Critical Review: Repligen (NASDAQ:RGEN) & Arcellx (NASDAQ:ACLX)

Repligen (NASDAQ:RGENGet Rating) and Arcellx (NASDAQ:ACLXGet Rating) are both medical companies, but which is the superior stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, dividends, risk, earnings, profitability and valuation.

Valuation and Earnings

This table compares Repligen and Arcellx’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Repligen $670.53 million 15.43 $128.29 million $2.90 64.24
Arcellx N/A N/A -$64.97 million ($44.41) -0.73

Repligen has higher revenue and earnings than Arcellx. Arcellx is trading at a lower price-to-earnings ratio than Repligen, indicating that it is currently the more affordable of the two stocks.

Profitability

This table compares Repligen and Arcellx’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Repligen 20.76% 10.98% 8.14%
Arcellx N/A -68.99% -42.26%

Insider & Institutional Ownership

91.0% of Repligen shares are held by institutional investors. Comparatively, 91.8% of Arcellx shares are held by institutional investors. 1.1% of Repligen shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of recent ratings and price targets for Repligen and Arcellx, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Repligen 0 2 5 0 2.71
Arcellx 0 0 8 0 3.00

Repligen currently has a consensus target price of $224.14, suggesting a potential upside of 20.31%. Arcellx has a consensus target price of $43.88, suggesting a potential upside of 36.17%. Given Arcellx’s stronger consensus rating and higher possible upside, analysts clearly believe Arcellx is more favorable than Repligen.

Summary

Repligen beats Arcellx on 8 of the 12 factors compared between the two stocks.

About Repligen

(Get Rating)

Repligen Corporation develops and commercializes bioprocessing technologies and systems for use in biological drug manufacturing process in North America, Europe, the Asia Pacific, and internationally. It offers Protein A ligands that are the binding components of Protein A affinity chromatography resins; and cell culture growth factor products. The company's chromatography products include OPUS pre-packed chromatography columns, which are used in the purification of biologics; and OPUS smaller-scale columns that are used in the high throughput process development screening, viral clearance validation studies, and scale down validation of chromatography processes. It also offers ELISA test kits; and chromatography resins under the CaptivA brand. In addition, the company provides filtration products, such as XCell Alternating Tangential Flow systems that are filtration devices used in upstream perfusion and cell culture processing; TangenX flat sheet cassettes, which are used in downstream biologic drug concentration and formulation processes; KrosFlo tangential flow filtration and tangential flow depth filtration systems; Spectra/Por laboratory and process dialysis products, and SpectraFlo dynamic dialysis systems; and ProConnex single-use hollow fiber. Further, it provides process analytics products, such as slope spectroscopy systems under the SoloVPE, FlowVPE, and FlowVPX brands. The company sells its products to life sciences, biopharmaceutical, and diagnostics companies; laboratory researchers; and contract manufacturing organizations. Repligen Corporation has collaboration agreements with Navigo Proteins GmbH to develop multiple affinity ligands. Repligen Corporation was incorporated in 1981 and is headquartered in Waltham, Massachusetts.

About Arcellx

(Get Rating)

Arcellx, Inc., a clinical-stage biotechnology company, engages in the development of various immunotherapies for patients with cancer and other incurable diseases. The company's lead ddCAR product candidate is CART-ddBCMA, which is in phase 1 clinical trial for the treatment of patients with relapsed or refractory (r/r) multiple myeloma (MM). It is also developing ACLX-001, an immunotherapeutic combination composed of ARC-T cells and bi-valent SparX proteins targeting BCMA to treat r/r MM; ACLX-002 and ACLX-003 for treating r/r acute myeloid leukemia (AML) and myelodysplastic syndrome (MDS); and other AML/MDS product candidates, as well as solid tumor programs. The company was formerly known as Encarta Therapeutics, Inc. and changed its name to Arcellx, Inc. in January 2016. Arcellx, Inc. was incorporated in 2014 and is headquartered in Gaithersburg, Maryland.

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