← boardnext 2026-10-31next 2026-11-30next 2028-06next 2029-01-01
REPL
Replimune, Inc.distress 2/10 · well-funded / low risk$10.79+0%today-15% from 52w high
Oncology 3
Lead: advanced melanoma · target PD-1 · est. market ~$10B (approx, global)
Revenue
pre-revenue
Liquidity
$269M
Runway
1.4 yrs
Shares 1y
+8%
Price & events
+36.6% over 6M
CatalystRating changeDilutionFinancingdashed = today
+0.4%
1D
+13.3%
1W
-5.5%
1M
+278.6%
3M
+39.9%
6M
+223.5%
1Y
+7.5%
2Y
-67.3%
5Y
-71.8%
All
Overview
- Market Cap
- $905.67M
- Enterprise Value
- $779.95M
- Volume
- 114.63K
- 52 Week Range
- $1.70 – $12.63
- Total Shares
- 83.95M
- Float Shares
- 59.69M
- Short %
- 49.88%
- % Held by Insiders
- 2.56%
- % Held by Institutions
- 95.37%
- RVOL
- 0.04x
- Beta
- 0.87
Pipeline stages · 5 programs
RP2, Ipilimumab, Nivolumab
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
RP3, Nivolumab
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
RP1, intra-tumoral injection, oncolytic virus
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Vusolimogene Oderparepvec, Nivolumab, Relatlimab
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Cemiplimab, RP1PD-1
Preclin›
Ph1›
Ph2›
Ph3›
Filed›
PDUFA›
Approved
Pipeline · 10 trials · 7 upcoming
| Readout | Phase | Drug | Indication | Enroll | Status |
|---|---|---|---|---|---|
| 2026-10-31 Estimated 50% readout ~2026-11-30 | Phase 1 | RP2, nivolumab | Cancer | — | active not recruiting |
| 2026-11-30 Estimated 50% readout ~2026-12-30 | Phase 1 | RP3, Nivolumab | Advanced Solid Tumor | — | active not recruiting |
| 2027-12-01 Estimated 50% readout ~2028-01-15 | Phase 2 | RP2, Bevacizumab, Atezolizumab | Hepatocellular Carcinoma, Biliary Tract Cancer | — | recruiting |
| 2028-06 Estimated 50% readout ~2028-07-16 | Phase 2 | RP1, nivolumabbreakthroughpriority review | Non-Small Cell Lung Cancer (NSCLC), Microsatellite Instability-High (MSI-H), Non-melanoma Skin Cancer (NMSC), Cutaneous Melanoma | — | active not recruiting |
| 2029-01-01 Estimated 50% readout ~2029-03-17 | Phase 3 | Vusolimogene Oderparepvec, Nivolumab, Relatlimab | Advanced Melanoma | — | recruiting |
Show all 10 trials · 5 more ▾
| Readout | Phase | Drug | Indication | Enroll | Status |
|---|---|---|---|---|---|
| 2029-07 Estimated 50% readout ~2029-08-15 | Phase 1/2 | RP1, intra-tumoral injection, oncolytic virusbreakthroughpriority review | Merkel Cell Carcinoma, Basal Cell Carcinoma, Locally Advanced Cutaneous Squamous Cell Carcinoma, Cancer | — | active not recruiting |
| 2030-01 Estimated 50% readout ~2030-03-17 | Phase 2/3 | RP2, Ipilimumab, Nivolumab | Metastatic Uveal Melanoma | — | recruiting |
| 2026-03-01 | Phase 2 | RP3, nivolumab | Squamous Cell Carcinoma of Head and Neck, Locally Advanced Head and Neck Squamous Cell Carcinoma, Recurrent Head and Neck Squamous Cell Carcinoma | 0 | withdrawn |
| 2025-09 | Phase 2 | Cemiplimab, RP1 | Cutaneous Squamous Cell Carcinoma, Advanced Cutaneous Squamous Cell Carcinoma, Metastatic Cutaneous Squamous Cell Carcinoma | 231 | active not recruiting |
| 2025-08-18 | Phase 2 | RP2, RP3, atezolizumab, bevacizumab | Refractory Metastatic Colorectal Cancer, pMMR, MSS | 5 | terminated |
Upcoming readouts & decisions · our signals
1 upcoming event has our read — the sell-the-news timing call plus an experimental clinical estimate. Go Pro to see them.
