Tag archive for ‘Bristol-Meyers (BMY)’
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 my many years as an analyst. Products used in bioprocessing have very long product lives because changing the manufacturing process for a biological product once it is approved or after it has completed phase […]
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 2019. I am projecting that sales of the core bioprocessing business will grow at 13% per annum in the 2013 to 2016 timeframe. The EPS picture is complicated because the expiration of the royalty […]