Replimune Group Gestione
Criteri Gestione verificati 3/4
Replimune Group Il CEO è Sush Patel, nominato in Apr2024, e ha un mandato di 2.42 anni. la retribuzione annua totale è $ 5.85M, composta da 12% di stipendio e 88% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.085% delle azioni della società, per un valore di $ 1.05M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 5.6 anni.
Informazioni chiave
Sush Patel
Amministratore delegato
US$5.8m
Compenso totale
| Percentuale dello stipendio del CEO | 11.97% |
| Mandato del CEO | 2.4yrs |
| Proprietà del CEO | 0.09% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 5.6yrs |
Aggiornamenti recenti sulla gestione
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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$118m |
Compensazione vs Mercato: La retribuzione totale di Sush ($USD 5.85M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.29M ).
Compensazione vs guadagni: La retribuzione di Sush è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 | Nessun dato | 0.018% $ 225.7k | |
| Senior VP & General Counsel | 1.6yrs | Nessun dato | Nessun dato | |
| Chief Human Resource Officer | 1.6yrs | Nessun dato | Nessun dato | |
| Chief Manufacturing Officer & Framingham Site Head | 2.7yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Portfolio Strategy & Program Management | 1.6yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Quality Assurance | 2.4yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Regulatory Affairs | 1.6yrs | Nessun dato | Nessun dato | |
| Chief Commercial Officer | less than a year | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di REPL è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| 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 |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di REPL sono considerati esperti (durata media dell'incarico 5.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/21 13:31 |
| Prezzo dell'azione a fine giornata | 2026/09/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/03/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Replimune Group, Inc. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Guyn Kim | BMO Capital Markets Equity Research |