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Repligen
Repligen (RGEN) investor relations material
Repligen 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Strategic vision and market positioning
Focuses on innovation and aims to be the global leader in bioprocessing, offering a broad, differentiated, data-driven portfolio across filtration, chromatography, analytics, proteins, and ligands.
Significant expansion in total addressable market from $3 billion to $13 billion over six years, with current sales representing only 2% market share, and operates in a $20B+ bioprocessing market.
Diversified customer base: no single customer represents more than 7% of revenue, with top 10 customers now accounting for one-third of business, down from two-thirds by top three a decade ago.
Shift from heavy reliance on monoclonal antibodies to increased exposure in new modalities, now 16% of sales.
Maintains dual manufacturing in the US and Europe, with a growing focus on Asia and global reach.
Product innovation and portfolio expansion
Offers one of the broadest portfolios in the industry, spanning fluid management, filtration, chromatography, analytics, proteins, and ligands, with over 80% differentiated and limited competition for key products.
Launched over 50 new products in five years, with recent launches accounting for 10–12% of 2023–2025 revenue.
Digitization and PAT technologies are central, with investments in digital twins, advanced analytics, and AI to enhance process efficiency and customer value.
M&A remains a top priority, with recent acquisitions (e.g., Metenova, 908 Devices) and minority investments (e.g., Novasign) strengthening the portfolio.
Rapid commercialization enabled by a nimble culture and ongoing product introductions.
Growth strategies and market execution
Pursues above-market growth through commercial execution, cross-selling, and key account strategies, especially in APAC.
Commercial excellence and cross-selling have increased products sold per key account by 2.5x since 2019.
Asia strategy includes new leadership and office openings in Singapore, Japan, and China to accelerate regional growth.
Product portfolio is well-suited for emerging modalities like ADCs, mRNA, and cell and gene therapy.
Anticipates a ~2% headwind in FY26 from gene therapy platform shifts.
Explain FY25 declines in Chromatography and Filtration?
What explains the declining NPI revenue % by 2025e?
How will Repligen integrate AI into its strategy?
Reshoring: How will US manufacturing drive wins?
New modalities: Path to accretive growth by 2027?
Margin expansion: What are the non-OpEx drivers?
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Next Repligen earnings date
Q4 202519 Feb, 2026
Repligen
Next Repligen earnings date
Q4 202519 Feb, 2026
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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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