The earnings call provided a positive outlook, highlighting significant regulatory achievements, strong commercial readiness, and financial stability. However, the increase in net loss and operational expenses presents challenges. The overall sentiment is optimistic about RP1's potential launch and market adoption.

Company Guidance -

Q2 2026

During the Replimune Fiscal Year Fourth Quarter 2025 Financial Results and Corporate Update Conference Call, significant progress was highlighted across regulatory, clinical, and commercial fronts as the company approaches the potential approval and launch of RP1. The product has been recognized as a breakthrough therapy with a priority review and a PDUFA date set for July 22, 2025. The Ignite 3 confirmatory study is underway, with over 100 planned global sites, focusing on overall survival as the primary endpoint. Replimune estimates that approximately 13,000 patients progress on or after PD-1 treatment annually in the U.S., with 80% of these patients potentially eligible for RP1. The company ended the fiscal year with $483.8 million in cash and cash equivalents and anticipates a cash runway into the fourth quarter of 2026. Research and development expenses totaled $189.4 million for the fiscal year, with a net loss of $247.3 million. The company has completed its commercial infrastructure build-out, comprising approximately 60 people, and plans to provide critical services through the Replimune Connect Plus patient support hub.

Breakthrough Therapy Designation and Priority Review for RP1

RP1 has been recognized as a breakthrough therapy with priority review, with a PDUFA date set for July 22, 2025. The company has completed late-cycle meetings and manufacturing inspections with the FDA, indicating substantial regulatory progress.

Strong Commercial Readiness for RP1 Launch

Replimune has completed the build-out of its commercial infrastructure, including a customer-facing team of approximately 60 people, a patient support hub, and a distribution model ready for next-day delivery.

Financial Stability and Cash Position

The company ended the fiscal year with $483.8 million in cash and cash equivalents, providing a cash runway into the fourth quarter of 2026, supporting commercial launch plans and ongoing operations.

Potential for Broad and Rapid Adoption of RP1

Significant interest from medical oncologists and interventional radiologists, with over 90% willing to utilize RP1 routinely upon approval, suggests strong market potential for RP1 in advanced melanoma.

Replimune Group (REPL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

REPL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2026 (Q2)	-0.77 / -	-0.68	―	―	―
Aug 07, 2025	2026 (Q1)	-0.79 / -0.95	-0.78	-21.79% (-0.17)	―	―
May 22, 2025	2025 (Q4)	-0.71 / -0.82	-0.82	0.00% (0.00)	―
Feb 06, 2025	2025 (Q3)	-0.71 / -0.79	-0.77	-2.60% (-0.02)	―	―
Nov 12, 2024	2025 (Q2)	-0.82 / -0.68	-0.9	24.44% (+0.22)	―	―
Aug 08, 2024	2025 (Q1)	-0.86 / -0.78	-0.75	-4.00% (-0.03)	―	―
May 16, 2024	2024 (Q4)	-0.77 / -0.82	-0.73	-12.33% (-0.09)	―	―
Feb 08, 2024	2024 (Q3)	-0.89 / -0.77	-0.69	-11.59% (-0.08)	―	―
Nov 07, 2023	2024 (Q2)	-0.81 / -0.90	-0.79	-13.92% (-0.11)	―	―
Aug 03, 2023	2024 (Q1)	-0.80 / -0.75	-0.78	3.85% (+0.03)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

REPL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$5.50	$5.48	-0.36%
May 22, 2025	$8.46	$8.76	+3.55%
Feb 06, 2025	$14.25	$14.06	-1.33%
Nov 12, 2024	$12.50	$12.19	-2.48%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Replimune Group Inc (REPL) report earnings?

Replimune Group Inc (REPL) is schdueled to report earning on Oct 30, 2025, TBA (Confirmed).

What is Replimune Group Inc (REPL) earnings time?

Replimune Group Inc (REPL) earnings time is at Oct 30, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is REPL EPS forecast?

REPL EPS forecast for the fiscal quarter 2026 (Q2) is -0.77.

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