$REPL

Replimune Group, Inc.

AlphAI earnings readFiscal first quarter 2027 · AUG 14TUDRIQEV in combination with nivolumab receives FDA accelerated approval and will launch within 60 daysVerdict: mixed

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Replimune Reports Fiscal Q2 2027 Results, $57.1 Million Net Loss

Replimune reported a net loss of $57.1M for Q2 2027, down from $83.1M a year earlier. Cash reserves were $307.8M. R&D and operating expenses decreased. TUDRIQEV, for advanced melanoma, launched commercially in the U.S. in October, with over 15 institutions prescribing it. The company is engaging with priority accounts and advancing clinical trials.

Replimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update

Replimune Group, Inc. (REPL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Replimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update TUDRIQEV first delivered to patients for advanced melanoma on October 6th More than 15 institutions have prescribed TUDRIQEV Management will host a webcast today at 8:00 a.m.

Cantor Fitzgerald reiterates Overweight on Replimune Group stock

Cantor Fitzgerald maintained an Overweight rating on Replimune Group (REPL), citing the launch of Tudriqev for melanoma. The stock has risen 176% in a year but may be overvalued, with cash burn concerns. Analysts' price targets range up to $24. Replimune's earnings report is due August 21, with potential 5.6% stock movement. Wedbush and Leerink also upgraded the stock, raising price targets to $19 and $17, respectively, following FDA approvals.

REPL sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 5 news stories mentioning REPL (Replimune Group, Inc.). Coverage has skewed bullish: 4 bullish, 1 neutral, and 0 bearish.

Recent REPL coverage spans regulation, earnings and financial news.

What's driving REPL

  • Earnings show loss narrowing YoY, which may support modest upside.

    tradingview.com · Oct 28, 2026

  • Positive earnings surprise and product launch may lift the stock.

    SEC EDGAR 8-K · Oct 28, 2026

  • Analyst upgrades and FDA approval may drive modest buying pressure.

    investing.com · Oct 5, 2026

  • The launch unlocks revenue potential and may lift the stock as clinicians can now order the therapy.

    globenewswire.com · Oct 1, 2026

  • Replimune's recent approval for Tudriqev, a melanoma immunotherapy, may signal a shift in early-stage cancer treatment. Experts highlight the potential of locally delivered therapies, with BMO Capital Markets estimating $1.3B annual sales for Tudriqev by 2035. Companies like Surge Therapeutics, Johnson & Johnson, and Ankyra Therapeutics are advancing similar treatments, aiming to improve efficacy and reduce toxicity.

    biospace.com · Sep 21, 2026

AlphAI scores every news story that mentions REPL with an AI model for sentiment and relevance, and aggregates insider trades from Replimune Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $REPL

Score

Replimune Reports Fiscal Q2 2027 Results, $57.1 Million Net Loss

Replimune reported a net loss of $57.1M for Q2 2027, down from $83.1M a year earlier. Cash reserves were $307.8M. R&D and operating expenses decreased. TUDRIQEV, for advanced melanoma, launched commercially in the U.S. in October, with over 15 institutions prescribing it. The company is engaging with priority accounts and advancing clinical trials.

$REPLMed

Replimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update

Replimune Group, Inc. (REPL) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Replimune Reports Fiscal Second Quarter 2027 Financial Results and Provides Corporate Update TUDRIQEV first delivered to patients for advanced melanoma on October 6th More than 15 institutions have prescribed TUDRIQEV Management will host a webcast today at 8:00 a.m.

Cantor Fitzgerald reiterates Overweight on Replimune Group stock

Cantor Fitzgerald maintained an Overweight rating on Replimune Group (REPL), citing the launch of Tudriqev for melanoma. The stock has risen 176% in a year but may be overvalued, with cash burn concerns. Analysts' price targets range up to $24. Replimune's earnings report is due August 21, with potential 5.6% stock movement. Wedbush and Leerink also upgraded the stock, raising price targets to $19 and $17, respectively, following FDA approvals.

$REPLHighAI 8/10

Replimune Announces TUDRIQEV™ Now Available in the U.S. for Advanced Melanoma

Replimune Group, Inc. (REPL) announced that TUDRIQEV™, a treatment for advanced melanoma, is now available in the U.S. The therapy, approved under accelerated approval, is indicated for adult patients who have progressed with PD-1-blocking antibody regimens. TUDRIQEV achieved a 24.2% objective response rate in clinical trials, with a median duration of 14.1 months. The company also launched a patient support program to assist with access and reimbursement.

HighAI 9/10

Citing Replimune approval, experts say localized cancer meds could redefine care

Replimune's recent approval for Tudriqev, a melanoma immunotherapy, may signal a shift in early-stage cancer treatment. Experts highlight the potential of locally delivered therapies, with BMO Capital Markets estimating $1.3B annual sales for Tudriqev by 2035. Companies like Surge Therapeutics, Johnson & Johnson, and Ankyra Therapeutics are advancing similar treatments, aiming to improve efficacy and reduce toxicity.

$REPLLow

Replimune Group, Inc. (REPL): Submission of Matters to a Vote of Security Holders

Replimune Group, Inc. (REPL) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. Item 5.03 Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year. On September 15, 2026, Replimune Group, Inc. (the “Company”) held its annual meeting of stockholders (the “Annual Meeting”) to consider and vote on the three proposals, each of which is described

$MRNAHighAI 9/10

New FDA Drug Approvals - August 2026

The FDA approved 13 drugs in August 2026, including Moderna's mFLUSIVA ($149.56/dose) for influenza prevention, Takeda's Orezyful for narcolepsy, Replimune's Tudriqev ($450,000/course) for melanoma, Bristol-Myers Squibb's Zenbexus ($29,500/28-day cycle) for multiple myeloma, Lantheus' Tauklarify for Alzheimer's diagnosis, and Regeneron's Pasatru for FOP. Each drug showed positive clinical trial results.

$REPLHighAI 8/10

REPL Stock Tracks Best Day Ever: This Analyst Sees Higher Approval Odds For Replimune’s Melanoma After ‘Overwhelmingly Positive’ Panel Outcome

Replimune Group (REPL) stock surged 140% in pre-market trading after a favorable FDA advisory committee review of its melanoma therapy RP1. Cantor Fitzgerald upgraded REPL to 'Overweight' from 'Neutral', citing an 'overwhelmingly positive' panel outcome. The FDA is expected to make a final decision by Aug. 2, 2026. REPL's stock has fallen 39% year-to-date.

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