SARTF - Repligen Continues To Gain Share In The Fast-Growing Bioproduction Market

• Repligen hasn't seen quite the same tailwind from COVID-19 as some of its larger, more diversified rivals, but pandemic-related product development is still adding about 10% to sales.
• Product portfolio expansion, capacity expansion, market share gains, and underlying market growth are all continuing to drive strong double-digit growth for Repligen.
• Further expansion/growth in areas like fluid/flow control, biofermentation, and cell culture offer attractive upside potential, in addition to ongoing above-market filtration/chroma growth.
• Repligen shares are not conventionally cheap, but I believe they remain a credible play on a significant secular growth story.

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