Latest news with #RepligenCorporation
Yahoo
22-05-2025
- Business
- Yahoo
Repligen Corporation to Present at William Blair Growth Conference
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 Investor Relations website at and will be available for replay for a limited period of time following the event. About Repligen CorporationRepligen 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. Our corporate headquarters are located in Waltham, Massachusetts, and the majority of our manufacturing sites are in the U.S., with additional key sites in Estonia, France, Germany, Ireland, the Netherlands and Sweden. For more information about the company see our website at and follow us on LinkedIn. Repligen Contact: Jacob JohnsonVP, Investor Relations(781) 419-0204investors@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-05-2025
- Business
- Yahoo
Repligen Corp. (RGEN) Slid On Uncertainty Related To U.S. Federal Government Spending On Healthcare
Conestoga Capital Advisors, an asset management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets started the year with a rally due to optimism about a strong economy and expectations of moderating inflation and lower interest rates. However, concerns over slowing earnings from major Technology companies, geopolitical tensions, and an upcoming announcement on tariffs led to a sharp decline in equities by the end of the first quarter. Investors sought safety, driving U.S. Treasury yields down. The Conestoga Small Cap Composite returned -11.35% (net) in the first quarter compared to the Russell 2000 Growth Index's -11.12% return. The Conestoga SMid Cap Composite returned -5.73% compared to the Russell 2500 Growth Index's -10.80% return. The Conestoga Micro-Cap Composite returned -8.24% vs the Russell Microcap Growth Index's return of -17.75%. Finally, the Conestoga Mid Cap Composite returned 0.96% (net), compared to the Russell Midcap Growth Index's -7.12% return. Please check the top 5 holdings of the fund for a better understanding of their best picks for 2025. In its first-quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Repligen Corporation (NASDAQ:RGEN). Repligen Corporation (NASDAQ:RGEN) develops and distributes bioprocessing technologies and systems. The one-month return of Repligen Corporation (NASDAQ:RGEN) was 22.57%, and its shares lost 17.87% of their value over the last 52 weeks. On May 1, 2025, Repligen Corporation (NASDAQ:RGEN) stock closed at $137.20 per share with a market capitalization of $7.708 billion. Conestoga Capital Advisors stated the following regarding Repligen Corporation (NASDAQ:RGEN) in its Q1 2025 investor letter: "Repligen Corporation (NASDAQ:RGEN) is a provider of tools used by biotechnology companies. RGEN reported in-line Q4 2024 results and 2025 guidance. The stock rose on the earnings release but fell later in the quarter on rising uncertainty related to U.S. Federal Government spending on healthcare initiatives. Companies with exposure to the bio-processing industry remained under pressure during the first quarter of 2025. We maintain our high conviction in RGEN as we believe there are indications of improving fundamentals for the business." A technician in a lab inspecting an ELISA test kit for use in biopharmaceutical diagnostics. Repligen Corporation (NASDAQ:RGEN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 34 hedge fund portfolios held Repligen Corporation (NASDAQ:RGEN) at the end of the fourth quarter, compared to 34 in the third quarter. While we acknowledge the potential of Repligen Corporation (NASDAQ:RGEN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. In another article, we covered Repligen Corporation (NASDAQ:RGEN) and shared the list of the best-performing stocks from the last 20 years, as listed by Jim Cramer. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
01-05-2025
- Business
- Yahoo
Jim Cramer on Repligen Corporation (RGEN): ‘I'm Not Quite Ready to Stick My Neck Out on This One'
We recently published an article titled . In this article, we are going to take a look at where Repligen Corporation (NASDAQ:RGEN) stands against the other stocks. Discussing two decades of Mad Money, Jim Cramer took a moment to highlight the top-performing stocks since the show's debut. 'This week we're celebrating the show's 20th anniversary, a little over a month late, but better late than never. Given that Mad Money's been on the air for more than two decades now, I think it's worth going over the best-performing stocks during that period.' READ ALSO Jim Cramer Recently Discussed These 9 Stocks and Jim Cramer Commented on These 8 Stocks Recently He pointed out that while the broader markets have posted impressive long-term gains, the Dow rising 272%, the S&P 500 climbing 358%, and the Nasdaq 100 soaring 1,182%, the show's philosophy has not changed. He said, "I created this show because I believe you can beat the averages by doing the homework and picking great individual stocks." Two decades later, he feels even more strongly about that belief. According to him, investing in high-quality companies with long-term potential can outperform those indices. 