REPL Replimune Group, Inc.

company

SEC Filings & Insider Trading Activity 2026

Management Discussion & Analysis

• • No product revenue, net loss $313.9M in 2026 vs $247.3M in 2025, operating expenses $319.9M vs $261.6M, loss from operations increased by $58.3M
• • R&D expense $221.2M (+17%) driven by $59.8M RP1 and $26.0M RP2 costs; SG&A $98.7M (+37%), personnel costs main driver
• • Best segment RP2 with $25.95M costs (up $13.9M); worst RP3 down $2.3M to $2.67M; RP1 increased $12.9M driven by IGNYTE-3 study
• • Cash and investments $268.9M as of March 31, 2026; net cash used in operations $280.3M; financing activities provided $66.3M including $35.0M debt; capex approx. $4.2M
• • Management expects operating losses into 2027; cash runway into Q1 2027; plans depend on FDA approval outcome for RP1; risks include need for additional financing and potential restructuring

Business Overview

• • Clinical-stage biotech focused on oncolytic immunotherapy using engineered HSV-1 platform (RPx) to maximally activate systemic anti-tumor immune response
• • FDA issued second Complete Response Letter for RP1 BLA in advanced melanoma; ongoing FDA collaboration and expedited Class 1 resubmission action date August 2, 2026
• • Expanded pivotal RP1 development with Phase 3 IGNYTE-3 trial enrolling anti-PD-1 failed melanoma patients; complex FDA feedback on control arms and trial design
• • Workforce reduced ~55% in April 2026 restructuring; 465 employees as of March 31, 2026, with 75% in R&D, reflecting operational scale-back risks
• • RP2 advanced in metastatic uveal melanoma (mUM) with Phase 2/3 REVEAL trial targeting immune checkpoint inhibitor-naïve patients; additional signal-finding in liver cancers with Roche collaboration

Risk Factors

• • Regulatory risk FDA Biologics License Application for RP1: two CRLs issued (July 2025, April 2026), with FDA advisory committee meeting scheduled July 2026
• • Geopolitical threat Russia-Ukraine and Israel-Hamas conflicts causing potential supply chain disruptions and inflationary impacts on business
• • Operational risk reliance on BMS, Roche for anti-PD-1 therapies (nivolumab, atezolizumab/bevacizumab) critical for combination trials and commercialization
• • Competitive risk market competition with Amgen's T-Vec oncolytic immunotherapy and others with greater resources and faster development
• • Financial risk net loss $313.9M FY 2026, accumulated deficit $1.26B, cash runway into Q1 2027 without additional financing

What are the latest REPL SEC filings in 2026?

Replimune Group, Inc. (REPL) has filed a 10-K annual report on June 29, 2026, a 10-Q quarterly report on February 3, 2026, an 8-K current report on July 31, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did REPL file its most recent 10-K annual report?

Replimune Group, Inc. (REPL) filed its most recent 10-K annual report on June 29, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view REPL 10-Q quarterly reports?

Replimune Group, Inc. (REPL)'s most recent 10-Q quarterly report was filed on February 3, 2026. SignalX displays every REPL 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has REPL filed recently?

Replimune Group, Inc. (REPL)'s most recent 8-K was filed on July 31, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find REPL insider trading activity (Form 4)?

SignalX aggregates every REPL Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does REPL file with the SEC?

Replimune Group, Inc. (REPL) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new REPL filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Replimune Group, Inc. (REPL).

What is REPL's SEC CIK number?

Replimune Group, Inc. (REPL)'s SEC CIK (Central Index Key) number is 1737953. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1737953 to look up all REPL filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find REPL return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Replimune Group, Inc. (REPL) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.