Catalyst news & presentations · 14
- 2026Guided 40%conferencedata presentationsecondaryOral presentation of 3-year landmark overall survival analysis from the IGNYTE clinical trial.PR wire
- 2026-08-06Estimated 45%earningsEarningsEarnings releaseyahoo
- August 2, 2026Confirmed 100%PDUFAPDUFARP1 (vusolimogene oderparepvec) · PDUFA goal date for BLA resubmissionSEC 8-K
- late July 2026Confirmed 100%AdCommAdCommRP1 (vusolimogene oderparepvec) · Advisory committee meeting expectedSEC 8-K
- 2026-06-26filing acceptanceFiled (NDA/BLA)RP1 (vusolimogene oderparepvec) · FDA accepted for review BLA resubmission for RP1 in combination with nivolumab for advanced melanomaSEC 8-K
- 2026-05-29fda agreementRP1 · FDA aligned on path forward for BLA resubmission for RP1 plus nivolumab in advanced melanomaSEC 8-K
- 2026-04-10crlRP1 · FDA issued second Complete Response Letter for RP1 in combination with nivolumab for advanced melanomaSEC 8-K
- April 10, 2026PDUFAPDUFARP1 · PDUFA target action date for RP1 plus nivolumab BLA resubmission.SEC 8-K
- January 14, 2026conferencedata presentationsecondaryRP1 · RP1+ nivolumab IGNYTE data presentation at J.P. Morgan Healthcare ConferenceSEC 8-K
- 2025-10-20fda agreementRP1 · FDA accepted resubmission of BLA for RP1 in combination with nivolumab for advanced melanoma.SEC 8-K
- 2025-09-16fda agreementRP1 · Completed Type A meeting with FDA regarding BLA for RP1 in combination with nivolumab for advanced melanoma; evaluating feedback.SEC 8-K
- July 22, 2025PDUFAPDUFARP1 · PDUFA action date for BLA of RP1 in combination with nivolumabSEC 8-K
- 2025-07-21crlRP1 · FDA issued Complete Response Letter for RP1 BLA in combination with nivolumab for advanced melanoma due to inadequate trial design and patient heterogeneity; no safety issues.SEC 8-K
- 2024-11-25withdrawalReduced ATM offering amount from $100M to $89M and suspended sales until new prospectus filed.SEC 8-K
Approved drugs (0)
- none — clinical-stage
Capital structure — dilution & financing
🔒 Top holders — Pro
Institutional ownership + quarter-over-quarter accumulation/trimming.
Upgrade to ProWall St ratings
hold · target $11 (-1% upside) · 6 analysts
- 2026-06-30WedbushNeutral
- 2026-06-01WedbushNeutral
- 2026-04-13Cantor FitzgeraldOverweight → Neutral
- 2026-04-13WedbushOutperform → Neutral
- 2026-04-13JefferiesBuy → Hold
- 2026-04-13HC Wainwright & Co.Buy → Sell
Competitors — PD-1
- REGNREGENERON PHARMACEUTICALS, INC.$60.4B · D2
- BEIGFBeOne Medicines Ltd.$31.7B · D1
- NCNANuCana plc$28.3B · D2
- EXELEXELIXIS, INC.$13.8B · D0
- TNGXTango Therapeutics, Inc.$4.0B · D5
- IOVAIOVANCE BIOTHERAPEUTICS, INC.$2.3B · D4
- CGEMCullinan Therapeutics, Inc.$1.1B · D1
- ALXOALX ONCOLOGY HOLDINGS INC$262M · D5
- BCABBioAtla, Inc.$107M · D8
- IOBTQIO Biotech, Inc.$71,949 · D5
Recent news
- 2026-07-22REPL Stock Lost 19% Of Its Value Today – Why Did The FDA Refuse Approval For Its Experimental Melanoma Drug? - Stocktwits
- 2026-07-21Replimune stock gains after updated RP1 data and cash runway outlook - Ad-hoc-news.de
- 2026-07-20Replenish Nutrients (REPL) Secures $15 Million Investment for Expansion - GuruFocus
- 2026-07-20ETFs Investing in Replimune Group, Inc. Stocks - TradingView
- 2026-07-20REPL Stock On Track To Hit All-Time Lows – Here’s Why This Analyst Slashed Price Target By 85% - Stocktwits
- 2026-07-20Hyatt Vacation Club Introduces Villa Bites, Featuring Nurture Life to Bring Nutritious, Ready-to-Enjoy Meals and Snacks to Family Vacations - Business Wire
- 2026-07-20Enterprise value to EBIT forward of Rudrabhishek Enterprises Ltd. – NSE:REPL - TradingView
- 2026-07-18REPL Stock On Track For Worst Drop In Nearly 7 Months Ahead Of FDA Decision On Skin Cancer Drug - Stocktwits
Not financial advice. Data: ClinicalTrials.gov, SEC EDGAR, FINRA, Nasdaq, Yahoo.