{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-131300","form_type":"8-K","ticker":"RGEN","cik":"0000730272","company_name":"REPLIGEN CORP","filed_at":"2023-05-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:42.101129+00:00","generated_at":"2026-06-16T04:09:51.622613+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Repligen Q1 revenue $182.7M, down 12% YoY; cuts full-year guidance on macro headwinds","bullets":["GAAP EPS $0.51 (down 37% YoY); adjusted EPS $0.64 (down 30% YoY); gross margin 55.2% (down 520 bps).","Total revenue guidance cut to $720-760M (prev $760-800M); base business growth lowered to 4-8% (prev 11-15%).","Completed acquisition of single-use bag maker FlexBiosys in April; adds to Fluid Management portfolio.","Sees softness in AsiaPac (especially China) and slower order recovery; COVID-related revenue expected $30-40M."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-131300","json":"https://secwatch.observer/filing/0001193125-23-131300.json","markdown":"https://secwatch.observer/filing/0001193125-23-131300.md","text":"https://secwatch.observer/filing/0001193125-23-131300.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/730272/000119312523131300/0001193125-23-131300-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/730272/000119312523131300/d390182d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T04:09:51.622613+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"51499d2358a27ab56aeaaadf7ecdd6029cec5e13","claim":"REPLIGEN CORP reported first quarter ended March 31, 2023 results: revenue $182.7 million, net income $28.8 million, EPS $0.51. Guidance lowered.","evidence_excerpt":"REVENUE • Total revenue for the first quarter of 2023 was $182.7 million compared to $206.4 million for the first quarter of 2022, a year-over-year decrease of 12% as reported, and down 9% at constant currency. GROSS PROFIT and GROSS MARGIN • Gross profit (GAAP) for the first quarter of 2023 was $100.8 million compared to $124.0 million for the first quarter of 2022. Adjusted gross profit (non-GAAP) for the first quarter of 2023 was $100.8 million, a decrease of 19% compared to $124.6 million for the first quarter of 2022. • Gross margin (GAAP) for the first quarter of 2023 was 55.2%, compared to 60.1% for the first quarter of 2022. Adjusted gross margin (non-GAAP) for the first quarter was 55.2%, compared to 60.4% in the 2022 period, a year-over-year decrease of approximately 520 basis points. INCOME FROM OPERATIONS • Income from operations (GAAP) for the first quarter of 2023 was $31.3 million, compared to $60.0 million for the first quarter of 2022. Our GAAP income from operations f","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730272/000119312523131300/0001193125-23-131300-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$182.7 million"},{"label":"Net income","value":"$28.8 million"},{"label":"EPS","value":"$0.51"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}