secwatch.observer — SEC 8-K summary
======================================

Issuer:     Replimune Group, Inc. (REPL)
CIK:        0001737953
Form:       8-K
Filed at:   2026-02-03T23:59:59+00:00
Accession:  0001104659-26-009510
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 1.01, 2.02, 2.03, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/0001104659-26-009510-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1737953/000110465926009510/tm264822d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-009510

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer