Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.5B
56M shares
52-week range
$100.99 – $188.73
84% from low
Sector
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
Exchange
NASDAQ
CS
P/S (TTM)
12.6
EV / FCF (TTM)
90.1
Repligen, headquartered in Waltham, Massachusetts, is a global life sciences company that develops and sells bioprocessing equipment and supplies used in the manufacturing of biologic drugs, including monoclonal antibodies, recombinant proteins, vaccines, and cell and gene therapies. Its customers include biopharmaceutical companies, contract development and manufacturing organizations, and other life science companies. It sells four main product categories: filtration and fluid management is the largest category (about 55% of total revenue), while chromatography, proteins, and process analytics are 21%, 11%, and 13%, respectively. Customers in North America, Europe, and Asia-Pacific contribute about 44%, 37%, and 19% of revenue, respectively.
www.repligen.comNo one on the platform currently holds RGEN.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 109,404 | $14.6M |
| Bridgewater Associatesas of 2025-12-31 | 7,874 | $1.3M |
No one on the platform has traded RGEN yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.1% | — | — | — | ||
| Rev. Growth % | 16.4% | 15.0% | ||||
| Profit Margin % | 6.6% | 10.1% | 11.5% | |||
| Free Cash Flow Margin % | 12.7% | 11.9% | 10.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +14.9% on the P/E track.
At today's price, your expected annual return is +21.1% on the P/E track.
At today's price, your expected annual return is +27.7% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $827M | +12.9% | $2.06 | $2.05–$2.08 | 84.8× | 12 |
| 2027 | $969M | +17.2% | $2.64 | $2.49–$2.74 | 66.3× | 11 |
| 2028 | $1.1B | +16.3% | $3.45 | $3.18–$4.05 | 50.6× | 6 |
| 2029 | $1.3B | +11.4% | $4.35 | $4.18–$4.72 | 40.2× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $0.45 | $0.54 | +20.8% |
| 2026-05-05 | $0.38 | $0.48 | +26.3% |
| 2026-02-24 | $0.44 | $0.49 | +11.4% |
| 2025-10-28 | $0.42 | $0.46 | +9.5% |
| 2025-07-29 | $0.40 | $0.37 | -7.5% |
| 2025-04-29 | $0.35 | $0.39 | +11.4% |
| 2025-02-20 | $0.41 | $0.44 | +7.3% |
| 2024-11-12 | $0.34 |
| $0.43 |
| +28.2% |
| $10.2B |
| — |
| CRLCharles River Laboratories International, Inc. | $272.88 | -0.08% | $13.1B | — |
| DVADaVita Inc. | $190.90 | +0.83% | $12.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
AI biotech’s biggest developments aren’t just better models anymore. The real shift is happening down the stack: → Owkin + Servier: AI + proprietary multimodal patient data → Thermo Fisher + NVIDIA: AI-connected autonomous labs → Benchling/TetraScience: connecting instruments, data & agents → BioNeMo: becoming scientific AI middleware → Self-driving labs: moving from demos toward real workflows Meanwhile, the ultimate proof is still missing at scale: repeatable clinical success from AI-discovered drugs. The bottleneck has moved from compute → models → experimental validation. That’s why the picks-and-shovels may matter most: $TMO, $DHR, $RGEN, Tecan, Sartorius + scientific data infrastructure. Models are becoming abundant. Experimental truth is still scarce.
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@MaverikIT @WAJeff @BustaCapital @No_Face_character @cynicaloptimist @IsabellaDC $MRVI $RGEN
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$AMGN $RGEN Argus raised Amgen’s target to $460 from $375 and maintained a ‘Buy’ rating, according to The Fly. Amgen’s Q2 revenue increased 10% from a year earlier to $10.1 billion, while earnings per share rose to $6.29.
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$DHR $RGEN $TMO These named on $MRNA maybe good catalyst for entry although it’s separate from the idea. Anth tweet on biotech re: $TWST probably helping. Tight stop on adds below yday’s low on these names since every possible $MRNA fades and these do in sympathy
View on StockTwits ↗@MaverikIT @WAJeff @IsabellaDC @cynicaloptimist @BustaCapital 👁 👀 $MRVI $RGEN $REGN ...rgen 170's resistance 52 week high...regn breakout of 800. Put your eyeballs on these
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These Two Biotech Stocks Recorded Fresh Milestones Today – What’s Driving Today’s Gains? $AMGN $RGEN https://stocktwits.com/news/equity/markets/amgn-rgen-stocks-hit-52-week-highs-today/cZYdYDVRJlm
View on StockTwits ↗TEM, BNTX, MRVI, RGEN, NVAX Stock Rallies As Moderna-Merck Cancer Vaccine Clears Late-stage Trial $TEM $NVAX $BNTX $MRVI $RGEN https://stocktwits.com/news/equity/markets/tem-bntx-mrvi-rgen-nvax-stock-rallies-as-moderna-merck-cancer-vaccine-clears-late-stage-trial/cZYdob1RJlk
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Wells Fargo & Stifel say Moderna-Merck Phase 3 cancer vaccine data could benefit $RGEN, $DHR, $TMO & $MRVI . https://notreload.xyz/xy/moderna-merck-cancer-vaccine-boosts-biotech-suppliers/
View on StockTwits ↗$RGEN $TMO etc charts look ripe + frontier AI labs are going to focus on biotech to win over the court of public opinion on AI. AI will speed up molecule discovery and drilling in on what molecules/targets to test but at the end of the day you still need to test, manufacture, etc. which requires real assets that these companies produce. Light position for now, just an idea but will take time to build conviction in it. Next market drawdown think worth while to see how these act. Already saw $DHR whiff on bio processing and fully retrace the move, that’s very valuable info in my opinion. Think some smarter people saw this idea months ago but think it’s very early if it comes to fruition.
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$OKLO $RGEN $AXON i sense big moves incoming these 3 are special. but otherwise unrelated
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@UCIdidmyDD Wow. Prob with a single digit stockprice as well? I’m heavy in nwbo getting their personalized cancer vax approved, but would like to add industry enablers like $RGEN because i believe as a whole the cell therapy industry is still in its infancy for whats coming in the next 5-10 years.
View on StockTwits ↗$RGEN When the $BLFS deal closes Repligen’s annual rev’s will essentially likely top $1 billion. Expect $RGEN to continue to climb as a highly respected and integrated cell therapy fixture that is purposing its capital incredibly well!
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Wall St is expecting 0.46 EPS for $RGEN Q3 [Reporting 11/03 BMO] http://www.estimize.com/intro/rgen?chart=historical&metric_name=eps&utm_co
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.