What Happened?

Shares of biopharma manufacturing company Repligen Corporation (NASDAQ: RGEN) fell 3.9% in the afternoon session after the company presented at the JPMorgan Healthcare Conference and shared its sales guidance for 2025. 

During the event, President and CEO Olivier Loeillot stated that at the midpoint of the company's guidance, 2025 sales were $733 million. Repligen, which described itself as a 'pure bioprocessing play,' focuses on creating materials used in the manufacturing of biologic drugs. The negative stock reaction suggested investors may have been underwhelmed by the sales forecast, potentially expecting a more robust outlook for the year ahead.

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What Is The Market Telling Us

Repligen’s shares are very volatile and have had 24 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 biggest move we wrote about over the last year was 6 months ago when the stock gained 7.8% on the news that 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.

Repligen is flat since the beginning of the year, and at $162.71 per share, it is trading close to 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 $766.60.

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