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RGRGEN

Repligen Corporation

$RGEN·$9.2B·Medical - Instruments & Supplies·Healthcare
$176.27-3.2%YTD-8.4%1Y+44.3%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts280%
Price updated 2d ago·X counts updated 8d ago
RGRGEN
$RGENRepligen Corporation
$176.27-3.16%28 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RGEN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Bioprocessing-tools compounder with a $1.5B BioLife deal on the table — the merger reshapes the story.

Repligen makes the specialty consumables and equipment used inside biologic-drug manufacturing — protein A affinity resins, single-use filtration, chromatography, tangential flow filtration. It's the picks-and-shovels leader for the biotech-manufacturing supply chain, and biotech capacity build is what drives it.

  • Q1 revenue grew 15% year-on-year to $194M and Q2 EPS came in at $0.54 vs $0.447 (21% beat) — four straight double-digit beats, showing the manufacturing capacity is returning after the 2023-24 bioprocessing destock.
  • On Jul 21 Repligen signed to acquire BioLife Solutions for $1.5B ($11.25 cash + 0.1442 RGEN shares) — adds cell-culture media and cold-chain bioprocessing products for cell/gene therapy, extending the platform into a specific end market with real growth.
  • Trades at ~134x trailing GAAP earnings — the reported multiple is depressed by amortization and the deal transaction accounting; forward 2027 consensus EPS of $2.62 works out to ~69x, which is still premium but consistent with the pure-play bioprocessing peer group.
  • Sits at the 90th percentile of the 52-week range and is 24% above the 50-day trend — the tape has been rewarding the beat cadence and the BioLife deal announcement together.

What sustains the accelerating call is Oct 27 Q3 confirming continued mid-teens organic revenue growth alongside a clean BioLife close on the announced timeline. What invalidates it is a biotech-funding-environment wobble (which hits bioprocessing tool orders directly) or BioLife integration friction that shows up as revenue disruption in Q4/Q1.

Agrees with X sentimentThe X read on the raised FY26 organic growth guide (10.5%-13.5%), the $1.5B BioLife acquisition, and RGEN taking bioprocessing share from Danaher matches Q2 mechanics and the strategic move. The honest counter the crowd underweights is that the multiple already prices in a lot of both the growth and the deal accretion.

What to watch: Oct 27 Q3 earnings — organic-growth number and any early BioLife integration commentary. Watch biotech funding environment (venture and IPO activity) as the demand-side leading indicator.

On the calendar: 2026-10-27 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-29

Repligen delivered Q2 earnings raising both FY26 organic revenue growth guidance to 10.5%-13.5% and adjusted EPS. RGEN is acquiring BioLife Solutions for $1.5B — expanding cell therapy capabilities. Bulls describe RGEN as taking bioprocessing share while DHR remains challenged. Bearish voices are essentially absent.

Read the AI verdict + X sentiment for $RGEN

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  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes bioprocessing filtration, chromatography, and fluid management components used in biologic drug manufacturing.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Instruments & Supplies sits in its cycle right now — and what that implies for $RGEN.

Medical - Instruments & Supplies · Healthcare

Life science tools demand is tied to pharma/biotech R&D budgets; GLP-1 clinical development is a current bright spot driving CRO and instrument demand. Academic and government research funding is the more volatile demand component.

What this means for $RGEN

Partial — upstream oil & gas exposure ties to commodity price cycle; Repligen Corporation specializes in the creation and distrib.

Industry benchmark

10-name peer basket
+22.0%YTD
+22.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
134.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$0.54$0.45+20.8%
Q1 2026May 5, 2026$0.48$0.38+26.3%
Q4 2025Feb 24, 2026$0.49$0.44+11.4%
Q3 2025Oct 28, 2025$0.46$0.42+9.5%
Next earningsTue, Nov 3·consensus EPS $0.46

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$194.3M+14.8%50.7%9.3%$0.15$23.3M
Q4 FY25$197.9M+18.1%47.2%9.4%$0.23$17.0M
Q3 FY25$188.8M+21.9%53.2%8.9%$0.27$42.7M
Q2 FY25$182.4M+14.8%50.0%7.6%$0.26$21.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$827.4M$823.0M – $830.8M$2.06$2.01 – $2.0915
FY27$963.5M$952.4M – $980.2M$2.62$2.01 – $2.9114
FY28$1.1B$1.0B – $1.2B$3.42$3.13 – $4.0112
FY29$1.3B$1.2B – $1.3B$4.35$4.20 – $4.7611
FY30$1.4B$1.4B – $1.5B$5.38$5.20 – $5.886

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.86%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+16.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+24.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 53.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.015-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 20Olivier LoeillotCEO5.4K sh$977KSellJul 16Jason K GarlandCFO530 sh$80KSellJun 25Jason K GarlandCFO733 sh$106KSellApr 21Olivier LoeillotCEO3.8K sh$536K
+ 19 other (14 awards · 3 inkinds · 2 exempts) in window

See when $RGEN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 228-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

Repligen Corporation signed an Agreement and Plan of Merger to acquire BioLife Solutions on July 21, 2026, offering $11.25 cash plus 0.1442 Repligen shares per BioLife share in a two-step merger; both boards approved the deal. Repligen also reported Q2 2026 financial results and disclosed 2026 guidance under Reg FD on the same day. The acquisition would add BioLife's cell culture media and cold-chain bioprocessing products to Repligen's existing bioprocessing equipment portfolio, extending its reach in the cell and gene therapy manufacturing supply chain.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

RGEN held its Annual Meeting of stockholders around 2026-05-15 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 16 other (4 425s · 3 13Gs · 3 proxys · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Is Repligen (RGEN) Up 27.7% Since Last Earnings Report?zacks.com·4d agoZacks Industry Outlook Halozyme, Repligen, Iovance, Arcutis and Precigenzacks.com·4d agoAmerican Capital Management Inc. Makes New $49.26 Million Investment in Repligen Corporation $RGENdefenseworld.net·4d ago5 Biotech Stocks Worth Adding to Your Portfolio Nowzacks.com·5d agoRepligen Corporation to Present at Wells Fargo 21st Annual Healthcare Conferenceglobenewswire.com·5d ago

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