财务数据和关键指标变化 - 第二季度总收入为1.54亿美元,环比增长3%,同比下降3% [6][18] - 第一半年总收入为3.05亿美元,同比下降11%,但剔除新冠和蛋白质影响后增长5% [18] - 第二季度调整后毛利率为49.6%,同比下降60个基点,环比上升100个基点 [19] - 第一半年调整后毛利率为49.1%,符合全年49%-50%的指引 [19] - 第二季度调整后营业利润为1.6亿美元,同比下降14亿美元 [19] - 第二季度调整后营业利润率为10%,同比下降8个百分点 [19] - 第二季度调整后EBITDA利润率约为15% [20] - 第二季度调整后净利润为1900万美元,同比下降1100万美元 [20] - 第二季度调整后每股收益为0.33美元,同比下降0.2美元 [21] 各条业务线数据和关键指标变化 - 蛋白质业务收入预计2024年为6700万-7200万美元,将是下滑一年 [13] - 过滤业务第二季度收入中单位增长,剔除新冠影响后增长近10% [13] - 色谱业务第二季度收入略有下降,但OPUS系列收入增长高个位数 [14] - 分析业务第二季度收入环比第一季度有所回升,同比增长中个位数 [14] 各个市场数据和关键指标变化 - 北美市场占公司总业务的50%,欧洲占36%,亚太及其他占14% [18] - 中国市场第二季度下降38%,全年预计占公司总收入4%,较之前预期的5%-6%下降10亿美元 [18] - 除中国外,其他地区订单在上半年均增长高个位数至低双位数 [18] 公司战略和发展方向及行业竞争 - 公司正在整合Tantti的微孔珠技术与Avitide的亲和力内容,推出新一代亲和层析树脂,以进入新兴生物技术市场 [48][49] - 公司正在加强与Purolite的合作,推出新一代高碱性、高容量和抗蛋白酶的蛋白A亲和层析树脂 [48] - 公司正在建立关键客户管理团队,覆盖20家最大客户,以提高在客户高层的可见度 [15] 管理层对经营环境和未来前景的评论 - 公司认为行业正在走出低谷,第二季度订单和收入表现良好,显示市场正在复苏 [7][10][11] - 公司预计第二半年收入将同比增长8%,剔除新冠影响后增长11% [10][22] - 公司有信心2025年将继续保持高于市场的增长 [11][43] 其他重要信息 - 公司宣布以现金收购Tantti实验室,以获得其微孔珠技术 [7] - 公司在第二季度进一步优化成本,预计第二半年将再减少7%的调整后营业费用 [19][74][75] - 公司调整2024年全年收入指引至6.2亿-6.35亿美元,较之前中值下调1% [7][22] - 公司预计2024年调整后净利润为8000万-8400万美元,调整后每股收益为1.42-1.49美元 [23] 问答环节重要的提问和回答 问题1 **Rachel Vatnsdal 提问** 询问CDMO订单强劲的原因,以及对未来持续性的看法 [24][25][26] **Tony Hunt 回答** 公司前三个季度的整体订单情况良好,第二季度CDMO订单特别强劲,主要来自二线CDMO客户的恢复 [25][26] 问题2 **Dan Leonard 提问** 询问第三季度收入的环比和同比走势 [61][62] **Jason Garland 回答** 第三季度收入预计在第一季度和第二季度之间,不会低于第一季度 [62] 问题3 **Matt Stanton 提问** 询问公司对未来行业增长的看法,以及公司相对于行业的增长预期 [77][78][79] **Tony Hunt 回答** 行业整体增长预计在8%-12%区间,公司有信心能够持续高于行业增长 [79]

Repligen (RGEN) came out with quarterly earnings of $0.33 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.53 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this drug developer would post earnings of $0.29 per share when it actually produced earnings of $0.28, delivering a surprise of -3.45%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Repligen, which belongs to t ...

Reported revenue was $154 million compared to $159 million, bringing our first half of 2024 revenue to $305 million, in line with our expectations. areas are Filtration and Fluid Management, Chromatography, Process Analytics and Proteins. Our corporate headquarters are in Waltham, Massachusetts, and the majority of our manufacturing sites are in the U.S., with additional key sites in Estonia, France, Germany, Ireland, the Netherlands and Sweden. For more information about the company see our website at www. ...

Proposed acquisition adds novel macroporous chromatography base bead technology for downstream bioprocess applications Accelerates expansion into new modality markets with a unique, scalable purification solution Strongly synergistic with AVIPure® affinity ligands and OPUS® pre-packed chromatography columns Tantti's DuloCore® technology platform combines the high throughput performance of membranes with the rapid mass transfer of monoliths in a convenient and flexible bead format. Combined with AVIPure affi ...

About Repligen Corporation This press release may contain forward-looking statements within the meaning of the federal securities laws. Investors are cautioned that statements in this press release which are not strictly historical statements including, without limitation, statements identified by words like "believe," "expect," "may," "will," "should," "seek," or "could" and similar expressions, constitute forward-looking statements. Such forward-looking statements are subject to a number of risks and unce ...

WALTHAM, Mass., July 16, 2024 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN) today announced that the Company will report its second quarter 2024 financial results on Tuesday, July 30, 2024. The Company will issue a press release before the market opens and will host a conference call at 8:30 a.m. ET to discuss business updates and financial results for the three- and six- month reporting periods ended June 30, 2024. Repligen Corporation is a global life sciences company that develops and commercial ...

Repligen (RGEN) shares ended the last trading session 4.4% higher at $125.32. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 24.4% loss over the past four weeks. Earlier this month, the company announced that it has promoted Olivier Loeillot, its current chief commercial officer (CCO), as its new president and chief executive officer (CEO), effective from Sep 1, 2024. This might have driven the share price rally. ...

文章核心观点 - 公司宣布现任首席商务官Olivier Loeillot将于2024年9月1日起接任公司新任总裁兼首席执行官[1][2][3] - 现任CEO Tony J. Hunt将于2024年9月1日起转任执行董事长[2] - 公司股价在该消息公布后下跌11.9%[2] 公司概况 - Olivier Loeillot此前曾在GE Healthcare Life Sciences和Cytiva(Danaher公司)担任高级职位,并在Lonza任职[3] - Tony J. Hunt自2015年5月起担任公司CEO,在其领导下公司通过创新产品开发、并购等实现了行业以上的增长[4][5] - 公司近几个季度收入有所下滑,主要是由于缺乏新冠相关收入,以及蛋白业务收入下降[6][7][8] 未来展望 - 公司预计2024年上半年收入将好于2023年下半年[7] - 2024年下半年公司预计将实现强劲的环比和同比增长,得益于新产品的推出[8] - 新任CEO如何应对公司当前的挑战并推动公司实现同比增长仍有待观察[9]

WALTHAM, Mass., June 13, 2024 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that its Board of Directors ("Board") has approved the planned transition of Tony J. Hunt from Chief Executive Officer ("CEO") to Executive Chair, effective September 1, 2024. The Company's Board has appointed Olivier Loeillot to succeed Mr. Hunt in the role of President and CEO, also effective September 1, 2024. At the same time, Mr. L ...

Karen A. Dawes, current Board Chair at Repligen, stated, "Over the past two years, the Repligen Board has developed a leadership succession plan to provide for the Company's ongoing success. Elevating Tony Hunt to Executive Chair and promoting Olivier Loeillot to CEO ensures that we will continue to have a clear strategic vision and achieve our long-term goals. Tony has been an outstanding CEO and we thank him for his leadership and continued commitment to the Company. Olivier, given his exceptional experie ...