Recent discussions on X about Replimune Group Inc. (REPL) have been ignited by the U.S. FDA's rejection of the company's lead drug, RP1, for melanoma treatment in combination therapy. Many users are expressing shock at the steep decline in stock price, with shares reportedly hitting record lows following the news. The focus remains on whether this regulatory setback marks a complete restart for the biotech firm or if the market reaction might be excessive.
Conversations also touch on potential next steps for Replimune, with some speculating about the possibility of stock buybacks given the company's cash reserves. There’s a mix of pessimism and cautious optimism as users debate the long-term implications of the FDA’s decision on trial designs. Posts on X reflect a keen interest in whether a reversal breakout could be on the horizon as pre-market activity shows some recovery.
Note: This discussion summary was generated from an AI condensation of post data.
Replimune Group Inc. Insider Trading Activity
Replimune Group Inc. insiders have traded $REPL stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $REPL stock by insiders over the last 6 months:
- PHILIP ASTLEY-SPARKE sold 32,279 shares for an estimated $260,168
- SUSHIL PATEL (Chief Executive Officer) sold 25,105 shares for an estimated $202,346
- KONSTANTINOS XYNOS (Chief Medical Officer) sold 7,952 shares for an estimated $64,093
- CHRISTOPHER SARCHI (Chief Commercial Officer) sold 3,749 shares for an estimated $30,179
- ANDREW SCHWENDENMAN (Chief Accounting Officer) sold 3,287 shares for an estimated $26,460
- EMILY LUISA HILL (Chief Financial Officer) sold 2,535 shares for an estimated $20,406
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Replimune Group Inc. Hedge Fund Activity
We have seen 79 institutional investors add shares of Replimune Group Inc. stock to their portfolio, and 64 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP added 1,591,501 shares (+177.6%) to their portfolio in Q1 2025, for an estimated $15,517,134
- SOFINNOVA INVESTMENTS, INC. removed 669,583 shares (-21.3%) from their portfolio in Q1 2025, for an estimated $6,528,434
- ROSALIND ADVISORS, INC. added 590,000 shares (+226.9%) to their portfolio in Q1 2025, for an estimated $5,752,500
- BLACKROCK, INC. added 495,498 shares (+8.9%) to their portfolio in Q1 2025, for an estimated $4,831,105
- CATALIO CAPITAL MANAGEMENT, LP added 355,640 shares (+inf%) to their portfolio in Q1 2025, for an estimated $3,467,490
- BANK OF AMERICA CORP /DE/ added 336,854 shares (+1379.2%) to their portfolio in Q1 2025, for an estimated $3,284,326
- BALYASNY ASSET MANAGEMENT L.P. added 333,237 shares (+inf%) to their portfolio in Q1 2025, for an estimated $3,249,060
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Replimune Group Inc. Analyst Ratings
Wall Street analysts have issued reports on $REPL in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 07/03/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/20/2025
- Piper Sandler issued a "Overweight" rating on 06/02/2025
- JP Morgan issued a "Overweight" rating on 02/26/2025
To track analyst ratings and price targets for Replimune Group Inc., check out Quiver Quantitative's $REPL forecast page.
Replimune Group Inc. Price Targets
Multiple analysts have issued price targets for $REPL recently. We have seen 4 analysts offer price targets for $REPL in the last 6 months, with a median target of $20.5.
Here are some recent targets:
- Robert Driscoll from Wedbush set a target price of $4.0 on 07/22/2025
- Anupam Rama from JP Morgan set a target price of $19.0 on 07/16/2025
- Robert Burns from HC Wainwright & Co. set a target price of $22.0 on 07/03/2025
- Allison Bratzel from Piper Sandler set a target price of $22.0 on 06/02/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
