Repligen (RGEN)

• Market cap: $6.72B
• 1 day: -0.3%
• 5 days: 0.25%
• 1 month: -3.78%
• 3 months: -1.34%
• 6 months: -21.87%
• Year to date: -16.54%
• 1 year: -12.46%
• 5 years: -18.06%
• 10 years: 217.1%
• Sector: Healthcare
• Industry: Medical Instruments & Supplies

About: 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, or CDMOs, and other life science companies. It sells four main product categories: filtration (including fluid management) is the largest category and was 58% of 2024 revenue, while chromatography, proteins, and process analytics were 19%, 12%, and 9%, respectively. Customers in North America, Europe, and Asia Pacific contributed 44%, 37%, and 19% of revenue, respectively.

Employees: 1,778

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

1.65% more ownership

Funds ownership: 102.28% [Q1] → 103.93% (+1.65%) [Q2]

4% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 70

0% more funds holding

Funds holding: 440 [Q1] → 440 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

2% less capital invested

Capital invested by funds: $7.35B [Q1] → $7.22B (-$130M) [Q2]

25% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 172

88% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $84.6M

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $130
• Avg. target: $162
• High target: $204

7 analyst ratings

• positive: 5 71%
• neutral: 2 29%
• negative: 0 0%

Jefferies Matthew Stanton	$135	Hold Maintained	12 Sep 2025
HC Wainwright & Co. Raghuram Selvaraju	$180	Buy Reiterated	3 Sep 2025
RBC Capital Conor McNamara	$204	Outperform Maintained	30 Jul 2025
Wells Fargo Brandon Couillard	$175	Overweight Maintained	30 Jul 2025
Stephens & Co. Steven Etoch	$160	Overweight Assumed	22 Jul 2025