Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Delaware 82-2082553 (I.R.S. Employer Identification No.) 500 ...

Financial Performance - As of December 31, 2025, the company's cash, cash equivalents, and short-term investments totaled $269.1 million, down from $483.8 million as of March 31, 2025, reflecting cash burn related to clinical development activities [7]. - The net loss for the fiscal third quarter ended December 31, 2025, was $70.9 million, compared to a net loss of $66.3 million for the same period in 2024 [11]. - Selling, general and administrative expenses for the fiscal third quarter were $18.7 million, compared to $18.0 million in the same quarter of 2024 [11]. - The total operating expenses for the fiscal third quarter were $71.9 million, up from $66.0 million in the same quarter of 2024 [11]. - The company expects its existing cash resources to fund operations into the first quarter of calendar 2027, including potential commercialization of RP1 [7]. Research and Development - Research and development expenses for the fiscal third quarter were $53.1 million, an increase from $48.0 million in the same quarter of 2024, primarily due to costs associated with the RP1 confirmatory study [11]. - The ongoing IGNYTE-3 Phase 3 trial is expected to enroll approximately 400 patients, assessing RP1 in combination with nivolumab versus physician's choice [5]. - RP1 combined with nivolumab showed an objective response rate (ORR) of 44% in patients with acral melanoma, with a median duration of response of 11.9 months [5]. Regulatory and Funding - The company has a Prescription Drug User Fee Act (PDUFA) target action date of April 10, 2026, for the resubmission of the Biologics License Application (BLA) for RP1 in advanced melanoma [3]. - The company amended its loan agreement with Hercules Capital, allowing for an initial drawdown of $35 million and potential additional funding of $120 million upon post-approval milestones [4].

April 10, 2026 Target Action Date for RP1 in Advanced MelanomaWOBURN, Mass., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Replimune Group, Inc. (Nasdaq: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced financial results for the fiscal third quarter ended December 31, 2025 and provided a business update. The Company's Biologics License Application (BLA) resubmission for RP1 (vusolimogene oderparepvec) in anti-PD-1 failed melanoma was accepted b ...

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Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Replimune Group (NasdaqGS:REPL) FY Conference January 14, 2026 04:30 PM ET Company ParticipantsNone - Company RepresentativeSushil Patel - CEOEmily Hill - CFOConference Call ParticipantsNone - Analyst 1Anupam Rama - Senior Biotech AnalystNone - Analyst 2Anupam RamaAll righty, let's go ahead and get started. Welcome, everyone, to the 44th Annual JPMorgan Healthcare Conference. My name is Anupam Rama. I am one of the Senior Biotech Analysts here at JPMorgan. I'm joined by my squad, Joyce Zhou, Priyanka Grover ...

Click to edit Master title style January 14, 2026 JPM Healthcare Conference Igniting a systemic immune response to cancer with oncolytic immunotherapy © 2026 Replimune Group Inc. JPM 2026 Presentation 1 Click to edit Master text styles Safe harbor © 20256 Replimune Group Inc. Replimune Group Inc. 3 Click to edit Master title style RPx Oncolytic Immunotherapy Overcoming Historical Hurdles ~150 Accounts Ready on Day 1 Go-to market model optimized to enable oncologist/interventional radiologist (IR) coordinati ...

Core Insights - Replimune Group's shares have increased by 131.1% over the last three months due to positive regulatory developments [1] - The FDA has accepted the resubmission of the biologics license application (BLA) for Replimune's lead candidate RP1 in combination with Bristol Myers' Opdivo for advanced melanoma, with a target action date set for April 10, 2026 [1][5] Regulatory Developments - The BLA resubmission follows a complete response letter (CRL) issued in July 2025, which raised concerns about data heterogeneity in the IGNYTE study population [2] - The FDA indicated that the IGNYTE study was not considered adequate for providing substantial evidence of effectiveness [2] - Replimune has engaged with the FDA to address the feedback from the CRL, and the FDA confirmed that the resubmission adequately addresses the previous concerns [3] Clinical Data - The RP1/Opdivo combination achieved a 44% response rate and an 11.9-month median response duration in patients with acral melanoma from the IGNYTE study [5][9] - Replimune is continuing a larger phase III study evaluating the RP1/Opdivo combination against the physician's choice of treatment for melanoma patients who have progressed on anti-PD1 and anti-CTLA-4 therapies [9] Market Performance - Replimune's shares have declined by 19.6% over the past year, contrasting with the industry's growth of 20.2% [4] - The acceptance of the resubmitted BLA has alleviated investor concerns regarding the RP1/Opdivo combination, leading to increased visibility and confidence in the candidate's approval path [6] Additional Pipeline Information - RP1 is also being evaluated as a monotherapy for solid organ transplant recipients with skin cancers [12] - Replimune has a second oncolytic immunotherapy candidate, RP2, currently in mid-stage to large-stage studies for metastatic uveal melanoma and hepatocellular carcinoma [12]

Core Viewpoint - Replimune Group, Inc. is set to present at the 44th Annual J.P. Morgan Healthcare Conference, highlighting its focus on developing novel oncolytic immunotherapies for cancer treatment [1]. Company Overview - Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, Massachusetts, with a mission to transform cancer treatment through innovative oncolytic immunotherapies [3]. - The company's proprietary RPx platform utilizes a potent HSV-1 backbone designed to maximize immunogenic cell death and induce a systemic anti-tumor immune response [3]. - The RPx platform aims to achieve local tumor destruction through selective virus-mediated killing, which releases tumor-derived antigens and modifies the tumor microenvironment to activate a robust systemic immune response [3]. - Replimune's product candidates are expected to work synergistically with both established and experimental cancer treatment modalities, allowing for versatile development either alone or in combination with other therapies [3].

Core Insights - The article discusses heavily shorted stocks, highlighting the reasons traders engage in short selling and the potential for short squeezes [1][4][10] Group 1: Reasons for Heavy Shorting - Stocks become heavily shorted when experienced traders and institutional investors believe the company is fundamentally overvalued, anticipating a price decline [2][3] - Short sellers borrow shares, sell them at high prices, and aim to repurchase them at lower prices for profit [3] Group 2: Short Squeeze Dynamics - High short interest can attract bullish traders who see potential for rapid gains through short squeezes, where rising stock prices force short sellers to buy back shares, creating a feedback loop that drives prices higher [4][10] - The volatility associated with short squeezes can lead to returns that significantly exceed typical stock movements in a short time frame [5][10] Group 3: Most Shorted Stocks - As of November 26, the top 10 most shorted stocks include: - The Wendy's Co. (NASDAQ:WEN) - 55.36% - Cambium Networks Corp. (NASDAQ:CMBM) - 50.03% - Lucid Group, Inc. (NASDAQ:LCID) - 48.99% - Wolfspeed, Inc. (NYSE:WOLF) - 48.18% - Hertz Global Holdings, Inc. (NASDAQ:HTZ) - 44.67% - Sable Offshore Corp. (NYSE:SOC) - 38.59% - Replimune Group, Inc. (NASDAQ:REPL) - 38.39% - Hims & Hers Health, Inc. (NYSE:HIMS) - 38.12% - aTyr Pharma, Inc. (NASDAQ:ATYR) - 37.92% - Intellia Therapeutics, Inc. (NASDAQ:NTLA) - 37.85% [6][7]