Replimune Group 将来の成長
Future 基準チェック /26
Replimune Groupは、52.4%と47.1%でそれぞれ年率52.4%で利益と収益が成長すると予測される一方、EPSはgrowで52.5%年率。
主要情報
52.4%
収益成長率
52.49%
EPS成長率
| Biotechs 収益成長 | 29.0% |
| 収益成長率 | 47.1% |
| 将来の株主資本利益率 | n/a |
| アナリストカバレッジ | Good |
| 最終更新日 | 11 Sep 2026 |
今後の成長に関する最新情報
Recent updates
新しいナラティブ • Sep 21
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.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分析記事 • 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...分析記事 • 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分析記事 • 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 AlphaSeeking 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分析記事 • 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分析記事 • 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分析記事 • 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分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 3/31/2029 | 288 | -101 | -97 | -248 | 5 |
| 3/31/2028 | 197 | -244 | -179 | -268 | 7 |
| 3/31/2027 | 33 | -301 | -235 | -273 | 6 |
| 6/30/2026 | N/A | -297 | -281 | -279 | N/A |
| 3/31/2026 | N/A | -314 | -285 | -280 | N/A |
| 12/31/2025 | N/A | -315 | -283 | -278 | N/A |
| 9/30/2025 | N/A | -310 | -270 | -263 | N/A |
| 6/30/2025 | N/A | -280 | -228 | -220 | N/A |
| 3/31/2025 | N/A | -247 | -199 | -192 | N/A |
| 12/31/2024 | N/A | -228 | -192 | -185 | N/A |
| 9/30/2024 | N/A | -213 | -188 | -181 | N/A |
| 6/30/2024 | N/A | -220 | -193 | -186 | N/A |
| 3/31/2024 | N/A | -216 | -191 | -185 | N/A |
| 12/31/2023 | N/A | -210 | -176 | -172 | N/A |
| 9/30/2023 | N/A | -199 | -157 | -154 | N/A |
| 6/30/2023 | N/A | -182 | -145 | -143 | N/A |
| 3/31/2023 | N/A | -174 | -130 | -128 | N/A |
| 12/31/2022 | N/A | -157 | -121 | -118 | N/A |
| 9/30/2022 | N/A | -147 | -111 | -108 | N/A |
| 6/30/2022 | N/A | -133 | -100 | -97 | N/A |
| 3/31/2022 | N/A | -118 | -85 | -82 | N/A |
| 12/31/2021 | N/A | -108 | -78 | -76 | N/A |
| 9/30/2021 | N/A | -100 | -72 | -70 | N/A |
| 6/30/2021 | N/A | -91 | -66 | -65 | N/A |
| 3/31/2021 | N/A | -81 | -64 | -61 | N/A |
| 12/31/2020 | N/A | -75 | -59 | -57 | N/A |
| 9/30/2020 | N/A | -70 | -66 | -59 | N/A |
| 6/30/2020 | N/A | -61 | -69 | -62 | N/A |
| 3/31/2020 | N/A | -53 | N/A | -61 | N/A |
| 12/31/2019 | N/A | -43 | N/A | -55 | N/A |
| 9/30/2019 | N/A | -35 | N/A | -46 | N/A |
| 6/30/2019 | N/A | -30 | N/A | -32 | N/A |
| 3/31/2019 | N/A | -31 | N/A | -25 | N/A |
| 12/31/2018 | N/A | -31 | N/A | -24 | N/A |
| 9/30/2018 | N/A | -28 | N/A | -20 | N/A |
| 6/30/2018 | N/A | -26 | N/A | -17 | N/A |
| 3/31/2018 | N/A | -20 | N/A | -16 | N/A |
| 12/31/2017 | N/A | -17 | N/A | -15 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: REPL今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: REPL今後 3 年間、利益が出ない状態が続くと予測されています。
高成長収益: REPL今後 3 年間、利益が出ない状態が続くと予測されています。
収益対市場: REPLの収益 ( 47.1% ) US市場 ( 13.6% ) よりも速いペースで成長すると予測されています。
高い収益成長: REPLの収益 ( 47.1% ) 20%よりも速いペースで成長すると予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: REPLの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 12:00 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/03/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Replimune Group, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Guyn Kim | BMO Capital Markets Equity Research |