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Repligen (RGEN) investor relations material
Repligen Bank of America Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Global Healthcare Conference 2025 summary25 Sep, 2025
Company overview and strategy
Positioned as an innovation leader in bioprocessing, focusing on disruptive technologies and a differentiated portfolio for biopharma and CDMO customers.
80% of the portfolio faces little direct competition, creating new market segments and supporting global manufacturing with dual-sourcing strategies.
Achieved rapid growth through both organic innovation and 15 acquisitions over 11 years, now offering a broad product range with only a few workflow gaps.
Strategy centers on bioprocessing, productivity gains, disciplined M&A, and a nimble, collaborative culture that has expanded relationships with major pharma and CDMOs.
Tenfold revenue growth in a decade, with a tripled addressable market now at $14 billion, and strong prospects for continued outperformance.
Market performance and segment trends
Mid-teens topline growth in 2025, with all product franchises performing well and chromatography showing a strong recovery.
Order strength is broad-based, with significant recovery in both biopharma and CDMO segments, while small biotech remains muted due to funding challenges.
CDMO growth is robust among both large and small players, with mid-scale CDMOs showing emerging strength.
Product lines are expected to grow at similar rates, with targeted investment to accelerate select segments.
Customer base and product mix have diversified significantly, reducing concentration risk and increasing resilience.
Innovation, new modalities, and technology
80% of the portfolio is differentiated, with examples like ATF technology and double-stranded RNA purification resin creating new solutions.
New modalities now represent 20% of the portfolio, driven by nimbleness and rapid innovation, with a focus on smaller but high-growth opportunities.
Diversification across modalities and programs helps offset headwinds in specific areas, such as gene therapy.
ATF and TFF technologies are key growth drivers, with deep expertise and strong market positioning.
Hardware innovation, such as real-time protein measurement, is expected to become essential for customers.
Detail China for China strategy amid local competition
Describe M&A focus beyond current portfolio gaps
What is the impact of upcoming new modality readouts?
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Next Repligen earnings date
Q3 202511 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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