Recent Updates
Recently added Catalysts
REPL Positive Sentiment

Replimune Reports Fiscal Second Quarter 2026 Financial Results and Provides Corporate Update

Key Takeaway: Replimune Group, Inc. reported its fiscal second quarter 2026 financial results and announced that the FDA accepted the BLA resubmission for RP1 to treat advanced melanoma. The PDUFA target action date is set for April 10, 2026. The acceptance follows a complete response to a previous letter from the FDA, indicating potential support from the IGNYTE-3 trial for approval.
Price reaction · baseline $8.58 (2025-11-05 close) · hit pre-market · 1 other REPL headline(s) in the window, move may be shared
day 0 close · peak
-0.9%

Market Sentiment Analysis

POSITIVE FACTORS

  • FDA accepted the BLA resubmission for RP1.
  • Potential approval supported by IGNYTE-3 trial.
  • Encouraging dialogue with the FDA regarding RP1.

BiopharmaWatch Analysis

From our catalyst data and publicly available data · not financial advice
Best trade, last catalyst
+816%
120-day peak, hindsight
Typical move
25.1%
average across 6 past catalysts
Cash runway
~8 mo
Medium dilution risk
Lead asset
RP1
Phase 2 · Non-Small Cell Lung Cancer (NSCLC)

Full Press Release Details

WOBURN, Mass., Nov. 06, 2025 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (Nasdaq: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced financial results for the fiscal second quarter ended September 30, 2025 and provided a business update.
The Company announced on October 20, 2025, that the U.S. Food and Drug Administration (FDA) has accepted the Biologics License Application (BLA) resubmission of RP1 for the treatment of advanced melanoma with a Prescription Drug User Fee Act (PDUFA) target action date set for April 10, 2026. The resubmission is considered by the FDA to be a complete response to the complete response letter received on July 21, 2025. In the Type A meeting minutes, the FDA indicated that the IGNYTE-3 trial could potentially support approval.
“After a collaborative dialogue and productive engagement with the FDA we are encouraged by the acceptance of our BLA resubmission for RP1 in combination with nivolumab,” said Sushil Patel, Ph.D., CEO of Replimune. "We are currently partnering with the agency on the ongoing review to bring this important therapy to patients.”

Program Highlights & Milestones

RP1 (vusolimogene oderparepvec)

RP2

Upcoming Events

Financial Highlights

About RP1

RP1 (vusolimogene oderparepvec) is Replimune’s lead product candidate and is based on a proprietary strain of herpes simplex virus engineered and genetically armed with a fusogenic protein (GALV-GP R-) and GM-CSF intended to maximize tumor killing potency, the immunogenicity of tumor cell death, and the activation of a systemic anti-tumor immune response.

About RP2

RP2 is based on a proprietary strain of herpes simplex virus engineered and genetically armed with a fusogenic protein (GALV-GP R-) and GM-CSF intended to maximize tumor killing potency, the immunogenicity of tumor cell death and the activation of a systemic anti-tumor immune response. RP2 additionally expresses an anti-CTLA-4 antibody-like molecule, as well as GALV-GP R- and GM-CSF. RP2 is intended to provide targeted and potent delivery of these proteins to the sites of immune response initiation in the tumor and draining lymph nodes, with the goal of focusing systemic-immune-based efficacy on tumors and limiting off-target toxicity.

