earnings
confidence high
sentiment positive
materiality 0.90
Replimune reports Q4 loss of $73.7M; FDA accepts RP1 BLA resubmission for advanced melanoma
Replimune Group, Inc.
- Net loss $73.7M in Q4 FY2026; full-year net loss $313.9M.
- FDA accepted RP1 BLA resubmission for advanced melanoma; PDUFA Aug 2, 2026, advisory cttee in late July.
- Cash $268.9M at March 31, 2026; expected runway into Q1 calendar 2027.
- IGNYTE-3 (Phase 3) and REVEAL (Phase 2/3) trials enrolling; REVEAL Phase 2/3 transition expected Q1 2027.
- ASCO 2026: RP1+nivo 3-yr OS 47.8%, median OS 32.9 mos; RP2 19% ORR in solid tumors.