earnings
confidence high
sentiment positive
materiality 0.80
Replimune reports Q2 FY2025 net loss $53.1M; BLA for RP1 in melanoma on track before year-end
Replimune Group, Inc.
2025-Q2 EPS
reported -$1.45
vs consensus -$0.82
▼ miss
(-76.1%)
- Completed pre-BLA meeting with FDA; BLA submission for RP1+nivolumab in anti-PD1 failed melanoma via accelerated approval path on track by end of 2024.
- IGNYTE primary analysis: 33.6% ORR at 12 months by modified RECIST 1.1; median DOR from response initiation 21.6 months.
- Cash, cash equivalents and short-term investments $432.1M as of Sep 30, 2024; funding operations into H2 2026.
- R&D expenses $43.4M, down from $49.1M; net loss $53.1M, improved from $60.0M YoY.
- RP2 in uveal melanoma: registration-directed trial with first patient enrollment expected Q1 2025.