Replimune Group Dirección
Dirección controles de criterios 3/4
El CEO de Replimune Group es Sush Patel , nombrado en Apr 2024, tiene una permanencia de 2.42 años. compensación anual total es $5.85M, compuesta por 12% salario y 88% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.085% de las acciones de la empresa, por valor de $1.05M. La antigüedad media del equipo directivo y de la junta directiva es de 2.4 años y 5.6 años, respectivamente.
Información clave
Sush Patel
Chief Executive Officer (CEO)
US$5.8m
Compensación total
| Porcentaje del salario del CEO | 11.97% |
| Permanencia del CEO | 2.4yrs |
| Participación del CEO | 0.09% |
| Permanencia media de la dirección | 2.4yrs |
| Promedio de permanencia en la Junta Directiva | 5.6yrs |
Actualizaciones recientes de la dirección
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...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$297m |
| Mar 31 2026 | US$6m | US$700k | -US$314m |
| Dec 31 2025 | n/a | n/a | -US$315m |
| Sep 30 2025 | n/a | n/a | -US$310m |
| Jun 30 2025 | n/a | n/a | -US$280m |
| Mar 31 2025 | US$4m | US$600k | -US$247m |
| Dec 31 2024 | n/a | n/a | -US$228m |
| Sep 30 2024 | n/a | n/a | -US$213m |
| Jun 30 2024 | n/a | n/a | -US$220m |
| Mar 31 2024 | US$2m | US$465k | -US$216m |
| Dec 31 2023 | n/a | n/a | -US$210m |
| Sep 30 2023 | n/a | n/a | -US$199m |
| Jun 30 2023 | n/a | n/a | -US$182m |
| Mar 31 2023 | US$3m | US$447k | -US$174m |
| Dec 31 2022 | n/a | n/a | -US$157m |
| Sep 30 2022 | n/a | n/a | -US$147m |
| Jun 30 2022 | n/a | n/a | -US$133m |
| Mar 31 2022 | US$7m | US$394k | -US$118m |
Compensación vs. Mercado: La compensación total ($USD5.85M) de Sush está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD5.29M).
Compensación vs. Ingresos: La compensación de Sush ha aumentado mientras la empresa no es rentable.
CEO
Sush Patel (55 yo)
Dr. Sushil Patel, also known as Sush, Ph D., is Independent Director of Revolution Medicines, Inc. from June 16, 2022. Dr. Patel is CEO & Director of Replimune Group, Inc. from April 1, 2024.Dr. Patel ser...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.4yrs | US$5.85m | 0.085% $ 1.0m | |
| Chief Financial Officer | 3yrs | US$2.09m | 0.040% $ 495.8k | |
| Chief Medical Officer | 3.8yrs | US$2.11m | 0.053% $ 656.9k | |
| Executive Chairman | 11.7yrs | US$6.02m | 1.36% $ 16.7m | |
| Chief Accounting Officer & Treasurer | 3.3yrs | sin datos | 0.018% $ 225.7k | |
| Senior VP & General Counsel | 1.6yrs | sin datos | sin datos | |
| Chief Human Resource Officer | 1.6yrs | sin datos | sin datos | |
| Chief Manufacturing Officer & Framingham Site Head | 2.7yrs | sin datos | sin datos | |
| Senior Vice President of Portfolio Strategy & Program Management | 1.6yrs | sin datos | sin datos | |
| Senior Vice President of Quality Assurance | 2.4yrs | sin datos | sin datos | |
| Senior Vice President of Regulatory Affairs | 1.6yrs | sin datos | sin datos | |
| Chief Commercial Officer | less than a year | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de REPL se considera experimentado (2.4 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 2.4yrs | US$5.85m | 0.085% $ 1.0m | |
| Executive Chairman | 11.7yrs | US$6.02m | 1.36% $ 16.7m | |
| Independent Director | 8.9yrs | US$251.11k | 0.0071% $ 87.2k | |
| Independent Director | 1.5yrs | US$50.00k | 0% $ 0 | |
| Independent Director | 6.4yrs | US$236.11k | 0% $ 0 | |
| Independent Director | 2yrs | US$231.11k | 0% $ 0 | |
| Independent Director | 9.2yrs | US$246.11k | 0% $ 0 | |
| Independent Director | 4.8yrs | US$246.11k | 0% $ 0 | |
| Lead Independent Director | 8.3yrs | US$278.61k | 0% $ 0 | |
| Independent Director | 3.3yrs | US$238.61k | 0% $ 0 |
Junta con experiencia: La junta directiva de REPL se considera experimentada (5.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/21 12:00 |
| Precio de las acciones al final del día | 2026/09/21 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Replimune Group, Inc. está cubierta por 13 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Guyn Kim | BMO Capital Markets Equity Research |