Follow Us GraphicFacebook IconTwitter IconLinkedIn Icon
Search Graphic

Expert Financial Analysis and Reporting

Tag archive for ‘OPUS’

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 year bioprocessing revenues increased 38% in 2015 and 27% in 2014. The guidance for 2016 calls for a 21% to 26% increase, which probably is conservative. Management has not commented on 2017, but my […]

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 acquisition was to acquire its Alternating Tangential Flow System. This is a filtration device used to continuously remove waste from fermenters during biomanufacturing. This system can increase cell densities in the fermenters by 2 […]

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 […]