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

Share price

$13.07

Market cap

$1,231.5M

Cash

$335.8M

Enterprise value

$979.8M

Balance sheet

Cash	$335.8M
Debt	$84.1M
Net cash	$251.7M
Enterprise value	$979.8M
Basic shares	84.0M shares
Fully diluted shares	113.8M shares
Fully diluted market cap	$1,487.2M
Cash per share	$4.00

Cash figures as of 2026-08-11. Database snapshot: 2026-09-21.

Price history

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Upcoming catalysts

Expected	Drug	Phase	Indication	Mgmt guide
Dec 12, 2026 - Jan 23, 2027	RP2	Phase 1	Cancer	—
Jan 11 - Feb 22	RP3	Phase 1	Advanced Solid Tumor	—
Jan 12 - Feb 23	RP2	Phase 2	Hepatocellular Carcinoma; Biliary Tract Cancer	—
Jul 13 - Aug 24	RP1	Phase 2	Non-Small Cell Lung Cancer (NSCLC); Microsatellite Instability-High (MSI-H); Non-melanoma Skin Cancer (NMSC)	—
Aug 12 - Sep 23	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	Vusolimogene Oderparepvec (VO)	Phase 2	Angiosarcoma; Angiosarcoma, Adult	—
Feb 12 - Mar 26	RP2	Phase 2/3	Metastatic Uveal Melanoma	—
Nov 11 - Dec 23	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

Institutional holders

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
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

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

REPL — Replimune Group Inc.