Replimune Group
REPL
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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
4% more funds holding
Funds holding: 167 [Q1] → 174 (+7) [Q2]
1.44% less ownership
Funds ownership: 106.44% [Q1] → 104.99% (-1.44%) [Q2]
6% less capital invested
Capital invested by funds: $799M [Q1] → $752M (-$47.4M) [Q2]
20% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 64
25% less call options, than puts
Call options by funds: $20.5M | Put options by funds: $27.5M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
BMO Capital
Evan David Seigerman
|
$2
|
Underperform
Downgraded
|
23 Jul 2025 |
Barclays
Peter Lawson
|
$3
|
Equal-Weight
Downgraded
|
23 Jul 2025 |
Leerink Partners
Jonathan Chang
|
$3
|
Market Perform
Downgraded
|
22 Jul 2025 |
JP Morgan
Anupam Rama
|
$9
|
Neutral
Downgraded
|
22 Jul 2025 |
Jefferies
Roger Song
|
$6
|
Buy
Maintained
|
22 Jul 2025 |
Wedbush
Robert Driscoll
|
$4
|
Neutral
Downgraded
|
22 Jul 2025 |
Financial journalist opinion
Based on 91 articles about REPL published over the past 30 days