Replimune Group (NASDAQ:REPL) Issues Earnings Results

by · The Markets Daily

Replimune Group (NASDAQ:REPLGet Free Report) announced its earnings results on Friday. The company reported ($0.72) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.69) by ($0.03), Zacks reports.

Replimune Group Stock Down 1.4%

Shares of NASDAQ REPL traded down $0.22 during trading on Friday, hitting $14.97. The company had a trading volume of 2,398,241 shares, compared to its average volume of 8,223,322. Replimune Group has a 52 week low of $1.50 and a 52 week high of $15.70. The business’s 50-day moving average is $10.66 and its 200 day moving average is $7.79. The company has a debt-to-equity ratio of 0.63, a current ratio of 4.79 and a quick ratio of 4.79.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on REPL. Wall Street Zen upgraded shares of Replimune Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 23rd. Wedbush upgraded shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price target on the stock in a research note on Friday, August 7th. BMO Capital Markets raised Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price target on the stock in a report on Tuesday, June 30th. Leerink Partners upgraded Replimune Group from a “market perform” rating to an “outperform” rating and boosted their price objective for the stock from $11.00 to $17.00 in a research report on Tuesday, August 4th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Replimune Group in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Replimune Group has an average rating of “Moderate Buy” and a consensus price target of $11.86.

Check Out Our Latest Analysis on REPL

Trending Headlines about Replimune Group

Here are the key news stories impacting Replimune Group this week:

  • Positive Sentiment: FDA approval creates a commercial opportunity: Replimune announced that TUDRIQEV™ (RP1) in combination with nivolumab received FDA accelerated approval for advanced melanoma. The company expects to launch the treatment within 60 days, potentially allowing it to begin generating commercial revenue and validating its oncolytic-immunotherapy platform. Replimune fiscal first-quarter 2027 results and corporate update
  • Positive Sentiment: Financing supports the launch: A recently completed $150 million financing extends Replimune’s cash runway and is intended to fund the commercial rollout and confirmatory trial required under the accelerated-approval pathway. The added liquidity reduces near-term funding concerns, though the offering may dilute existing shareholders. Replimune corporate update
  • Positive Sentiment: Commercial leadership added: Michelle DiNapoli was appointed chief commercial officer, strengthening the company’s preparations for its first product launch.
  • Neutral Sentiment: Insider sales were attributed to taxes: The CEO, CFO, CAO and another insider sold shares totaling approximately $906,000. SEC filings indicate the transactions covered tax withholding tied to vested equity awards, and the executives retained significant holdings, limiting the negative signal.
  • Negative Sentiment: Quarterly loss slightly exceeded expectations: Replimune reported a fiscal first-quarter loss of $0.72 per share versus the consensus estimate of a $0.69 loss. As a commercial-stage biotechnology company, it remains unprofitable and is expected to post a substantial full-year loss.
  • Negative Sentiment: Securities litigation remains an overhang: Multiple law firms are promoting a class action covering investors who bought REPL shares from October 20, 2025, through April 10, 2026. The lawsuit alleges misleading statements about RP1 and FDA study-design issues; the allegations have not been proven. The lead-plaintiff deadline is October 5, 2026. Replimune securities lawsuit deadline alert

Insider Buying and Selling at Replimune Group

In other news, insider Christopher Sarchi sold 12,000 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $9.24, for a total value of $110,880.00. Following the completion of the sale, the insider owned 180,962 shares of the company’s stock, valued at $1,672,088.88. This trade represents a 6.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Andrew Schwendenman sold 7,632 shares of the firm’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $12.97, for a total value of $98,987.04. Following the sale, the chief accounting officer owned 99,425 shares of the company’s stock, valued at $1,289,542.25. The trade was a 7.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 81,868 shares of company stock valued at $1,017,068 over the last 90 days. 5.40% of the stock is owned by insiders.

Institutional Investors Weigh In On Replimune Group

A number of hedge funds and other institutional investors have recently made changes to their positions in REPL. Entropy Technologies LP acquired a new stake in Replimune Group in the fourth quarter valued at approximately $102,000. Commonwealth Equity Services LLC bought a new stake in Replimune Group in the fourth quarter worth approximately $150,000. Inceptionr LLC acquired a new position in shares of Replimune Group during the 4th quarter worth $172,000. HighTower Advisors LLC increased its stake in shares of Replimune Group by 24.8% during the 4th quarter. HighTower Advisors LLC now owns 20,123 shares of the company’s stock worth $196,000 after purchasing an additional 3,994 shares during the last quarter. Finally, Scientech Research LLC bought a new position in shares of Replimune Group during the 3rd quarter valued at $102,000. 92.53% of the stock is owned by hedge funds and other institutional investors.

About Replimune Group

(Get Free Report)

Replimune Group, Inc is a clinical‐stage biotechnology company focused on developing next‐generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.

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