earnings
confidence high
sentiment positive
materiality 0.80
Replimune Q1 FY2025: $53.8M net loss, $469.1M cash; RP1 BLA on track for 2H 2024
Replimune Group, Inc.
2025-Q1 EPS
reported -$0.78
vs consensus -$0.77
▼ miss
(-1.6%)
- Net loss $53.8M for Q1 ended June 30, 2024, up from $49.6M YoY; R&D expenses $43.0M versus $40.4M.
- Cash, cash equivalents and short-term investments $469.1M; $96.7M net PIPE financing supports operations into 2H 2026.
- Pre-BLA meeting with FDA scheduled for September 2024; RP1 BLA submission planned for 2H 2024.
- First patient enrollment in Phase 3 confirmatory IGNYTE-3 trial for RP1 in anti-PD1 failed melanoma expected Q3 2024.
- Protocol finalized for registration-directed study of RP2 in uveal melanoma; Phase 2 HCC trial first patient expected 2H 2024.