Madaus Martin D

Director Martin D Madaus buys 1,800 shares of RGEN at $112.13; prior 5 trades at RGEN all well-timed at 90d mark (win rate 100%)

Director Martin D Madaus purchased 1,800 shares at $112.13, establishing an initial position in REPLIGEN CORP. This marks his fifth purchase at this ticker since May 2023, and notably his prior trades at RGEN demonstrated perfect timing discipline: all 5 prior buys were well-timed at the 90-day mark, with a 100% win rate and cumulative 90-day returns ranging from +5.8% to +14.0%. His cross-ticker track record shows 7 prior open-market buys with an average 90-day return of +12.0% and a 100% 90-day win rate. Against current price ($121.40), he is down approximately 8% from entry, and the stock trades -30.3% below its 52-week high. While REPLIGEN's fundamentals show flat revenue growth (-0.7% YoY) and recent full-year unprofitability, the insider's consistent repurchasing pattern at this ticker—especially with zero timing missteps across five prior acquisitions—suggests sustained conviction in accumulation despite near-term price weakness.

Hologic Director Madaus buys 5,445 shares at $55.24; stock down -32.2% from 52-week high despite positive cross-ticker track record.

Director Martin D Madaus established a new 5,445-share position in HOLX at $55.24, representing his first open-market purchase of this stock. This initial stake arrives amid significant price deterioration: HOLX has fallen 32.2% from its 52-week high of $83.72 and declined 4.3% over the prior 30 days, though the company still trades at a P/E of 22.70 with $1.0B quarterly revenue. Madaus's cross-ticker track record shows 6 prior buys averaging +7.1% returns over 30 days and +12.9% over 90 days with a 100.00% win rate, suggesting consistent judgment in entry timing across his portfolio. However, this HOLX purchase is his first transaction at this ticker, so his track record does not provide evidence of prior accuracy specifically within this security.

Director Madaus Martin D bought 4,940 shares of Azenta at $40.77 on 2024-11-19; 3 other insiders also bought within 14 days amid -39.4% drop from 52-week high.

Director Madaus Martin D purchased 4,940 shares for $201,403.80, increasing his holdings by 200.4%, while the stock has declined 39.4% from its 52-week high of $67.51 and 7.3% over the past 30 days. Notably, this transaction is part of a cluster pattern with 3 other insiders buying within the past 14 days, suggesting coordinated interest at depressed levels. The company is currently unprofitable with negative net income of $-6,582,000.00 in the latest quarter, yet maintains revenue of $172,809,000.00 and posted annual revenue growth of 19.7%, creating a mixed fundamental backdrop. The insider's cross-ticker track record shows 5 prior buys with a 100.00% 90-day win rate and an average 90-day return of +9.9%, though this prior success does not speak to timing or conviction at this specific ticker.

Director Madaus buys 1,615 shares at blended $124.94; stock down -28.6% in 30 days, -33.9% in 90 days. CLUSTER: 2 other insiders bought within 14 days.

Madaus Martin D, a Director of Repligen, executed 2 separate open-market purchases totaling 1,615 shares for $201,776.10 at a blended average price of $124.94 on 2024-06-14, increasing his holdings by 53.9% from 2,998 to 4,613 shares. This transaction occurs against a backdrop of significant price weakness: the current price of $125.62 is 39.7% below the 52-week high of $208.42, down 28.6% over the past 30 days and 33.9% over 90 days. The filing is noteworthy because a cluster pattern has emerged—2 other insiders also bought within the past 14 days—and because Madaus's own track record at Repligen shows 3 prior purchases (May 2023) where all achieved positive 90-day returns, suggesting prior buys at this ticker were well-timed. However, the company faces significant headwinds: annual revenue growth is -20.3% year-over-year, net income is minimal at $2.1M against $151.3M quarterly revenue, and the P/E ratio stands at 465.26, indicating the stock is priced on limited current earnings. The confluence of multiple insider purchases during a sharp drawdown warrants attention, though the extended decline and elevated valuation metrics require careful monitoring.