regulatory
confidence high
sentiment negative
materiality 0.95
FDA issues second CRL for Replimune's RP1 BLA; company plans layoffs and manufacturing scale-back
Replimune Group, Inc.
- FDA second Complete Response Letter for BLA of RP1 plus nivolumab for advanced melanoma; Replimune disagrees with decision.
- Without timely accelerated approval, further development of RP1 not viable; company eliminating jobs and scaling back U.S. manufacturing.
- IGNYTE trial: 34% response rate, median duration 24.8 months for RP1 plus nivolumab in patients progressing on anti-PD-1.
- Company cites inconsistent FDA process: new review team, contradictions from September 2025 Type A meeting, and lack of communication.
- Approximately 8,500 advanced melanoma deaths annually in U.S.; CEO says regulatory failure denies patients needed treatment.