Core Viewpoint - Replimune Group, Inc. is set to present at the 2025 Jefferies Global Healthcare Conference, highlighting its focus on developing innovative oncolytic immunotherapies for cancer treatment [1][2]. Company Overview - Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, MA, with a mission to transform cancer treatment through novel oncolytic immunotherapies [3]. - The company's proprietary RPx platform utilizes a potent HSV-1 backbone aimed at maximizing immunogenic cell death and inducing a systemic anti-tumor immune response [3]. - The RPx platform is designed for dual local and systemic activity, enabling direct virus-mediated tumor killing, which releases tumor-derived antigens and modifies the tumor microenvironment to foster 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 treatment options [3].

Financial Data and Key Metrics Changes - The company ended the fiscal year with cash and cash equivalents totaling $483.8 million, an increase from $420.7 million at the end of the previous fiscal year [21] - Research and development expenses for the fiscal fourth quarter were $54 million, compared to $42.6 million in the same quarter of the previous year, reflecting increased personnel and consulting costs [22] - The net loss for the fiscal fourth quarter was $74.1 million, compared to a net loss of $55.1 million in the same quarter of the previous year [23] Business Line Data and Key Metrics Changes - The company is preparing for the potential approval and launch of RP-one, which is positioned as a first choice for advanced melanoma patients who have previously received anti PD-one therapy [6][7] - The IGNITE study data indicates that approximately one-third of patients achieve durable responses, highlighting the potential of RP-one in a high unmet need setting [6] Market Data and Key Metrics Changes - The company estimates that approximately 13,000 patients progress on or after PD-one treatment annually in the US, with about 80% eligible for RP-one [12] - The geographic distribution of patients with advanced melanoma allows for targeted launch efforts, focusing on around 350 key accounts that treat half of the melanoma population [15] Company Strategy and Development Direction - The company aims to establish RPX as a new interventional immuno-oncology treatment paradigm, expanding beyond skin cancer [8] - The commercial organization has been built out to support the launch of RP-one, with a focus on interventional radiology and oncology collaboration [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the upcoming PDUFA date of July 22, 2025, and the potential for RP-one to address significant unmet needs in advanced melanoma treatment [6][41] - The company is actively engaged with the FDA and has completed necessary inspections, indicating no impediments to the approval process [42] Other Important Information - The company plans to host an Investor Day on June 24, where it will discuss the current melanoma landscape and the RP-one roadmap for commercial success [20] - The company has developed a patient support hub, Replimmune Connect Plus, to enhance the treatment experience for patients and caregivers [18] Q&A Session Summary Question: What sort of medical education work are you going to be doing at ASCO ahead of the launch of RP-one? - The company will present important data at ASCO, including response rates for different lesion types and safety data, to build physician confidence in RP-one [26] Question: Can you give us some color around your expectation for the launch trajectory? - The company anticipates broad and rapid adoption of RP-one, with significant training and experience among key accounts by the time of launch [33] Question: Can you discuss the impact you're seeing from the recent regulatory changes? - The company has received breakthrough designation and is on track for the July 22 PDUFA, with consistent engagement from the FDA [41] Question: Can you talk to your expectations on the potential label for RP-one? - The company expects the label to reflect the broad population studied in the IGNITE trial, which included various anti PD-one failed presentations [52]

Core Insights - Replimune Group, Inc. will host a conference call on May 22, 2025, to discuss its financial results for the fiscal fourth quarter and year end March 31, 2025 [1][2] - An Investor Day event is scheduled for June 24, 2025, aimed at analysts and institutional investors [3] Financial Results Announcement - The fiscal year end earnings will be released during the conference call at 8:00 a.m. ET on May 22, 2025 [2] - A replay of the webcast will be available approximately two hours after the call's conclusion [2] Investor Day Event - The Investor Day will begin at 10:00 a.m. ET on June 24, 2025, and will be live-streamed [3] - A replay of the event will be accessible on Replimune's Investor Relations page [3] Company Overview - Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, MA, focusing on developing novel oncolytic immunotherapies [4] - The company's proprietary RPx platform utilizes a potent HSV-1 backbone to enhance immunogenic cell death and systemic anti-tumor immune response [4] - RPx product candidates are designed to work synergistically with various established and experimental cancer treatment modalities [4]

Nasdaq: PAVM LISHAN AKLOG, MD Chairman & CEO DENNIS MCGRATH President & CFO Disclaimer 2 ▪ This presentation may contain certain forward-looking statements related to PAVmed Inc. or Lucid Diagnostics Inc. (the "Companies") that involve risks and uncertainties. ▪ Actual results and events may differ significantly from results and events discussed in forward- looking statements. ▪ Factors that might cause or contribute to such differences include, but are not limited to, those discussed in "Risk Factors" in t ...