the thing is many folks have realized that this one does not have to beg before the FDA and there is an increase in the targetted therapy and many of these are antibody based where rgen is involved. everybody wants to park their cash in safer stocks. I dont know why this has not been bought up yet. but again becoming bigger via acquisitions is welcome to investors too. After a couple of years if rgen is not bought it will move into a solid dividend stock I think.
.....that confirmation of fair value is welcomed...but seems a little lofty / maybe paranoid because this has rocketed up....so always expect a correction.
PE of 49 (as of today) is not that high. It would be very risky for investors to keep the price of this one lower given the great potential. With significant monopoly on some of the services with regards to antibody related therapies + the purification columns I still think this one is fairly valued and more room to run as clarity emerges following the QE release.
VERY VERY LONG but always concerned about PE valuation - but its been so strong probably due to the conference call. Can't fight the trend though. The Q should provide some clarity moving forward and we can see ifthe market likes the numbers or NOT!
Best - that has been the plan....but now we are getting close to the $100M minimum threshold for large pharma interest.....and equally important if our mono ant / prot a market is large enough to cause future growth excitement then we really set up beautifully......continue to hope and pray in the next 2 years we are acquired and $35 would be more than generous.
The chart is in good shape right now well above the 10 day EMA and provided earnings are good, this ascent should continue for a while. It would be better long term to go up in smaller increments than larger ones. Wish I had some SPNC CMCO and IDXX today.
Should have added atleast a 1000 when it went down to the 18. The comp is now setting up to be an attractive buyout candidate. Big fish with lot of cash are prowling for good prey. Hope we get bought out for 35.
Very few stocks have had a 2-3 year runup like rgen - what a gift - what a blessing - some luck but once we changed to a viable product and bought novazyme wow wow its been unreal......even greater it appears to be gaining strength but but if there is a huge disappointment in earnings we could see a 10-15% correction that would not be the end of the world.
.....and with the info from the analyst conference we are poised for growth moving forward / all pieces are in place.
should read 20 of top 25 top pharma.
additionally 3 new product launches in 2015.
highly experienced mgmt.staff in place for commercial growth and expansion.
infrastructure in place for growth.
sound strategies for growth.
what a great mgmt. staff - now can they further EXECUTE.
.......of course looking forward to 1-2 more acquisitions / would love a large on with 30-50M in sales revenues but the small ones all add up!
The meeting was one of the most positive ever covering: enjoy a bus relationship with 20 of top 20 pharma, industry growth, the high caliber / highly experienced staff they have in place, commercial strategy and da cash.
As a result of this conference webcast have never been more optimistic.
Looking for a white candle close today or possible hammer 23.05
Risk/reward looks great. Business great. I think we see news early next week
GREAT GREAT OBSERVATION AND POST........wonder what the impact might be for demand 10% - 20%
- hopefully walt will address this tomorrow at the big boy conference.
Zmapp is the cure for Ebola as many of us know. Its made by a canadian company. The stuff they use is monoclonal antibodies. Most monoclonal antibodies World wide is made by a company called Repligen RGEN. Sooner or later it will be mass produced and demand for monoclonal antibodies will skyrocket. Tomorrow is an event they are hosting... Stay tuned...
time to "load the boat" with RGEN again, I just love this stock!
Sentiment: Strong Buy