
What smart money is saying about Repligen
3 funds in our archive have pitched Repligen — most recently Granahan Investment Management Focused Growth Strategy in June 2026.
Repligen Corporation specializes in the creation and distribution of advanced bioprocessing technologies and integrated systems. These solutions are vital for various stages of biological drug production, serving clients across North America, Europe, the Asia Pacific region, and other international markets. The company's diverse product portfolio includes crucial components for biomanufacturing. This encompasses Protein A ligands, which serve as the key binding elements within Protein A affinity chromatography resins, as well as specialized cell culture growth factors. In the realm of chromatography, Repligen offers a range of products: Its OPUS line features pre-packed chromatography columns, instrumental in purifying biologics, alongside smaller-scale OPUS columns designed for high-throughput process development screening, viral clearance validation studies, and the scaling-down of chromatography processes. Additionally, the company supplies ELISA test kits and chromatography resins marketed under the CaptivA brand. Repligen also boasts an extensive suite of filtration products. This includes XCell Alternating Tangential Flow systems, which are filtration devices utilized in upstream perfusion and cell culture processing. For downstream applications like biologic drug concentration and formulation, they provide TangenX flat sheet cassettes. Other filtration offerings encompass KrosFlo tangential flow filtration and tangential flow depth filtration systems, Spectra/Por laboratory and process dialysis products, SpectraFlo dynamic dialysis systems, and ProConnex single-use hollow fibers. Furthermore, Repligen addresses process analytics with its slope spectroscopy systems, branded as SoloVPE, FlowVPE, and FlowVPX. Their clientele is broad, consisting of life sciences organizations, biopharmaceutical and diagnostics companies, laboratory researchers, and contract manufacturing organizations. Repligen also collaborates with partners, such as Navigo Proteins GmbH, on the development of various affinity ligands. The corporation was founded in 1981 and maintains its corporate headquarters in Waltham, Massachusetts.
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Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Repligen — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 1 | 1 |
| Q4 2025 | 0 | 0 | 0 | 2 |
Fund activity · 2 positions · 2 moves
- June 2026
“These companies can largely be thought of as "picks and shovels" to the industry and include such names as Repligen (RGEN), Twist Bioscience (TWST), and GRAIL (GRAL).”
191 more words on why — unlock Granahan Investment Management Focused Growth Strategy’s full commentRepligen - TrimmedJAG Capital Management Small Mid Cap Growth StrategyJune 2026
“Repligen (REGN) is a supplier of bioprocessing consumables and equipment serving pharma and biotech customers.”
Repligen
Also mentioned · 2
These funds discuss Repligen — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“Repligen Corp. is a global life sciences company offering bioprocessing technologies and solutions used in manufacturing biological drugs.”
Repligen - March 2026
“Repligen Corp. is a global life sciences company offering bioprocessing technologies and solutions used in manufacturing biological drugs.”
Repligen
Fund coverage · 3 theses
Repligen is a biotech tools company positioned to benefit as AI accelerates broader biotech discovery and workflows.
Read the full thesis- Baron Health Care FundDecember 2025
Repligen Corporation is a bioprocessing tools leader with sticky products, AI-enabled data advantages, and potential to double revenue while expanding margins.
Read the full thesis - Baron Asset FundDecember 2025
Repligen Corporation is a bioprocessing tools leader with embedded workflows, AI-enabled data advantages, and biosimilar and reshoring tailwinds driving growth and margins.
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