Replimune Group (NASDAQ:REPL) CEO Sells $510,252.77 in Stock

Replimune Group, Inc. (NASDAQ:REPL) CEO Sushil Patel sold 39,341 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 value of $510,252.77. Following the completion of the sale, the chief executive officer directly owned 708,151 shares in the company, valued at $9,184,718.47. This represents a 5.26% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Stock Performance

NASDAQ REPL opened at $14.97 on Friday. The stock has a market capitalization of $1.26 billion, a price-to-earnings ratio of -4.43 and a beta of 0.88. The business’s 50 day moving average is $10.66 and its two-hundred day moving average is $7.79. Replimune Group, Inc. has a 12-month low of $1.50 and a 12-month high of $15.70. The company has a current ratio of 4.79, a quick ratio of 4.79 and a debt-to-equity ratio of 0.63.

Replimune Group (NASDAQ:REPL) last posted its quarterly earnings results on Friday, August 14th. The company reported ($0.72) EPS for the quarter, missing the consensus estimate of ($0.69) by ($0.03). Research analysts expect that Replimune Group, Inc. will post -2.7 EPS for the current year.

More Replimune Group News

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

• Positive Sentiment: FDA approval creates a commercial opportunity: Replimune announced that TUDRIQEV™ (RP1) in combination with nivolumab received FDA accelerated approval for advanced melanoma. The company expects to launch the treatment within 60 days, potentially allowing it to begin generating commercial revenue and validating its oncolytic-immunotherapy platform. Replimune fiscal first-quarter 2027 results and corporate update
• Positive Sentiment: Financing supports the launch: A recently completed $150 million financing extends Replimune’s cash runway and is intended to fund the commercial rollout and confirmatory trial required under the accelerated-approval pathway. The added liquidity reduces near-term funding concerns, though the offering may dilute existing shareholders. Replimune corporate update
• Positive Sentiment: Commercial leadership added: Michelle DiNapoli was appointed chief commercial officer, strengthening the company’s preparations for its first product launch.
• Neutral Sentiment: Insider sales were attributed to taxes: The CEO, CFO, CAO and another insider sold shares totaling approximately $906,000. SEC filings indicate the transactions covered tax withholding tied to vested equity awards, and the executives retained significant holdings, limiting the negative signal.
• Negative Sentiment: Quarterly loss slightly exceeded expectations: Replimune reported a fiscal first-quarter loss of $0.72 per share versus the consensus estimate of a $0.69 loss. As a commercial-stage biotechnology company, it remains unprofitable and is expected to post a substantial full-year loss.
• Negative Sentiment: Securities litigation remains an overhang: Multiple law firms are promoting a class action covering investors who bought REPL shares from October 20, 2025, through April 10, 2026. The lawsuit alleges misleading statements about RP1 and FDA study-design issues; the allegations have not been proven. The lead-plaintiff deadline is October 5, 2026. Replimune securities lawsuit deadline alert

Institutional Trading of Replimune Group

Institutional investors have recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of Replimune Group in the second quarter valued at $99,171,000. Balyasny Asset Management L.P. raised its stake in shares of 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 buying an additional 2,195,448 shares during the last quarter. Adage Capital Partners GP L.L.C. purchased a new stake in shares of Replimune Group in the 4th quarter worth about $17,568,000. Commodore Capital LP acquired a new stake in Replimune Group in the 4th quarter valued at about $13,851,000. Finally, EcoR1 Capital LLC acquired a new stake in Replimune Group in the 1st quarter valued at about $7,650,000. 92.53% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on REPL. Wedbush raised shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price target on the stock in a research note on Friday, August 7th. Cantor Fitzgerald reiterated an “overweight” rating on shares of Replimune Group in a research note on Wednesday. Wolfe Research raised shares of Replimune Group to an “outperform” rating in a report on Tuesday, August 4th. BMO Capital Markets upgraded shares of Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 target price on the stock in a research report on Tuesday, June 30th. Finally, Weiss Ratings cut shares of Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, Replimune Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $11.86.

Replimune Group Company Profile

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.