What Happened?
Shares of biopharma manufacturing company Repligen Corporation (NASDAQ: RGEN) jumped 7.8% in the morning session after the company reported strong second-quarter 2025 financial results and raised its full-year guidance. The life sciences company announced that its revenue climbed 15% year-over-year to $182 million, driven by growth across all its franchises and geographies. Profitability also saw a substantial increase, with net income rising to $14.87 million from $5.71 million in the same quarter last year. A key indicator of future performance, company orders, grew by over 20%. Buoyed by these strong results, Repligen lifted its full-year 2025 revenue forecast to a range of $715 million to $735 million.
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What Is The Market Telling Us
Repligen’s shares are very volatile and have had 26 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 11 days ago when the stock dropped 7% on the news that several negative developments weighed on the sector. Weakness in managed care providers was a significant factor, with companies like Elevance Health and Humana seeing declines due to an analyst downgrade and a lost lawsuit regarding Medicare bonus payments, respectively.
Additionally, some pharmaceutical and biotech companies experienced sharp drops following unfavorable news; for instance, Sarepta Therapeutics plunged after a report indicated another patient death tied to its experimental gene therapy, and GSK's blood cancer drug dosage was voted against by the FDA advisory committee. Broader market sentiment, including concerns about rising costs and inadequate pricing for 2025 plans among health insurers, also contributed to the downward pressure on healthcare equities.
Repligen is down 9.8% since the beginning of the year, and at $129.08 per share, it is trading 25.9% below its 52-week high of $174.24 from January 2025. Investors who bought $1,000 worth of Repligen’s shares 5 years ago would now be looking at an investment worth $930.11.
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