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

Replimune Group (NASDAQ:REPL) posted its quarterly earnings results on Friday. The company reported ($0.72) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.69) by ($0.03), Zacks reports.

Replimune Group Stock Down 1.4%

REPL stock opened at $14.97 on Friday. The company has a 50 day moving average of $10.66 and a two-hundred day moving average of $7.79. The company has a quick ratio of 4.79, a current ratio of 4.79 and a debt-to-equity ratio of 0.63. Replimune Group has a 12-month low of $1.50 and a 12-month high of $15.70. The company has a market cap of $1.26 billion, a price-to-earnings ratio of -4.75 and a beta of 0.88.

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 Transactions at Replimune Group

In other Replimune Group news, CEO Sushil Patel sold 39,341 shares of Replimune Group stock in a transaction that occurred on Monday, August 10th. The stock was sold at an average price of $12.97, for a total transaction of $510,252.77. Following the sale, the chief executive officer directly owned 708,151 shares of the company’s stock, valued at approximately $9,184,718.47. The trade was a 5.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Konstantinos Xynos sold 11,447 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 transaction of $148,467.59. Following the sale, the insider owned 224,215 shares of the company’s stock, valued at $2,908,068.55. This trade represents a 4.86% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 81,868 shares of company stock valued at $1,017,068. Insiders own 5.40% of the company’s stock.

Institutional Trading of Replimune Group

Several large investors have recently added to or reduced their stakes in the company. BNP Paribas Financial Markets raised its stake in shares of Replimune Group by 37.5% in the second quarter. BNP Paribas Financial Markets now owns 6,889 shares of the company’s stock valued at $64,000 after acquiring an additional 1,879 shares during the last quarter. Raymond James Financial Inc. bought a new stake in Replimune Group during the 2nd quarter worth approximately $69,000. Russell Investments Group Ltd. increased its holdings in Replimune Group by 3,638.9% during the 3rd quarter. Russell Investments Group Ltd. now owns 7,777 shares of the company’s stock valued at $33,000 after purchasing an additional 7,569 shares in the last quarter. Tower Research Capital LLC TRC raised its position in Replimune Group by 2,020.8% in the 2nd quarter. Tower Research Capital LLC TRC now owns 9,692 shares of the company’s stock valued at $90,000 after purchasing an additional 9,235 shares during the last quarter. Finally, Entropy Technologies LP acquired a new position in Replimune Group in the fourth quarter worth $102,000. 92.53% of the stock is owned by institutional investors.

Analysts Set New Price Targets

REPL has been the topic of several research reports. Piper Sandler raised Replimune Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 31st. JPMorgan Chase & Co. increased their price objective on shares of Replimune Group from $17.00 to $20.00 and gave the stock an “overweight” rating in a report on Friday, August 7th. Wolfe Research upgraded Replimune Group to an “outperform” rating in a research report on Tuesday, August 4th. BMO Capital Markets raised shares of Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 target price for the company in a research note on Tuesday, June 30th. Finally, Wedbush raised Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price objective for the company in a research note on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $11.86.

About Replimune Group

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.