Replimune Group (REPL) reported a net loss of $69.8 million, or $0.72 per basic and diluted share, for its fiscal first quarter ended June 30, 2026. The company reported cash, cash equivalents and short-term investments of $195.3 million at quarter-end.
The FDA granted accelerated approval to TUDRIQEV in combination with nivolumab for adults with unresectable advanced cutaneous melanoma following progression on a PD-1 antibody-based regimen. Replimune expects product to be in the U.S. market within 60 days.
- Research and development expense was $49.3 million, compared with $57.8 million a year earlier.
- Selling, general and administrative expense was $19.0 million, compared with $32.6 million a year earlier.
- Replimune completed a $150 million financing and reported $141.0 million in net proceeds from its August 2026 common-stock issuance.
- Michelle DiNapoli will join as chief commercial officer effective August 18, 2026.
- The Phase 3 IGNYTE-3 confirmatory study is actively enrolling, with its primary overall-survival endpoint expected to read out in 2030.
$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.
- 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 3 sales selling 27,126 shares for an estimated $206,765.
- EMILY LUISA HILL (Chief Financial Officer) has made 0 purchases and 2 sales selling 19,260 shares for an estimated $188,165.
- 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 130 institutional investors add shares of $REPL stock to their portfolio, and 97 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUVRETTA CAPITAL MANAGEMENT, LLC added 4,185,798 shares (+11615.0%) to their portfolio in Q1 2026, for an estimated $32,021,354
- BLACKROCK, INC. added 2,719,296 shares (+43.6%) to their portfolio in Q2 2026, for an estimated $30,102,606
- GOLDMAN SACHS GROUP INC added 1,619,180 shares (+246.0%) to their portfolio in Q1 2026, for an estimated $12,386,727
- COMMODORE CAPITAL LP removed 1,425,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $10,901,250
- ROSALIND ADVISORS, INC. removed 1,410,497 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $10,790,302
- FMR LLC removed 1,116,115 shares (-54.6%) from their portfolio in Q2 2026, for an estimated $12,355,393
- REDMILE GROUP, LLC removed 1,099,756 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $8,413,133
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.
