Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Repligen Corporation reported robust financial performance for the third quarter of 2025, demonstrating strong organic growth across its business segments.</li><li>The company's revenue reached $189 million, marking a 22% year-over-year increase, with organic growth excluding acquisitions and currency impacts standing at a healthy 18%.</li><li>This impressive growth can be attributed to broad-based strength across all franchises and geographies, with every segment experiencing double-digit growth.</li></ul>

Repligen Corporation reported robust financial performance for the third quarter of 2025, demonstrating strong organic growth across its business segments.The company's revenue reached $189 million, marking a 22% year-over-year increase, with organic growth excluding acquisitions and currency impacts standing at a healthy 18%.This impressive growth can be attributed to broad-based strength across all franchises and geographies, with every segment experiencing double-digit growth.

Repligen Corporation Roars Back in China—Will This Unlock Its Next Growth Wave?

Smartkarma AI, Smartkarma

αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>Repligen is a key player in the bioprocessing industry, providing critical technologies for the manufacturing of biologic drugs. The company has a strong focus on innovation, particularly in filtration and chromatography.</li>
  <li>The company has demonstrated strong long-term growth, although it has faced recent headwinds from the post-pandemic normalization of the market. However, recent quarterly results show a return to double-digit organic growth.</li>
  <li>Future growth is expected to be driven by the expanding pipeline of biologic therapies, including cell and gene therapies, and the company's strategic acquisitions and new product introductions, such as the integration of Process Analytical Technologies (PAT).</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  Repligen is a key player in the bioprocessing industry, providing critical technologies for the manufacturing of biologic drugs. The company has a strong focus on innovation, particularly in filtration and chromatography.
  The company has demonstrated strong long-term growth, although it has faced recent headwinds from the post-pandemic normalization of the market. However, recent quarterly results show a return to double-digit organic growth.
  Future growth is expected to be driven by the expanding pipeline of biologic therapies, including cell and gene therapies, and the company's strategic acquisitions and new product introductions, such as the integration of Process Analytical Technologies (PAT).
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Repligen Corp (RGEN US) - Oct 2025

<ul><li>Repligen Corporation reported strong financial results for the second quarter of 2025, driven by a 17% organic non-COVID revenue growth, which is the highest rate since 2022.</li><li>This growth was bolstered by several segments within the company, with Chromatography and Filtration leading the way.</li><li>Demand for consumables remains healthy, and high-teens growth in capital equipment was noted, indicating a solid rebound and strong market interest.</li></ul>

Repligen Corporation reported strong financial results for the second quarter of 2025, driven by a 17% organic non-COVID revenue growth, which is the highest rate since 2022.This growth was bolstered by several segments within the company, with Chromatography and Filtration leading the way.Demand for consumables remains healthy, and high-teens growth in capital equipment was noted, indicating a solid rebound and strong market interest.

Repligen Corporation: Powering Innovation With Game-Changing FlowVPX & PAT Integration!

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>We downgraded our near-term outlook on SPX and QQQ to neutral last week (11/19/25), after being bullish since 4/22/25, while we maintained our intermediate-term bullish outlook (as of 5/14/25).</li>
<li>Crucial support levels of 6480-6520 on SPX and $580-$583 on QQQ held last week, and we are back to being near-term bullish as long as these supports continue to hold</li>
<li>The latest pullback offers an attractive entry point into all the speculative growth areas that we were pounding the table on since May, WITH A STOP AT LAST WEEKS LOWS</li>
</ul>


We downgraded our near-term outlook on SPX and QQQ to neutral last week (11/19/25), after being bullish since 4/22/25, while we maintained our intermediate-term bullish outlook (as of 5/14/25).
Crucial support levels of 6480-6520 on SPX and $580-$583 on QQQ held last week, and we are back to being near-term bullish as long as these supports continue to hold
The latest pullback offers an attractive entry point into all the speculative growth areas that we were pounding the table on since May, WITH A STOP AT LAST WEEKS LOWS


Back to Near-Term Bullish on SPX and Nasdaq 100; Supports Held at SPX 6480-6520 and QQQ $580-583

Circle Internet Group / Technical Analysis

<ul>
<li>We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.</li>
<li>For now, we continue to expect support to show up at the 4-month uptrend, which generally coincides with the 20-day MA.</li>
<li>Speculative growth themes (quantum,nuclear, hydrogen, space, robotics, drones, data centers, solar, biotech, WGMI,ARKK,ARKQ,ARKX,ARKW,ARKG, etc.) have been rolling, and we've been recommending them in this section every week for 1+ months.</li>
</ul>


We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&amp;P 500 (SPX) is above 6028-6059.
For now, we continue to expect support to show up at the 4-month uptrend, which generally coincides with the 20-day MA.
Speculative growth themes (quantum,nuclear, hydrogen, space, robotics, drones, data centers, solar, biotech, WGMI,ARKK,ARKQ,ARKX,ARKW,ARKG, etc.) have been rolling, and we've been recommending them in this section every week for 1+ months.


Downgrading Financials to Underweight; Growth Themes Galore; Health Care Breaking Out

United States

Repligen Corporation is a bioprocessing company focused on the development, production, and commercialization of innovative products used in the process of manufacturing biologic drugs. The Company's customers include life sciences companies, global biopharmaceutical companies, and contract manufacturers worldwide.

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Repligen Corp (RGEN US)

Repligen Corporation Roars Back in China—Will This Unlock Its Next Growth Wave?

Repligen Corporation reported robust financial performance for the third quarter of 2025, demonstrating strong organic growth across its business...

Baptista Research

Primer: Repligen Corp (RGEN US) - Oct 2025

Repligen is a key player in the bioprocessing industry, providing critical technologies for the manufacturing of biologic drugs. The company has...

αSK

Repligen Corporation: Powering Innovation With Game-Changing FlowVPX & PAT Integration!

Repligen Corporation reported strong financial results for the second quarter of 2025, driven by a 17% organic non-COVID revenue growth, which is...

Baptista Research

Back to Near-Term Bullish on SPX and Nasdaq 100; Supports Held at SPX 6480-6520 and QQQ $580-583

Back to Near-Term Bullish on $SPX and Nasdaq 100 $NDX; Crucial Supports Held at 6480-6520 on SPX and $580-$583 on $QQQ, we are near-term bullish as...

Vermilion Research

Downgrading Financials to Underweight; Growth Themes Galore; Health Care Breaking Out

Downgrading Financials $XLF to Underweight; Growth Themes Galore: quantum, nuclear, hydrogen, space, robotics, drones, data centers, solar,...

Vermilion Research

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