{"filings":[{"id":452756,"accession_number":"0001193125-26-225380","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2026-05-15T12:09:23+00:00","items":["5.07"],"status":"ready","headline":"Repligen 2026 annual meeting: all proposals pass; director Muir gets 25.7% against","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; Glenn P. Muir received highest opposition (13.3M against, 25.7% of votes cast).","Karen A. Dawes and Carrie Eglinton Manner each received over 9M against votes (17.7% and 19.1%, respectively).","Ratification of Ernst & Young as independent auditor passed with 53.1M for vs 900k against.","Advisory vote on executive compensation approved: 50.3M for, 1.5M against, 51k abstain.","Quorum of 54.0M shares represented out of 56.4M outstanding shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98570,"accession_number":"0001193125-26-205011","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q1 revenue $194M (+11% organic); raises adjusted EPS guidance to $1.97-$2.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $194M, +15% reported/+11% organic; GAAP EPS $0.15, adjusted EPS $0.48 (+23% YoY).","Adjusted operating margin expanded 160bps to 15.4%; gross margin improved to 55.5% (adj.).","FY2026 guidance: revenue $803M-$833M (9-13% organic growth); adj. EPS raised to $1.97-$2.05.","Divested non-core Polymem filtration business (Mar 30); signed China OEM partnership in April.","Transformation Office launched to drive margin expansion, site rationalization, IT/AI investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":194255000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114135,"accession_number":"0001193125-26-065246","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2026-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q4 revenue $198M (+18%); FY26 guidance $810-840M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $198M, up 18% reported and 14% organic YoY; full year 2025 revenue $738M (+16% reported and organic non-COVID).","Q4 GAAP EPS $0.23 vs ($0.60); adjusted EPS $0.49 vs $0.44. Full year adjusted EPS $1.71 vs $1.58.","FY26 revenue guidance $810M–$840M (10-14% reported, 9-13% organic); adjusted operating margin expansion of 150 bps at midpoint.","Full year 2025 organic growth of 14% exceeded initial guidance range; adjusted operating margins improved 90 bps YoY.","CEO cited strong finish led by Analytics and Proteins; new office in Singapore and product launches in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":738256000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114134,"accession_number":"0001193125-26-003467","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2026-01-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Repligen elects Martin D. Madaus as Chair, succeeding Tony Hunt effective Mar 13, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Hunt retires as Executive Chair and Board member effective March 13, 2026; will serve as advisor through March 2027.","Dr. Martin D. Madaus, a director since February 2023, elected as Chair of the Board effective March 13, 2026.","Madaus brings 36 years of bioprocessing industry experience; formerly Chairman, President and CEO of Millipore.","The succession was previously disclosed in Repligen's June 14, 2024 8-K filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130515,"accession_number":"0001193125-25-252385","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-10-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q3 revenue $189M (+22% YoY); raises FY2025 guidance to $729-737M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $189M, +22% reported, +18% organic; double-digit growth across all franchises.","GAAP EPS $0.26 versus ($0.01) loss; adjusted EPS $0.46 versus $0.43.","GAAP gross margin 53.2% (up from 50.0%); adjusted operating margin 14.2%.","Orders grew >20% YoY and sequentially; consumables and capital equipment >20%.","FY2025 revenue guidance raised to $729-737M; adjusted EPS $1.65-$1.68."],"consensus_eps_estimate":null,"consensus_eps_actual":0.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":540343000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147069,"accession_number":"0001193125-25-193481","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-09-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Repligen appoints Violetta Hughes as Chief Accounting Officer, effective Sept 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Replaces Jason K. Garland as principal accounting officer; Garland remains CFO focusing on strategy.","Annual base salary $395,000, signing bonus $150,000, target annual performance bonus up to 50% of base.","Equity award of $750,000 total ($500k RSUs, $250k options) vesting over 5 years.","Ms. Hughes previously CAO at Azenta (AZTA) and Akebia Therapeutics (AKBA); 25+ years experience."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147068,"accession_number":"0000950170-25-099389","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-07-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q2 revenue $182M (+17% organic non-COVID); orders >20% YoY; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $182M, up 15% reported and 17% organic non-COVID YoY.","GAAP EPS $0.26 vs $0.10; adjusted EPS $0.37 vs $0.40.","Orders grew >20% YoY and sequentially, 8th consecutive quarter of orders exceeding non-COVID revenue.","Raises FY2025 revenue guidance to $715-$735M, organic non-COVID growth 12.5%-15.5%.","All franchises grew YoY; consumables >20%, biopharma +20%, all geographies mid-teens."],"consensus_eps_estimate":null,"consensus_eps_actual":0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":351538000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165605,"accession_number":"0000950170-25-072664","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-05-15T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Repligen shareholders approve officer liability limitation amendment, elect directors at May 15 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders approved a Certificate of Amendment to limit officer liability under Delaware law (45.3M for, 5.9M against).","All 10 director nominees elected, including Olivier Loeillot and Martin Madaus (latter received ~45.6M for, ~5.6M against).","Ernst & Young LLP ratified as independent auditor for fiscal year ending Dec 31, 2025 (52.7M for, 0.6M against).","Advisory vote on named executive officer compensation passed (49.4M for, 1.7M against).","Voter turnout was 94.94% of 56.2M shares entitled to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165604,"accession_number":"0000950170-25-059569","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q1 revenue $169M (+10% YoY); adjusted EPS $0.39 vs $0.30; orders up high-teens","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $169M, up 10% reported, 14% organic non-COVID YoY; GAAP EPS $0.10, adjusted EPS $0.39.","Adjusted operating income $23M, up 72% YoY; adjusted gross margin 53.7% vs 49.2%.","Orders grew high-teens YoY with all four franchises up double-digits; biopharma and consumables record ex-COVID.","FY2025 guidance reiterated: organic growth 9.5%-13.5%; adjusted EPS $1.63-$1.72.","Closed acquisition of 908 Devices' bioprocessing portfolio; minimal tariff impact expected."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":169172000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183227,"accession_number":"0000950170-25-023742","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2025-02-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q4 revenue $168M; FY2024 $634M; guides FY2025 8-12% growth","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $168M, flat YoY; FY2024 revenue $634M vs $632M.","GAAP net loss $34M ($0.60 loss per share); adjusted EPS $0.44 vs $0.48.","Orders outpaced sales by 6% in Q4; sequential revenue up 8%.","FY2025 guidance: revenue $685-710M (8-12% reported growth, 10-14% ex-COVID).","Closed acquisition of Tantti Laboratory; launched AVIPure dsRNA resin for mRNA."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":634439000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199808,"accession_number":"0001193125-24-255167","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Repligen Q3 revenue $155M (+10% YoY); adjusted EPS $0.43 vs $0.23","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss ($0.7M) vs income $17M; adjusted net income $24M vs $13M.","Adjusted gross margin 50.7%; adjusted operating margin 14.9% vs 3.7%.","Full-year 2024 revenue guidance narrowed to $630-$639M (midpoint unchanged).","CDMO revenue and orders each grew ~20% YoY; new modalities record quarterly revenue.","Announced definitive agreement to acquire chromatography firm Tantti Laboratory Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":466892000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215827,"accession_number":"0001193125-24-221406","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["2.02","7.01","4.02","9.01"],"status":"ready","headline":"Repligen restates financials for 2023-2024 due to $17.3M revenue timing error; material weakness identified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restatement covers Q1'23 through Q2'24; $17.3M payment from cancelled COVID orders was mis-timed.","Impact: Q1'23 revenue overstated by $17.3M; FY'23 revenue overstated by $6.6M; H1'24 understated by $6.6M.","Material weakness identified in internal control over revenue recognition; no fraud or misconduct.","2024 revenue guidance reaffirmed and updated to $627M-$642M due to timing shift; total revenue unchanged.","No impact on cash, operations, or strategic outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215826,"accession_number":"0001193125-24-188277","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q2 revenue $154M, adj. EPS $0.33, orders $157M; CEO transition, Tantti acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2024 revenue $154M vs $159M prior year; GAAP EPS $0.06, adjusted EPS $0.33 vs $0.53.","Book-to-bill 1.02 for quarter; orders $157M; new modalities sales up 5% YoY.","CEO Tony Hunt becomes Executive Chair; Olivier Loeillot appointed President & CEO effective Sept 1.","Post-quarter-end, entered agreement to acquire chromatography innovator Tantti Laboratory Inc. (value undisclosed).","FY 2024 revenue guidance narrowed to $620-635M; adjusted EPS guidance unchanged at $1.42-1.49."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":305419000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215825,"accession_number":"0001193125-24-179061","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-07-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Repligen reports unauthorized access to files on its information systems","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Unauthorized third party accessed certain files on July 9, 2024; response procedures activated immediately.","External cybersecurity experts engaged; law enforcement notified.","No impact on business operations, customer service, or financial condition expected.","Systems remain operational and undisrupted; no malware encryption detected.","Investigation ongoing to determine full scope and any required regulatory notifications."