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REREPL

Replimune Group, Inc.

Rising onWhy it's trendingX mentions rising faster than the marketPrice and volume picking upBullish-leaning chatter
$REPL·$1.1B·Biotechnology·Healthcare
$10.86-7.6%YTD+24.0%1Y+147.9%
Price updated 1h ago·X counts updated 5d ago
REREPL
$REPLReplimune Group, Inc.
$10.86-7.57%43 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $REPL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

43X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $REPL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 90% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-09

FDA posted additional TUDRIQEV (RP1) review documents that clarify Replimune's approval override — the clinical review team had recommended a Complete Response Letter, and the crowd is uneasy about the precedent but bullish for the approved asset. $REPL sits alongside $VIR, $EXEL and $RNXT hitting new one-year highs as the Tema Oncology ETF $CANC pushes +61%.

Read what X is saying about $REPL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $REPL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Replimune's RP1 got the Commissioner-override approval and the clinical team's CRL recommendation just posted — unease plus bull flow.

Replimune Group is a clinical and now commercial oncology company — RP1 (TUDRIQEV) in combination for melanoma received an unusual approval override, with the FDA now posting the underlying review documents.

  • The business is pre-commercial-ramp: PS reads as zero, PE -2.8x, ROIC -113% — standard oncology-launch biotech P&L where the thesis is uptake math plus any regulatory revisions.
  • The regulatory signal is specific and complicated: FDA posted additional TUDRIQEV review documents that clarify the clinical review team had recommended a Complete Response Letter — a Commissioner override is unusual, and the market is split between uneasy-about-precedent and bullish-for-the-asset.
  • 52-week range position is 81% with volume at the 30-day average — upper range on normal volume, with REPL grouped with VIR, EXEL, and RNXT hitting new 1-year highs as the Tema Oncology ETF (CANC) is +61%.

Nov 5 Q3 is the gate — any confirmed RP1 launch metrics plus visible revenue extend the move. A regulatory revision or launch-slope disappointment and the stock gives back a chunk of the TTM gain.

Agrees with X sentimentThe thread has substantive drivers — the specific FDA review-document disclosure showing clinical team's CRL recommendation and Commissioner override, grouping with VIR/EXEL/RNXT at 1-year highs, CANC ETF +61% — all grounded in actual regulatory events.

What to watch: Nov 5 Q3 — RP1 (TUDRIQEV) launch metrics, any regulatory revision or AdCom scheduling, operating-cash trajectory, and 2027 revenue commentary. A regulatory revision is the clear invalidator.

On the calendar: 2026-11-05 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — mRNA oncology platform remains the structural driver.

What this means for $REPL

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

Top industry ETF

$IBBiShares Biotechnology ETF
+17.9%YTD
+35.2%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 $-0.78

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$40.6M$18.4M – $81.5M-$2.89-$3.30 – -$2.555
FY28$178.7M$132.4M – $245.5M-$1.91-$2.32 – -$1.705
FY29$263.1M$105.5M – $353.1M-$0.71-$2.13 – $0.435
FY30$397.0M$127.3M – $649.5M$0.31$0.04 – $0.572
FY31$569.0M$182.5M – $931.0M$1.75$0.20 – $3.191

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.0.8×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.69%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.-14.9%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.+30.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 88.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β0.945-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 13
+ 1 other (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
Free, forever. No credit card.

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

8-KCharter amendmentSep 168-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Replimune Group, Inc. (REPL) filed an 8-K on September 15, 2026, disclosing both amendments to its charter or bylaws (Item 5.03) and the results of a shareholder vote (Item 5.07). The excerpt shows only the cover page. Charter amendments at a clinical-stage biotech often precede an authorized share increase or governance restructuring — materially significant given the capital-intensive nature of oncology drug development.

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.

+ 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.

Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of October 5, 2026 in Replimune Group, Inc. Lawsuit - REPLglobenewswire.com·11d agoBronstein, Gewirtz & Grossman LLC Urges Replimune Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·11d agoREPLIMUNE CLASS ACTION DEADLINE MONDAY: Bragar Eagel & Squire, P.C. Urgently Reminds Replimune Group Inc. Investors to Contact the Firm Seeking Lead Plaintiff Role Before October 5thglobenewswire.com·14d agoReplimune Announces TUDRIQEV™ Now Available in the U.S. for Advanced Melanomaglobenewswire.com·15d agoBronstein, Gewirtz & Grossman LLC Urges Replimune Group, Inc. Investors to Act: Class Action Filed Alleging Investor Harmglobenewswire.com·15d ago

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Voices on X · last 7 days

No standout posts about $REPL on X in the last 7 days.

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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