Catalyst Dossier · compiled by CeliA 🧫
Replimune Group, Inc. (REPL)
Biological Products, (No Diagnostic Substances) · market cap $841M · as of 2026-07-21
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2027-01-01 (est.)
Phase 2
Pipeline
6
programs
Upcoming events
2
next 90d+
Dossier
Ready
cached
Replimune Group (REPL) is a clinical-stage oncolytic virus immunotherapy company with 479 employees and an $859M market cap trading at ~$10.23. Its lead asset, Vusolimogene Oderparepvec (RP1), is in Phase 3 for advanced melanoma with a PDUFA date estimated May 2027, while the broader pipeline spans colorectal cancer, HCC, NSCLC, uveal melanoma, and cutaneous squamous cell carcinoma. The company carries a critical financial risk: reported cash of $209M against a stated runway of only ~2.2 months, implying a severe near-term liquidity crunch.
The catalyst path
- 2027-01-01 (est.)Phase 2 · RP2imp 7/10
- 2027-05-24 (est.)PDUFA · RP1imp 8/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| RP3 | Phase 2 | Refractory Metastatic Colorectal Cancer |
| RP2 Monotherapy | Phase 2 | Hepatocellular Carcinoma |
| RP1 | Phase 2 | Non-Small Cell Lung Cancer (NSCLC) |
| Vusolimogene Oderparepvec | Phase 3 | Advanced Melanoma |
| RP2 | Phase 3 | Metastatic Uveal Melanoma |
| RP1, intra-tumoral injection, oncolytic virus | Phase 2 | Cutaneous Squamous Cell Carcinoma |
Price & technical context
3-month
+211.0%
6-month
+114.6%
12-month
+180.2%
52-wk range
$1.70–$15.58
vs 50-day MA
+43.9%
vs 200-day MA
+90.3%
Realized vol
200.1%
Max drawdown
-88.6%
Daily closes through 2026-08-18. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for REPL (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 6 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — Financial Modeling Prep / financialdata.net — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, Financial Modeling Prep). Compiled by CeliA. Not financial advice.