MKGAY - Repligen Gives Investors A Pure Play On Bioproduction
Seven of the top 10 best-selling drugs in the world are antibodies, biosimilars are starting to disrupt the pharmaceutical industry, and Big Pharma is investing billions in gene therapy. On top of that, roughly half of the drugs in biopharma pipelines today are biologics (antibodies, cell therapies, gene therapies, etc.). All of that means an exceptionally attractive market opportunity for companies like Repligen (RGEN) that sell what amounts to the picks and shovels of the biologics industry.
I believe Repligen’s strong position in purification and filtration, as well as emerging opportunities in areas