Replimune Group 경영진
경영진 기준 점검 3/4
Replimune Group CEO는 Sush Patel, Apr2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $5.85M, 12% 급여 및 88% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.05M 가치에 해당하는 회사 주식의 0.085% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.4 년과 5.6 년입니다.
핵심 정보
Sush Patel
최고경영자
US$5.8m
총 보수
| CEO 급여 비율 | 11.97% |
| CEO 재임 기간 | 2.4yrs |
| CEO 지분 보유율 | 0.09% |
| 경영진 평균 재임 기간 | 2.4yrs |
| 이사회 평균 재임 기간 | 5.6yrs |
최근 경영진 업데이트
Recent updates
새로운 내러티브 • 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 Alpha분석 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 Alpha분석 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 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 Alpha분석 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 Alpha분석 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 Alpha분석 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 Alpha분석 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...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
보상 대 시장: Sush의 총 보수(USD5.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.29M) 수준입니다.
보상과 수익: Sush의 보상은 회사가 적자임에도 증가했습니다.
CEO
Sush Patel (55 yo)
2.4yrs
재임 기간
US$5,845,982
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| 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 | 데이터 없음 | 0.018% $ 225.7k | |
| Senior VP & General Counsel | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Chief Human Resource Officer | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Chief Manufacturing Officer & Framingham Site Head | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Portfolio Strategy & Program Management | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Quality Assurance | 2.4yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Regulatory Affairs | 1.6yrs | 데이터 없음 | 데이터 없음 | |
| Chief Commercial Officer | less than a year | 데이터 없음 | 데이터 없음 |
2.4yrs
평균 재임 기간
55yo
평균 나이
경험이 풍부한 관리: REPL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.4 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| 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 |
5.6yrs
평균 재임 기간
58.5yo
평균 나이
경험이 풍부한 이사회: REPL의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/21 14:33 |
| 종가 | 2026/09/21 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 에 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 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Clarence Powell | BMO Capital Markets Equity Research |
| Evan Seigerman | BMO Capital Markets Equity Research |
| Guyn Kim | BMO Capital Markets Equity Research |