'So, looking at every US-listed stock with a market cap of at least $1 billion and putting aside everything that came public after March 14th, 2005, the day of our first show, what are the biggest winners since Mad Money first went on the air? I've gotta tell you what, I love this list.' He also said the results were unexpected and would surprise viewers. Cramer framed these companies as real-world evidence of the show's long-held thesis, that investors who commit to studying individual businesses and hold onto strong performers over time can generate significant returns. Cramer noted that since Mad Money's launch in March 2005, 'These winners really represent the core thesis of the show that you can make a killing by picking the right stocks, doing the homework and sticking with the great ones.' 'Bottom line: When you look at the 10 best-performing stocks of the last 20-odd years, so many of these were gettable if you simply believed in your ability to pick stocks and stuck with them for the long haul.' For this article, we compiled a list of 20 stocks that were discussed by Jim Cramer during the episodes of Mad Money aired on April 28 and 29. We listed the stocks in the order that Cramer mentioned them. We also provided hedge fund sentiment for each stock as of the fourth quarter of 2024, which was taken from Insider Monkey's database of over 1,000 hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A technician in a lab inspecting an ELISA test kit for use in biopharmaceutical diagnostics. Number of Hedge Fund Holders: 34 Repligen Corporation (NASDAQ:RGEN) took its place among stocks with the biggest gains since Mad Money started airing, and here's what Cramer said: 'We've got a trio of healthcare names. We'll actually begin with the 11th best performer because it fell one spot today behind RadNet, which we discussed last night, and that's Repligen, RGEN. It's a company that makes high-value bioprocessing products for life sciences and biopharma customers. This one's up 7,800% since we first went on air. Repligen's basically an arms dealer to the pharma and biotech space, making critical reagent using all sorts of innovative new treatments like monoclonal antibodies. Repligen Corporation (NASDAQ:RGEN) develops and markets bioprocessing technologies. It provides products like Protein A ligands, chromatography tools, filtration systems, and process analytics solutions used in the production and purification of biologics. Overall RGEN ranks 11th on our list of the best performing stocks of the last 20 years according to Jim Cramer. While we acknowledge the potential of RGEN as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than RGEN but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
30-04-2025
- Business
- Yahoo
RGEN Q1 Earnings Call: Repligen Delivers Above-Consensus Revenue, Raises Sales Outlook Amid Tariff Uncertainty
Biopharma manufacturing company Repligen Corporation (NASDAQ:RGEN) reported revenue ahead of Wall Street's expectations in Q1 CY2025, with sales up 10.4% year on year to $169.2 million. The company's full-year revenue guidance of $707.5 million at the midpoint came in 0.8% above analysts' estimates. Its non-GAAP profit of $0.39 per share was 11.4% above analysts' consensus estimates. Is now the time to buy RGEN? Find out in our full research report (it's free). Revenue: $169.2 million vs analyst estimates of $164.3 million (10.4% year-on-year growth, 3% beat) Adjusted EPS: $0.39 vs analyst estimates of $0.35 (11.4% beat) Adjusted EBITDA: $32.7 million vs analyst estimates of $28.78 million (19.3% margin, 13.6% beat) The company lifted its revenue guidance for the full year to $707.5 million at the midpoint from $697.5 million, a 1.4% increase Management lowered its full-year Adjusted EPS guidance to $1.67 at the midpoint, a 2.3% decrease Operating Margin: 3.9%, up from 2.4% in the same quarter last year Free Cash Flow Margin: 9.1%, down from 23.7% in the same quarter last year Organic Revenue rose 10.7% year on year (-12.9% in the same quarter last year) Market Capitalization: $7.83 billion Repligen's first quarter results were driven by double-digit organic revenue growth, with particular strength in proteins, chromatography, and analytics. Management attributed performance to broad-based demand from large pharma and contract manufacturers, robust order growth across product lines, and continued resilience in core bioprocessing markets. CEO Olivier Loeillot highlighted, 'Orders were up high teens year on year with all franchises growing double digits,' and noted the company's ability to secure new design wins in late-phase and commercial drugs as a significant tailwind. Looking forward, Repligen raised its annual revenue guidance while lowering non-GAAP earnings expectations, reflecting the inclusion of recent acquisitions and anticipated margin headwinds from tariffs and investment in operating expenses. While management believes tariff exposure is limited, CFO Jason Garland clarified, 'We believe that it's probably less than 1% sales increase that we would have from tariffs,' and outlined measures to mitigate further impacts. The company's emphasis on R&D, product launches, and a diversified customer base remain central to its growth strategy. Repligen's Q1 outperformance stemmed from strong demand in key franchises, broad-based order momentum, and recent product innovation. Management discussed how strategic execution and industry tailwinds contributed to results, while also addressing evolving trade and regulatory dynamics. Protein Franchise Growth: The protein business delivered the highest growth among all segments, driven by commercial demand and strong chromatography resin sales. Management noted that some timing benefits may not repeat in future quarters. Chromatography and