Replimune Group, Inc.

NasdaqGS:REPL Voorraadrapport

Marktkapitalisatie: US$940.4m

Replimune Group Beheer

Beheer criteriumcontroles 2/4

De CEO Replimune Group is Sush Patel, benoemd in Apr2024, heeft een ambtstermijn van 2.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.85M, bestaande uit 12% salaris en 88% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.14% van de aandelen van het bedrijf, ter waarde $ 1.34M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.3 jaar en 5.5 jaar.

Belangrijke informatie

Sush Patel

Algemeen directeur

US$5.8m

Totale compensatie

Percentage CEO-salaris11.97%
Dienstverband CEO2.3yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn2.3yrs
Gemiddelde ambtstermijn bestuur5.5yrs

Recente managementupdates

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
Analyse-artikel • 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...
Analyse-artikel • 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
Analyse-artikel • 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
Analyse-artikel • 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
Analyse-artikel • 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
Analyse-artikel • 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
Analyse-artikel • 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...
Analyse-artikel • 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...

Analyse CEO-vergoeding

Hoe is Sush Patel's beloning veranderd ten opzichte van Replimune Group's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 5.85M ) Sush } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 3.61M ).

Compensatie versus inkomsten: De vergoeding van Sush is gestegen terwijl het bedrijf verliesgevend is.

CEO

Sush Patel (55 yo)

2.3yrs
Tenure
US$5,845,982
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
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 & Treasurer3.3yrsgeen gegevens0.030%
$ 278.9k
Shawn Glidden
Senior VP & General Counsel1.5yrsgeen gegevensgeen gegevens
Camilo Garcia
Chief Human Resource Officer1.5yrsgeen gegevensgeen gegevens
Paul Bullock
Chief Manufacturing Officer & Framingham Site Head2.6yrsgeen gegevensgeen gegevens
Nina Aragam
Senior Vice President of Portfolio Strategy & Program Management1.5yrsgeen gegevensgeen gegevens
Carolyn Trott
Senior Vice President of Quality Assurance2.3yrsgeen gegevensgeen gegevens
Kari Jeschke
Senior Vice President of Regulatory Affairs1.5yrsgeen gegevensgeen gegevens
2.3yrs
Gemiddelde duur
55yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van REPL wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.3 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
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
Gemiddelde duur
58.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van REPL wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.5 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/01 14:23
Aandelenkoers aan het einde van de dag2026/07/31 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Replimune Group, Inc. wordt gevolgd door 12 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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