Replimune Group Inc. (REPL) reported a net loss of $57.1 million, or $0.54 per basic and diluted share, for the fiscal second quarter ended September 30, 2026. Research and development expense was $34.4 million, while selling, general and administrative expense was $21.9 million.
The company said TUDRIQEV was first delivered to patients with advanced melanoma on October 6, with more than 15 institutions prescribing the therapy. Replimune reported $307.8 million in cash and cash equivalents as of September 30.
- Net loss was $57.1 million, compared with $83.1 million a year earlier.
- R&D expense declined to $34.4 million from $57.9 million.
- SG&A expense declined to $21.9 million from $26.4 million.
- IGNYTE-3, the Phase 3 confirmatory study of TUDRIQEV plus nivolumab, remains actively enrolling.
- The RP2 REVEAL Phase 2/3 trial in metastatic uveal melanoma is also actively enrolling.
$REPL Insider Trading Activity
$REPL insiders have traded $REPL stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $REPL stock by insiders over the last 6 months:
- SUSHIL PATEL (Chief Executive Officer) has made 0 purchases and 2 sales selling 76,665 shares for an estimated $699,858.
- EMILY LUISA HILL (Chief Financial Officer) has made 0 purchases and 3 sales selling 28,516 shares for an estimated $320,341.
- KONSTANTINOS XYNOS (Chief Medical Officer) has made 0 purchases and 2 sales selling 25,470 shares for an estimated $219,704.
- CHRISTOPHER SARCHI (Chief Commercial Officer) has made 0 purchases and 2 sales selling 20,626 shares for an estimated $154,700.
- ANDREW SCHWENDENMAN (Chief Accounting Officer) has made 0 purchases and 2 sales selling 15,526 shares for an estimated $139,088.
- PHILIP ASTLEY-SPARKE sold 17,657 shares for an estimated $89,697
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$REPL Hedge Fund Activity
We have seen 128 institutional investors add shares of $REPL stock to their portfolio, and 103 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- RIDGEBACK CAPITAL INVESTMENTS L.P. added 7,310,656 shares (+inf%) to their portfolio in Q2 2026, for an estimated $80,928,961
- PRICE T ROWE ASSOCIATES INC /MD/ removed 6,500,470 shares (-80.0%) from their portfolio in Q2 2026, for an estimated $71,960,202
- BOXER CAPITAL MANAGEMENT, LLC added 2,808,000 shares (+239.0%) to their portfolio in Q2 2026, for an estimated $31,084,560
- BLACKROCK, INC. added 2,719,296 shares (+43.6%) to their portfolio in Q2 2026, for an estimated $30,102,606
- LOGOS GLOBAL MANAGEMENT LP added 2,500,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $27,675,000
- AQR CAPITAL MANAGEMENT LLC added 2,310,746 shares (+904.4%) to their portfolio in Q2 2026, for an estimated $25,579,958
- GOLDMAN SACHS GROUP INC added 2,263,742 shares (+99.4%) to their portfolio in Q2 2026, for an estimated $25,059,623
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
