$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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No SEC Form 4 filings for $REPL in the last 30 days.

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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.

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.

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.

REPL sentiment & insider activity

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

Recent REPL coverage spans regulation, financial news and corporate actions.

What's driving REPL

  • 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

  • The increase in authorized shares could dilute existing equity if new shares are issued, but may also enable future financing.

    SEC EDGAR 8-K · Sep 16, 2026

  • Positive short-term price reaction to regulatory leadership change.

    stocktwits.com · Sep 12, 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

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.

$REPLMed

Wedbush raises Replimune price target to $9, maintains Neutral

Wedbush analyst Robert Driscoll raised Replimune Group's (REPL) price target to $9 from $6, maintaining a Neutral rating. The biotech company reported a fiscal year 2026 net loss of $313.9 million, with R&D and SG&A expenses increasing. The FDA accepted the resubmission of the BLA for RP1, setting a PDUFA goal date of August 2, 2026. The company's cash reserves decreased to $268.9 million as of March 31, 2026.

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