Replimune Group
Develops RPx oncolytic immunotherapies for melanoma and other solid tumors.
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Profile
Develops engineered HSV-1 oncolytic immunotherapies, led by RP1 in advanced melanoma and RP2 in uveal melanoma and liver-focused tumors. The business is pre-commercial, centered on clinical trials, manufacturing readiness, and FDA review of RP1.
Builds genetically engineered HSV-1 oncolytic immunotherapies designed to trigger anti-tumor immune responses. RP1 is the lead program for advanced melanoma after checkpoint therapy, while RP2 is being tested in metastatic uveal melanoma and liver or biliary tract cancers.
Operations center on clinical development and manufacturing capability rather than marketed drug sales. The company has offices in the US and the United Kingdom, with most disclosed employees in research and development before the latest restructuring.
Execution depends on RP1's FDA review, the confirmatory IGNYTE-3 trial, and RP2 registration-directed studies. The regulatory path has included repeated complete response letters, so the business remains shaped by trial evidence, agency review, and funding runway.
Company facts
Key statistics
Year to date +74.3% · Average volume (30d) 6.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | BMO Capital | Reiterate | Outperform | $16 | $20 | |
| Aug 7, 2026 | Wedbush | Upgrade | Neutral | Outperform | $12 | $19 |
| Aug 4, 2026 | Jefferies | Upgrade | Buy | Sector Perform | ||
| Aug 4, 2026 | Wolfe Research | Upgrade | Outperform | |||
| Aug 4, 2026 | Leerink Partners | Upgrade | Market Perform | Outperform | $34 | $17 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 14, 2026Q1 FY27 | −$0.69 | −$0.72 | −3.7% | $13.6M | — | — | −1.45% |
| Aug 13, 2026Q1 FY27 | −$0.69 | −$0.72 | −3.7% | $13.6M | — | — | −0.33% |
| Jun 29, 2026Q4 FY26 | −$0.66 | −$0.76 | −14.9% | $3.6M | — | — | −1.16% |
| Feb 3, 2026Q3 FY26 | −$0.77 | −$0.77 | −0.2% | $428.6K | — | — | −5.15% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | −$848.0K | $0 | $0 | $0 | $0 | $0 | |
| Operating income | −$79.9M | −$90.4M | −$84.3M | −$71.9M | −$73.3M | −$68.2M | |
| Net income | −$74.1M | −$86.7M | −$83.1M | −$70.9M | −$73.2M | −$69.8M | |
| Diluted EPS | −$0.96 | −$0.95 | −$0.90 | −$0.77 | −$0.76 | −$0.72 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0 · FY26 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $195.3M · Total debt $112.0M · Total assets $252.4M · Shareholders' equity $105.6M
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 84.03M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Baker Bros. Advisors (GP) LLC | 11.08M | 11.80% | 13D | Aug 11, 2026 |
| BlackRock, Inc. | 8.96M | 10.66% | 13F | Aug 7, 2026 |
| RTW Investments, LP | 7.41M | 8.82% | 13F | Aug 14, 2026 |
| Ridgeback Capital Investments L.P. | 7.31M | 8.70% | 13F | Aug 14, 2026 |
| State Street Corporation | 4.44M | 5.30% | 13G | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Emily Luisa Hill | officer: Chief Financial Officer | −9,256 | $14.28 |
| Aug 10, 2026 | Andrew Schwendenman | officer: Chief Accounting Officer | −7,632 | $12.97 |
| Aug 10, 2026 | Konstantinos Xynos | officer: Chief Medical Officer | −11,447 | $12.97 |
| Aug 10, 2026 | Emily Luisa Hill | officer: Chief Financial Officer | −11,448 | $12.97 |
| Aug 10, 2026 | Sushil Patel | director, officer: Chief Executive Officer | −39,341 | $12.97 |
Peers
- Iovance Biotherapeutics
Approved post-PD-1 melanoma cell therapy alternative
- Amgen
Approved T-VEC sets the oncolytic-virus melanoma benchmark
- Bristol-Myers Squibb
Checkpoint backbone and RP2 comparator owner
- Immunocore (ADR)
Approved metastatic uveal melanoma therapy
- Merck
Keytruda anchors melanoma and GI checkpoint markets
- AstraZeneca (ADR)
Durvalumab anchors the RP2 biliary tract cancer comparator space
- IDEAYA Biosciences
Investigational darovasertib challenges RP2 in uveal melanoma
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Replimune Group | $15.45 | −0.39% | $1.30B | — | — | — | — |
| Iovance Biotherapeutics | $8.03 | +0.06% | $3.58B | — | — | 11.0 | +65.7% |
| Amgen | $430.27 | −0.49% | $233.38B | 26.9 | 18.4 | 6.1 | +9.7% |
| Bristol-Myers Squibb | $66.60 | +0.05% | $136.00B | 14.7 | 10.5 | 2.8 | +5.7% |
| Immunocore (ADR) | $36.62 | −0.03% | $1.86B | — | — | 4.6 | −13.7% |
| Merck | $148.19 | −0.08% | $366.18B | 118.7 | 17.2 | 5.5 | +5.1% |
| AstraZeneca (ADR) | $161.79 | −0.55% | $252.33B | 24.4 | 15.2 | 4.1 | +6.4% |
| IDEAYA Biosciences | $40.11 | −0.05% | $3.81B | — | — | 16.3 | — |
| Median | 25.7 | 16.2 | 5.5 | +6.1% |