Analytics Expansion: Both chromatography and analytics franchises saw double-digit growth, supported by increased adoption of large-scale columns and expansion into new customer segments, such as large pharmaceutical companies. Order Momentum Across End Markets: Orders rose by high teens year over year, with especially strong intake from contract development and manufacturing organizations (CDMOs), which saw order growth above 40%. The company noted no evidence of order pull-forward due to tariffs, suggesting underlying demand was robust. Tariff and Supply Chain Management: Management estimated limited tariff exposure, with most U.S. manufacturing insulated from duties. Steps to mitigate tariff risk include leveraging global manufacturing, pricing adjustments, and operational flexibility, particularly for European and Asian markets. Acquisition and Innovation Initiatives: Repligen closed the acquisition of 908 Devices' bioprocessing portfolio, accelerating process analytics offerings. Integration efforts are focused on R&D synergies and manufacturing optimization, with new product launches such as the Metanova-based MixOne mixer receiving positive customer feedback. Management's outlook centers on sustaining above-market growth through portfolio innovation, diversified end-markets, and operational discipline, while monitoring macroeconomic and regulatory risks. New Product Integration: The integration of 908 Devices' portfolio and continued R&D investment are expected to drive analytics segment growth and future product launches, broadening Repligen's addressable market. Customer and End-Market Diversification: The company's focus on expanding relationships with large pharma, CDMOs, and capturing commercial drug opportunities is expected to support resilient revenue streams even as small biotech end-markets remain challenged. Tariff and Margin Pressures: While management anticipates only modest gross margin headwinds from tariffs, ongoing inflation and potential trade volatility remain risks. The company's strategy of global manufacturing and pricing adjustments will be critical to sustaining profitability. Rachel Vatnsdal (JPMorgan): Asked if recent CDMO order strength reflected any pull-forward due to tariffs; management said there was no evidence of accelerated ordering, with growth broad-based across products and customers. Dan Arias (Stifel): Questioned the impact of FDA and regulatory changes on new modalities; management reported minimal disruption so far and maintained a positive long-term outlook for cell and gene therapy demand. Puneet Souda (Leerink Partners): Inquired about sustainability of growth between clinical and commercial segments; management explained that commercial revenue is steadily increasing, with a projected shift toward a 50/50 split over several years. Matt Larew (William Blair): Sought detail on small biotech customer trends; management acknowledged sales weakness and flat orders from this segment, citing declining biotech funding as a key concern. Justin Bowers (Deutsche Bank): Asked about the impact of large biopharma onshoring and CapEx; management expects these trends to benefit Repligen given its U.S. manufacturing base and strong customer relationships. In the coming quarters, the StockStory team will monitor (1) the pace of new product rollouts, especially analytics and single-use technologies, (2) order and sales trends among large pharma and contract manufacturers to gauge demand durability, and (3) the company's margin trajectory amid ongoing tariff and cost pressures. Execution on R&D integration and manufacturing optimization from recent acquisitions will also be key indicators of Repligen's ability to sustain above-market growth. Repligen currently trades at a forward P/E ratio of 74.7×. Should you double down or take your chips? The answer lies in our free research report. Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. Stocks that made our list in 2019 include now familiar names such as Nvidia (+2,183% between December 2019 and December 2024) as well as under-the-radar businesses like Comfort Systems (+751% five-year return). Find your next big winner with StockStory today. Sign in to access your portfolio
Yahoo
29-04-2025
- Business
- Yahoo
Repligen (NASDAQ:RGEN) Posts Better-Than-Expected Sales In Q1, Full-Year Outlook Slightly Exceeds Expectations
Biopharma manufacturing company Repligen Corporation (NASDAQ:RGEN) reported Q1 CY2025 results beating Wall Street's revenue expectations , with sales up 10.4% year on year to $169.2 million. The company's full-year revenue guidance of $707.5 million at the midpoint came in 1% above analysts' estimates. Its non-GAAP profit of $0.39 per share was 11.4% above analysts' consensus estimates. Is now the time to buy Repligen? Find out in our full research report. Revenue: $169.2 million vs analyst estimates of $164.3 million (10.4% year-on-year growth, 3% beat) Adjusted EPS: $0.39 vs analyst estimates of $0.35 (11.4% beat) Adjusted EBITDA: $25 million vs analyst estimates of $28.78 million (14.8% margin, 13.2% miss) The company lifted its revenue guidance for the full year to $707.5 million at the midpoint from $697.5 million, a 1.4% increase Management lowered its full-year Adjusted EPS guidance to $1.67 at the midpoint, a 2.3% decrease Operating Margin: 3.9%, up from 2.4% in the same quarter last year Organic Revenue rose 14% year on year (-12.9% in the same quarter last year) Market Capitalization: $8.07 billion Olivier Loeillot, President and Chief Executive Officer of Repligen said, 'We had a strong start to the year with $169 million of revenue, which represented 14% organic non-COVID growth and helped drive meaningful adjusted operating margin expansion. Total orders grew nearly 20%, with all four franchises growing double-digits, highlighting the momentum in our business. As a result, we are confident in our organic growth outlook for the full year. Strategically, we strengthened our Analytics franchise with the acquisition of 908's bioprocessing portfolio. Finally, we are working to navigate through the current economic environment and at this point in time, we see minimal impact from tariffs on our EPS.' With over 13 strategic acquisitions since 2012 to build its comprehensive bioprocessing portfolio, Repligen (NASDAQ:RGEN) develops and manufactures specialized technologies that improve the efficiency and flexibility of biological drug manufacturing processes. A company's long-term sales performance can indicate its overall quality. Any business can put up a good quarter or two, but many enduring ones grow for years. Luckily, Repligen's sales grew at an impressive 17.9% compounded annual growth rate over the last five years. Its growth beat the average healthcare company and shows its offerings resonate with customers. Long-term growth is the most important, but within healthcare, a half-decade historical view may miss new innovations or demand cycles. Repligen's recent performance marks a sharp pivot from its five-year trend as its revenue has shown annualized declines of 7.5% over the last two years. Repligen also reports organic revenue, which strips out one-time events like acquisitions and currency fluctuations that don't accurately reflect its fundamentals. Over the last two years, Repligen's organic revenue averaged 7.5% year-on-year declines. Because this number aligns with its normal revenue growth, we can see the company's core operations (not acquisitions and divestitures) drove most of its results. This quarter, Repligen reported year-on-year revenue growth of 10.4%, and its $169.2 million of revenue exceeded Wall Street's estimates by 3%. Looking ahead, sell-side analysts expect revenue to grow 11.8% over the next 12 months, an improvement versus the last two years. This projection is healthy and indicates its newer products and services will spur better top-line performance. Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. Adjusted operating margin is one of the best measures of profitability because it tells us how much money a company takes home after subtracting all core expenses, like marketing and R&D. It also removes various one-time costs to paint a better picture of normalized profits. Repligen has been an efficient company over the last five years. It was one of the more profitable businesses in the healthcare sector, boasting an average adjusted operating margin of 22.5%. Looking at the trend in its profitability, Repligen's adjusted operating margin decreased by 14.8 percentage points over the last five years. The company's two-year trajectory also shows it failed to get its profitability back to the peak as its margin fell by 10.7 percentage points. This performance was poor no matter how you look at it - it shows its expenses were rising and it couldn't pass those costs onto its customers. In Q1, Repligen generated an adjusted operating profit margin of 13.8%, up 4.9 percentage points year on year. This increase was a welcome development and shows it was more efficient. Revenue trends explain a company's historical growth, but the long-term change in earnings per share (EPS) points to the profitability of that growth – for example, a company could inflate its sales through excessive spending on advertising and promotions. Repligen's EPS grew at a solid 8.4% compounded annual growth rate over the last five years. However, this performance was lower than its 17.9% annualized revenue growth, telling us the company became less profitable on a per-share basis as it expanded. We can take a deeper look into Repligen's earnings to better understand the drivers of its performance. As we mentioned earlier, Repligen's adjusted operating margin improved this quarter but declined by 14.8 percentage points over the last five years. Its share count also grew by 6.5%, meaning the company not only became less efficient with its operating expenses but also diluted its shareholders. In Q1, Repligen reported EPS at $0.39, up from $0.30 in the same quarter last year. This print easily cleared analysts' estimates, and shareholders should be content with the results. Over the next 12 months, Wall Street expects Repligen's full-year EPS of $1.66 to grow 10.9%. We were impressed by how significantly Repligen blew past analysts' organic revenue and EPS expectations this quarter. We were also glad it raised its full-year revenue guidance. On the other hand, its EBITDA missed and it lowered its full-year guidance. Overall, this quarter was mixed but still had some key positives. The stock remained flat at $143.63 immediately after reporting. Is Repligen an attractive investment opportunity at the current price? The latest quarter does matter, but not nearly as much as longer-term fundamentals and valuation, when deciding if the stock is a buy. We cover that in our actionable full research report which you can read here, it's free. Sign in to access your portfolio
