NASDAQ$REPL

Replimune Group Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced financial results for the fiscal second quarter ended September 30, 2023 and provided a business update.

Replimune Group, Inc. reported financial results for the fiscal second quarter ended September 30, 2023. The company is planning to present topline data from the CERPASS clinical trial and an initial snapshot from the IGNYTE clinical trial cohort. They are also excited to present the design of a confirmatory study agreed with the FDA to support a potential approval of RP1 in anti-PD1 failed melanoma via the accelerated approval pathway.

  • Presenting topline data from CERPASS clinical trial of RP1 in combination with Libtayo in cutaneous squamous cell carcinoma (CSCC).
  • Sharing an initial snapshot from the IGNYTE clinical trial cohort of RP1 combined with Opdivo in anti-PD1 failed melanoma.
  • Presenting the design of a confirmatory study agreed with the FDA to support a potential approval of RP1 in anti-PD1 failed melanoma via the accelerated approval pathway.
  • Continuing to see anti-tumor activity in Phase 1 program for RP2 and RP3 with a full update expected in early 2024.

Headline financials

EPS (adj)

-$0.90

Previous: -$0.79-13.9%
Net Income

-$60M

Previous: -$43.1M-39.3%
Operating Income

-$63.8M

Previous: -$41.6M-53.5%
Gross Profit

$0.00

No prior period
Cash & Equivalents

$0.00

Previous: $0.00
Total Assets

$562M

Previous: $436M+29.0%
R&D Expense

$49.1M

No prior period
Stock-Based Comp

$9.12M

Previous: $6.99M+30.4%

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 September 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 Q2 2024

Historical avgQ2 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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