Polen Capital on Construction Partners $ROAD US Thesis: Construction Partners stands out with its focus on recurring, low-risk maintenance work, ensuring stable growth and robust margins (Extract from their Q2 letter) https://t.co/6Ag1cmLjcZ
Polen Capital on Repligen $RGEN US Thesis: Repligen is primed to capitalize on its technical leadership in bioprocessing as the industry recovers from pandemic disruptions (Extract from their Q2 letter) https://t.co/uw8uBBH7G5
"There is no certainty that Maravai will agree to a deal and Repligen is also deliberating whether it should divest some of Maravai's divisions if it succeeds in acquiring the company, sources told Reuters." $MRVI



Repligen Corporation has approached Maravai Lifesciences Holdings Inc. with an acquisition offer, according to sources. The report led to a significant increase in Maravai's share price, which was halted after rising by 11%. However, there is no certainty that Maravai will agree to the deal. Repligen is also considering whether to divest some of Maravai's divisions if the acquisition is successful.