NASDAQ$REPL

Replimune Group Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Reported financial results for the fiscal first quarter ended June 30, 2023 and provided a business update.

Replimune reported its fiscal first quarter 2024 financial results, highlighting positive updates for RP1 in anti-PD1 failed melanoma and RP2 in uveal melanoma presented at ASCO. Top-line data from the registration-directed CERPASS clinical trial of RP1 combined with Libtayo in cutaneous squamous cell carcinoma is expected in early Q4 2023, and a BLA submission is anticipated in Q1/2 2024. A cost-sharing collaboration in cutaneous squamous cell carcinoma in the neoadjuvant setting was entered into with Incyte.

  • Topline data from the registration-directed CERPASS clinical trial of RP1 combined with Libtayo in cutaneous squamous cell carcinoma expected in early Q4 2023 and Biologics License Application submission anticipated in Q1/2 2024.
  • Cost sharing collaboration in cutaneous squamous cell carcinoma in the neoadjuvant setting entered into with Incyte.
  • Data snapshot for all 141 patients in the IGNYTE clinical trial cohort of RP1 in anti-PD1 failed melanoma expected Q4 2023.
  • Strong balance sheet with cash runway into H2 2025.

Headline financials

EPS (adj)

-$0.75

Previous: -$0.78+3.8%
Capital Expenditures

$449K

Previous: $1.07M-58.0%
Free Cash Flow

-$49M

Previous: -$34.5M-42.0%
Net Income

-$49.6M

Previous: -$42.3M-17.3%
Operating Income

-$55.6M

Previous: -$40.9M-36.1%
Cash & Equivalents

$0.00

Previous: $0.00
Total Assets

$604M

Previous: $459M+31.4%
Stock-Based Comp

$8.85M

Previous: $7.19M+23.0%

Revenue & EPS history

Replimune · Revenue · Quarterly

$0

Q3 2026
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Based on the current operating plan, the Company believes that existing cash, cash equivalents and short-term investments, as of June 30, 2023, will enable the Company to fund operations into the second half of calendar year 2025.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

+3.7%

Avg return

Earnings day

+2.3%

Avg return

5 days after

-1.0%

Avg return

30 days after

58%

18 / 31 earnings

Positive

+86.3%

Q4 2026

Best reaction

-11.8%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+86.3%+114.2%
Q3 2026+6.0%+11.1%+0.9%
Q2 2026-0.8%+6.4%+23.7%
Q1 2026-0.4%-4.5%+15.1%
Q4 2025+3.9%-0.5%+9.6%
Q3 2025+7.3%+9.7%-9.3%
Q2 2025-6.5%-13.6%-2.2%
Q1 2025+4.1%+5.8%+12.7%
Q4 2024+1.5%-11.5%+24.7%
Q3 2024+4.6%-3.6%+21.7%
Q2 2024-10.3%-13.7%-40.9%
Q1 2024-7.2%-14.2%-7.5%
Q4 2023+0.4%-0.2%+22.3%
Q3 2023-11.2%-13.0%-33.6%
Q2 2023-3.5%-6.1%+5.8%
Q1 2023+0.0%-2.6%-8.0%
Q4 2022+3.9%-0.6%+6.8%
Q3 2022-0.7%+0.5%-16.4%
Q2 2022+0.9%+0.2%-16.6%
Q1 2022-11.8%-12.9%-9.3%
Q4 2021+5.7%+5.8%+3.3%
Q3 2021+12.8%+7.2%-8.2%
Q2 2021-1.6%-6.2%-1.1%
Q1 2021+14.6%+10.2%+7.7%
Q4 2020+17.8%+19.5%+11.0%
Q3 2020-1.6%-1.4%-31.3%
Q2 2020-1.3%-27.9%-12.5%
Q1 2020-0.8%+6.3%+18.6%
Q4 2019+1.4%+1.4%-5.7%
Q3 2019+0.9%-2.7%-17.5%
Q2 2019+0.7%+8.9%+7.2%
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017

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