The earnings call reflected a generally positive sentiment, emphasizing significant progress towards the approval and launch of RP1 with strong clinical data and a well-prepared commercial strategy. However, increased expenses and losses, along with a lengthy enrollment period for a confirmatory trial, present challenges that need to be addressed.

Company Guidance -

Q2 2026

During the Replimune Fiscal Year Fourth Quarter 2025 Financial Results and Corporate Update Conference Call, the company provided guidance on several key metrics. The call highlighted the progress towards the potential approval and launch of RP1, with a PDUFA date set for July 22, 2025. The Ignite 3 confirmatory trial is underway, with a primary endpoint of overall survival, and enrollment in the U.S. is on track with over 100 sites planned globally. Replimune's U.S. manufacturing facility has produced commercial inventory to support the RP1 launch, and the company is well-capitalized with cash and cash equivalents totaling $483.8 million as of March 31, 2025, which is expected to fund operations into the fourth quarter of 2026. Research and development expenses for the fiscal year totaled $189.4 million, while selling, general, and administrative expenses were $72.2 million. The company's net loss for the fiscal year was $247.3 million. The call also addressed Replimune’s strategies for market penetration and commercial readiness for RP1, targeting approximately 13,000 patients who progress on or after PD-1 treatment annually in the U.S., with about 80% eligible for RP1.

Breakthrough Therapy Designation

RP1 received Breakthrough Therapy Designation with priority review from the FDA, with a PDUFA date set for July 22, 2025.

Strong Clinical Data for RP1

Data from the Ignite Study shows that roughly one-third of patients achieve durable response in a high unmet need setting, with a median duration of response over 20 months and more than 55% of patients alive at 3 years.

Launch Readiness for RP1

The company is fully prepared for the commercial launch of RP1, with a trained customer-facing team, established distribution model, and patient support hub ready to ensure broad and rapid adoption.

Financial Stability and Cash Runway

Replimune ended the fiscal year with $483.8 million in cash and equivalents, projecting a cash runway into the fourth quarter of 2026.

Commercial Infrastructure Developed

Built a commercial organization comprising approximately 60 people focused on demand generation and support for RP1 launch.

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)	- / -	-0.68	―	―	―
Jul 31, 2025	2026 (Q1)	-0.79 / -	-0.78	―	―	―
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
Jul 31, 2025	$7.55	$7.03	-6.89%
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.

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