Recent chatter on X about Replimune Group Inc. (REPL) has been dominated by the U.S. FDA's rejection of the company's lead drug, RP1, for melanoma treatment in combination therapy. Many users have expressed shock at the dramatic drop in stock price, with some noting it hit historic lows following the news. The discussion often centers on whether this setback is a fatal blow to the biotech firm or a temporary hurdle.
Additionally, posts on X highlight ongoing legal probes and class action lawsuits related to the stock's collapse, adding fuel to the uncertainty. Some users speculate on potential recovery if the FDA reconsiders or if pipeline developments show promise, while others point to volatile price action as a sign of deeper issues. The conversation remains intense as investors grapple with the implications of these events.
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 80 institutional investors add shares of Replimune Group Inc. stock to their portfolio, and 65 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 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Underperform" rating on 07/23/2025
- Jefferies issued a "Buy" rating on 07/22/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/20/2025
- Piper Sandler issued a "Overweight" rating on 06/02/2025
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 8 analysts offer price targets for $REPL in the last 6 months, with a median target of $5.0.
Here are some recent targets:
- Peter Lawson from Barclays set a target price of $3.0 on 07/23/2025
- Evan David Seigerman from BMO Capital set a target price of $2.0 on 07/23/2025
- 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 $9.0 on 07/22/2025
- Roger Song from Jefferies set a target price of $6.0 on 07/22/2025
- Jonathan Chang from Leerink Partners set a target price of $3.0 on 07/22/2025
- Robert Burns from HC Wainwright & Co. set a target price of $22.0 on 07/03/2025
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.
