$RGEN

REPLIGEN CORP (RGEN) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On September 10, 2026, Karen A. Dawes notified Repligen Corporation (“Repligen”) that she will be retiring from the Replige

UBS maintained a 'Buy' rating on Repligen (RGEN) and raised its price target to $225 from $195, citing confidence in the bioprocessing sector. RGEN is trading at $165.75, undervalued by 7.2% according to GF Value™. The company has a GF Score™ of 88/100, with strong growth and momentum but a high P/E ratio. Insiders have sold $1.67M in shares over the past three months.

Loeillot Olivier (Chief Executive Officer) sold 3,035 shares of REPLIGEN CORP (RGEN) at $165.90 ($0.50M total) on 2026-09-04 under a Rule 10b5-1 trading plan.

Repligen Corp (CIK: 0000730272) filed a Notice of Effectiveness with the SEC on September 4, 2026, indicating that its Form S-4 was declared effective. This form is typically used for mergers, acquisitions, or exchange offers, but the specific details of the filing were not provided in the summary.

BioLife Solutions (BLFS) filed a proxy statement for a merger with Repligen. The deal offers $11.25 and 0.1442 Repligen shares per BioLife share, pending stockholder approval on October 5, 2026. BioLife stock will be delisted if the merger completes. Repligen's share count will increase, diluting existing holders.

Repligen (RGEN) filed an amended Form S-4 to register shares for its acquisition of BioLife Solutions. The deal offers $11.25 in cash plus 0.1442 Repligen shares per BioLife share, pending approvals. The merger is subject to shareholder and regulatory approvals, with a special meeting scheduled for October 5, 2026. The exchange ratio is fixed, but the value of the share portion will fluctuate with Repligen's stock price.

Repligen Corporation (RGEN) shares fell 6.1% due to investor concerns over its $1.5B acquisition of BioLife Solutions, which includes a significant stock component, raising dilution and execution risks. The deal, valued at $1.5B, consists of 64% Repligen stock and 36% cash. Analysts have set a median price target of $160.0 for RGEN.

Azenta (AZTA) reported Q2 revenue of $161.2M, up 12% YoY, beating estimates. Repligen (RGEN) reported $204.1M, up 11.9% YoY, with mixed guidance. Charles River Labs (CRL) reported $1.0B, down 2.7% YoY, but beat estimates. West Pharmaceutical (WST) reported $872.3M, up 13.8% YoY, beating estimates. Stocks reacted accordingly.

Repligen (RGEN) shares rose 27.7% since its last earnings report, beating Q2 estimates with $0.54 EPS and $204.1M revenue. The company raised 2026 guidance, expecting $813M-$835M revenue and $2.03-$2.09 EPS. Analysts have upwardly revised estimates, giving RGEN a Zacks Rank #1 (Strong Buy).

MRK and MRNA's intismeran autogene showed positive Phase 3 results in melanoma, beating Keytruda alone on recurrence-free survival. BNTX rose 21.6%, ILMN 15.6%, PACB 5.8%, RGEN and DHR also mentioned. Analysts project varying revenue forecasts for the therapy. Keytruda's U.S. patent cliff is in 2028, with 2025 sales at $31.641B.