earnings
confidence high
sentiment positive
materiality 0.65
Replimune Q4 net loss $74.1M; RP1 BLA on track for July 22 PDUFA
Replimune Group, Inc.
2025-FY EPS
reported -$3.07
vs consensus -$0.91
▼ miss
(-238.2%)
- Net loss Q4 $74.1M, FY $247.3M; cash $483.8M, runway into Q4 2026 excluding revenue.
- BLA for RP1+nivolumab in advanced melanoma on schedule; PDUFA July 22, 2025; no advisory committee.
- Commercial infrastructure fully built and ready for launch; distribution channels established.
- R&D Q4 $54.0M (+27% YoY); SG&A Q4 $25.4M (+57% YoY) driven by pre-launch scaling.
- Investor day June 24; confirmatory Phase 3 IGNYTE-3 enrolling 400 patients globally.
item 2.02item 9.01