Earnings summaries and quarterly performance for Replimune Group.
Executive leadership at Replimune Group.
Board of directors at Replimune Group.
Christy Oliger
Director
Dieter Weinand
Lead Independent Director
Joseph Slattery
Director
Kapil Dhingra
Director
Madhavan Balachandran
Director
Michael Goller
Director
Paolo Pucci
Director
Philip Astley-Sparke
Executive Chairman
Veleka Peeples-Dyer
Director
Research analysts who have asked questions during Replimune Group earnings calls.
Allison Bratzel
Piper Sandler Companies
1 question for REPL
Anupam Rama
JPMorgan Chase & Co.
1 question for REPL
Evan Seigerman
BMO Capital Markets
1 question for REPL
Jiale Song
Jefferies Financial Group Inc.
1 question for REPL
Jonathan Chang
Leerink Partners
1 question for REPL
Peter Lawson
Barclays PLC
1 question for REPL
Recent press releases and 8-K filings for REPL.
- Replimune Group, Inc. reported a net loss of $70.9 million for the fiscal third quarter ended December 31, 2025.
- As of December 31, 2025, the company held $269.1 million in cash, cash equivalents, and short-term investments.
- The FDA accepted Replimune's Biologics License Application (BLA) resubmission for RP1 in anti-PD-1 failed melanoma, with a Prescription Drug User Fee Act (PDUFA) target action date of April 10, 2026.
- An amendment to the loan agreement with Hercules Capital, Inc. on January 29, 2026, included a $35 million draw down and delayed debt repayment from 2026 to 2027, extending the company's cash runway late into the first quarter of 2027.
- Replimune Group reported a net loss of $70.9 million for the fiscal third quarter ended December 31, 2025.
- As of December 31, 2025, cash, cash equivalents, and short-term investments were $269.1 million, and the company has extended its cash runway late into the first quarter of 2027.
- The FDA accepted the Biologics License Application (BLA) resubmission for RP1 in October 2025, with a Prescription Drug User Fee Act (PDUFA) target action date of April 10, 2026.
- The company amended its loan agreement, drawing down $35 million and potentially another $120 million at post-approval milestones, while also delaying debt repayment from 2026 to 2027.
- Replimune is preparing for the near-term approval and commercial launch of RP1, with a PDUFA date of April 10th for its class two resubmission.
- The company reported a cash balance of approximately $270 million, providing about a one-year runway and sufficient funds for the commercial launch.
- Clinical data from the IGNITE trial for anti-PD-1 failed melanoma demonstrated a 34% response rate, and the FDA has confirmed the trial design is acceptable for registrational purposes.
- Replimune has commercial supply for RP1 ready and is expanding its pipeline with a registrational trial (Reveal) for uveal melanoma using RP2, which has over 50 patients enrolled and expects preliminary data for 90 patients in early 2027.
- Replimune is preparing for the near-term approval and commercial launch of RP1, with a PDUFA date of April 10th for its class two resubmission, and has commercial supply for RP1 ready.
- The IGNITE trial for RP1 in anti-PD-1 failed melanoma demonstrated a 34% response rate in primary resistant patients and durable responses, with the FDA confirming the trial design for registrational purposes. Replimune estimates a 10,000 addressable patient opportunity for RP1, with 80% of these patients eligible for treatment.
- The company is advancing its pipeline, with over 60 patients enrolled in the IGNITE-3 trial for RP1 and over 50 patients enrolled in the registrational Reveal trial for RP2 in uveal melanoma, with preliminary data for Reveal expected in early 2027.
- Replimune has approximately $270 million in cash, providing about a one-year runway and fully funding its commercial launch.
- REPL is preparing for the commercial launch of its RPx oncolytic immunotherapy for melanoma, with a PDUFA date of April 10, 2026, and has its commercial team and manufacturing facility "launch ready".
- The IGNYTE study demonstrated a 33.6% Overall Response Rate (ORR) in anti-PD-1 failed melanoma patients, with the confirmatory IGNYTE-3 study on track for an interim OS analysis in 2H 2027.
- The company is expanding its RPx platform, showing an ORR of 34.6% with RP1 monotherapy in locally advanced cutaneous squamous cell carcinoma (CSCC) in solid organ transplant patients (ARTACUS study).
- REPL estimates a market opportunity of approximately 10,000 addressable injectable melanoma patients and a potential to reach up to ~130,000 patients across various indications beyond skin cancers.
- Replimune is anticipating FDA approval for RP1, with a PDUFA date of April 10th for its Class 2 resubmission, and has confirmed the IGNYTE trial design is acceptable for registrational purposes.
- The company is prepared for the commercial launch of RP1, with commercial supply available and logistics simplified for next-day delivery and room temperature stability. Initial commercial efforts will target approximately 150 accounts.
- Clinical data for RP1 includes a 34% response rate in anti-PD-1 failed melanoma from the IGNYTE trial , and promising monotherapy results showing a 34% response rate in locally advanced CSCC in solid organ transplant patients and a 100% response rate in low-risk resectable CSCC.
- Replimune is expanding its pipeline, with the REVEAL trial for RP2 in uveal melanoma having over 50 patients enrolled and preliminary data for 90 patients expected in early 2027. The company also has approximately $270 million in cash, providing about a year of runway and fully funding the commercial launch.
- Replimune Group, Inc. anticipates a PDUFA date of April 10, 2026, for its RP1 treatment in melanoma.
- The company is poised for commercial launch success, with over 150 accounts ready on day one and its U.S. manufacturing facility prepared with RP1 launch supply.
- As of December 31, 2025, Replimune reported unaudited cash of $269.2 million.
- Replimune has 7 ongoing clinical trials for RP1 and RP2, including the registrational Phase 2/3 REVEAL study for metastatic uveal melanoma with an interim OS analysis planned for the second half of 2027, and preliminary HCC data expected in the second half of 2026.
- Replimune Group presented biomarker and updated clinical data from the IGNYTE clinical trial of RP1 plus nivolumab at the 40th Annual Meeting of the Society for the Immunotherapy of Cancer (SITC 2025).
- The data demonstrated that RP1 plus nivolumab can potentially reprogram the tumor microenvironment and reverse mechanisms of resistance to immune checkpoint blockade.
- With an additional 7 months of follow-up, RP1 combined with nivolumab showed a clinically meaningful overall response rate (ORR) of 33.6% and a median duration of response of 24.8 months in melanoma patients who previously failed anti-PD-1 therapy.
- Consistent duration of response was observed across PD-L1–positive and negative tumors, as well as in both primary and secondary resistance settings.
- The FDA accepted Replimune's Biologics License Application (BLA) resubmission for RP1 for advanced melanoma, setting a Prescription Drug User Fee Act (PDUFA) target action date for April 10, 2026.
- As of September 30, 2025, cash, cash equivalents, and short-term investments totaled $323.6 million, which is expected to fund operations late into the fourth quarter of 2026.
- For the fiscal second quarter ended September 30, 2025, Replimune reported a net loss of $83.1 million, with research and development expenses at $57.9 million and selling, general and administrative expenses at $26.4 million.
- Key clinical trials for RP1 (IGNYTE-3 in advanced melanoma) and RP2 (REVEAL in metastatic uveal melanoma) are actively enrolling patients.
- Replimune Group, Inc. announced that the U.S. Food and Drug Administration (FDA) accepted the resubmission of its Biologics License Application (BLA) for RP1.
- The BLA is for RP1 in combination with nivolumab for the treatment of advanced melanoma in patients who have progressed on an anti-PD-1 containing regimen.
- The FDA has set a Prescription Drug User Fee Act (PDUFA) target action date of April 10, 2026, based on a Class II resubmission timeline.
- This resubmission is considered a complete response to the complete response letter received in July 2025.
Quarterly earnings call transcripts for Replimune Group.
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