Baron Health Care Fund Q4 2025 Recent Activity

During the quarter, Baron Health Care Fund added seven new positions and exited ten positions, bringing the number of positions in the Fund to 43. We bought shares of Arcutis Biotherapeutics, Inc., a biotechnology company that sells Zoryve cream and foam for the treatment of autoimmune dermatologic conditions. We sold Cidara Therapeutics, Inc. after the company announced it was being acquired by Merck for a substantial premium.

Seeking Alpha • Mar 3, 2026

Repligen's Q4 Earnings Beat Estimates, Revenues Surge Y/Y

RGEN tops Q4 EPS estimates as revenues jump 18% Y/Y, with solid organic growth and stronger margins heading into 2026.

Zacks Investment Research • Feb 25, 2026

Repligen Corporation (RGEN) Q4 2025 Earnings Call Transcript

Repligen Corporation (RGEN) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 24, 2026

Repligen Reports Fourth Quarter and Full Year 2025 Financial Results and Provides 2026 Financial Guidance

WALTHAM, Mass., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today reported financial results for its fourth quarter of 2025, covering the three- and twelve- month periods ended December 31, 2025. The Company is also providing financial guidance for the full year 2026.

GlobeNewsWire • Feb 24, 2026

Repligen (RGEN) Tops Q4 Earnings and Revenue Estimates

Repligen (RGEN) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.44 per share a year ago.

Zacks Investment Research • Feb 24, 2026

Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells

In the fourth quarter of 2025, the Baron Discovery Fund returned 0.19% (Institutional Shares), trailing the Russell 2000 Growth Index by 1.03%. In these periods, low quality (high debt and poor profitability) and short-term price momentum-oriented stocks outperformed. Exact Sciences Corporation received a buyout offer in the fourth quarter by Abbott Laboratories (ABT) for a price of $105 in cash.

Seeking Alpha • Feb 15, 2026

Repligen to Report Fourth Quarter and Full Year 2025 Financial Results

Webcast and Conference Call to Be Held Tuesday, February 24, 2026, at 8:30 a.m. ET Webcast and Conference Call to Be Held Tuesday, February 24, 2026, at 8:30 a.m. ET

GlobeNewsWire • Feb 10, 2026

Conestoga Mid Cap Composite Q4 2025 Leaders And Laggards

The coming week will put Big Tech earnings and the Federal Reserve firmly in focus, with markets bracing for key signals on growth, inflation, and policy direction.

Seeking Alpha • Jan 25, 2026

Repligen Corporation (RGEN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Repligen Corporation (RGEN) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript

Seeking Alpha • Jan 14, 2026

Repligen Executive Chair Tony Hunt to Retire; Dr. Martin D. Madaus Elected Chair

WALTHAM, Mass., Jan. 06, 2026 (GLOBE NEWSWIRE) -- Repligen Corporation (NASDAQ:RGEN), a life sciences company focused on bioprocessing technology leadership, today announced that the Board has elected Dr. Martin D. Madaus as Chair of the Board, effective March 13, 2026. As previously communicated1, Tony Hunt is retiring from his role as Executive Chair and member of the Board of Directors effective this March 13th. Mr. Hunt will continue to serve as an advisor to Repligen through March 2027.

GlobeNewsWire • Jan 6, 2026