Replimune Group (NASDAQ:REPL) Insider Konstantinos Xynos Sells 11,447 Shares

Replimune Group, Inc. (NASDAQ:REPL) insider Konstantinos Xynos sold 11,447 shares of Replimune Group stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $12.97, for a total transaction of $148,467.59. Following the completion of the sale, the insider owned 224,215 shares of the company’s stock, valued at approximately $2,908,068.55. The trade was a 4.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Trading Up 11.6%

Shares of NASDAQ:REPL opened at $15.24 on Thursday. The business’s 50 day simple moving average is $10.44 and its 200 day simple moving average is $7.69. Replimune Group, Inc. has a 1 year low of $1.50 and a 1 year high of $15.68. The company has a debt-to-equity ratio of 0.63, a current ratio of 4.79 and a quick ratio of 4.79. The company has a market capitalization of $1.28 billion, a P/E ratio of -4.51 and a beta of 0.88.

Replimune Group (NASDAQ:REPL) last announced its quarterly earnings data on Monday, June 29th. The company reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.66) by ($0.10). On average, research analysts anticipate that Replimune Group, Inc. will post -2.7 EPS for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have recently commented on REPL. BMO Capital Markets upgraded shares of Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 target price for the company in a research report on Tuesday, June 30th. Leerink Partners upgraded shares of Replimune Group from a “market perform” rating to an “outperform” rating and boosted their price objective for the company from $11.00 to $17.00 in a research report on Tuesday, August 4th. Weiss Ratings downgraded Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a report on Tuesday. Wedbush raised Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price target for the company in a report on Friday, August 7th. Finally, JPMorgan Chase & Co. raised their price objective on Replimune Group from $17.00 to $20.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $11.86.

Replimune Group News Roundup

Here are the key news stories impacting Replimune Group this week:

• Positive Sentiment: $150 million financing strengthens liquidity: Replimune priced a $150 million underwritten offering, giving the clinical-stage biotechnology company additional capital to fund development of its oncology pipeline and lead candidate RP1. The financing appears to have eased concerns about near-term funding needs, although it may dilute existing shareholders. Replimune Announces Pricing of $150 Million Underwritten Offering
• Positive Sentiment: Analysts raised ratings and price targets: Wedbush, Leerink Partners and JPMorgan recently became more bullish on REPL. JPMorgan lifted its target to $20, while Leerink raised its target to $17 and upgraded the shares to outperform. Cantor Fitzgerald also maintained an overweight rating. This improving analyst stance suggests greater confidence in Replimune’s prospects, though the reported consensus target of $11.86 is below the current trading range. Replimune Shares Rise After Pricing of Offering
• Neutral Sentiment: Executives sold shares for tax obligations: CEO Sushil Patel, CFO Emily Hill, CAO Andrew Schwendenman and insider Konstantinos Xynos collectively sold approximately 69,868 shares worth about $906,000 at an average price of $12.97. The SEC filings state that the sales covered tax withholding related to vested equity awards, and each executive retained a substantial position. As a result, the transactions offer limited evidence of weakening confidence, but could still draw investor attention after the stock’s recent advance. SEC insider transaction filing
• Negative Sentiment: Multiple law firms publicized a securities class action: Lawsuits filed on behalf of investors who purchased REPL securities between October 20, 2025, and April 10, 2026, allege that Replimune misled investors about RP1’s efficacy, commercial viability and unresolved FDA study-design concerns. CEO Sushil Patel and CFO Emily Hill are named as individual defendants, and October 5, 2026 is the lead-plaintiff deadline. The allegations have not been proven, but the litigation adds legal, financial and reputational uncertainty. Replimune securities class action notice

Institutional Investors Weigh In On Replimune Group

Institutional investors have recently modified their holdings of the company. BlackRock Inc. acquired a new position in Replimune Group in the second quarter valued at $99,171,000. Balyasny Asset Management L.P. grew its holdings in Replimune Group by 507.4% during the 3rd quarter. Balyasny Asset Management L.P. now owns 2,628,100 shares of the company’s stock worth $11,012,000 after acquiring an additional 2,195,448 shares during the period. Adage Capital Partners GP L.L.C. acquired a new stake in Replimune Group during the 4th quarter worth about $17,568,000. Commodore Capital LP bought a new position in shares of Replimune Group in the 4th quarter worth about $13,851,000. Finally, EcoR1 Capital LLC bought a new position in shares of Replimune Group in the 1st quarter worth about $7,650,000. 92.53% of the stock is owned by institutional investors.

About Replimune Group

Replimune Group, Inc is a clinical‐stage biotechnology company focused on developing next‐generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.