secwatch.observer — SEC 8-K summary
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Issuer:     Replimune Group, Inc. (REPL)
CIK:        0001737953
Form:       8-K
Filed at:   2023-08-03T23:59:59+00:00
Accession:  0001104659-23-087059
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Replimune Q1 net loss $49.6M; CERPASS data delayed to early Q4; inks Incyte CSCC trial
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1737953/000110465923087059/0001104659-23-087059-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1737953/000110465923087059/tm2317748d2_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-23-087059

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer