HIGHOutside partySupplier
single-source supplier (certain products)
“10-K Item 1A: 'We rely on a limited number of suppliers or, for certain of our products, one supplier'”
RGEN · Concentration risk · 10-K extracted
Repligen (RGEN) concentration risks
Updated
The most significant concentration Repligen discloses is single-source supplier (certain products), classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Repligen’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
49%
North America
“10-K Item 1: 'North America ... 49'”
MEDIUMOutside partySupplier
XCell ATF material suppliers
“10-K Item 1A: 'only a small number of suppliers are currently qualified to supply materials for the XCell ATF® systems'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24The company carries a concentrated supply profile anchored by two related but distinct dependencies. For certain products, it relies on one supplier or a limited number of suppliers — a high-share dependency exposure. Where a single vendor is the only qualified source for a given product, the company has no near-term fallback if that supplier experiences a disruption, making this the most operationally acute element of the disclosed profile. A parallel dependency exists specifically for XCell ATF systems materials, where only a small number of suppliers are currently qualified to provide the necessary inputs — a moderate-share dependency that narrows further within a specific product line. The geographic exposure adds a structural dimension: North America is the company's largest disclosed region, a moderate-share concentration that reflects where the bioprocessing customer base is concentrated. (The underlying figure appears only in a table fragment and is therefore described qualitatively here.) This creates sensitivity to North American biopharmaceutical capital spending cycles, regulatory developments affecting the domestic bioprocessing market, and pricing dynamics among large North American biopharma customers. Together, the supply-side exposures are the more operationally load-bearing part of the profile — the high-share single-source dependency for certain products and the specialized supplier pool for XCell ATF materials represent constraints that cannot be resolved quickly. The geographic tilt is structural and evolves with end-market spending rather than abruptly. No customer or counterparty concentration is disclosed separately. Supply qualification activities and North American biopharma capex trends are the primary monitoring variables.
For the engine’s reasoning on RGEN’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Medical Instruments & Supplies
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| BAX | Baxter International Inc. | 1 | 2 | 0 | 3 |
| RGEN● | Repligen Corporation | 1 | 2 | 0 | 3 |
| ATR | AptarGroup, Inc. | 1 | 1 | 0 | 2 |
| BDX | Becton, Dickinson and Company | 1 | 1 | 0 | 2 |
| ALGN | Align Technology, Inc. | 1 | 0 | 0 | 1 |
| AVTR | Avantor, Inc. | 1 | 0 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.