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NASDAQ · Health Care

REPLIGEN CORP RGEN

Repligen Corporation, a life sciences company, develops and commercializes bioprocessing technologies and systems in North America, Europe, the Asia Pacific, and internationally. The company’s products include hollow fiber consumables, KRM chromatography system, resins for new modalities, PATsmart MAVERICK and PATsmart MAVEN for real-time monitoring and control of critical bioprocess parameters, PATsmart REBEL, an at-line cell culture media analyzer; and PATsmart ZipChip, a high-resolution sample separations device, PATsmart SoloVPE slope spectroscopy system, and SoloVPE PLUS System.

Sources StockAnalysis company profile stockanalysis.com
Biotechnology: Biological Products (No Diagnostic Substances)

Company profile

Business mix

  • The company’s products include hollow fiber consumables, KRM chromatography system, resins for new modalities, PATsmart MAVERICK and PATsmart MAVEN for real-time monitoring and control of critical bioprocess parameters, PATsmart REBEL.
  • It offers Protien A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products.
  • The company also provides chromatography products, including OPUS pre-packed chromatography columns, which are used in the purification and quality control of biological drugs, as well as ELISA test kits.
  • In addition, it offers filtration products, such as XCell ATF Cell Retention Systems that are filtration devices used in upstream perfusion and cell culture processing.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical instruments & supplies?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 134.43 FCF 1.54% Buyback -1.01%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $64.6M 2026-03-31
Weitz Investment Management Wallace Weitz 0.2% $3.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $35.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +109.1% +299,403 / 274,443
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 39.1% 13F value change +$16.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 42.7% 13F value change +$38.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.7% 13F value change -$24.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 274,443 Last 4 periods +273,903 (+99.8%) Total shares 548,346 Value $64.6M
Weitz Investment Management Wallace Weitz 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$3.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +25,500 (New) Total shares 25,500 Value $3.0M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$164.7M
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -3.3% 13F value change -$9.1M
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$155.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.