REPL Stock — Replimune Group Inc.: Cash, EV, Pipeline

What they do

We are a clinical-stage biotechnology company committed to applying our leading expertise in the field of oncolytic immunotherapy to transform the lives of cancer patients through our novel oncolytic immunotherapies. Our proprietary oncolytic immunotherapy product candidates are designed and intended to maximally activate the immune system against cancer.

Source: 10-K FY2026 via SEC EDGAR

Share price

$21.62

Market cap

$2,049.6M

Cash

$307.8M

Enterprise value

$1,841.5M

Balance sheet

Cash	$307.8M
Debt	$99.8M
Net cash	$208.1M
Enterprise value	$1,841.5M
Basic shares	94.8M shares
Fully diluted shares	130.4M shares
Fully diluted market cap	$2,819.2M
Cash per share	$3.25
Quarterly burn	$75.7M
Cash runway	2.6 quarters

Cash figures as of 2026-09-30. Database snapshot: 2026-11-07.

Share structure

Common

94.2M

Pre-funded warrants

14.1M

Options

12.5M

RSUs

4.8M

Warrants

0.0M

Converts

0.0M

Conv preferred

0.0M

ESPP reserve

4.8M

FDSO

130.4M

Cap table as of 2026-06-30.

Price history

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Next catalyst

RP2 · Dec 1-31 · guided in 24d

Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
GUIDEDDec 1-31 in 24d	RP2 RP2 monotherapy cohort in HCC (preliminary data)	Not disclosed	HCC ()	by end of 2026
Dec 12, 2026 - Jan 23, 2027 in 5 wks	RP2	Phase 1	Cancer	—
Jan 11 - Feb 22 in 9 wks	RP3	Phase 1	Advanced Solid Tumor	—
Jan 12 - Feb 23 in 14 mo	RP2	Phase 2	Hepatocellular Carcinoma; Biliary Tract Cancer	—
Jul 13 - Aug 24 in 20 mo	RP1	Phase 2	Non-Small Cell Lung Cancer (NSCLC); Microsatellite Instability-High (MSI-H); Non-melanoma Skin Cancer (NMSC)	—
Aug 12 - Sep 23 in 34 mo	RP1, intra-tumoral injection, oncolytic virus	Phase 1/2	Merkel Cell Carcinoma; Basal Cell Carcinoma; Locally Advanced Cutaneous Squamous Cell Carcinoma	—
Dec 12, 2029 - Jan 23, 2030 in 38 mo	Vusolimogene Oderparepvec (VO)	Phase 2	Angiosarcoma; Angiosarcoma, Adult	—
Feb 12 - Mar 26 in 40 mo	RP2	Phase 2/3	Metastatic Uveal Melanoma	—
Nov 11 - Dec 23 in 49 mo	Vusolimogene Oderparepvec	Phase 3	Advanced Melanoma	—

Estimated readout windows: registry primary-completion date + 6-12 weeks. Windows already open are shown from "Now". Drug names link to ClinicalTrials.gov.

Full readout calendar →

Pipeline assets

TUDRIQEV

Approved · Active Modality: oncolytic immunotherapy

Aliases vusolimogene oderparepvec-wtpg, RP1

Partnerships Bristol Myers Squibb: clinical trial collaboration (BMS provides nivolumab at no cost for IGNYTE and RP2 trials)

Indications

advanced melanoma (unresectable, post-anti-PD-1, with nivolumab) (Approved)
non-melanoma skin cancers (CERPASS trial completed) (Phase 2)

Catalysts

— 2026
— first quarter of 2027

Status note Formerly RP1. FDA accelerated approval August 6, 2026 (in combination with nivolumab) for adults with unresectable advanced cutaneous melanoma progressed on anti-PD-1; commercial launch in progress. Approval based on IGNYTE registration-directed Phase 2 cohort; confirmatory IGNYTE-3 randomized Phase 3 ongoing. CERPASS (CSCC) trial closed; report expected 2026.

RP2

Phase 2 · Active Modality: oncolytic immunotherapy

Partnerships Bristol Myers Squibb: clinical trial collaboration (BMS provides nivolumab at no cost for RP2 Phase 1 trial)

Indications

metastatic uveal melanoma (immune checkpoint inhibitor-naïve) (Phase 2)

Status note Further-engineered oncolytic immunotherapy to treat beyond skin cancers (liver/lung metastases, primary liver cancer). REVEAL registration-directed randomized Phase 2/3 (vs ipi/nivo) in mUM enrolling; Phase 2/3 transition expected Q1 2027. RP3 also under development but undescribed in excerpts.

Per-asset detail extracted from the 10-Q filed 2026-08-14. Fields the filing does not state are marked "not disclosed" rather than filled from other sources.

