Repligen : Investor Presentation May 2025

Published: 2025-05-19 09:21:06 ET RGEN

Published on 05/19/2025 at 09:21

May 2025

Who is Repligen?

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Performing Above Market

Since 2014, 14 disruptive product

launches, 15 acquisitions

19% 5-year revenue growth (CAGR)

$634M

Analytics +2x

Proteins steady Chrom +2x

$270M

Filtration +3x

2019

2024

Supporting Biopharma and CDMOs with a broad and differentiated portfolio of hardware & consumables used in biological drug production

>1,700

employees worldwide

Innovation engine … disrupting norms with bioprocessing technologies that deliver on yield gains, cost efficiencies and speed-to-market

Global manufacturing presence with security of supply

~65% clinical, 35% commercial

We are 10 years "young" … and Fit for Growth!

Revenue driven by proteins e.g. mAbs (~80%) with strong and growing presence in new modalities (~18%)

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Most mature, largest, steady

Rapidly expanding subset

New Modalities

Youngest, fastest growing

~$250B

Market 2024e

~$15B

8-10% Projected CAGR

194 US FDA approvals

~2K Ph 1-3 clinical pipeline

>20% Projected CAGR

49 US FDA approvals

>150 Ph 1-3 clinical pipeline

~$16B

>30% Projected CAGR

31 US FDA approvals

>3K in development pipeline

Biopharma market growing HSD with aging population

Development and manufacturing costs under more scrutiny

Local governments pushing for localization

U.S. biggest region for sales, APAC for trials

Generative AI already playing a key role in drug discovery and beyond

US FDA approval data as of May 9, 2025 Projected CAGR is for 4-year period from proprietary research reports

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Disclaimer

Repligen Corporation published this content on May 19, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 19, 2025 at 13:20 UTC.