Slide 1: Repligen Acquires 908 Devices' Bioprocess PAT Portfolio
Repligen Acquires 908 Devices’ Bioprocess PAT Portfolio Olivier Loeillot President and Chief Executive Officer March 4, 2024 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains forward-looking statements, which are made pursuant to and in reliance upon the safe harbor provisions of the federal securities laws including the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended
Slide 3: Repligen Acquires 908 Devices' Bioprocessing Product Portfolio
Repligen Acquires 908 Devices’ Bioprocessing Product Portfolio ✓ Important strategic acquisition in our journey to enable digitization in bioprocessing ✓ Acquiring differentiated products for key PAT technologies (Raman spectroscopy, Mass Spectrometry, Biosensing, Electrophoresis) … Complements our
Slide 4: Advances Repligen's Position in The Digitization Journey
Advances Repligen’s Position in The Digitization Journey Maturity The Digitization Model continues to mature Process Modeling • Process Modeling & Automation broadly utilized and Automation Growing/Mature to speed R&D and improve manufacturing productivity • PAT technologies have been introduced “at
Slide 5: 908 Devices' Bioprocessing Business Overview
908 Devices’ Bioprocessing Business Overview ZipChip Revenue Splits 2023A 4 Key Enablers for ROW Advanced PAT Bioprocessing 10% Devices 4.0 2023 2H LAUNCH 2023 1H LAUNCH 2019 LAUNCH 2016 LAUNCH 35% 55% Americas Europe ~$12M ~60 2012 2024e Revenue Employees Year Founded Capacity for >$50M Joining RGE
Slide 6: PAT Portfolio Overview: Driving Process Efficiency & Productivity
PAT Portfolio Overview: Driving Process Efficiency & Productivity 2019 LAUNCH 2023 2H LAUNCH 2023 1H LAUNCH 2016 LAUNCH Microfluidics Raman powered, Diffusion Probe Microfluidics CZE + MS purpose-built “de novo” model & Biosensing CZE • At-line cell culture media • Bioprocess analysis and control •
Slide 7: Strong Complement of Process Analytical Tools & Consumables
Strong Complement of Process Analytical Tools & Consumables 25% to 40% annual pull through opportunity 7
Slide 8: Expands Repligen's PAT Presence Across Modalities and Across workflow
Expands Repligen’s PAT Presence Across Modalities and Across workflow rProteins Gene Therapy Cell Therapy Peptides / Nucleic (mAbs, ADCs) (Viral Vector / AAV) (Lenti, CAR-T) (GLP-1, mRNA) New PAT area Upstream Incremental PAT capabilities for RGEN Downstream 908 Devices capabilities Repligen capabil
Slide 9: Broad Portfolio Across the Bioproduction Workflow; Addressing Pain Points
Broad Portfolio Across the Bioproduction Workflow; Addressing Pain Points CTech SoloVPE® PLUS, FlowVPE®, FlowVPX® 908 Devices adds upstream PAT technology primarily for downstream applications 9
Slide 10: Our Integration Priorities
Our Integration Priorities • Continue to advance commercialization and product development of existing 908 portfolio R&D • Leverage team’s expertise to accelerate launch of additional PAT technologies • Prepare for the next level of industry digitization • Immediate transition of Massachusetts manuf
Slide 11: Thank you
Thank you www.repligen.com © Repligen Corporation. All rights reserved. The trademarks mentioned herein are the property of Repligen Corporation and/or its affiliate(s) or their respective owners. 11