Replimune GroupREPL
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
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
106% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 32
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
33% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]
24% more capital invested
Capital invested by funds: $763M [Q3] → $943M (+$181M) [Q4]
10% more funds holding
Funds holding: 143 [Q3] → 157 (+14) [Q4]
1.55% more ownership
Funds ownership: 101.83% [Q3] → 103.37% (+1.55%) [Q4]
2% more call options, than puts
Call options by funds: $536K | Put options by funds: $528K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
JP Morgan Anupam Rama 18% 1-year accuracy 11 / 60 met price target | 94%upside $18 | Overweight Maintained | 26 Feb 2025 |
HC Wainwright & Co. Robert Burns 24% 1-year accuracy 41 / 173 met price target | 137%upside $22 | Buy Maintained | 13 Feb 2025 |
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