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Repligen (RGEN) investor relations material
Repligen Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Stifel 2025 Healthcare Conference summary11 Nov, 2025
Financial performance and growth drivers
Achieved 18% organic growth in the quarter, with all key product areas up double digits and operating margins at 14.2% despite a 70 basis point decline.
Year-to-date non-COVID organic growth reached 16%, with analytics and protein franchises outperforming expectations.
Exposure to small biotech is now below 10%, with total exposure including CDMOs around 11-12%.
Commercial execution and key account management strategies have driven strong order intake and sales, especially in emerging biotech.
Margin expansion is targeted at 100-200 basis points per year, with significant investments in talent to support future scaling.
Product segment performance and innovation
Filtration guidance was adjusted from 11% to 10% growth due to supply delays, but underlying demand remains strong.
Chromatography (Chrome) saw a standout year after organizational changes, with new big pharma clients adopting pre-packed columns.
Protein segment benefited from a shift to custom and catalog resin development, with strong demand for new ligands and resins.
All four main franchises are expected to grow at similar CAGRs, supporting the goal to double company size in five years.
Hardware revenue grew 20%, with strong traction for downstream systems and PAT technologies.
Market trends and strategic outlook
Biopharma and CDMO segments have recovered, while small biotech showed a notable rebound in orders and sales.
New modalities, including cell therapy and antibody drug conjugates, are expected to drive growth over the next 5-10 years.
Cell therapy is a focus area, with strong ATF technology adoption and new PAT solutions following recent acquisitions.
Lipid nanoparticle (LNP) technology is seen as a broad opportunity, requiring innovation in filters, purification, and single-use components.
Onshoring in the US is expected to generate significant equipment demand starting in 2026, with hardware and downstream systems as likely beneficiaries.
What drove small biotech rebound in Q3?
Clarify filtration outlook vs. underlying growth
Detail OpEx growth for future margin expansion
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Jefferies London Healthcare Conference 202518 Nov, 2025
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Frequently asked questions
Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process. The company's bioprocessing platforms includes technologies and systems used to develop, manufacture, store, test and distribute biotherapeutic products. It offers a portfolio that is engineered to meet the strict needs of biopharmaceutical manufacturers, and scalable to service the varied needs of manufacturing across the industry. The company sells its products through direct sales force and through applications engineering groups located in North America and Europe. Repligen Corporation is based in Waltham, Massachusetts.
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