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    Is Repligen (RGEN) Quietly Recasting Its Gene Therapy Moat With New HiPer Viral Vector Resins?

    Simply Wall St·12/25/2025 01:28:49
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    • In December 2025, Repligen Corporation launched three new high-performance chromatography resins, AVIPure® HiPer™ AAV9, AVIPure® HiPer™ AAV8, and HiPer™ QA, built on Tantti™ DuloCore™ technology to support advanced bioprocessing and gene therapy applications.
    • By extending its proteins and viral-vector-focused resin portfolio ahead of broader chromatography launches expected in 2026, Repligen is positioning itself as a more integral tools provider for next-generation gene therapy workflows.
    • Next, we’ll examine how this expansion into HiPer viral vector resins could influence Repligen’s long-term growth narrative and product mix.

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    Repligen Investment Narrative Recap

    To own Repligen, you need to believe in sustained demand for high value bioprocessing tools and the company’s ability to broaden beyond its existing modalitiy exposure. The new HiPer viral vector resins support this tools-driven thesis but do not meaningfully change the near term risk that gene therapy and AAV concentration still leaves results sensitive to swings in that segment.

    The December 2025 launch of AVIPure HiPer AAV8, AAV9 and HiPer QA resins connects directly to Repligen’s earlier AVIPure dsRNA Clear OPUS columns, together highlighting a growing resin and impurity control toolkit around mRNA and viral vectors. For investors, this expanding resin portfolio interacts with the same core catalysts and risks, particularly how product mix and pricing could influence gross margins over time.

    But while new HiPer resins broaden the toolkit, investors should be aware that Repligen’s heavy exposure to gene therapy and AAV still...

    Read the full narrative on Repligen (it's free!)

    Repligen's narrative projects $1.0 billion revenue and $140.0 million earnings by 2028.

    Uncover how Repligen's forecasts yield a $187.00 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    RGEN 1-Year Stock Price Chart
    RGEN 1-Year Stock Price Chart

    Five fair value estimates from the Simply Wall St Community span roughly US$47 to US$187 per share, underscoring how far opinions can diverge. When you weigh those views against Repligen’s concentrated exposure to gene therapy and AAV, it is worth exploring several perspectives on how that reliance might affect future performance.

    Explore 5 other fair value estimates on Repligen - why the stock might be worth less than half the current price!

    Build Your Own Repligen Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.