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REPL Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
4.180
Open
3.320
VWAP
3.85
Vol
15.13M
Mkt Cap
336.07M
Low
3.300
Amount
58.24M
EV/EBITDA(TTM)
--
Total Shares
82.57M
EV
139.55M
EV/OCF(TTM)
--
P/S(TTM)
--
Replimune Group, Inc. is a clinical-stage biotechnology company engaged in the development of novel oncolytic immunotherapies. Its proprietary RPx platform is based on a potent HSV-1 backbone intended to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The RPx platform is designed to have a unique dual local and systemic activity consisting of direct selective virus-mediated killing of the tumor resulting in the release of tumor-derived antigens and altering of the tumor microenvironment to ignite a systemic response. Its lead product candidate, RP1, is a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF. Its lead indication for its lead product candidate, RP1, is the potential treatment of advanced melanoma. Its pipeline product candidates include RP2 and RP3. It has designed its RP2 product candidate to express an anti-CTLA-4 antibody-like protein intended to block the inhibition of the immune response.
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Events Timeline

(ET)
2026-05-08
16:30:00
Dow Jones Slightly Up, Nasdaq Surges After Jobs Report
select
2026-05-08
14:00:00
Replimune Shares Rise 14% After Trump Fires FDA Commissioner
select
2026-04-22 (ET)
2026-04-22
10:10:00
Wall Street Journal: FDA's Rejection of Replimune's RP1 Therapy is Unreasonable
select
link

News

stocktwits
6.5
05-08stocktwits
FDA Leadership Shakeup May Impact Biotech Stocks
  • Stock Price Surge: Following reports of potential dismissal of FDA Commissioner Marty Makary, shares of Replimune (REPL) and uniQure (QURE) surged by 17% and 15% respectively, indicating market optimism regarding regulatory improvements under new leadership.
  • Industry Response: The pharmaceutical industry has expressed dissatisfaction with Makary's drug review policies, citing inconsistencies and overly restrictive processes that hinder innovative drug approvals, suggesting that new leadership could accelerate approval timelines and restore clearer regulatory guidance.
  • Potential Beneficiaries: Companies like Replimune and uniQure, which have publicly clashed with the FDA, are seen as potential beneficiaries of new leadership, with Replimune's melanoma therapy RP1 being rejected and uniQure's Huntington's disease gene therapy AMT-130 facing significant shifts in review policy.
  • Market Reaction: Despite REPL's stock falling approximately 50% over the past year, QURE's stock has risen by 124%, reflecting investor confidence in the future of the biotech sector and expectations for changes in FDA policies.
moomoo
2.0
05-08moomoo
REPLIMUNE GROUP STOCK SOARS 21% FOLLOWING REPORT OF TRUMP'S INTENT TO DISMISS FDA HEAD MARTY MAKARY
  • Stock Market Reaction: Replimune Group's shares surged by 21% following news of a potential leadership change.

  • Leadership Change Speculation: Reports indicate that former President Trump is considering firing FDA Chief Marty Makary.

