secwatch.observer — SEC 8-K summary
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Issuer:     REPLIGEN CORP (RGEN)
CIK:        0000730272
Form:       8-K
Filed at:   2024-05-01T23:59:59+00:00
Accession:  0001193125-24-126349
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Repligen Q1 revenue falls 17% to $151M; GAAP EPS $0.04, adjusted EPS $0.28
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/730272/000119312524126349/0001193125-24-126349-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/730272/000119312524126349/d780642d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-24-126349

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