secwatch.observer — SEC 8-K summary
======================================

Issuer:     REPLIGEN CORP (RGEN)
CIK:        0000730272
Form:       8-K
Filed at:   2023-05-02T23:59:59+00:00
Accession:  0001193125-23-131300
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Repligen Q1 revenue $182.7M, down 12% YoY; cuts full-year guidance on macro headwinds
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/730272/000119312523131300/0001193125-23-131300-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/730272/000119312523131300/d390182d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-23-131300

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer