---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-009510"
form_type: "8-K"
ticker: "REPL"
cik: "0001737953"
company_name: "Replimune Group, Inc."
filed_at: "2026-02-03T23:59:59+00:00"
generated_at: "2026-05-16T05:21:46.671040+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Replimune Q3 net loss $70.9M; cash $269.1M; RP1 BLA PDUFA date April 10, 2026

## Summary
- Cash, cash equivalents, and short-term investments $269.1M as of Dec 31, 2025; cash runway extended late into Q1 2027.
- Net loss for Q3 FY2026 was $70.9M vs $66.3M in prior year quarter; R&D expenses $53.1M.
- BLA resubmission for RP1 in anti-PD-1 failed melanoma accepted; FDA PDUFA target action date April 10, 2026.
- Amended loan with Hercules: drew $35M, potential additional $120M post-approval; debt repayment delayed to 2027.
- Phase 3 IGNYTE-3 confirmatory study for RP1 enrolling ~400 patients; REVEAL Phase 2/3 for RP2 in uveal melanoma actively enrolling.

## SEC filing metadata
- accession: 0001104659-26-009510
- form_type: 8-K
- ticker: REPL
- cik: 0001737953
- company_name: Replimune Group, Inc.
- filed_at: 2026-02-03T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 2.02, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/0001104659-26-009510-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/tm264822d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-009510
- JSON: https://secwatch.observer/filing/0001104659-26-009510.json
- Plain text: https://secwatch.observer/filing/0001104659-26-009510.txt

## Key facts
- Debt Financings
  Replimune Group, Inc. amended credit facility with Hercules Capital, Inc. at greater of either (i) 8.50% and (ii) the Prime Rate (as defined in the Loan Agre.
  - Instrument: credit facility
  - Counterparty: Hercules Capital, Inc.
  - Rate: greater of either (i) 8.50% and (ii) the Prime Rate (as defined in the Loan Agre
  - Event: amendment
  source text: the interest rate was amended to be equal to the greater of either (i) 8.50% and (ii) the Prime Rate (as defined in the Loan Agreement) plus 1.75%, and the amortization date was extended from October 1, 2026 to October 1, 2027
  evidence_url: https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/0001104659-26-009510-index.htm
- Debt Financings
  Replimune Group, Inc. incurred term loan of $35 million with Hercules Capital, Inc. at greater of either (i) 8.50% and (ii) the Prime Rate (as defined in the Loan Agre.
  - Instrument: term loan
  - Principal: $35 million
  - Counterparty: Hercules Capital, Inc.
  - Rate: greater of either (i) 8.50% and (ii) the Prime Rate (as defined in the Loan Agre
  - Event: incurrence
  source text: the third loan tranche advance under the Loan Agreement was increased from $30 million to $35 million and the availability of the tranche was extended until June 15, 2026
  evidence_url: https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/0001104659-26-009510-index.htm
- Material Agreements
  Replimune Group, Inc. amended Third Amendment to Loan and Security Agreement with Hercules Capital, Inc. valued at $35 million (effective 2026-01-29).
  - Action: amendment
  - Agreement: credit facility
  - Counterparty: Hercules Capital, Inc.
  - Value: $35 million
  - Effective: 2026-01-29
  source text: On January 29, 2026 (the “Third Amendment Closing Date”), Replimune Group, Inc. (the “Company”) and certain subsidiaries of the Company (collectively, the “Borrowers”) entered into a Third Amendment to Loan and Security Agreement (the “Amendment”) with Hercules Capital, Inc. (“Hercules”), in its capacity as administrative agent and collateral agent (the “Agent”), and certain other financial institutions that from time to time may become parties to the Loan Agreement as lenders (collectively, the “Lenders”)
  evidence_url: https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/0001104659-26-009510-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.