Replimune Group (REPL) Q4 2025 Earnings Report

591 Followers

Previous Report: Q3 2025

Next Report: Q1 2026

REPL Q4 2025 EPS Results

Actual EPS-$0.82

Consensus EPS-$0.71

Beat/MissMissed by -$0.11

One Year Ago EPS-$0.82

REPL Q4 2025 Revenue Results

Actual Revenue$0.00

Expected Revenue$0.00

Beat/MissMet expectations

YoY Revenue Growth―

Earnings Announcement Details

QuarterQ4 2025

Date05/22/2025

TimeBefore Open

Conference CallThursday, May 22, 2025

REPL Upcoming Earnings

Replimune Group's next earnings date is estimated for October 29, 2026, based on past reporting schedules.

Q4 2025 Earnings Call Audio

REPL Q4 2025 Earnings Call

0:00 / 0:00

Q4 2025 Earnings Slide Deck

No slide deck is available for this earnings event.

Q4 2025 Earnings Call Summary

Q4 2025

Earnings Call Date:May 22, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call provided a positive outlook, highlighting significant regulatory achievements, strong commercial readiness, and financial stability. However, the increase in net loss and operational expenses presents challenges. The overall sentiment is optimistic about RP1's potential launch and market adoption.

Company Guidance

During the Replimune Fiscal Year Fourth Quarter 2025 Financial Results and Corporate Update Conference Call, significant progress was highlighted across regulatory, clinical, and commercial fronts as the company approaches the potential approval and launch of RP1. The product has been recognized as a breakthrough therapy with a priority review and a PDUFA date set for July 22, 2025. The Ignite 3 confirmatory study is underway, with over 100 planned global sites, focusing on overall survival as the primary endpoint. Replimune estimates that approximately 13,000 patients progress on or after PD-1 treatment annually in the U.S., with 80% of these patients potentially eligible for RP1. The company ended the fiscal year with $483.8 million in cash and cash equivalents and anticipates a cash runway into the fourth quarter of 2026. Research and development expenses totaled $189.4 million for the fiscal year, with a net loss of $247.3 million. The company has completed its commercial infrastructure build-out, comprising approximately 60 people, and plans to provide critical services through the Replimune Connect Plus patient support hub.

Breakthrough Therapy Designation and Priority Review for RP1

RP1 has been recognized as a breakthrough therapy with priority review, with a PDUFA date set for July 22, 2025. The company has completed late-cycle meetings and manufacturing inspections with the FDA, indicating substantial regulatory progress.

Strong Commercial Readiness for RP1 Launch

Replimune has completed the build-out of its commercial infrastructure, including a customer-facing team of approximately 60 people, a patient support hub, and a distribution model ready for next-day delivery.

Financial Stability and Cash Position

The company ended the fiscal year with $483.8 million in cash and cash equivalents, providing a cash runway into the fourth quarter of 2026, supporting commercial launch plans and ongoing operations.

Potential for Broad and Rapid Adoption of RP1

Significant interest from medical oncologists and interventional radiologists, with over 90% willing to utilize RP1 routinely upon approval, suggests strong market potential for RP1 in advanced melanoma.

REPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Oct 29, 2026	2027 (Q2)	-0.78 / -	-0.9	―
Aug 14, 2026	2027 (Q1)	-0.69 / -0.72	-0.95	24.21% (+0.23)
Jun 29, 2026	2026 (Q4)	-0.66 / -0.76	-0.82	7.32% (+0.06)
Feb 03, 2026	2026 (Q3)	-0.76 / -0.77	-0.79	2.53% (+0.02)
Nov 06, 2025	2026 (Q2)	-0.74 / -0.90	-0.68	-32.35% (-0.22)
Aug 07, 2025	2026 (Q1)	-0.79 / -0.95	-0.78	-21.79% (-0.17)
May 22, 2025	2025 (Q4)	-0.71 / -0.82	-0.82	0.00% (0.00)
Feb 06, 2025	2025 (Q3)	-0.71 / -0.79	-0.77	-2.60% (-0.02)
Nov 12, 2024	2025 (Q2)	-0.82 / -0.68	-0.9	24.44% (+0.22)
Aug 08, 2024	2025 (Q1)	-0.86 / -0.78	-0.75	-4.00% (-0.03)

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