Replimune Group Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 0/6
Die Gewinne von Replimune Group sind mit einer durchschnittlichen Jahresrate von -22.7% zurückgegangen, während die Gewinne der Branche Biotechs um 33.4% pro Jahr wuchsen.
Wichtige Informationen
-22.73%
Wachstumsrate der Gewinne
-9.83%
EPS-Wachstumsrate
| Biotechs Wachstum der Industrie | 17.04% |
| Wachstumsrate der Einnahmen | n/a |
| Eigenkapitalrendite | -281.14% |
| Netto-Marge | n/a |
| Letzte Ertragsaktualisierung | 30 Jun 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Oncolytic Immunotherapies Will Build Long‑Term Value Through Expanding Solid Tumor Indications
Key Takeaways Bullish analysts expect Replimune Group to build on the accelerated approval of TUDRIQEV plus nivolumab in PD‑1 refractory advanced melanoma and extend its RPx oncolytic immunotherapy platform across additional solid tumor indications over time. The main thing that has to go right is successful commercial execution for TUDRIQEV, including effective use of in house manufacturing, the approximately 50 person field team, and payer engagement that already covers about 80% of medically insured lives.Replimune: 'Sell' Continued Doubt On Single-Arm IGNYTE Trial For RP1 FDA Review
Summary Replimune Group, Inc. is downgraded to Sell ahead of the FDA Adcom vote on RP1 + OPDIVO for advanced melanoma. FDA briefing documents highlight persistent concerns: reliance on single-arm IGNYTE trial, lack of control arm, and questionable risk/benefit profile. Despite promising 3-year OS data [47.8% alive], briefing documents and two prior CRLs cast significant doubt on approval prospects. REPL faces a cash crunch, burning ~$73M per quarter, with funding only into its calendar Q1 2027 and potential dilution or asset sales looming. Read the full article on Seeking AlphaIs Replimune Group (NASDAQ:REPL) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is Replimune Group (NASDAQ:REPL) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Replimune: Scope Goes Beyond That Of RP1 Oncolytic Targeting For Melanoma
Summary Replimune Group, Inc.'s BLA of RP1 + OPDIVO in advanced melanoma received an FDA Priority Review, with a PDUFA date set for July 22, 2025. RP2, adding an anti-CTLA-4 component, is being tested in metastatic uveal melanoma and 2nd-line metastatic hepatocellular carcinoma patients. Financially, Replimune has $536.5 million in cash, but REPL will likely need additional funding within the next 12 months. The global liver cancer drugs market is expected to reach $14.9 billion by 2031. Read the full article on Seeking AlphaIs Replimune Group (NASDAQ:REPL) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Replimune: A Misunderstood Contender In Oncolytics
Summary Replimune Group's solid cash position and strategic focus on niche oncology markets position it for potential success, despite market volatility and past trial setbacks. The company's RP1 and RP2 platforms target unmet needs in melanoma and other cancers, with promising data and regulatory momentum supporting their potential. The FDA's Priority Review and Breakthrough Therapy designations for RP1 underscore its potential to reshape second-line melanoma treatment and expedite market entry. Despite skepticism about oncolytic viruses, Replimune's approach and collaborations with big pharma could yield significant commercial opportunities if clinical data remains strong. Read the full article on Seeking AlphaReplimune: RPL1 BLA Submission Under AA Pathway Makes It A Must Watch
Summary Replimune has submitted its BLA of RP1 + Opdivo for the treatment of advanced melanoma patients previously treated with an anti-PD1 containing regimen. The phase 3 confirmatory IGNYTE-3 study is underway to prove yet again that RP1 + Opdivo is able to help these patients with advanced melanoma and to keep the drug marketed. The global melanoma therapeutics market size is projected to reach $17.93 billion by 2034. RP2 is another drug in the company's pipeline which is being developed other than target metastatic uveal melanoma and Hepatocellular Carcinoma patients. Read the full article on Seeking AlphaReplimune Group (NASDAQ:REPL) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Replimune: Strong Data In A Highly Differentiated Space
