life science tools industry, with Repligen experiencing mid-to-high teens growth in pharma and consumable orders [3] Financial Performance and Projections - The company is expected to see sales growth accelerate to over 15% in 2025, alongside at least 100 basis points of margin expansion and strong free cash flow [3] - Repligen's pricing power is strong, as consumables represent less than 5% of the total cost to manufacture biologics [3] Industry Context - The recent clarity in drug pricing has alleviated uncertainties that previously affected Repligen's stock performance, aligning it with broader industry trends [2] - The desire to increase domestic drug manufacturing capacity is anticipated to be a medium to long-term growth catalyst for Repligen [3][4] Valuation - The stock is projected to have meaningful upside potential, with a target price of approximately $180 based on a 10x EV/S multiple [4]

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...

Amgen joins drugmakers offering discounts to cash-paying patients after Trump’s call to cut prices https://t.co/OtfyomPkAP ...

Rather than seek to import Europe’s prices, the president would be better off borrowing its approach—and establishing an American system of valuing drugs https://t.co/QcTHy2Heka ...

If America shared Europe’s assessment of how to value good health, it might well save money on drugs. But it would come at the cost of worse care than it enjoys today https://t.co/Sw98hBb71f ...

“By raising reimbursements for new drugs while increasing the use of cheaper generic therapies, Europe could spur more investment in lifesaving R&D and defuse Donald Trump’s mutually destructive pricing push,” argues Tomas Philipson in a guest essay https://t.co/Na86UHJlLF ...

Healthcare Industry News - A new drug-buying site called "TrumpRx" has been announced for Americans [1] - The site aims to help Americans save money on prescription drugs [1]

This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...

Because your first guest today says that small caps have largely been ignored or unloved for way too long and it's time to think big about the little ones. Dan Vu is here to kick things off. Chief investment officer and senior partner Palisad Capital Management.Dan, great to have you on. You just gave me a stat before the show, which you know, not a lot of things blow my mind, but this did that all Russell 2000, every stock in that index combined is smaller than Nvidia. What do you make of that.>> You know, ...

Rather than seek to import Europe’s prices, the president would be better off borrowing its approach—and establishing an American system of valuing drugs https://t.co/X8quFdo1eN ...