earnings
confidence high
sentiment positive
materiality 0.80
Replimune Q3 net loss $66.3M; FDA accepts RP1 BLA with priority review, PDUFA July 22
Replimune Group, Inc.
2025-Q3 EPS
reported -$2.25
vs consensus -$0.80
▼ miss
(-180.8%)
- FDA accepted BLA for RP1+nivolumab in advanced melanoma with Priority Review; PDUFA date July 22, 2025.
- Net loss $66.3M for fiscal Q3 2025, up from $51.1M in Q3 2024; R&D expense $48.0M.
- Cash & investments $536.5M as of Dec 31, 2024, expected to fund operations into Q4 2026.
- Public offering raised ~$156M net to support RPx development and potential commercial launch.
- First patients enrolled in RP2 registration-directed trial for uveal melanoma and Phase 2 HCC trial.