NASDAQ$REPL

Replimune Group Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Replimune announced financial results for the fiscal third quarter ended December 31, 2024 and provided a business update.

Replimune reported significant regulatory milestones for RP1 in anti-PD-1 failed melanoma, with the FDA accepting the BLA for RP1 plus nivolumab in advanced melanoma for priority review and setting a PDUFA date of July 22, 2025. The company is focused on ensuring a successful commercial launch of RP1 upon approval and is well-capitalized with over $500 million in cash to execute its plans.

  • FDA accepted the Biologics License Application (BLA) for RP1 plus nivolumab in advanced melanoma for priority review with a PDUFA date of July 22, 2025.
  • IGNYTE-3 confirmatory trial of RP1 plus nivolumab in advanced melanoma is enrolling.
  • Enrolled first patients in trials evaluating RP2 for the treatment of metastatic uveal melanoma and hepatocellular carcinoma
  • Company believes that existing cash, cash equivalents and short-term investments, as of December 31, 2024 will enable the Company to fund operations into the fourth quarter of 2026

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.79

Previous: -$0.77-2.6%
Capital Expenditures

-$1.8M

Previous: -$1.72M-4.7%
Free Cash Flow

-$52.5M

No prior period
Net Income

-$66.3M

Previous: -$51.1M-29.8%
Operating Income

-$66.4M

Previous: -$56.5M-17.4%
Gross Profit

-$1M

Previous: -$700K-42.9%
R&D Expense

$48.4M

Previous: $43.3M+11.8%

Revenue & EPS history

Replimune · Revenue · Quarterly

$0

Q3 2025
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 December 31, 2024 will enable the Company to fund operations into the fourth quarter of 2026 which includes scale up for the potential commercialization of RP1 in skin cancers and for working capital and general corporate purposes and excludes any potential revenue.

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 2025

Historical avgQ3 2025

+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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