Replimune Group, Inc.

Informe acción NasdaqGS:REPL

Capitalización de mercado: US$940.4m

Replimune Group Dirección

Dirección controles de criterios 2/4

El CEO de Replimune Group es Sush Patel , nombrado en Apr 2024, tiene una permanencia de 2.33 años. compensación anual total es $5.85M, compuesta por 12% salario y 88% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.14% de las acciones de la empresa, por valor de $1.34M. La antigüedad media del equipo directivo y de la junta directiva es de 2.3 años y 5.5 años, respectivamente.

Información clave

Sush Patel

Chief Executive Officer (CEO)

US$5.8m

Compensación total

Porcentaje del salario del CEO11.97%
Permanencia del CEO2.3yrs
Participación del CEO0.1%
Permanencia media de la dirección2.3yrs
Promedio de permanencia en la Junta Directiva5.5yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Jul 30

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 Alpha
Artículo de análisis • Feb 08

Is 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...
Artículo de análisis • Aug 01

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...
Seeking Alpha • Apr 28

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 Alpha
Artículo de análisis • Apr 11

Is 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...
Seeking Alpha • Feb 12

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 Alpha
Seeking Alpha • Nov 29

Replimune: 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 Alpha
Artículo de análisis • Nov 23

Replimune 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...
Seeking Alpha • Sep 03

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 Alpha
Artículo de análisis • Aug 16

Is 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...
Seeking Alpha • May 22

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 Alpha
Artículo de análisis • Feb 06

Replimune 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...
Seeking Alpha • Jan 23

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 Alpha
Artículo de análisis • Dec 25

Calculating 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...
Artículo de análisis • Jul 13

Is 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...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Sush Patel en comparación con los beneficios de Replimune Group?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026US$6mUS$700k

-US$314m

Dec 31 2025n/an/a

-US$315m

Sep 30 2025n/an/a

-US$310m

Jun 30 2025n/an/a

-US$280m

Mar 31 2025US$4mUS$600k

-US$247m

Dec 31 2024n/an/a

-US$228m

Sep 30 2024n/an/a

-US$213m

Jun 30 2024n/an/a

-US$220m

Mar 31 2024US$2mUS$465k

-US$216m

Dec 31 2023n/an/a

-US$210m

Sep 30 2023n/an/a

-US$199m

Jun 30 2023n/an/a

-US$182m

Mar 31 2023US$3mUS$447k

-US$174m

Dec 31 2022n/an/a

-US$157m

Sep 30 2022n/an/a

-US$147m

Jun 30 2022n/an/a

-US$133m

Mar 31 2022US$7mUS$394k

-US$118m

Compensación vs. Mercado: La compensación total de Sush($USD5.85M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.61M).

Compensación vs. Ingresos: La compensación de Sush ha aumentado mientras la empresa no es rentable.

CEO

Sush Patel (55 yo)

2.3yrs
Permanencia
US$5,845,982
Compensación

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

NombrePosiciónPermanenciaCompensaciónPropiedad
Sushil Patel
CEO & Director2.3yrsUS$5.85m0.14%
$ 1.3m
Emily Hill
Chief Financial Officer2.9yrsUS$2.09m0.070%
$ 656.8k
Konstantinos Xynos
Chief Medical Officer3.7yrsUS$2.11m0.073%
$ 691.1k
Philip Astley-Sparke
Executive Chairman11.6yrsUS$6.02m1.58%
$ 14.9m
Andrew Schwendenman
Chief Accounting Officer & Treasurer3.3yrssin datos0.030%
$ 278.9k
Shawn Glidden
Senior VP & General Counsel1.5yrssin datossin datos
Camilo Garcia
Chief Human Resource Officer1.5yrssin datossin datos
Paul Bullock
Chief Manufacturing Officer & Framingham Site Head2.6yrssin datossin datos
Nina Aragam
Senior Vice President of Portfolio Strategy & Program Management1.5yrssin datossin datos
Carolyn Trott
Senior Vice President of Quality Assurance2.3yrssin datossin datos
Kari Jeschke
Senior Vice President of Regulatory Affairs1.5yrssin datossin datos
2.3yrs
Permanencia media
55yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de REPL se considera experimentado (2.3 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Sushil Patel
CEO & Director2.3yrsUS$5.85m0.14%
$ 1.3m
Philip Astley-Sparke
Executive Chairman11.6yrsUS$6.02m1.58%
$ 14.9m
Joseph Slattery
Independent Director8.8yrsUS$251.11k0.0079%
$ 74.7k
Michael Goller
Independent Director1.4yrsUS$50.00k0%
$ 0
Paolo Pucci
Independent Director6.3yrsUS$236.11k0%
$ 0
Madhavan Balachandran
Independent Director1.9yrsUS$231.11k0%
$ 0
Kapil Dhingra
Independent Director9.1yrsUS$246.11k0%
$ 0
Christy Oliger
Independent Director4.7yrsUS$246.11k0%
$ 0
Dieter Weinand
Lead Independent Director8.2yrsUS$278.61k0%
$ 0
Veleka Peeples-Dyer
Independent Director3.2yrsUS$238.61k0%
$ 0
5.5yrs
Permanencia media
58.5yo
Promedio de edad

Junta con experiencia: La junta directiva de REPL se considera experimentada (5.5 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/01 13:42
Precio de las acciones al final del día2026/07/31 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 equipo de talla mundial 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 12 analistas. 5 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.

AnalistaInstitución
Clarence PowellBMO Capital Markets Equity Research
Evan SeigermanBMO Capital Markets Equity Research
Guyn KimBMO Capital Markets Equity Research