About Replimune

Replimune Group, Inc., headquartered in Woburn, MA, was founded in 2015 with the mission to transform cancer treatment by pioneering the development of novel oncolytic immunotherapies. Replimune’s proprietary RPx platform is based on a potent HSV-1 backbone intended to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The RPx platform is intended to ignite local activity consisting of direct selective virus-mediated killing of the tumor resulting in the release of tumor derived antigens and altering of the tumor microenvironment to then activate a strong and durable systemic response. The RPx product candidates are expected to be synergistic with most established and experimental cancer treatment modalities, leading to the versatility to be developed alone or combined with a variety of other treatment options. For more information, please visit www.replimune.com.
Forward Looking StatementsThis press release contains forward looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our expectations about our cash runway, the status of the FDA review or interactions following the complete response letter, the design and advancement of our clinical trials, the timing and sufficiency of our clinical trial outcomes to support potential approval of any of our product candidates, the regulatory review process and timing of potential product approval, our goals to develop and commercialize our product candidates, patient enrollments in our existing and planned clinical trials and the timing thereof, and other statements identified by words such as “could,” “expects,” “intends,” “may,” “plans,” “potential,” “should,” “will,” “would,” or similar expressions and the negatives of those terms. Forward-looking statements are not promises or guarantees of future performance, and are subject to a variety of risks and uncertainties, many of which are beyond our control, and which could cause actual results to differ materially from those contemplated in such forward-looking statements. These factors include risks related to our limited operating history, our ability to generate positive clinical trial results for our product candidates, the costs and timing of operating our in-house manufacturing facility, the timing and scope of regulatory approvals, the availability of combination therapies needed to conduct our clinical trials, changes in laws and regulations to which we are subject, competitive pressures, our ability to identify additional product candidates, political and global macro factors including the impact of a global pandemic and related public health issues and the ongoing political and military conflicts, including trade conflicts, and other risks as may be detailed from time to time in our Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q and other reports we file with the Securities and Exchange Commission. Our actual results could differ materially from the results described in or implied by such forward-looking statements. Forward-looking statements speak only as of the date hereof, and, except as required by law, we undertake no obligation to update or revise these forward-looking statements.
Replimune Group, Inc.Condensed Consolidated Statements of Operations(Amounts in thousands, except share and per share amounts)(Unaudited)
Three Months EndedSeptember 30, Six Months EndedSeptember 30,
2025 2024 2025 2024
Operating expenses:
Research and development $ 57,877 $ 43,448 $ 115,721 $ 86,420
General and administrative 26,414 15,468 58,994 29,863
Total operating expenses 84,291 58,916 174,715 116,283
Loss from operations (84,291 ) (58,916 ) (174,715 ) (116,283 )
Other income (expense):
Research and development incentives 377 408 797 846
Investment income 3,696 5,394 8,411 10,106
Interest expense on finance lease liability (518 ) (531 ) (1,039 ) (1,065 )
Interest expense on debt obligations (1,488 ) (1,438 ) (2,963 ) (2,864 )
Other (expense) income, net (876 ) 2,028 (284 ) 2,433
Total other income (expense), net 1,191 5,861 4,922 9,456
Net loss $ (83,100 ) $ (53,055 ) $ (169,793 ) $ (106,827 )
Net loss per common share, basic and diluted $ (0.90 ) $ (0.68 ) $ (1.85 ) $ (1.45 )
Weighted average common shares outstanding, basic and diluted 91,915,769 78,570,135 91,717,076 73,903,650
Replimune Group, Inc.Condensed Consolidated Balance Sheets(Amounts In thousands, except share and per share amounts)(Unaudited)
September 30,2025 March 31,2025
(in thousands)
Consolidated Balance Sheet Data:
Cash, cash equivalents and short-term investments $ 323,644 $ 483,804
Working capital 280,849 433,518
Total assets 389,450 551,328
Total stockholders' equity 263,336 415,843

Frequently Asked Questions

What is the significance of the FDA's acceptance?

The FDA's acceptance of the BLA resubmission for RP1 indicates a potential pathway to approval for treating advanced melanoma.

When is the PDUFA target action date for RP1?

The PDUFA target action date for RP1 is set for April 10, 2026.

What is RP1?

RP1 is Replimune's lead product candidate, designed to maximize tumor killing and activate an anti-tumor immune response.

What trial supports the approval of RP1?

The IGNYTE-3 trial could potentially support the approval of RP1.

Last updated: Nov 6, 2025