Repligen: More Detailed Analysis on GE Decision to Manufacture Protein AOverview GE Healthcare, announced plans to launch a new chromatography resin in the first half of 2018 which will not use… Repligen: Market Likes Spectrum Acquisition and So Do I (RGEN, Buy, $43.20)Investment Thesis I view the acquisition of Spectrum, Inc. as a significant positive for Repligen as I will discuss shortly. I… Repligen: A Business Update and Reiteration of Buy (RGEN, Buy, $34.11)Investment Overview and Thesis A Long Buy Recommendation of Mine I first recommended Repligen in an initiation report in December 2012. At… Repligen: Very Strong Growth in Sales and Earnings Continues (RGEN, 29.37, Buy)Investment Thesis Repligen’s operating business results continue to be very strong as second quarter bioprocessing sales increased 36%. For perspective, full… Repligen: A Detailed Update; Recent Price Drop Makes Me More Positive (RGEN, Buy, $28.50Repligen’s Outstanding Business Model Repligen (RGEN) has gone through a metamorphosis that has dramatically changed its business model and investment… Repligen: Fundamentals Are Exceptional But The Stock Carries A Premium Valuation (RGEN, $39.97, For Paid Subscribers)Investment Thesis When I wrote my first report on Repligen on December 4, 2012, I concluded that Repligen had one of the… Repligen: Revenues for 2014 are Above Expectations and Guidance for 2015 is for Strong Growth (RGEN, Hold/ Buy, $23.84)Repligen reported preliminary, unaudited revenue of $63-$63.5 million for 2014. Product revenues came in at $60 to $60.5 million which… Repligen Makes An Excellent Acquisition (RGEN, Hold/ Buy, $19.04, free content)The Bioprocessing Business of Refine Technology Repligen (RGEN) has just announced the acquisition of Refine Technology. The primary reason for the… Thoughts on the Market Correction in Biotechnology StocksThis Has Been a Tough Correction The recent sharp market correction and rotation out of growth stocks like biotechnology and technology… Repligen Has an Outstanding, Stable Business and Excellent Long Term Growth Potential (RGEN, Hold/ Buy, $14.07, Paid Subscribers Only)Investment Background and Company Overview San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)What SmithOnStocks Is All About Repligen: Looking At 2014 and Beyond- Potential for EPS Growth (RGEN, $12.78) (Subscribers Only)Investment Thesis I think that Repligen's (RGEN) bioprocessing businesses is one of the best business models that I have seen in… Repligen: A Buy and Hold Stock: OPUS Promises to be a Dynamic New Product (RGEN; $9.87)Report Summary |