Tag archive for ‘OPUS Chromatography columns’
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 the time and on many occasions since, I have described its business model as being one of the very best I have seen. On a macro-basis its business sail is driven by the […]
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 best business models that I have seen in the Life Sciences universe and that management was doing an excellent job of execution. This has cetrainly been reflected in the stock price which has risen […]