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Repligen Corporation

RGEN

Healthcare · 165.28 +0.4% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Repligen Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Company+0.4% todayVolume comparison unavailable
Market group0 of 39 activeHealthcare-Defense Mix · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
  • Investing activities consumed cash primarily from purchases of marketable securities and capital expenditures, with quantified purchases and capex disclosed for the period.
  • Company reports ongoing cost inflation primarily in raw materials and other supply chain costs driven by global macro trends, geopolitical conflicts and labor shortages.

Invalidation: The isolated read changes if RGEN's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Medical Instruments & Supplies

No new filing conclusion is available. 0 of 39 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Investing activities consumed cash primarily from purchases of marketable securities and capital expenditures, with quantified purchases and capex disclosed for the period.
  • Company reports ongoing cost inflation primarily in raw materials and other supply chain costs driven by global macro trends, geopolitical conflicts and labor shortages.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements80
Verified relationships1
Evidence supporting the case
  • Latest annual revenue changed +16.4% year over year.
  • Operating margin changed +13.0 percentage points in the latest annual period.
  • Net margin changed +10.6 percentage points in the latest annual period.
  • Operating cash flow covered net income at 2.40x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 11, 2026

165.28
6m+45.3%12m+37.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$670.5M+83.1%$2.24+6.3%
2022-12-31$801.5M+19.5%$3.24+0.3%
2023-12-31$632.4M-21.1%$0.63-1.9%
2024-12-31$634.4M+0.3%$-0.46-0.8%
2025-12-31$738.3M+16.4%$0.86+1.1%

What management says matters

Persistent and emerging business drivers

Input and raw-material costsnegative · 4 filings
We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages.
10-Q · May 6, 2026
Labor availability and costsnegative · 4 filings
We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages.
10-Q · May 6, 2026
Macroeconomic conditionsmixed · 4 filings
We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages.
10-Q · May 6, 2026
Supply chain and availabilitymixed · 4 filings
We have experienced, and expect to continue to experience, cost inflation, primarily in raw materials and other supply chain costs, as a result of global macroeconomic trends, including global geopolitical conflicts and labor shortages.
10-Q · May 6, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

165.28+0.4% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for RGEN. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for RGEN. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind RGEN

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MASSFiling-linked nameinvesteeAug 7, 2025

Bioprocessing Analytics Portfolio On March 4, 2025, the Company completed its acquisition of 908 Devices Inc.’s (“908 Devices”) desktop portfolio of four devices for bioprocessing process analytical technology applications (“PAT Portfolio”).

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

RGEN is currently a Follower in the organic co-movement group Healthcare-Defense Mix. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for RGEN; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.