Summary Replimune's RP1, an oncolytic immuno-gene therapy, shows promise with a 31.4% ORR in phase 2 trials for post PD-1 melanoma and non-melanoma skin cancers. RP2, adding an anti-CTLA-4 component to RP1, demonstrated a 29.4% ORR in phase 1 trials, with durable responses in difficult-to-treat tumors. Despite competitive challenges and a failed CSCC trial, Replimune's cash runway supports its accelerated approval and phase 3 trials, making it an attractive investment. RP1 and RP2 together could be a game-changer, offering a compelling opportunity at current low stock prices. Read the full article on Seeking AlphaIs Replimune Group (NASDAQ:REPL) Using Debt Sensibly?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Replimune: Continuing To Justify The Bear Thesis (For Now)
Summary Replimune Group, Inc.'s stock has fallen 35% in 2024, and an inflection point is not expected yet. The company is working on RP1, an oncolytic virus therapy, and has shared positive results from their ARTACUS trial. Replimune plans to submit a BLA for RP1 approval in melanoma, but this is far from guaranteed, especially in 2024. Read the full article on Seeking AlphaReplimune Group (NASDAQ:REPL) Has Debt But No Earnings; Should You Worry?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Replimune: The Fall Is Justified, As Virus Therapy Fails Again In Cancer
Summary Replimune Group is developing virus-based treatments for solid tumors, particularly skin cancer. The company's RP1 treatment did not show significant improvement in response rates compared to standard care in a phase 1/2 study, though there is a signal of something buried therein. Replimune plans to initiate a confirmatory study for RP1 in melanoma patients and is also developing RP2 for uveal melanoma. Read the full article on Seeking AlphaCalculating The Intrinsic Value Of Replimune Group, Inc. (NASDAQ:REPL)
Key Insights The projected fair value for Replimune Group is US$9.64 based on 2 Stage Free Cash Flow to Equity Current...Aufschlüsselung der Einnahmen und Ausgaben
Wie Replimune Group Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 30 Jun 26 | 0 | -297 | 86 | 210 |
| 31 Mar 26 | 0 | -314 | 100 | 219 |
| 31 Dec 25 | 0 | -315 | 104 | 220 |
| 30 Sep 25 | 0 | -310 | 102 | 216 |
| 30 Jun 25 | 0 | -280 | 91 | 202 |
| 31 Mar 25 | 0 | -247 | 73 | 187 |
| 31 Dec 24 | 0 | -228 | 64 | 175 |
| 30 Sep 24 | 0 | -213 | 61 | 169 |
| 30 Jun 24 | 0 | -220 | 60 | 175 |
| 31 Mar 24 | 0 | -216 | 61 | 172 |
| 31 Dec 23 | 0 | -210 | 59 | 167 |
| 30 Sep 23 | 0 | -199 | 57 | 155 |
| 30 Jun 23 | 0 | -182 | 55 | 134 |
| 31 Mar 23 | 0 | -174 | 51 | 123 |
| 31 Dec 22 | 0 | -157 | 46 | 107 |
| 30 Sep 22 | 0 | -147 | 45 | 96 |
| 30 Jun 22 | 0 | -133 | 42 | 87 |
| 31 Mar 22 | 0 | -118 | 39 | 76 |
| 31 Dec 21 | 0 | -108 | 35 | 71 |
| 30 Sep 21 | 0 | -100 | 31 | 66 |
| 30 Jun 21 | 0 | -91 | 27 | 60 |
| 31 Mar 21 | 0 | -81 | 24 | 54 |
| 31 Dec 20 | 0 | -75 | 23 | 48 |
| 30 Sep 20 | 0 | -70 | 21 | 46 |
| 30 Jun 20 | 0 | -61 | 20 | 40 |
| 31 Mar 20 | 0 | -53 | 17 | 36 |
| 31 Dec 19 | 0 | -43 | 15 | 30 |
| 30 Sep 19 | 0 | -35 | 12 | 25 |
| 30 Jun 19 | 0 | -30 | 10 | 23 |
| 31 Mar 19 | 0 | -31 | 9 | 20 |
| 31 Dec 18 | 0 | -31 | 9 | 19 |
| 30 Sep 18 | 0 | -28 | 8 | 15 |
| 30 Jun 18 | 0 | -26 | 7 | 13 |
| 31 Mar 18 | 0 | -20 | 6 | 11 |
| 31 Dec 17 | 0 | -17 | 4 | 9 |
Qualität der Erträge: REPL ist derzeit unrentabel.
Wachsende Gewinnspanne: REPL ist derzeit unrentabel.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: REPL ist unrentabel, und die Verluste haben in den letzten 5 Jahren mit einer Rate von 22.7% pro Jahr zugenommen.
Beschleunigtes Wachstum: Das Gewinnwachstum des letzten Jahres kann nicht mit dem 5-Jahres-Durchschnitt von REPL verglichen werden, da das Unternehmen derzeit nicht profitabel ist.
Erträge im Vergleich zur Industrie: REPL ist unrentabel, was einen Vergleich des Gewinnwachstums des letzten Jahres mit der Branche Biotechs (64.6%) erschwert.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: REPL hat eine negative Eigenkapitalrendite (-281.14%), da es derzeit unrentabel ist.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/21 10:34 |
| Aktienkurs zum Tagesende | 2026/09/21 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Replimune Group, Inc. wird von 13 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Guyn Kim | BMO Capital Markets Equity Research |