seekingalpha
7.0
05-05seekingalpha
FDA's Rejection of Replimune Drug Application Sparks Controversy
  • FDA Drug Rejection: The FDA denied Replimune's RP1 drug application in 2025, despite the company's claims that comments from a 2025 meeting were overlooked, leading to a ~14% drop in Replimune's stock on Tuesday, indicating market dissatisfaction with the FDA's decision.
  • Regulatory Defense: FDA Commissioner Marty Makary defended the agency's scientists during a CNBC interview, asserting that when agency commissioners override scientific opinions, it often results in disastrous outcomes, highlighting his commitment to the scientific review process.
  • Public Outcry: Makary referenced a ninth opinion piece in The Wall Street Journal criticizing the FDA's decision, illustrating the strong public demand for Replimune's approval and the tension between political pressure and public expectations in the drug approval process.
  • Other Drug Application Denials: In February 2025, the FDA also rejected Regenxbio's gene therapy application and declined to review Moderna's flu vaccine application, demonstrating the agency's strictness and uncertainty in the drug approval process, which may impact confidence in future drug development.
stocktwits
7.0
05-05stocktwits
FDA Rejects Replimune's Drug Application RP1 Amid Controversy
  • FDA Drug Rejection: The FDA has once again rejected Replimune's melanoma drug RP1, citing insufficient data to provide substantial evidence of effectiveness, leading to a 13% drop in Replimune's stock on Tuesday, reflecting market pessimism about the company's future prospects.
  • Commissioner Defense: FDA Commissioner Marty Makary defended the agency in an interview, asserting that there were no 'corrupt sweetheart deals' with Replimune and noted that three independent teams reached the same conclusion, indicating that the drug's effectiveness remains unclear, showcasing the FDA's rigor in the drug approval process.
  • Medical Community Outcry: Doctors criticized the FDA's decision in an opinion piece in The Wall Street Journal, highlighting that the initial panel had recommended approval for RP1, which was later overturned by the then-FDA biologics chief, reflecting inconsistencies in FDA decision-making that could impact patient treatment options.
  • Replimune's Counterargument: Replimune expressed dissatisfaction with the FDA's decision, with CEO Sushil Patel stating that the drug's unavailability is not due to its failure but rather the inefficiency of the regulatory system, emphasizing the company's challenging position in the drug approval process.
Newsfilter
7.0
05-05Newsfilter
FDA Commissioner Defends Drug Rejections Amid Pressure
  • Defense of Drug Rejections: FDA Commissioner Marty Makary defended recent drug rejections in a CNBC interview, emphasizing his commitment to serving the American public rather than specific companies, thereby reinforcing the FDA's independence and scientific integrity.
  • High-Profile Drug Case: The FDA's rejection of a melanoma drug candidate from Replimune highlights the agency's stringent standards, as Makary noted that three independent teams reached the same conclusion regarding the drug's efficacy and safety.
  • Internal Agency Pressure: A Bloomberg report described a climate of 'paranoia, turmoil, and backlash' within the FDA under Makary's leadership, indicating significant internal pressure that could impact future drug approval decisions.
  • Historical Lessons: Makary referenced past instances where FDA commissioners overruling scientists led to disastrous outcomes, citing the approval of Aduhelm and a Covid-19 vaccine for young children, thus underscoring the critical importance of scientific evaluation in drug approvals.
CNBC
7.0
05-05CNBC
FDA Commissioner Makary Defends Drug Rejections Amid Controversy
  • Drug Rejection Controversy: FDA Commissioner Makary defended the agency's rejection of Replimune's melanoma drug candidate during a CNBC interview, asserting that three independent teams reached the same conclusion, indicating that the FDA's scientific review process remains free from corrupt influences.
  • Intensifying Media Pressure: As The Wall Street Journal published multiple opinion pieces criticizing Makary's performance in the Trump administration, the FDA faces mounting public scrutiny, reflecting a climate of 'paranoia, turmoil, and backlash' within the agency.
  • Importance of Scientific Review: Makary emphasized that overruling FDA scientists has led to disastrous outcomes, citing the approval of the Alzheimer's drug Aduhelm and the clearance of a Covid-19 vaccine booster for young children, underscoring the necessity of adhering to scientific evaluations.
  • Challenge to Public Trust: Amidst the pressures facing the FDA, Makary reiterated his support for scientists, stating his commitment to serving the public interest rather than specific companies, aiming to restore public confidence in the FDA.
Wall Street analysts forecast REPL stock price to rise
7 Analyst Rating
Wall Street analysts forecast REPL stock price to rise
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
3.00
Averages
11.43
High
18.00
Current: 0.000
sliders
Low
3.00
Averages
11.43
High
18.00
Wedbush
Outperform
to
Neutral
downgrade
$19 -> $2
AI Analysis
2026-04-13
Reason
Wedbush
Price Target
$19 -> $2
AI Analysis
2026-04-13
downgrade
Outperform
to
Neutral
Reason
Wedbush downgraded Replimune to Neutral from Outperform with a price target of $2, down from $19, after the FDA issued a second complete response letter for the company's BLA for RP1 in combination with nivolumab in PD-1 refractory melanoma. Overall, Wedbush views the additional CRL as disappointing given what it viewed as convincing treatment effect in a patient population with significant unmet need.
Leerink
Jonathan Chang
Outperform
to
Market Perform
downgrade
$11 -> $2
2026-04-13
Reason
Leerink
Jonathan Chang
Price Target
$11 -> $2
2026-04-13
downgrade
Outperform
to
Market Perform
Reason
Leerink analyst Jonathan Chang downgraded Replimune to Market Perform from Outperform with a price target of $2, down from $11. The FDA has issued a Complete Response Letter regarding the Biologics License Application resubmission for RP1 plus nivolumab in anti-PD-1-failed melanoma. The firm caught up with Replimune's management, who were deeply disappointed by the FDA's decision, and pointed out inconsistencies in regulatory feedback. Overall, Leerink views the CRL as a negative for its thesis and says it is removing the RP1 melanoma opportunity from its valuation.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for REPL
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Valuation Metrics

The current forward P/E ratio for Replimune Group Inc (REPL.O) is 0.00, compared to its 5-year average forward P/E of -5.98. For a more detailed relative valuation and DCF analysis to assess Replimune Group Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-5.98
Current PE
0.00
Overvalued PE
-2.15
Undervalued PE
-9.81

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-1.74
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.87
Undervalued EV/EBITDA
-4.35

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
9.24
Current PS
87.90
Overvalued PS
35.31
Undervalued PS
-16.83

Financials

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REPL
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Frequently Asked Questions

What is Replimune Group Inc (REPL) stock price today?

The current price of REPL is 4.07 USD — it has increased 21.86

What is Replimune Group Inc (REPL)'s business?

Replimune Group, Inc. is a clinical-stage biotechnology company engaged in the development of novel oncolytic immunotherapies. Its proprietary RPx platform is based on a potent HSV-1 backbone intended to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The RPx platform is designed to have a unique dual local and systemic activity consisting of direct selective virus-mediated killing of the tumor resulting in the release of tumor-derived antigens and altering of the tumor microenvironment to ignite a systemic response. Its lead product candidate, RP1, is a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF. Its lead indication for its lead product candidate, RP1, is the potential treatment of advanced melanoma. Its pipeline product candidates include RP2 and RP3. It has designed its RP2 product candidate to express an anti-CTLA-4 antibody-like protein intended to block the inhibition of the immune response.

What is the price predicton of REPL Stock?

Wall Street analysts forecast REPL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for REPL is11.43 USD with a low forecast of 3.00 USD and a high forecast of 18.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Replimune Group Inc (REPL)'s revenue for the last quarter?

Replimune Group Inc revenue for the last quarter amounts to -71.87M USD, increased 8.86

What is Replimune Group Inc (REPL)'s earnings per share (EPS) for the last quarter?

Replimune Group Inc. EPS for the last quarter amounts to -66090000.00 USD, increased 25.85

How many employees does Replimune Group Inc (REPL). have?

Replimune Group Inc (REPL) has 479 emplpoyees as of May 11 2026.

What is Replimune Group Inc (REPL) market cap?

Today REPL has the market capitalization of 336.07M USD.