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REPLReplimune Group, Inc.
$11.51$966M
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REPL logoReplimune Group, Inc.(REPL)Earnings, Financials & Key Ratios

REPL•NASDAQ
$11.51
Price updated Jul 7, 2026
SectorHealthcareIndustryBiotechnologySub-IndustryCell and Gene Therapy Developers
AboutReplimune Group, Inc., a biotechnology company, develops oncolytic immuno-gene therapies to treat cancer. It uses its proprietary Immunotherapy platform to design and develop product candidates that are intended to activate the immune system against cancer. The company's lead product candidate is RP1, a selectively replicating version of herpes simplex virus 1, which is in Phase I/II clinical trials for a range of solid tumors; and that is in Phase II clinical trials for patients with cutaneous squamous cell carcinoma. It is also developing RP2, which is in Phase I clinical trials for an anti-CTLA-4 antibody-like protein in order to block the inhibition of the immune response otherwise caused by CTLA-4; and RP3 that is in Phase I clinical trials to express immune-activating proteins that stimulate T cells. Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, Massachusetts.Show more
  • Revenue$0
  • EBITDA-$314M-23.0%
  • Net Income-$314M-26.9%
  • EPS (Diluted)-3.38-10.1%
  • ROE-107.88%-72.4%

REPL Price & Volume

Replimune Group, Inc. (REPL) stock price & volume — 10-year historical chart

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Clinical Development Costs Outpace Liquidity Runway

Investment Thesis • Updated 2026Q3

VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Clinical trial funding exhaustion

Key Thesis Takeaways

  • Replimune remains in a high-risk, pre-revenue phase as it advances its Immulytic platform, with R&D expenditures escalating to $53.1M in 2026Q3.
  • The company faces significant pressure from a deteriorating cash position of $123.0M and an accumulated deficit of $1.2B, which may necessitate dilutive financing to sustain operations.
  • Investors should monitor the firm's ability to achieve clinical milestones before the current liquidity window, which is currently strained by a quarterly net loss of $70.9M, forces a capital raise.

Verdict Logic

the company's cash burn rate, highlighted by a $66.1M free cash flow deficit in 2026Q3, significantly outpaces its current liquidity of $123.0M, creating substantial risk of shareholder dilution.

REPL Growth Metrics

Replimune Group, Inc. (REPL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-
3 Years-
TTM-

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM-26.95%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-5.3%

Return on Capital

10 Years-41.96%
5 Years-48.55%
3 Years-61.34%
Last Year-83.84%

REPL Recent Earnings

Replimune Group, Inc. (REPL) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 5/12 qtrs (42%)
Q3 2026Latest
Jun 29, 2026
Metric
Actual
Est
EPS
$0.76-14.9%
$0.66
Rev
—
$4M
Q1 2026
Feb 3, 2026
Metric
Actual
Est
EPS
$0.77-0.2%
$0.77
Rev
—
$428,571
Q4 2025
Nov 6, 2025
Metric
Actual
Est
EPS
$0.90-3.4%
$0.87
Rev
—
$714,286
Q3 2025
Aug 7, 2025
Metric
Actual
Est
EPS
$0.95-14.5%
$0.83
Rev
—
$500,000
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026LatestJun 29, 2026
$0.76vs $0.66-14.9%
—vs $4M
Q1 2026Feb 3, 2026
$0.77vs $0.77-0.2%
—vs $428,571
Q4 2025Nov 6, 2025
$0.90vs $0.87-3.4%
—vs $714,286
Q3 2025Aug 7, 2025
$0.95vs $0.83-14.5%
—vs $500,000
Based on last 12 quarters of dataView full earnings history →

Latest REPL News

Recent stock market news and headlines for Replimune Group, Inc. (REPL)

Seeking Alpha·Jun 30, 2026
Replimune: Stock Buoyant On Third Try At RP1 Approval - FDA AdCom May Be Crucial

Replimune Group, Inc. faces a pivotal FDA AdCom for RP1 after two prior rejections, with a final FDA approval decision expected August 2, 2026. RP1 demonstrated a 34% ORR and median overall survival of 32.9 months in anti-PD-1-failed melanoma, but trial design concerns persist. REPL stock has surged over 135% since April as FDA leadership changes and collaborative dialogue opened a path for BLA resubmission.

GlobeNewsWire·Jun 29, 2026
Replimune Reports Fiscal Fourth Quarter and Year End 2026 Financial Results and Provides Corporate Update

WOBURN, Mass., June 29, 2026 (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 fourth quarter and year ended March 31, 2026 and provided a business update.

GlobeNewsWire·Jun 26, 2026
Replimune Announces FDA Acceptance of RP1 Biologics License Application Resubmission for Advanced Melanoma

WOBURN, Mass., June 26, 2026 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical-stage biotechnology company pioneering the development of novel oncolytic immunotherapies, announced today that the U.S. Food and Drug Administration (FDA) has accepted for review the resubmission of the Biologics License Application (BLA) for RP1 (vusolimogene oderparepvec) in combination with nivolumab for the treatment of advanced melanoma.

Peers Comparison

Key metrics vs top competitors for Replimune Group, Inc. (REPL)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
REPL logoREPLReplimune Group, Inc.Current
$11.51$966.21M-3.41——-107.88%—
AMGN logoAMGNAmgen Inc.
$368.10$198.66B25.879.92%20.95%89.41%—
IMVT logoIMVTImmunovant, Inc.
$40.09$8.23B-14.47——-68.16%—
CGEN logoCGENCompugen Ltd.
$2.39$225.98M6.29161.14%48.57%55.68%—
IOVA logoIOVAIovance Biotherapeutics, Inc.
$4.35$1.56B-3.9960.6%-123.9%-50.17%—
NKTR logoNKTRNektar Therapeutics
$74.90$1.46B-7.70-43.89%-284.18%-87%—

Compare REPL vs Peers

Replimune Group, Inc. (REPL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs AMGN

Most directly comparable listed peer for REPL.

Scale Benchmark

vs MRK

Larger-name benchmark to compare REPL against a more recognizable public peer.

Peer Set

Compare Top 5

vs AMGN, IMVT, CGEN, IOVA

REPL SEC Filings & Documents

Replimune Group, Inc. (REPL) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jun 29, 2026·SEC

Material company update

Jun 26, 2026·SEC

Material company update

May 29, 2026·SEC

10-K Annual Reports

3
FY 2026

Jun 29, 2026·SEC

FY 2025

May 22, 2025·SEC

FY 2024

May 16, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Feb 3, 2026·SEC

FY 2025

Nov 6, 2025·SEC

FY 2025

Aug 7, 2025·SEC

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REPL Frequently Asked Questions

Replimune Group, Inc. (REPL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
Is REPL profitable?

Replimune Group, Inc. (REPL) reported a net loss of $313.9M for fiscal year 2026.

Dividend & Returns
What is REPL's return on equity?

Replimune Group, Inc. (REPL) has a return on equity (ROE) of -107.9%. Negative ROE indicates the company is unprofitable.

What is Replimune Group, Inc.'s free cash flow?

Replimune Group, Inc. (REPL) had negative free cash flow of $284.6M in fiscal year 2026, likely due to heavy capital investments.

What if you invested $1,000 in REPL back in 2017?

Total return calculator · dividends reinvested · 9+ years of data

See returns →