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235254,"accession_number":"0001193125-24-161728","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Repligen appoints Olivier Loeillot as CEO effective Sept 1, 2024; Hunt becomes Executive Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Loeillot receives $750K base salary, 85% target bonus, and a $5M equity award (50% RSUs, 25% options, 25% PSUs).","Hunt to serve as Executive Chair through March 2026, then advisor to March 2027; base salary $440K, 52.5% bonus.","Severance: Loeillot gets 1.5x salary for termination without cause; 2.0x salary plus bonus for change-in-control.","Karen Dawes appointed Lead Independent Director, effective Sept 1, 2024; Board composition otherwise unchanged.","Loeillot elected to the Board effective on the transition date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235253,"accession_number":"0001193125-24-160292","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Repligen CEO Tony Hunt to become Executive Chair; Olivier Loeillot appointed President and CEO effective Sept 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tony Hunt transitions from CEO to Executive Chair effective Sept 1, 2024; Olivier Loeillot named President and CEO.","Loeillot, currently President & Chief Commercial Officer (since Oct 2023), will join the Board.","Current Board Chair Karen Dawes becomes Lead Independent Director effective Sept 1, 2024.","Under Hunt's 9-year tenure, Repligen revenue grew from ~$63M (2014) to $639M (2023), ~30% CAGR.","Loeillot has ~30 years industry experience, previously Bioprocess President at Cytiva."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235252,"accession_number":"0001193125-24-141217","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-05-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Repligen shareholders elect all nine directors, ratify EY, approve say-on-pay at 2024 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected with votes for ranging from ~45.95M to ~49.48M.","Ernst & Young ratified as auditor for FY2024: 50.2M for, 2.6M against.","Advisory say-on-pay approved: 46.6M for, 2.8M against, 66K abstain.","Voter turnout was 94.68% of 55.8M shares outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235251,"accession_number":"0001193125-24-126349","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q1 revenue falls 17% to $151M; GAAP EPS $0.04, adjusted EPS $0.28","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $151.3M, down from $182.7M YoY; GAAP net income $2.1M ($0.04 diluted EPS) vs $28.8M ($0.51).","Adjusted net income $15.8M ($0.28 diluted EPS) vs $36.3M ($0.64); adjusted gross margin 48.6% vs 55.2%.","New modalities revenue up 16% YoY; Filtration (non-COVID) up 12% YoY; book-to-bill 0.99 (Q1), 1.03 (nine-month).","FY2024 guidance reaffirmed: revenue $620M-$650M, adjusted EPS $1.42-$1.49, adjusted op margin 13%-14%.","Cash and investments $780.6M as of March 31, 2024; Metenova added over $5M revenue in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":151346000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253091,"accession_number":"0001193125-24-070768","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-03-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Repligen appoints Maggie A. Pax to Board of Directors, expanding to nine members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Pax elected to board effective March 18, 2024; board expands from eight to nine members.","Pax brings 25+ years in life sciences, including Thermo Fisher VP Strategy and Innovation (2016-2020).","Pax received initial option valued at $215,000 vesting over three years, plus pro-rata equity awards.","Pax is independent under Nasdaq standards; no committee assignments yet.","Pax also serves on boards of Alimera Sciences, Jellagen, and BioPorto U.S. subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253090,"accession_number":"0001193125-24-040727","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Repligen Q4 revenue down 16.6% to $155.7M; net loss $0.46/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 revenue $155.7M vs $186.8M in Q4 2022; full year $638.8M vs $801.5M.","GAAP net loss $25.5M ($0.46 per diluted share) vs profit of $48.7M ($0.85) in Q4 2022.","Adjusted EPS $0.33 vs $0.68; book-to-bill ratio 1.03 for second straight quarter.","FY2024 guidance: revenue $620M-$650M, adjusted EPS $1.42-$1.49.","Closed Metenova acquisition; launched TangenX SC; issued $600M convertible notes."],"consensus_eps_estimate":null,"consensus_eps_actual":0.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":638764000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270548,"accession_number":"0001193125-23-296692","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2023-12-15T23:59:59+00:00","items":["1.01","2.03","3.02","9.01"],"status":"ready","headline":"Repligen issues $600M of 1.00% convertible notes due 2028, exchanges ~$310M of 2024 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 1.00% Convertible Senior Notes due 2028, with ~$309.9M exchanged for existing 0.375% 2024 notes and ~$290.1M cash.","Initial conversion price ~$203.06 per share, representing ~30% premium over Dec 6 closing price of $156.20.","Notes mature Dec 15, 2028; redeemable at company option after Dec 18, 2026 under stock price conditions.","Up to 3,841,200 shares of common stock may be issued upon conversion (including make-whole shares).","Following transactions, ~$69.7M of the original 2024 notes remain outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270547,"accession_number":"0001193125-23-290319","cik":730272,"company_name":"REPLIGEN CORP","ticker":"RGEN","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Repligen issues $600M of 1% convertible notes due 2028, exchanges $217.7M of 2024 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issues $600M aggregate 1.00% Convertible Senior Notes due 2028; $309.9M exchanged for $217.7M of 0.375% notes due 2024, $290.1M for cash.","Conversion price ~$203.06 per share, representing ~30% premium over Dec 6 close of $156.20.","Net cash proceeds from subscription ~$276.2M; $14.4M to repurchase common stock from certain note purchasers.","Expects to close Dec 14; about $69.7M of 2024 notes remain outstanding.","Notes are senior unsecured, convertible into cash/stock at company's election, redeemable after Dec 2026 under conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6383663814.367479,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}