Replimune Group, Inc.

NasdaqGS:REPL Stok Raporu

Piyasa değeri: US$828.5m

Replimune Group Yönetim

Yönetim kriter kontrolleri 3/4

Replimune Group CEO'su Sush Patel, Apr2024 tarihinde atandı, in görev süresi 2.25 yıldır. in toplam yıllık tazminatı $ 3.70M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.2% maaş ve 83.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.14% ine doğrudan sahiptir ve bu hisseler $ 1.18M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 2.3 yıl ve 5.4 yıldır.

Anahtar bilgiler

Sush Patel

İcra Kurulu Başkanı

US$3.7m

Toplam tazminat

CEO maaş yüzdesi16.23%
CEO görev süresi2.3yrs
CEO sahipliği0.1%
Yönetim ortalama görev süresi2.3yrs
Yönetim Kurulu ortalama görev süresi5.4yrs

Son yönetim güncellemeleri

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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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 Tazminat Analizi

Sush Patel'un ücretlendirmesi Replimune Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Sush 'ın toplam tazminatı ($USD 3.70M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 3.54M ).

Tazminat ve Kazançlar: Sush şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.

CEO

Sush Patel (55 yo)

2.3yrs
Görev süresi
US$3,697,661
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 & Treasurer3.2yrsVeri yok0.030%
$ 245.8k
Shawn Glidden
Senior VP & General Counsel1.4yrsVeri yokVeri yok
Camilo Garcia
Chief Human Resource Officer1.4yrsVeri yokVeri yok
Paul Bullock
Chief Manufacturing Officer & Framingham Site Head2.5yrsVeri yokVeri yok
Nina Aragam
Senior Vice President of Portfolio Strategy & Program Management1.4yrsVeri yokVeri yok
Carolyn Trott
Senior Vice President of Quality Assurance2.3yrsVeri yokVeri yok
Kari Jeschke
Senior Vice President of Regulatory Affairs1.4yrsVeri yokVeri yok
2.3yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: REPL 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.3 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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$543.13kVeri yok
Paolo Pucci
Independent Director6.3yrsUS$227.42k0%
$ 0
Madhavan Balachandran
Independent Director1.8yrsUS$486.71kVeri yok
Kapil Dhingra
Independent Director9yrsUS$235.16kVeri yok
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
Ortalama Görev Süresi
58.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: REPL 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.4 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/15 22:05
Gün Sonu Hisse Fiyatı2026/07/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2026/03/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Replimune Group, Inc. 12 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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