Professional
Added to YB: 2024-10-04
Pitch date: 2024-10-03
RGEN [bullish]
Repligen Corporation
+10.73%
current return
Author Info
No bio for this author
Company Info
Repligen Corporation, a life sciences company, develops and commercializes bioprocessing technologies and systems in North America, Europe, the Asia Pacific, and internationally.
Market Cap
$8.6B
Pitch Price
$142.14
Price Target
180.00 (+14%)
Dividend
N/A
EV/EBITDA
51.33
P/E
6.0K
EV/Sales
12.03
Sector
Life Sciences Tools and Services
Category
growth
Repligen Corporation: Initiating Coverage With Narrow Moat Rating and $180 FVE; Shares Undervalued
RGEN: Narrow moat bioprocessing leader with $180 fair value. Strong switching costs, differentiated products. 65% clinical-stage sales, 20% new modalities. High-teens growth post-2025. Margins to improve from 20% to low 30s. Risks: competition, growth normalization. Exemplary capital allocation despite recent M&A weighing on returns.
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