Insider Selling: Replimune Group (NASDAQ:REPL) CAO Sells $98,987.04 in Stock

Replimune Group, Inc. (NASDAQ:REPL) CAO Andrew Schwendenman sold 7,632 shares of the firm’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $12.97, for a total transaction of $98,987.04. Following the transaction, the chief accounting officer directly owned 99,425 shares of the company’s stock, valued at approximately $1,289,542.25. This represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Price Performance

REPL opened at $14.97 on Friday. The company has a market capitalization of $1.26 billion, a P/E ratio of -4.43 and a beta of 0.88. The company has a 50-day moving average of $10.66 and a 200-day moving average of $7.79. The company has a debt-to-equity ratio of 0.63, a quick ratio of 4.79 and a current ratio of 4.79. Replimune Group, Inc. has a 1-year low of $1.50 and a 1-year high of $15.70.

Replimune Group (NASDAQ:REPL) last issued its quarterly earnings results on Friday, August 14th. The company reported ($0.72) EPS for the quarter, missing the consensus estimate of ($0.69) by ($0.03). Equities analysts expect that Replimune Group, Inc. will post -2.7 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have commented on REPL. Piper Sandler raised Replimune Group from a “hold” rating to a “strong-buy” rating in a report on Friday, July 31st. Weiss Ratings cut Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Tuesday. Leerink Partners raised shares of Replimune Group from a “market perform” rating to an “outperform” rating and lifted their price objective for the stock from $11.00 to $17.00 in a report on Tuesday, August 4th. Wedbush upgraded shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 target price for the company in a research note on Friday, August 7th. Finally, Cantor Fitzgerald reissued an “overweight” rating on shares of Replimune Group in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $11.86.

Key Stories Impacting 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

Hedge Funds Weigh In On Replimune Group

Several institutional investors have recently made changes to their positions in the stock. International Assets Investment Management LLC bought a new stake in shares of Replimune Group in the 4th quarter worth approximately $29,000. Russell Investments Group Ltd. grew its stake 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 worth $33,000 after buying an additional 7,569 shares during the last quarter. CWM LLC increased its position in Replimune Group by 248.6% in the fourth quarter. CWM LLC now owns 4,047 shares of the company’s stock worth $39,000 after buying an additional 2,886 shares during the period. Essential Partners LLC increased its position in Replimune Group by 562,400.0% in the first quarter. Essential Partners LLC now owns 5,625 shares of the company’s stock worth $43,000 after buying an additional 5,624 shares during the period. Finally, BNP Paribas Financial Markets lifted its stake in Replimune Group by 99.8% in the third quarter. BNP Paribas Financial Markets now owns 13,762 shares of the company’s stock valued at $58,000 after buying an additional 6,873 shares during the last quarter. 92.53% of the stock is owned by institutional investors.

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.