Replimune GroupREPL
About: Replimune Group Inc is a clinical-stage biotechnology company. It uses a proprietary RPx platform to design and develop product candidates that are intended to maximally activate the immune system against solid tumors. The RPx platform is based on a proprietary, engineered strain of herpes simplex virus 1, or HSV-1, backbone with payloads added to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The company focuses on developing oncolytic immunotherapies for the treatment of cancer. Its pipeline products include RP1, RP2, and RP3. The company operates in USA and UK, majority of revenue from USA.
Employees: 479
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
25% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 5 (+1) [Q1 2025]
22% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 50
6% more funds holding
Funds holding: 157 [Q4 2024] → 167 (+10) [Q1 2025]
3.06% more ownership
Funds ownership: 103.37% [Q4 2024] → 106.44% (+3.06%) [Q1 2025]
15% less capital invested
Capital invested by funds: $943M [Q4 2024] → $799M (-$144M) [Q1 2025]
73% less call options, than puts
Call options by funds: $716K | Put options by funds: $2.64M
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
BMO Capital Evan David Seigerman | 72%downside $2 | Underperform Downgraded | 23 Jul 2025 |
Barclays Peter Lawson | 59%downside $3 | Equal-Weight Downgraded | 23 Jul 2025 |
Leerink Partners Jonathan Chang | 59%downside $3 | Market Perform Downgraded | 22 Jul 2025 |
JP Morgan Anupam Rama | 24%upside $9 | Neutral Downgraded | 22 Jul 2025 |
Jefferies Roger Song | 17%downside $6 | Buy Maintained | 22 Jul 2025 |
Financial journalist opinion
Based on 43 articles about REPL published over the past 30 days









