Replimune Group, Inc.

NasdaqGS:REPL 주식 리포트

시가총액: US$828.5m

Replimune Group 경영진

경영진 기준 점검 3/4

Replimune Group CEO는 Sush Patel, Apr2024 에 임명되었습니다 의 임기는 2.25 년입니다. 총 연간 보상은 $3.70M, 16.2% 급여 및 83.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.18M 가치에 해당하는 회사 주식의 0.14% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 5.4 년입니다.

핵심 정보

Sush Patel

최고경영자

US$3.7m

총 보수

CEO 급여 비율16.23%
CEO 재임 기간2.3yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간5.4yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Jun 30

Replimune: Stock Buoyant On Third Try At RP1 Approval - FDA AdCom May Be Crucial

Summary Replimune Group, Inc. faces a pivotal FDA AdCom for RP1 after two prior rejections, with a final FDA approval decision expected August 2, 2026. RP1 demonstrated a 34% ORR and median overall survival of 32.9 months in anti-PD-1-failed melanoma, but trial design concerns persist. REPL stock has surged over 135% since April as FDA leadership changes and collaborative dialogue opened a path for BLA resubmission. I assign a Hold rating on REPL stock due to regulatory uncertainty, persistent trial design criticisms, and questions around commercial viability versus peers. Read the full article on Seeking Alpha
분석 기사 • 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...
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • Apr 05

Is Replimune Group (NASDAQ:REPL) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Jan 06

A Look At The Fair Value Of Replimune Group, Inc. (NASDAQ:REPL)

Key Insights Replimune Group's estimated fair value is US$25.6 based on 2 Stage Free Cash Flow to Equity Current share...

CEO 보수 분석

Sush Patel의 보수는 Replimune Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-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

보상 대 시장: Sush의 총 보수(USD3.70M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.53M) 수준입니다.

보상과 수익: Sush의 보상은 회사가 적자임에도 증가했습니다.

CEO

Sush Patel (55 yo)

2.3yrs
재임 기간
US$3,697,661
보수

Dr. Sushil Patel, also known as Sush, 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 served as...

리더십 팀

이름직위재임 기간보수지분
Sushil Patel
CEO & Director2.3yrsUS$3.70m0.14%
$ 1.2m
Emily Hill
Chief Financial Officer2.8yrsUS$1.59m0.045%
$ 373.2k
Konstantinos Xynos
Chief Medical Officer3.6yrsUS$1.62m0.074%
$ 609.1k
Philip Astley-Sparke
Executive Chairman11.5yrsUS$6.02m1.58%
$ 13.1m
Andrew Schwendenman
Chief Accounting Officer & Treasurer3.2yrs데이터 없음0.030%
$ 245.8k
Shawn Glidden
Senior VP & General Counsel1.4yrs데이터 없음데이터 없음
Camilo Garcia
Chief Human Resource Officer1.4yrs데이터 없음데이터 없음
Paul Bullock
Chief Manufacturing Officer & Framingham Site Head2.5yrs데이터 없음데이터 없음
Nina Aragam
Senior Vice President of Portfolio Strategy & Program Management1.4yrs데이터 없음데이터 없음
Carolyn Trott
Senior Vice President of Quality Assurance2.3yrs데이터 없음데이터 없음
Kari Jeschke
Senior Vice President of Regulatory Affairs1.4yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: REPL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).

이사회 구성원

이름직위재임 기간보수지분
Sushil Patel
CEO & Director2.3yrsUS$3.70m0.14%
$ 1.2m
Philip Astley-Sparke
Executive Chairman11.5yrsUS$6.02m1.58%
$ 13.1m
Joseph Slattery
Independent Director8.8yrsUS$240.16k0.0079%
$ 65.8k
Michael Goller
Independent Director1.3yrsUS$543.13k데이터 없음
Paolo Pucci
Independent Director6.3yrsUS$227.42k0%
$ 0
Madhavan Balachandran
Independent Director1.8yrsUS$486.71k데이터 없음
Kapil Dhingra
Independent Director9yrsUS$235.16k데이터 없음
Christy Oliger
Independent Director4.6yrsUS$234.26k0%
$ 0
Dieter Weinand
Lead Independent Director8.1yrsUS$264.05k0%
$ 0
Veleka Peeples-Dyer
Independent Director3.1yrsUS$227.66k0%
$ 0
5.4yrs
평균 재임 기간
58.5yo
평균 나이

경험이 풍부한 이사회: REPL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.4 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/15 01:04
종가2026/07/15 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Replimune Group, Inc.는 12명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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