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Replimune Group Inc (REPL)
NASDAQ:REPL
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.83Last Year’s EPS
-0.78Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 22, 2025
|% Change Since: -38.53%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a generally positive sentiment, emphasizing significant progress towards the approval and launch of RP1 with strong clinical data and a well-prepared commercial strategy. However, increased expenses and losses, along with a lengthy enrollment period for a confirmatory trial, present challenges that need to be addressed.Company Guidance
During the Replimune Fiscal Year Fourth Quarter 2025 Financial Results and Corporate Update Conference Call, the company provided guidance on several key metrics. The call highlighted the progress towards the potential approval and launch of RP1, with a PDUFA date set for July 22, 2025. The Ignite 3 confirmatory trial is underway, with a primary endpoint of overall survival, and enrollment in the U.S. is on track with over 100 sites planned globally. Replimune's U.S. manufacturing facility has produced commercial inventory to support the RP1 launch, and the company is well-capitalized with cash and cash equivalents totaling $483.8 million as of March 31, 2025, which is expected to fund operations into the fourth quarter of 2026. Research and development expenses for the fiscal year totaled $189.4 million, while selling, general, and administrative expenses were $72.2 million. The company's net loss for the fiscal year was $247.3 million. The call also addressed Replimune’s strategies for market penetration and commercial readiness for RP1, targeting approximately 13,000 patients who progress on or after PD-1 treatment annually in the U.S., with about 80% eligible for RP1.Breakthrough Therapy Designation
RP1 received Breakthrough Therapy Designation with priority review from the FDA, with a PDUFA date set for July 22, 2025.
Strong Clinical Data for RP1
Data from the Ignite Study shows that roughly one-third of patients achieve durable response in a high unmet need setting, with a median duration of response over 20 months and more than 55% of patients alive at 3 years.
Launch Readiness for RP1
The company is fully prepared for the commercial launch of RP1, with a trained customer-facing team, established distribution model, and patient support hub ready to ensure broad and rapid adoption.
Financial Stability and Cash Runway
Replimune ended the fiscal year with $483.8 million in cash and equivalents, projecting a cash runway into the fourth quarter of 2026.
Commercial Infrastructure Developed
Built a commercial organization comprising approximately 60 people focused on demand generation and support for RP1 launch.
REPL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
REPL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 06, 2025 | $14.25 | $14.06 | -1.33% |
Nov 12, 2024 | $12.50 | $12.19 | -2.48% |
Aug 08, 2024 | $9.20 | $9.45 | +2.72% |
May 16, 2024 | $6.81 | $6.72 | -1.32% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Replimune Group Inc (REPL) report earnings?
Replimune Group Inc (REPL) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Replimune Group Inc (REPL) earnings time?
Replimune Group Inc (REPL) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REPL EPS forecast?
REPL EPS forecast for the fiscal quarter 2026 (Q1) is -0.83.