earnings
confidence high
sentiment negative
materiality 0.80
Replimune reports Q1 FY2026 net loss $86.7M; FDA issues CRL for RP1 BLA
Replimune Group, Inc.
2026-Q1 EPS reported
-$0.95
- Net loss of $86.7M for quarter ended June 30, 2025, vs $53.8M a year ago.
- Cash, cash equivalents and short-term investments $403.3M; funding expected into Q4 2026.
- FDA issued Complete Response Letter for RP1 BLA in advanced melanoma on July 22, 2025.
- R&D expenses $57.8M (up from $43.0M); SG&A $32.6M (up from $14.4M), driven by commercial prep.
- Ongoing Phase 3 IGNYTE-3 trial for RP1+nivolumab; Phase 2/3 REVEAL trial for RP2 in uveal melanoma.
item 2.02item 9.01