REPL at a glance
Replimune Group, Inc. (REPL, SEC CIK 1737953) filed its latest 10-K annual report on June 29, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as August 24, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 27 institutional investment managers tracked by SignalX reported holding Replimune Group, Inc. (REPL) shares worth $373.7 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Hill Emily Luisa on August 17, 2026 of 9,256 shares at $14.28 per share.
- In the last 90 days, REPL insiders reported 0 open-market purchases ($0) and 5 open-market sales ($1.0M) on Form 4, a net sale of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$1.0M
- 13F holders
- 27 funds
- $373.7M · −1 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 5.07 · Item 5.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Mar 31, 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
AI summary of the REPL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- New commercialization risk triggered by August 2026 FDA approval: limited launch experience for TUDRIQEV in combination with nivolumab
- Regulatory risk: accelerated approval depends on IGNYTE-3 and other confirmatory studies verifying clinical benefit
- Operational risk: significant sales and marketing reductions after April 2026’s second CRL may hinder launch readiness
- Market risk: physician adoption may remain limited pending longer-term TUDRIQEV efficacy and safety data
- Financial risk: additional funding may be required because product revenue has not yet been generated
AI summary of the REPL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- PwC ratified as independent auditor for fiscal year ending March 31, 2027, with 63,434,745 votes in favor
- Executive compensation approved advisory basis, with 48,641,528 votes for and 14,440,328 broker non-votes
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Common-stock authorization doubled from 150 million to 300 million shares
- Stockholders approved the amendment at the September 15, 2026 annual meeting
Item 2.02: Results of Operations and Financial Condition
- No earnings figures, reporting period, or operating results included in the excerpt
Item EX-99.1: Item EX-99.1
- FDA accelerated approval makes TUDRIQEV Replimune’s first commercial product; U.S. launch expected within 60 days
- Approval covers advanced cutaneous melanoma after PD-1 progression, creating near-term commercial revenue potential
Item 8.01: Other Events
- $140.5M estimated net proceeds from equity financing, strengthening Replimune’s cash runway
- Offering includes 9,701,490 common shares at $12.06 per share
AI summaries of REPL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for REPL
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Astley-Sparke Philip | G | Aug 20, 2026 | 50,000 | - |
| Hill Emily Luisa | Sell | Aug 17, 2026 | 9,256 | $14.28 |
| BAKER BROS. ADVISORS LP | Buy | Aug 11, 2026 | 126,394 | $12.06 |
| BAKER BROS. ADVISORS LP | Buy | Aug 11, 2026 | 2,609,946 | $12.06 |
| Patel Sushil | Sell | Aug 10, 2026 | 39,341 | $12.97 |
| Schwendenman Andrew | Sell | Aug 10, 2026 | 7,632 | $12.97 |
| Hill Emily Luisa | Sell | Aug 10, 2026 | 11,448 | $12.97 |
| Xynos Konstantinos | Sell | Aug 10, 2026 | 11,447 | $12.97 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 | |
|---|---|---|---|---|
| Profitability | ||||
| Operating Income | -$234.8M | -$261.6M | -$319.9M | |
| Net Income | -$215.8M | -$247.3M | -$313.9M | |
| Balance Sheet | ||||
| Total Assets | $487.7M | $551.3M | $332.4M | |
| Equity | $374.5M | $415.8M | $166.2M | |
| ROE | -57.6% | -59.5% | -188.9% | |
| Per Share | ||||
| EPS | $-3.24 | $-3.07 | $-3.38 | |
| Cash Flow | ||||
| Operating CF | -$185.5M | -$192.3M | -$280.3M | |
Source: XBRL data in Replimune Group, Inc. (REPL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate REPL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 27 | $373.7M |
| Q1 2026 | 28 | $258.0M |
| Q4 2025 | 24 | $339.9M |
| Q3 2025 | 24 | $127.5M |
| Q2 2025 | 25 | $283.0M |
| Q1 2025 | 20 | $130.9M |
| Q4 2024 | 16 | $127.8M |
| Q3 2024 | 14 | $69.2M |
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- Fifth Third Bancorp−787
Source: 13F-HR filings on SEC EDGAR (aggregated from 178 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
REPL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-Q | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| SC 13G | Aug 10, 2026 | - | - | |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 7, 2026 | - | Analysis | - |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 10-K | Jun 29, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 8-K | May 29, 2026 | - | Analysis | |
| SC 13G | May 21, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 20, 2026 | - | - |
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REPL SEC filings: frequently asked questions
Are REPL insiders buying or selling?
In the last 90 days, Replimune Group, Inc. (REPL) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $1.0 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold REPL stock?
As of June 30, 2026, the largest Replimune Group, Inc. (REPL) holders among the 13F filers tracked by SignalX were BlackRock ($99.2 million), Goldman Sachs Group ($50.3 million), State Street Corp ($49.2 million), Vanguard Capital Management LLC ($32.1 million), AQR Capital Management ($28.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What are the main risks in REPL's latest 10-K?
In the 10-K filed June 29, 2026, Replimune Group, Inc. (REPL) flagged: 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. (AI summary of the Risk Factors section.)
What did REPL report in its latest 8-K?
Replimune Group, Inc. (REPL) filed an 8-K on September 16, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders) and Item 5.03 (Amendments to Articles of Incorporation or Bylaws). PwC ratified as independent auditor for fiscal year ending March 31, 2027, with 63,434,745 votes in favor.
What are the latest REPL SEC filings?
Replimune Group, Inc. (REPL) filed its latest 10-K annual report on June 29, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on August 24, 2026.
What is REPL's SEC CIK number?
Replimune Group, Inc. (REPL)'s SEC Central Index Key (CIK) is 1737953. EDGAR lists every REPL filing under that number.
Ask anything about REPL
The research agent reads REPL's filings, financials, insider trades and 13F holders, then answers with sources.