LongRGENSep 2026
Repligen Corporation
TimesSquare owns Repligen for its role as a supplier of essential reagents and precursors used to manufacture biological medicines, sometimes as the sole source. The announced…
RGEN
Which hedge funds are long RGEN?
3 published ideas on Repligen Corporation across 3 funds — 3 long and 0 short.
Repligen hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Repligen: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongRGENSep 2026
Repligen Corporation
Repligen supplies products and technologies for biologic drug production, making it sensitive to the recovery in bioprocessing investment. Strong proteins and analytics demand…
LongRGENAug 2026
Repligen Corporation
Repligen supplies equipment used in biomanufacturing and reported strong results during the period. Re-shoring of drug manufacturing to the US is contributing to demand for its…