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REREPL

Replimune Group, Inc.

$REPL·$1.0B·Biotechnology·Healthcare
$15.50-0.6%YTD+22.0%1Y+188.1%
Mentions · last 7 days
2026-08-20: 8 posts2026-08-21: 4 posts2026-08-22: 0 posts2026-08-23: 5 posts63-21%
Price updated 2d ago·X counts updated 6d ago
REREPL
$REPLReplimune Group, Inc.
$15.50-0.64%63 posts-21%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $REPL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventCooling offAI verdict · as of 2026-08-29

Catching its breath after a run — could pick back up or fade from here.

Oncolytic-therapy biotech up 188% in 12 months with TUDRIQEV website live — securities lawsuits filed this week.

Replimune Group develops oncolytic immuno-gene therapies for cancer using its proprietary HSV-based Immunotherapy platform. Its lead product RP1 (branded TUDRIQEV) is positioned for melanoma treatment with FDA review underway; the website going live suggests commercial launch preparation is advanced.

What's actually here:

  • Revenue is functionally zero (pre-commercial) — the last four quarters were all essentially zero; consensus FY26 revenue also functionally zero, FY27 $30M, FY28 $120M reflecting expected commercial launch through 2027.
  • The economics are burn-heavy — Q3 operating margin against no revenue, FCF -$66M per quarter, and consensus FY26 EPS of -$3.25 widening to FY27 -$2.34; the $1B market cap reflects heavy option value on TUDRIQEV commercial launch execution.
  • The FDA-review commentary is a specific catalyst — the TUDRIQEV website going live plus 'FDA framing suggesting more constructive review approach' per the sentiment is the near-term data point supporting commercial-preparation timing.
  • The class-action wave is significant — SBS Law, Pomerantz, Bronstein Gewirtz & Grossman, DJS Law all announced securities-fraud investigations or class-action filings Aug 27-28; multi-firm convergence typically consolidates into a lead-plaintiff complaint within 60-90 days.

The forward path is that FQ2 fiscal 2026 earnings on Nov 5 with any FDA advisory-committee or PDUFA-date update is the specific event; the crowd's constructive FDA-turn framing needs to be validated by actual regulatory milestones. The bear case is that any RP1 label restriction or CRL delays commercial launch by 12-18 months, and the class-action process forces disclosures that reset the model down.

Agrees with X sentimentThe bullish X read on the TUDRIQEV website going live and FDA-turn framing is grounded in the specific announcements; the crowd is under-weighting the multi-firm securities-fraud investigation wave that just landed as the counter-signal.

What to watch: FQ2 fiscal 2026 earnings on Nov 5 — specifically FDA advisory committee/PDUFA update on RP1/TUDRIQEV and any commercial-launch preparation commentary. Also progression of the securities-fraud investigations.

On the calendar: 2026-11-05 — FQ2 2026 earnings

commercial launch pendingmulti firm class action

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-08-29

Replimune chatter is bullish contrarian. TUDRIQEV website went live, contributors call REPL 'valued so low' with HSV-vector platform validated by KRYS success in skin disease. Every pull-down is a 'good buy this year' for retail. FDA recalibration framed as a 'more constructive though not more permissive' phase with implications for CAPR and REPL. Loud voices constructive.

Read the AI verdict + X sentiment for $REPL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Biotech developing oncolytic virus immunotherapy (RP1/vusolimogene oderparepvec) for advanced melanoma and other solid tumors.

Industry overviewAI analysisGenerated by AI from underlying data

Where Biotechnology sits in its cycle right now — and what that implies for $REPL.

Biotechnology · Healthcare

No material change from last week — ADA conference oral formulation competition is bifurcating biotech multiples between GLP-1 platform holders and precision oncology innovators.

What this means for $REPL

Neutral — Biotech developing oncolytic virus immunotherapy (RP1/vusolimogene oderparepvec) for advanced melanoma and other solid tumors; limited read-through from biotechnology macro dynamics to this specific revenue mix.

Top industry ETF

$IBBiShares Biotechnology ETF
+12.1%YTD
+51.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-2.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-113%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-36.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-103%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 14, 2026$-0.72$-0.69-3.7%
Q1 2026Jun 29, 2026$-0.76$-0.73-4.1%
Q4 2025Feb 3, 2026$-0.77$-0.77-0.2%
Q3 2025Nov 6, 2025$-0.90$-0.87-3.4%
Next earningsThu, Nov 5·consensus EPS $-0.75

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$0———$-0.77$-66.1M
Q2 FY26$0———$-0.90$-82.6M
Q1 FY26$0———$-0.95$-79.8M
Q4 FY25$0———$-0.96$-54.9M

Forward consensus

6-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7M$222K – $4.2M-$3.25-$3.40 – -$3.185
FY27$27.6M$7.6M – $52.3M-$2.34-$2.60 – -$1.963
FY28$121.0M$61.0M – $164.6M-$1.70-$2.62 – -$0.844
FY29$286.5M$16.2M – $523.7M-$0.89-$1.35 – -$0.014
FY30$335.3M$77.7M – $592.9M-$0.58-$1.17 – -$0.003
FY31$288.8M$67.0M – $510.7M-$0.31-$0.62 – -$0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+31.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+83.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 78.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.905-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 17Hill Emily LuisaCFO9.3K sh$132KBuyAug 11Baker Bros. Advisors LpDirector2.7M sh$274SellAug 10Andrew SchwendenmanChief Accounting Officer7.6K sh$99KSellAug 10Sushil PatelCEO39.3K sh$510KSellAug 10Hill Emily LuisaCFO11.4K sh$148KSellAug 10Konstantinos XynosChief Medical Officer11.4K sh$148KSellJun 1Christopher SarchiChief Commercial Officer12.0K sh$111KSellMay 18Konstantinos XynosChief Medical Officer14.0K sh$71KSellMay 18Philip Astley-sparkeDirector17.7K sh$90KSellMay 18Christopher SarchiChief Commercial Officer8.6K sh$44K
1–10 of 14
+ 15 other (14 awards · 1 gift) in window

