Repligen Corporation (RGEN) Stifel 2025 Healthcare Conference November 11, 2025 10:00 AM EST
Company Participants
Olivier Loeillot – President, CEO & Director
Conference Call Participants
Daniel Arias – Stifel, Nicolaus & Company, Incorporated, Research Division
Presentation
Daniel Arias
Stifel, Nicolaus & Company, Incorporated, Research Division
I’m wrapping up the quarter for a lot of these sessions. As a kickoff, for Repligen, it was a good quarter. It was 18% organic growth. Each of the key product areas was up double digits. Op margins were 14.2%, down 70 bps and then you beat the streak by $0.05 on the bottom line.
Question-and-Answer Session
Daniel Arias
Stifel, Nicolaus & Company, Incorporated, Research Division
Maybe just talk a little bit about what got you there and what you think about where the various components of the business are right now?
Olivier Loeillot
President, CEO & Director
Yes. No, absolutely, Daniel. You’re right. We are obviously very happy about our quarter 3 results. I mean, year-to-date non-COVID organic growth of 16%. So obviously, we are delighted about that. And what I think is really important is to figuring out we really have that broad and innovative portfolio of products. Sometimes people have a tendency to summarize our business in one single product line, but we are very diverse. And quarter 3 was a showcase here where really the 2 franchises that over delivered were analytics and protein and which was not completely expected to be very open here, but that was really a good surprise. And again, the breadth of our portfolio is a testimony of how we can grow faster than market. We’ve always said we want to grow more than 5% above market growth. And this year, we’re probably going to be significantly above that.
And then in terms of market
