Replimune Group (REPL) Earnings Call Presentation

RP1: IGNITING A SYSTEMIC IMMUNE RESPONSE TO CANCER - IGNYTE trial showed an objective response rate (ORR) of 32.1% by investigator assessment and 33.6% by independent central review in anti-PD1 failed melanoma patients [24, 37] - In the IGNYTE trial, 14.7% of patients achieved a complete response (CR) [24] - In the IGNYTE trial, 17.9% of patients achieved a partial response (PR) [24] - In the IGNYTE trial, 70.4% of responding patients experienced responses in non-injected lesions, demonstrating systemic benefit [28] - Responses in the IGNYTE trial are durable, with 84.2% lasting >6 months, 74.9% lasting >12 months, and 65.2% lasting >18 months [31] - The median duration of response (DOR) in the IGNYTE trial is 36.6 months [31] - In the ARTACUS clinical trial, RP1 monotherapy showed an ORR of 34.8% and a CRR of 21.7% in solid organ transplant (SOT) patients with non-melanoma skin cancers (NMSC) [51] - In locally advanced CSCC, the complete response rate more than doubled for RP1+cemiplimab vs cemiplimab alone (48.1% vs 22.6%) [71] RP2: FOCUSED ON RARE CANCERS - In uveal melanoma, RP2 monotherapy and in combination with nivolumab showed an ORR of 29.4% [90] Financial Status - The company has a strong financial position with cash of $420.7 million as of March 31, 2024, providing a cash runway into the second half of 2026 [114]