NASDAQ$REPL

Replimune Group Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Reported financial results for the fiscal third quarter and provided a business update.

Replimune reported its Q3 financial results, highlighting a strengthened balance sheet with $259 million raised through a public offering, extending the cash runway into H2 2025. Key clinical trial milestones were achieved, including target enrollment in the IGNYTE trial and anticipation of topline data from the CERPASS trial in Q3 2023.

  • Strengthened balance sheet with $259 million raised through an upsized public offering, extending cash runway into H2 2025.
  • Topline data from the CERPASS registration-directed clinical trial evaluating RP1 in cutaneous squamous cell carcinoma (CSCC) expected in Q3 2023.
  • Target enrollment of 125 patients achieved in the IGNYTE clinical trial cohort of RP1 combined with Opdivo in anti-PD1 failed melanoma.
  • Collaboration announced with Roche for signal finding studies in RP2/3 in third-line colorectal cancer and first- and second-line hepatocellular carcinoma.

Headline financials

EPS (adj)

-$0.69

Previous: -$0.57-21.1%
Capital Expenditures

$555K

Previous: $465K+19.4%
Free Cash Flow

-$29.1M

Previous: -$18.8M-54.9%
Net Income

-$39.7M

Previous: -$29.7M-33.8%
Operating Income

-$41.6M

Previous: -$29.7M-40.2%
Cash & Equivalents

$0.00

Previous: $0.00
Total Assets

$679M

Previous: $485M+39.8%
Stock-Based Comp

$7.02M

Previous: $5.92M+18.7%

Revenue & EPS history

Replimune · Revenue · Quarterly

$0

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

Forward guidance

Replimune believes that existing cash, cash equivalents and short-term investments, as of December 31, 2022, 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 Q3 2023

Historical avgQ3 2023

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro