Wells Fargo and Stifel say Moderna and Merck's Phase 3 cancer vaccine data could benefit Repligen, Danaher, Thermo Fisher, and Maravai LifeSciences. TEM stock is also surging.
Repligen posts $204M Q2 revenue (+12%), adjusted EPS of $0.54 beating estimates. Raises FY26 organic growth to 10.5%-13.5% and EPS to $2.03-$2.09.
Repligen to acquire BioLife Solutions in a $1.5B cash-and-stock deal to strengthen its position in the fast-growing cell and gene therapy market. Expected to close Q4 2026.
