Replimune Group (NASDAQ:REPL) Releases Earnings Results, Misses Estimates By $0.03 EPS

Replimune Group (NASDAQ:REPL) issued 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 Performance

Shares of REPL stock opened at $14.97 on Friday. Replimune Group has a 1-year low of $1.50 and a 1-year high of $15.70. The company has a current ratio of 4.79, a quick ratio of 4.79 and a debt-to-equity ratio of 0.63. The company has a market capitalization of $1.26 billion, a price-to-earnings ratio of -4.43 and a beta of 0.88. The stock’s fifty day simple moving average is $10.66 and its 200-day simple moving average is $7.79.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the company. BMO Capital Markets upgraded Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price target for the company in a research report on Tuesday, June 30th. Wall Street Zen upgraded Replimune Group from a “strong sell” rating to a “sell” rating in a report on Saturday, May 23rd. Weiss Ratings lowered shares of Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Tuesday. Cantor Fitzgerald reiterated an “overweight” rating on shares of Replimune Group in a report on Wednesday. Finally, Piper Sandler raised shares of Replimune Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $11.86.

Insider Transactions at Replimune Group

In related news, CFO Emily Luisa Hill sold 11,448 shares of the stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $12.97, for a total value of $148,480.56. Following the completion of the sale, the chief financial officer directly owned 225,108 shares of the company’s stock, valued at approximately $2,919,650.76. This represents a 4.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Christopher Sarchi sold 12,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $9.24, for a total value of $110,880.00. Following the sale, the insider owned 180,962 shares of the company’s stock, valued at $1,672,088.88. The trade was a 6.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 81,868 shares of company stock worth $1,017,068. 5.40% of the stock is currently owned by company insiders.

Institutional Trading of Replimune Group

Several institutional investors have recently made changes to their positions in the stock. Balyasny Asset Management L.P. grew its position in Replimune Group by 507.4% during the third quarter. Balyasny Asset Management L.P. now owns 2,628,100 shares of the company’s stock valued at $11,012,000 after purchasing an additional 2,195,448 shares in the last quarter. Adage Capital Partners GP L.L.C. purchased a new stake in Replimune Group in the 4th quarter worth approximately $17,568,000. JPMorgan Chase & Co. lifted its position in Replimune Group by 2,333.6% in the 4th quarter. JPMorgan Chase & Co. now owns 925,173 shares of the company’s stock worth $8,993,000 after buying an additional 887,157 shares in the last quarter. Toronto Dominion Bank boosted its stake in shares of Replimune Group by 62.5% during the 4th quarter. Toronto Dominion Bank now owns 2,229,527 shares of the company’s stock valued at $21,671,000 after buying an additional 857,475 shares during the period. Finally, State Street Corp boosted its stake in shares of Replimune Group by 26.3% during the 4th quarter. State Street Corp now owns 3,693,107 shares of the company’s stock valued at $35,897,000 after buying an additional 768,982 shares during the period. 92.53% of the stock is currently owned by institutional investors and hedge funds.

More Replimune Group News

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

Replimune Group Company Profile

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.