earnings
confidence high
sentiment neutral
materiality 0.65
Replimune Q1 net loss $49.6M; CERPASS data delayed to early Q4; inks Incyte CSCC trial
Replimune Group, Inc.
2024-Q1 EPS reported
-$0.75
- Net loss $49.6M in fiscal Q1 vs $42.3M a year ago; cash $539.1M provides runway into H2 2025.
- CERPASS topline data (RP1+Libtayo in CSCC) expected early Q4 2023, delayed from Q3 due to slower independent review.
- IGNYTE full cohort snapshot (N=141) in anti-PD1 failed melanoma on track for Q4 2023; BLA submission planned Q1/Q2 2024.
- Clinical trial collaboration with Incyte to test RP1 + oral PD-L1 INCB99280 in neoadjuvant CSCC; trial to start early 2024, costs shared.
- RP2/RP3 Phase 2 programs: third-line CRC trial initiated; HCC trial expected this quarter; Phase 1 completion in Q3 2023.