Q2 2025 Repligen Corp Earnings Call Transcript
Key Points
- Repligen Corp (RGEN) reported a 17% organic non-COVID growth, marking the highest growth rate since 2022.
- The company experienced strong performance across its portfolio, with chromatography and filtration leading the growth.
- Repligen Corp (RGEN) saw a significant increase in orders, growing over 20% year over year and high teens organically.
- The company raised its organic growth guidance midpoint due to strong order trends and broad-based demand.
- Repligen Corp (RGEN) reported a record revenue quarter for consumables, excluding proteins, with growth greater than 20% year over year.
- The company faced a 1% headwind from a specific gene therapy platform, impacting its revenue guidance.
- Repligen Corp (RGEN) noted muted orders from emerging biotechs, despite high teens revenue growth.
- The company experienced a mix headwind in gross margin due to a higher-than-normal mix of procured resins.
- New modalities revenue growth was muted in the second half, with flat orders in the quarter.
- Repligen Corp (RGEN) faced challenges in the small biotech market segment, with Q2 funding down 42% compared to the previous year.
Good day, ladies and gentlemen, and welcome to Repligen Corporation's second-quarter of 2025 earnings conference call. My name is Greg, and I will be your coordinator. (Operator Instructions)
And I would now like to turn the call over to your host, Jacob Johnson, Vice President of Investor Relations for Repligen. Jacob?
Thank you, operator, and welcome to our second quarter of 2025 report. On this call, we will cover business highlights and financial performance for the three-month period ending June 30, 2025, and we'll provide financial guidance for the full year 2025.
Joining us on the call today are Repligen's President and Chief Executive Officer, Olivier Loeillot; and our Chief Financial Officer, Jason Garland.
As a reminder, the forward-looking statements that we make during this call, including those regarding our business goals and expectations for the financial performance of the company, are subject to risk and uncertainties that may cause actual events or
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