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Replimune Group (REPL) investor relations material
Replimune Group Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Clinical-stage biotech focused on oncolytic immunotherapies, with lead candidate RP1 in advanced melanoma and other skin cancers, and additional candidates RP2 and RP3 in development.
RP1 BLA for advanced melanoma received a Complete Response Letter (CRL) from the FDA in July 2025; BLA was resubmitted and accepted with a new PDUFA date of April 10, 2026; commercial readiness underway.
Ongoing clinical trials include confirmatory phase 3 (IGNYTE-3) for RP1, phase 1b/2 ARTACUS for transplant recipients, and REVEAL phase 2/3 for RP2 in metastatic uveal melanoma and liver-focused studies.
Loan agreement amended with Hercules Capital, drawing $35M and potential for $120M more post-approval; debt repayment delayed to 2027, extending cash runway into Q1 2027.
Financial highlights
Net loss for the quarter ended December 31, 2025 was $70.9 million, compared to $66.3 million in the prior year quarter; net loss per share was $0.77 versus $0.79 year-over-year.
Net loss for the nine months ended December 31, 2025 was $240.7 million, up from $173.2 million year-over-year.
Cash, cash equivalents, and short-term investments totaled $269.1 million as of December 31, 2025, down from $483.8 million at March 31, 2025.
Research and development expenses for the quarter were $53.1 million, up from $48.0 million year-over-year; for the nine months, $168.9 million, up from $135.5 million.
Selling, general and administrative expenses for the quarter were $18.7 million, up from $18.0 million; for the nine months, $77.7 million, up from $46.8 million.
Outlook and guidance
Cash runway expected to fund operations late into Q1 2027, including potential commercialization of RP1, assuming successful regulatory approval.
If RP1 is not approved, company may need to restructure and reprioritize its pipeline.
Ongoing engagement with FDA regarding RP1 BLA; interim analysis for IGNYTE-3 phase 3 trial planned for H2 2027.
REVEAL Phase 2/3 trial for RP2 in metastatic uveal melanoma actively enrolling; Phase 2/3 transition expected Q1 2027.
- TimeTickerHeadlineOpen
- XEL
Ongoing EPS reached $3.80 in 2025; 2026 guidance is $4.04–$4.16 with a $60B capital plan. - EL
Strong Q2 results and raised FY26 outlook, with sales and margins up despite headwinds. - KCR
Record profitability and strong orders in 2025; stable outlook for 2026 amid uncertainties. - 532539
Record Q3 FY26 revenue and profit growth, major expansions, and strong industry outlook. - HAE
Gross margin and net income rose despite lower revenue; guidance for EPS and cash flow increased. - QIGD
Revenue up 18% but net profit down 15% as higher costs and dividends reduced margins and equity. - MYCR
Record annual sales, Q4 order drop, strong Global Technologies, and four acquisitions. - 532548
Revenue up 18.4% YoY, margin gains, and capacity expansions support a positive outlook. - THERMAX
Profit after tax rose 80% and order booking grew 34%, led by Infra and data center wins. - LPG
Net income more than doubled on strong TCE rates, higher revenues, and efficient fleet operations.
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