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Expert Financial Analysis and Reporting

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…
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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…
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Repligen: Very Strong Growth in Sales and Earnings Continues (RGEN, 29.37, Buy)

Investment Thesis

Repligenís operating business results continue to be very strong as second quarter bioprocessing sales increased 36%. For perspective, full…
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Repligen: A Detailed Update; Recent Price Drop Makes Me More Positive (RGEN, Buy, $28.50

Repligenís Outstanding Business Model

Repligen (RGEN) has gone through a metamorphosis that has dramatically changed its business model and investment…
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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…
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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…
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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…
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Thoughts on the Market Correction in Biotechnology Stocks

This Has Been a Tough Correction

The recent sharp market correction and rotation out of growth stocks like biotechnology and technology…
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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
I think that Repligenís (RGEN) bioprocessing business is one of the best business models that I…
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San Francisco Trip Is the Basis for a Preview of 2014 (Subscribers Only)

What SmithOnStocks Is All About
It is traditional at the start of the year to go over stock picks for the…
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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…
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Repligen: A Buy and Hold Stock: OPUS Promises to be a Dynamic New Product (RGEN; $9.87)

Report Summary
In this report, I go through a detailed sales, earnings and cash flow projections for the period 2013 through…
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