{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-201167","form_type":"8-K","ticker":"RGEN","cik":"0000730272","company_name":"REPLIGEN CORP","filed_at":"2023-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:36.530942+00:00","generated_at":"2026-06-12T15:30:55.778060+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.88,"calibrated_materiality_score":0.88,"confidence":"high","headline":"Repligen Q2 revenue down 23%; slashes FY2023 revenue guidance to $635-$665M","bullets":["Q2 total revenue $159.2M (-23.3% YoY); base business revenue down 8.7%.","GAAP diluted EPS $0.35 vs $0.88 in Q2 2022; adjusted EPS $0.53 vs $0.91.","Full-year revenue guidance cut to $635-$665M from $720-$760M, a 27% reduction at midpoint.","Base business now expected to decline 5-10% in FY2023 vs prior guidance of +4-8%.","CEO cites inventory overhang and longer purchase approvals; Filtration segment most impacted."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-201167","json":"https://secwatch.observer/filing/0001193125-23-201167.json","markdown":"https://secwatch.observer/filing/0001193125-23-201167.md","text":"https://secwatch.observer/filing/0001193125-23-201167.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/730272/000119312523201167/0001193125-23-201167-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/730272/000119312523201167/d472296d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T15:30:55.778060+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":"6442a7a73d12ab7022605e1e3f9b5c1cf7457147","claim":"REPLIGEN CORP reported fiscal year 2023 results: revenue $635-$665 million. Guidance lowered.","evidence_excerpt":"Total reported revenue is expected to be in the range of $635-$665 million, compared to our previous guidance of $720-$760 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730272/000119312523201167/0001193125-23-201167-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2023"},{"label":"Revenue","value":"$635-$665 million"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"ff6075cd41b293c0dca1fc197d04b04f7f558928","claim":"REPLIGEN CORP reported second quarter ended June 30, 2023 results: revenue $159.2 million, net income $20.1 million, EPS $0.35. Guidance lowered.","evidence_excerpt":"Suite 100 Waltham, Massachusetts 02453 Repligen Reports Second Quarter 2023 Financial Results and Updates Full Year 2023 Financial Guidance • Reports second quarter revenues of $159.2 million as reported, and base business revenues of $157.1 million, down 9% year-over-year • Adjusts full year revenue guidance to range of $635-$665 million WALTHAM, Mass., August 02,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/730272/000119312523201167/0001193125-23-201167-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2023"},{"label":"Revenue","value":"$159.2 million"},{"label":"Net income","value":"$20.1 million"},{"label":"EPS","value":"$0.35"},{"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"}