Replimune Group, Inc.

NasdaqGS:REPL Aktierapport

Börsvärde: US$933.5m

Replimune Group Framtida tillväxt

Future kriterier kontrolleras 2/6

Replimune Group förväntas öka vinsten och intäkterna med 43.7% och 40.2% per år respektive medan EPS förväntas växa med 48.4% per år.

Viktig information

43.7%

Tillväxttakt i vinsten

48.44%

Tillväxttakt för EPS

Biotechs vinsttillväxt25.1%
Intäkternas tillväxttakt40.2%
Framtida avkastning på eget kapitaln/a
Bevakning av analytiker

Low

Senast uppdaterad30 Jun 2026

Senaste uppdateringarna om framtida tillväxt

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
Analysartikel • 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...
Analysartikel • 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
Analysartikel • 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
Analysartikel • 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
Analysartikel • 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
Analysartikel • 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
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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...

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:REPL - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
3/31/2029118-76-36-34
3/31/202870-148-105-925
3/31/202734-205-176-2664
3/31/2026N/A-314-285-280N/A
12/31/2025N/A-315-283-278N/A
9/30/2025N/A-310-270-263N/A
6/30/2025N/A-280-228-220N/A
3/31/2025N/A-247-199-192N/A
12/31/2024N/A-228-192-185N/A
9/30/2024N/A-213-188-181N/A
6/30/2024N/A-220-193-186N/A
3/31/2024N/A-216-191-185N/A
12/31/2023N/A-210-176-172N/A
9/30/2023N/A-199-157-154N/A
6/30/2023N/A-182-145-143N/A
3/31/2023N/A-174-130-128N/A
12/31/2022N/A-157-121-118N/A
9/30/2022N/A-147-111-108N/A
6/30/2022N/A-133-100-97N/A
3/31/2022N/A-118-85-82N/A
12/31/2021N/A-108-78-76N/A
9/30/2021N/A-100-72-70N/A
6/30/2021N/A-91-66-65N/A
3/31/2021N/A-81-64-61N/A
12/31/2020N/A-75-59-57N/A
9/30/2020N/A-70-66-59N/A
6/30/2020N/A-61-69-62N/A
3/31/2020N/A-53-67-61N/A
12/31/2019N/A-43N/A-55N/A
9/30/2019N/A-35N/A-46N/A
6/30/2019N/A-30N/A-32N/A
3/31/2019N/A-31N/A-25N/A
12/31/2018N/A-31N/A-24N/A
9/30/2018N/A-28N/A-20N/A
6/30/2018N/A-26N/A-17N/A
3/31/2018N/A-20N/A-16N/A
12/31/2017N/A-17N/A-15N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: REPL förväntas förbli olönsam under de kommande 3 åren.

Resultat vs marknad: REPL förväntas förbli olönsam under de kommande 3 åren.

Höga tillväxtresultat: REPL förväntas förbli olönsam under de kommande 3 åren.

Intäkt vs marknad: REPL s intäkter ( 40.2% per år) förväntas växa snabbare än US marknaden ( 12.9% per år).

Hög tillväxtintäkter: REPL s intäkter ( 40.2% per år) förutspås växa snabbare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: Otillräcklig data för att avgöra om REPL s avkastning på eget kapital förväntas bli hög om tre år

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/09 15:53
Aktiekurs vid dagens slut2026/07/09 00:00
Intäkter2026/03/31
Årlig intjäning2026/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Replimune Group, Inc. bevakas av 12 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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