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Back of the Napkin Bios

"Chart of the Week" - Repligen (RGEN)

No Pain No Gain

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Back of the Napkin Bios
Feb 16, 2026
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This will be a “best ideas only” bio substack providing actionable, highly digestible and high conviction value to investors focused on quality not quantity. Disclaimer: Nothing in this article (or substack) is considered investment advice and is solely the opinion of the author.

As we head into the back half of February, my focus for the inaugural "Chart of the Week" is Repligen Corporation (RGEN). After a period of significant "accounting mishap" induced volatility (looking at you, ICLR) and sector-wide digestion, the chart is starting to signal a key zone based on my buyable charting framework.

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