See when $REPL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationAug 14S-3ASR
AI summary

Replimune Group, Inc. filed an automatic shelf registration statement (S-3ASR) on August 14, 2026, registering an unspecified amount of common stock, preferred stock, debt securities, warrants, and units for future sale on a delayed or continuous basis. As an S-3ASR filer, Replimune qualifies as a well-known seasoned issuer; the registration becomes effective immediately. No specific offering amount or timing was disclosed. The shelf registration establishes future issuance flexibility but is not dilutive on its own; actual dilution depends on whether and when specific securities are offered off the shelf.

SC 13D/AActivist amendmentAug 11SC 13D/A
AI summary

Baker Bros. Advisors LP filed an amended Schedule 13D/A on August 12, 2026 (event date August 9), disclosing sole voting and dispositive power over 11,075,336 shares of Replimune Group (REPL), representing 11.8% of outstanding shares. Baker Bros. is a prominent life sciences investment firm known for building large, active stakes in clinical-stage biotechs. An 11.8% stake signals deep conviction in Replimune's T-VEC successor pipeline for solid tumor oncolytic virotherapy. The amendment reflects a position size or intent update.

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

Replimune Group (REPL) filed its final 424B5 prospectus supplement for a $150 million public offering: 9,701,490 shares and 2,736,340 pre-funded warrants at $12.0600 per share (or $12.0599 per pre-funded warrant), raising gross proceeds of $149,999,956. Underwriting discounts total $9,000,014 (6%), leaving net proceeds of $140,999,942 before expenses. Delivery is expected on or about August 12, 2026. Bookrunners are Leerink Partners, J.P. Morgan, and Cantor Fitzgerald.

8-KPress release / Reg FDJul 308-K — Item 7.01: Press release / Reg FD
AI summary

Replimune Group, Inc. disclosed it will present at the FDA's Cellular, Tissue, and Gene Therapies Advisory Committee (AdCom) meeting on July 30, 2026 regarding its BLA resubmission for RP1 (vusolimogene oderparepvec) in combination with Opdivo (nivolumab) for advanced melanoma. The company furnished its AdCom presentation slides as Exhibit 99.1. This is a high-stakes regulatory catalyst event — FDA advisory panel recommendation on a BLA resubmission directly influences the probability and timing of RP1's potential approval, making this filing highly material for Replimune.

S-3/AShelf registrationJul 24S-3/A
AI summary

Replimune Group, Inc. (Delaware; Woburn, MA), an oncolytic virus therapy biotech, filed Amendment No. 1 to its Form S-3 shelf registration (No. 333-287537) on July 24, 2026. The body excerpt contains only the cover page without the specific dollar amount or the nature of the amendment. Shelf amendments typically update financial statements, incorporate new periodic reports, or modify offering terms; specific changes are in the full filing.

8-KPress release / Reg FDJun 268-K — Item 7.01: Press release / Reg FD
AI summary

Replimune Group, Inc. announced on June 26, 2026 that the FDA accepted for review the resubmission of the Biologics License Application (BLA) for RP1 (vusolimogene oderparepvec) in combination with nivolumab for the treatment of advanced melanoma. The BLA acceptance restarts the formal FDA review clock following an earlier review cycle. This is a material regulatory milestone for Replimune's lead program — FDA acceptance of the BLA resubmission confirms it was found sufficiently complete and sets up a potential PDUFA date and commercial launch pathway.

8-KPress release / Reg FDMay 298-K — Item 7.01: Press release / Reg FD
AI summary

Replimune Group, Inc. disclosed on May 29, 2026 that following collaborative discussions with the FDA, the company will resubmit its Biologics License Application (BLA) for RP1 (vusolimogene oderparepvec) in combination with nivolumab for treatment of advanced melanoma. The news release was furnished as Exhibit 99.1. This BLA resubmission is a material positive catalyst for Replimune — it reinstates the regulatory pathway toward potential approval of its lead oncology asset after the original filing's FDA review process.

8-KPress release / Reg FDApr 138-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

REPL filed an 8-K Item 7.01 (Reg FD) disclosure dated 2026-04-13. Reg FD disclosures make material information simultaneously available to all investors; content may include guidance updates, strategic plans, or preliminary results.

+ 22 other (8 13Gs · 4 routine 8-Ks · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

REPL Investors Have Opportunity to Lead Replimune Group, Inc. Securities Fraud Lawsuit with SBS Lawglobenewswire.com·2d agoINVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Replimune Group, Inc. of Class Action Lawsuit and Upcoming Deadlines - REPLprnewswire.com·3d agoBronstein, Gewirtz & Grossman LLC Urges Replimune Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·3d agoREPL Shareholder Alert: Investors With Losses May Seek to Lead the Class Action in Replimune Group, Inc. Securities Lawsuit - Contact SueWallStprnewswire.com·3d agoReplimune Group, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - REPLgurufocus.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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