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European Central Bank Governing Council Member Rehn: Any Changes In The Key Interest Rates In The Future, If Justified, Are Not Excluded
European Central Bank Governing Council Member Rehn: We Must All Be Prepared For The Fact That Geopolitical Developments May Still Bring New Surprises, We Must Be Ready To React To Them
European Central Bank Governing Council Member Rehn: At Our Next Meeting In March, We Will Receive New Data And An Update Of The European Central Bank's Forecasts, Which Will Allow US To Refine Our Assessment Of The Euro Area's Growth Momentum And Inflation Dynamics

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What Happened?
Shares of biopharma manufacturing company Repligen Corporation fell 3.9% in the afternoon session after the company presented at the JPMorgan Healthcare Conference and shared its sales guidance for 2025.
During the event, President and CEO Olivier Loeillot stated that at the midpoint of the company's guidance, 2025 sales were $733 million. Repligen, which described itself as a 'pure bioprocessing play,' focuses on creating materials used in the manufacturing of biologic drugs. The negative stock reaction suggested investors may have been underwhelmed by the sales forecast, potentially expecting a more robust outlook for the year ahead.
What Is The Market Telling Us
Repligen’s shares are very volatile and have had 24 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The biggest move we wrote about over the last year was 6 months ago when the stock gained 7.8% on the news that the company reported strong second-quarter 2025 financial results and raised its full-year guidance.
The life sciences company announced that its revenue climbed 15% year-over-year to $182 million, driven by growth across all its franchises and geographies. Profitability also saw a substantial increase, with net income rising to $14.87 million from $5.71 million in the same quarter last year. A key indicator of future performance, company orders, grew by over 20%. Buoyed by these strong results, Repligen lifted its full-year 2025 revenue forecast to a range of $715 million to $735 million.
Repligen is flat since the beginning of the year, and at $162.71 per share, it is trading close to its 52-week high of $174.24 from January 2025. Investors who bought $1,000 worth of Repligen’s shares 5 years ago would now be looking at an investment worth $766.60.
(21:18 GMT) Repligen Price Target Raised to $200.00/Share From $175.00 by Barclays
Q3 saw 18% organic growth across all franchises, with strong performance in proteins, analytics, and ATF hardware. The outlook remains positive, targeting market outperformance by 500 basis points, despite headwinds from a major gene therapy customer. Margin expansion and onshoring opportunities are expected to drive long-term growth.
What Happened?
Shares of biopharma manufacturing company Repligen Corporation jumped 5.7% in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.
The shares closed the day at $162.48, up 5.3% from previous close.
Is now the time to buy Repligen? Access our full analysis report here.
What Is The Market Telling Us
Repligen’s shares are very volatile and have had 25 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 10 days ago when the stock gained 5.7% on the news that the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns. This divergence was stark: the tech-heavy Nasdaq struggled, losing 0.2%, while the Dow rallied.This shift away from tech was triggered by a series of negative catalysts in the AI sector. AI cloud provider CoreWeave slid on disappointing guidance, while chip darling Nvidia pulled back after SoftBank sold its stake. This "hurt the AI trade," dragging down related names like Micron and Oracle.As capital left tech, it sought safety in "higher quality" defensive names. Health care giants like Merck, Amgen, and Johnson & Johnson saw significant buying, boosting the Dow.
Repligen is up 13.2% since the beginning of the year, and at $161.91 per share, it is trading close to its 52-week high of $174.24 from January 2025. Investors who bought $1,000 worth of Repligen’s shares 5 years ago would now be looking at an investment worth $871.07.
Strong organic growth is driven by innovation, clinical focus, and strategic expansion in Asia. Filtration and protein businesses are expanding through new technologies and partnerships, while new modalities and margin improvements support a positive five-year outlook.
Strong organic growth is driven by innovation, clinical focus, and regional expansion, especially in Asia. Filtration, ATF, and protein businesses are performing well, with new products and process analytics fueling future growth. Margin expansion and a five-year plan to double company size are supported by strategic investments.
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