Pipeline

Lead drug	Vusolimogene Oderparepvec
Lead indication	Advanced Melanoma
Lead phase	Phase 3
Active trials	9
Collaborator trials	4

Active clinical trials

Trial	Phase	Status	Role	Sponsor	BP	Condition(s)	Mgmt guide
NCT06264180	Phase 3	Recruiting	Sponsor	Replimune, Inc.	—	Advanced Melanoma	—
NCT06581406	Phase 2/3	Recruiting	Sponsor	Replimune, Inc.	—	Metastatic Uveal Melanoma	—
NCT05733598	Phase 2	Recruiting	Sponsor	Replimune, Inc.	—	Hepatocellular Carcinoma; Biliary Tract Cancer	—
NCT03767348	Phase 2	Active, not recruiting	Sponsor	Replimune, Inc.	BMY	Non-Small Cell Lung Cancer (NSCLC); Microsatellite Instability-High (MSI-H); Non-melanoma Skin Cancer (NMSC)	—
NCT04050436	Phase 2	Active, not recruiting	Sponsor	Replimune, Inc.	REGN	Cutaneous Squamous Cell Carcinoma; Advanced Cutaneous Squamous Cell Carcinoma; Metastatic Cutaneous Squamous Cell Carcinoma	—
NCT04349436	Phase 1/2	Active, not recruiting	Sponsor	Replimune, Inc.	—	Merkel Cell Carcinoma; Basal Cell Carcinoma; Locally Advanced Cutaneous Squamous Cell Carcinoma	—
NCT04336241	Phase 1	Active, not recruiting	Sponsor	Replimune, Inc.	—	Cancer	—
NCT04735978	Phase 1	Active, not recruiting	Sponsor	Replimune, Inc.	BMY	Advanced Solid Tumor	—
NCT06887348	Not disclosed	Recruiting	Sponsor	Replimune, Inc.	—	Melanoma; Metastatic Melanoma; Advanced Solid Tumor	—
NCT06623110	Phase 2	Recruiting	Collaborator	Glenn J. Hanna	—	High-Risk Oral Precancerous Disease	—
NCT07059611	Phase 2	Not yet recruiting	Collaborator	Abramson Cancer Center at Penn Medicine	—	Gastric Adenocarcinoma; Esophageal Adenocarcinoma; Gastroesophageal Junction Adenocarcinoma	—
NCT06898970	Phase 2	Recruiting	Collaborator	Varun Monga, MBBS	—	Angiosarcoma; Angiosarcoma, Adult	—

Sponsor-matched active trials from ClinicalTrials.gov (9 as sponsor, 4 as collaborator); "Sponsor" = company is the lead sponsor, "Collaborator" = company is a collaborator. The BP column flags big-pharma involvement as lead sponsor or collaborator (excluding the company itself). The Mgmt guide column shows what management guided for readout timing when a guided program matches the trial (hover for the quote, click for the source). Trial listings are not a company pipeline slide.

View all 13 active trials for Replimune, Inc. on ClinicalTrials.gov

Specialist fund holders

Tracked specialist funds: ADAR1 Capital Management, Aisling Capital, Ally Bridge Group, Avoro Capital Advisors, BVF Partners, Baker Bros. Advisors, Boxer Capital, Braidwell LP, Casdin Capital, Cormorant Asset Management, DAFNA Capital, Deerfield Management, EcoR1 Capital, Frazier Life Sciences, Great Point Partners, Ikarian Capital, Logos Global Management, OrbiMed Advisors, Perceptive Advisors, RA Capital Management, RTW Investments, Sphera Biotech, Stonepine Capital, Tang Capital Partners, Vivo Capital.

Fund	Shares	Q/Q change	% of portfolio	Filing
Baker Bros. Advisors	11,045,336	no change	0.61%	2026-08-14
RTW Investments	7,411,581	+54,665	0.70%	2026-08-14
Boxer Capital	3,983,000	+2,808,000	3.32%	2026-08-14
Logos Global Management	2,500,000	+2,500,000	1.19%	2026-08-14
ADAR1 Capital Management	655,784	-927,203	0.34%	2026-08-14
EcoR1 Capital	0	-1,000,000	0.00%	2026-08-14

Specialist-fund positions from 13F filings. Q/Q change is vs the prior quarter's filing; % of portfolio is the fund's own reported portfolio weight.

Latest news

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REPL — Replimune Group Inc. ☆

What they do

Balance sheet

Share structure

Price history

Next catalyst

Upcoming catalysts

Pipeline assets

Pipeline

Active clinical trials

Specialist fund holders

Latest news

REPL — Replimune Group Inc.