Replimune Group (REPL)
Develops RPx oncolytic immunotherapies for melanoma and other solid tumors.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | BMO Capital | Reiterate | Rating: —Target: $16 | Target: $20 |
| Aug 7, 2026 | Wedbush | Upgrade | Target: $12 | Target: $19 |
| Aug 4, 2026 | Jefferies | Upgrade | ||
| Aug 4, 2026 | Leerink Partners | Upgrade | Target: $34 | Target: $17 |
| Aug 4, 2026 | Wolfe Research | Upgrade | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $195.3M · Total debt $112.0M · Total assets $252.4M · Shareholders' equity $105.6M
- Revenue
- $0
- Operating income
- −$68.2M
- Net income
- −$69.8M
No dividends on record.
| Institutions | 101.98% | 96.09M shares | |
|---|---|---|---|
| 226 holders · as of Jun 30, 2026 | |||
| Insiders | 1.52% | 1.43M shares | |
| 5 holders · as of Aug 19, 2026 | |||
| Adds to | 103.50% | ||
94.22M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (94.22M in the company's Sep 22, 2026 report, 84.03M elsewhere); stakes use the report.
These groups come from separate filings that can overlap, so they add to 103.50%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Baker Bros. Advisors LPInstitution | 11.72% | 11.05M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.51% | 8.96M | as of Jun 30, 2026 |
RTW Investments, LPInstitution | 7.87% | 7.41M | as of Jun 30, 2026 |
Ridgeback Capital Investments L.P.Institution | 7.76% | 7.31M | as of Jun 30, 2026 |
Goldman Sachs Group IncInstitution | 4.82% | 4.54M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Replimune Group | $13.50 | +4.92% | $1.08B | — | — | — | — |
| Iovance Biotherapeutics | $10.56 | +3.63% | $4.55B | — | — | 14.0 | +65.7% |
| Amgen | $406.84 | +3.48% | $212.19B | 24.4 | 17.3 | 5.6 | +9.7% |
| Bristol-Myers Squibb | $62.63 | +0.02% | $127.91B | 13.8 | 9.8 | 2.6 | +5.7% |
| Immunocore (ADR) | $32.34 | +0.48% | $1.64B | — | — | 4.1 | −13.7% |
| Merck | $151.62 | +1.42% | $369.24B | 119.6 | 17.6 | 5.6 | +5.1% |
| AstraZeneca (ADR) | $168.44 | +0.20% | $260.70B | 25.2 | 15.8 | 4.2 | +6.4% |
| IDEAYA Biosciences | $39.74 | +2.26% | $3.69B | — | — | 15.8 | — |
| Median | 24.8 | 16.6 | 5.6 | +6.1% |