Replimune Group SEC Filings

Replimune Group, Inc. (REPL) reported an insider transaction by its Chief Commercial Officer, who filed a Form 4 as a single reporting person. On 11/17/2025, the officer sold 5,208 shares of Replimune common stock in a transaction coded "S" for sale. The sale was executed at a broker-calculated weighted average price of $9.10 per share, with individual trades ranging from $8.88 to $9.26 per share.

The shares were sold solely to cover tax withholding obligations arising from the partial vesting of the officer’s restricted stock units under an irrevocable "sell to cover" provision, and are described as non-discretionary. Following this transaction, the officer beneficially owns 123,088 shares of Replimune common stock in direct ownership.

Replimune Group, Inc. (REPL) reported an insider transaction by its Chief Medical Officer. On 11/17/2025, the officer sold 7,248 shares of common stock in a transaction coded "S" at a weighted average price of $9.10 per share. The company explains this was an automatic sale to cover tax withholding obligations tied to the partial vesting of previously granted Restricted Stock Units under an irrevocable "sell to cover" provision, rather than a discretionary sale.

After this transaction, the officer beneficially owns 139,685 shares of Replimune common stock in direct ownership. The shares were sold as part of a block trade in multiple transactions at prices ranging from $8.88 to $9.26 per share, with detailed pricing information available on request.

Replimune Group, Inc. filed Amendment No. 1 to a shelf registration statement, covering the potential offering of up to $250,000,000 of common stock, preferred stock, debt securities, warrants, and units, to be sold from time to time. The filing also includes a sales agreement prospectus for an at-the-market program of up to $100,000,000 of common stock under a Sales Agreement with Leerink Partners LLC, which is included within the $250,000,000 aggregate. The amendment adds Rule 473(b) language for automatic effectiveness 20 days after filing.

The company states it may use net proceeds to fund continued development of its RPx platform, including indication expansion with RP1 in skin cancer and broadening RP2 development, and for general corporate purposes. Any unsold portion of the $100,000,000 ATM may be offered under the base shelf via prospectus supplement. Replimune’s common stock trades on Nasdaq as REPL; the last reported sale price was $8.58 on November 5, 2025.

Replimune Group (REPL) filed its quarterly report, highlighting increased R&D investment and a larger net loss as it advances lead therapy RP1. For the quarter ended September 30, 2025, operating expenses were $84.3 million (R&D $57.9 million; SG&A $26.4 million), resulting in a net loss of $83.1 million, or $0.90 per share. Cash and cash equivalents were $102.3 million and short‑term investments were $221.3 million.

Total assets were $389.5 million and stockholders’ equity was $263.3 million. Net cash used in operating activities for the six months was $158.2 million, offset by $149.2 million provided by investing activities, ending with $104.0 million in cash, cash equivalents and restricted cash. Long‑term debt, net, was $47.2 million under the Hercules facility. The company stated its cash, cash equivalents and short‑term investments are expected to fund operations for at least 12 months from issuance of the statements. The FDA accepted the resubmission of the BLA for RP1 in combination with nivolumab in advanced melanoma, with a PDUFA date of April 10, 2026.

Replimune Group, Inc. (REPL) announced a key regulatory milestone. The FDA accepted the company’s resubmission of its Biologics License Application for RP1 in combination with nivolumab to treat patients with advanced melanoma. The FDA set a PDUFA date of April 10, 2026 based on a Class II resubmission timeline.

The acceptance confirms the application is filed for review and establishes a clear decision date. Replimune furnished a related news release as Exhibit 99.1. Outcomes will depend on the FDA’s review of the RP1 plus nivolumab data package.

Emily Luisa Hill, Chief Financial Officer of Replimune Group, Inc. (REPL), reported the disposition of common stock on 08/15/2025. The filing shows 9,154 shares were sold at $5.37 per share to satisfy tax withholding associated with partial vesting of restricted stock units. After the sale, the reporting person beneficially owned 134,368 shares. The Form 4 notes the sale was executed under the award agreement's irrevocable "sell to cover" provision and was not a discretionary sale by the reporting person. The form was signed by an attorney-in-fact on 08/19/2025.