Replimune GroupREPL
REPL
About: Replimune Group Inc is a clinical-stage biotechnology company. It uses a proprietary RPx platform to design and develop product candidates that are intended to maximally activate the immune system against solid tumors. The RPx platform is based on a proprietary, engineered strain of herpes simplex virus 1, or HSV-1, backbone with payloads added to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The company focuses on developing oncolytic immunotherapies for the treatment of cancer. Its pipeline products include RP1, RP2, and RP3.
Employees: 331
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
17% more capital invested
Capital invested by funds: $654M [Q2] → $763M (+$109M) [Q3]
4% less funds holding
Funds holding: 149 [Q2] → 143 (-6) [Q3]
16.44% less ownership
Funds ownership: 118.27% [Q2] → 101.83% (-16.44%) [Q3]
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
71% less call options, than puts
Call options by funds: $288K | Put options by funds: $1M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$17
36%
upside
Avg. target
$17.75
42%
upside
High target
$19
52%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
Jefferies Roger Song 19% 1-year accuracy 3 / 16 met price target | 52%upside $19 | Buy Maintained | 4 Dec 2024 |
BMO Capital Evan David Seigerman 24% 1-year accuracy 4 / 17 met price target | 44%upside $18 | Outperform Maintained | 22 Nov 2024 |
HC Wainwright & Co. Robert Burns 23% 1-year accuracy 36 / 155 met price target | 36%upside $17 | Buy Reiterated | 22 Nov 2024 |
JP Morgan Anupam Rama 27% 1-year accuracy 16 / 59 met price target | 36%upside $17 | Overweight Maintained | 24 Sept 2024 |
Financial journalist opinion
Based on 4 articles about REPL published over the past 30 days
Neutral
Seeking Alpha
3 weeks ago
Replimune: RPL1 BLA Submission Under AA Pathway Makes It A Must Watch
Replimune has submitted its BLA of RP1 + Opdivo for the treatment of advanced melanoma patients previously treated with an anti-PD1 containing regimen. The phase 3 confirmatory IGNYTE-3 study is underway to prove yet again that RP1 + Opdivo is able to help these patients with advanced melanoma and to keep the drug marketed. The global melanoma therapeutics market size is projected to reach $17.93 billion by 2034.
Neutral
GlobeNewsWire
3 weeks ago
Replimune Announces Pricing of Upsized Public Offering
BOSTON, Nov. 25, 2024 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (Nasdaq: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced the pricing of its public offering of 6,923,000 shares of its common stock at a public offering price of $13.00 per share. In addition, in lieu of common stock to certain investors, Replimune today announced the pricing of its public offering of pre-funded warrants to purchase 3,846,184 shares of its common stock at a purchase price of $12.9999 per pre-funded warrant, which equals the public offering price per share of the common stock less the $0.0001 per share exercise price of each pre-funded warrant. The aggregate gross proceeds from the offering are expected to be approximately $140 million, before deducting the underwriting discounts and commissions and offering expenses payable by Replimune. All securities in the offering are being offered by Replimune. In addition, Replimune has granted the underwriter a 30-day option to purchase up to an additional 1,615,377 shares of its common stock from Replimune at the public offering price, less the underwriting discounts and commissions. The offering is expected to close on November 27, 2024, subject to the satisfaction of customary closing conditions.
Neutral
GlobeNewsWire
3 weeks ago
Replimune Announces Proposed Public Offering
WOBURN, Mass., Nov. 25, 2024 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (Nasdaq: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced a proposed public offering of $125 million of shares of its common stock and pre-funded warrants to purchase shares of common stock. All securities in the offering will be offered by Replimune. In addition, Replimune intends to grant the underwriter a 30-day option to purchase up to an additional $18.75 million of securities from Replimune at the public offering price, less the underwriting discounts and commissions.
Positive
Zacks Investment Research
4 weeks ago
Replimune Stock Rallies on BLA Filing for Melanoma Combo Drug
REPL stock soars after submitting a BLA to the FDA seeking accelerated approval for its lead candidate, RP1, in combination with Opdivo for advanced melanoma.
Neutral
GlobeNewsWire
4 weeks ago
Replimune Receives Breakthrough Therapy Designation for RP1 and Submits RP1 Biologics License Application to the FDA under the Accelerated Approval Pathway
WOBURN, Mass., Nov. 21, 2024 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced that it has submitted a biologics license application (BLA) to the FDA for RP1 (vusolimogene oderparepvec) in combination with nivolumab for the treatment of adult patients with advanced melanoma who have previously received an anti-PD1 containing regimen. The submission was made under the Accelerated Approval pathway. The Company also announced that the FDA has granted Breakthrough Therapy designation to RP1 in combination with nivolumab in the same setting.
Neutral
GlobeNewsWire
1 month ago
Replimune Presents Late-Breaking Abstract Featuring Data from IGNYTE Clinical Trial of RP1 Combined with Nivolumab in Anti-PD1 Failed Melanoma at the 39th Annual Meeting of the Society for Immunotherapy of Cancer (SITC 2024)
Oral presentation highlighting IGNYTE primary analysis data shows anti-tumor activity across all subgroups with injected and non-injected lesions responding with similar frequency, depth, duration, and kinetics
Neutral
GlobeNewsWire
1 month ago
Replimune Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WOBURN, Mass., Nov. 08, 2024 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced the grant of inducement equity awards to newly hired non-executive employees.
Neutral
GlobeNewsWire
1 month ago
Replimune to Present at the 39th Annual Meeting of the Society for Immunotherapy of Cancer (SITC)
Late-breaking abstract featuring IGNYTE clinical trial data, including subgroup and initial biomarker analyses, selected for oral presentation
Neutral
GlobeNewsWire
2 months ago
Replimune Announces Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
WOBURN, Mass., Oct. 09, 2024 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (NASDAQ: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced the grant of inducement equity awards to newly hired non-executive employees.
Negative
GuruFocus
2 months ago
Morgan Stanley's Strategic Reduction in Replimune Group Inc Holdings
On September 30, 2024, Morgan Stanley executed a significant transaction involving the sale of 192,770 shares in Replimune Group Inc (REPL, Financial), a clinical-stage biotechnology company. This move reduced Morgan Stanley's holding by 11.11%, leaving the firm with a total of 1,542,884 shares.
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