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 reported its financial and operational results for the second quarter of 2026, demonstrating continued growth and strategic progress amid a complex bioprocessing market environment.</li><li>The company achieved $204 million in revenue, reflecting 12% reported growth and 13% organic growth year-over-year, driven primarily by strong recurring revenues across multiple product franchises.</li><li>Proteins led the growth with approximately 50% expansion, supported by contributions from OEM partnerships and growth factor demand.</li></ul>

Repligen reported its financial and operational results for the second quarter of 2026, demonstrating continued growth and strategic progress amid a complex bioprocessing market environment.The company achieved $204 million in revenue, reflecting 12% reported growth and 13% organic growth year-over-year, driven primarily by strong recurring revenues across multiple product franchises.Proteins led the growth with approximately 50% expansion, supported by contributions from OEM partnerships and growth factor demand.

Repligen’s BioLife Deal Targets $20 Million Of Synergies — Can Cell Therapy Accelerate Growth?

<ul><li>Repligen Corporation has agreed to acquire BioLife Solutions (NASDAQ:BLFS) for approximately $1.5 billion, combining cash and stock in a transaction designed to strengthen Repligen’s position in cell therapy manufacturing.</li><li>BioLife shareholders would receive $11.25 in cash and 0.1442 Repligen shares for each BioLife share, implying consideration of $31 per share.</li><li>The proposed acquisition follows a strong operating period for Repligen, which reported 11% organic revenue growth in the first quarter of 2026 and preliminary second-quarter organic growth of approximately 13%.</li></ul>

Repligen Corporation has agreed to acquire BioLife Solutions (NASDAQ:BLFS) for approximately $1.5 billion, combining cash and stock in a transaction designed to strengthen Repligen’s position in cell therapy manufacturing.BioLife shareholders would receive $11.25 in cash and 0.1442 Repligen shares for each BioLife share, implying consideration of $31 per share.The proposed acquisition follows a strong operating period for Repligen, which reported 11% organic revenue growth in the first quarter of 2026 and preliminary second-quarter organic growth of approximately 13%.

Repligen’s $1.5 Billion Acquisition Could Reshape Its Growth Story!

<ul><li>Repligen Corporation reported solid financial results for the first quarter of 2026, driven by broad-based growth across its product franchises and geographic markets.</li><li>The company delivered $194 million in revenue, reflecting 15% reported growth and 11% organic growth year-over-year.</li><li>Key contributors included a 50% plus increase in analytics revenue, mid-teens growth in the proteins segment, over 25% rise in chromatography sales, and mid-single-digit gains in filtration, though the latter faced moderation due to divestiture impacts and specific customer timing.</li></ul>

Repligen Corporation reported solid financial results for the first quarter of 2026, driven by broad-based growth across its product franchises and geographic markets.The company delivered $194 million in revenue, reflecting 15% reported growth and 11% organic growth year-over-year.Key contributors included a 50% plus increase in analytics revenue, mid-teens growth in the proteins segment, over 25% rise in chromatography sales, and mid-single-digit gains in filtration, though the latter faced moderation due to divestiture impacts and specific customer timing.

Repligen's $833 Million Guide: Can Analytics And China Power The Next Leg?

<ul><li>Repligen Corporation closed 2025 with strong operational momentum, delivering fourth-quarter revenue of $198 million and full-year revenue of $738 million while exceeding the upper end of prior guidance for both revenue and adjusted operating income.</li><li>Organic revenue growth reached 14% in the fourth quarter and 16% for the full year on a reported and non-COVID organic basis.</li><li>Growth was supported by broad-based strength across multiple product franchises, particularly Proteins and Process Analytics, which expanded more than 30% during the quarter.</li></ul>

Repligen Corporation closed 2025 with strong operational momentum, delivering fourth-quarter revenue of $198 million and full-year revenue of $738 million while exceeding the upper end of prior guidance for both revenue and adjusted operating income.Organic revenue growth reached 14% in the fourth quarter and 16% for the full year on a reported and non-COVID organic basis.Growth was supported by broad-based strength across multiple product franchises, particularly Proteins and Process Analytics, which expanded more than 30% during the quarter.

Repligen Corporation: From SoloVPE Upgrades to Custom Resins—What’s Powering the Growth Momentum?

<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?

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Repligen Corp (RGEN US)

Repligen’s BioLife Deal Targets $20 Million Of Synergies — Can Cell Therapy Accelerate Growth?

Repligen reported its financial and operational results for the second quarter of 2026, demonstrating continued growth and strategic progress amid...

Baptista Research

Repligen’s $1.5 Billion Acquisition Could Reshape Its Growth Story!

Repligen Corporation has agreed to acquire BioLife Solutions (NASDAQ:BLFS) for approximately $1.5 billion, combining cash and stock in a...

Baptista Research

Repligen's $833 Million Guide: Can Analytics And China Power The Next Leg?

Repligen Corporation reported solid financial results for the first quarter of 2026, driven by broad-based growth across its product franchises...

Baptista Research

Repligen Corporation: From SoloVPE Upgrades to Custom Resins—What’s Powering the Growth Momentum?

Repligen Corporation closed 2025 with strong operational momentum, delivering fourth-quarter revenue of $198 million and full-year revenue of $738...

Baptista Research

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)