Replimune (REPL) — Stock, Pipeline & Market Cap

Is this your company? Claim your profile to update info and connect with investors.

Claim profile

REPL · Stock Price

USD 3.44-4.33 (-55.73%)

Market Cap: $280.7M

Historical price data

Market Cap: $280.7MPipeline: 10 drugs (2 Phase 3)Patents: 10Founded: 2015HQ: Woburn, United States

Sector Ranking#32 in Immunotherapy / Immuno-Oncology #91 in Oncology (General)

Overview

Replimune is a clinical-stage biotech with a mission to revolutionize cancer treatment through comprehensive activation of tumor-specific immune responses. The company's core achievement is the development of its proprietary RPx platform, a next-generation, engineered HSV-1-based oncolytic immunotherapy, which is now in late-stage clinical trials. Its strategy focuses on advancing a pipeline of wholly-owned assets across solid tumors, with a lead program (RP1) in advanced melanoma under regulatory review (PDUFA July 22, 2025), supported by in-house manufacturing and key commercial partnerships.

OncologyImmuno-oncology

Technology Platform

The RPx platform is a next-generation, engineered herpes simplex virus type 1 (HSV-1)-based oncolytic immunotherapy platform designed for direct tumor lysis and induction of a systemic anti-tumor immune response through encoded transgenes like GM-CSF, GALV-GP R-, and anti-CTLA-4.

Pipeline

10

10 drugs in pipeline2 in Phase 3

Drug	Indication	Stage
Vusolimogene Oderparepvec + Nivolumab + Nivolumab + Relatlim...	Advanced Melanoma	Phase 3
RP2 + Ipilimumab + Nivolumab	Metastatic Uveal Melanoma	Phase 2/3
RP2 + Bevacizumab + Atezolizumab + Durvalumab + RP2 Monother...	Hepatocellular Carcinoma	Phase 2
RP2 + Pegfilgrastim + Filgrastim	Gastric Adenocarcinoma	Phase 2
Vusolimogene Oderparepvec (VO) + Pembrolizumab	Angiosarcoma	Phase 2

Opportunities

Replimune's lead asset, RP1, has a near-term PDUFA date (July 2025) in advanced melanoma, representing a major value inflection point.

The platform also addresses large, underserved markets like anti-PD-1 failed cancers, skin cancers in immunocompromised patients, and uveal melanoma, where effective immunotherapies are lacking.

Risk Factors

The company faces binary regulatory risk with the pending FDA decision for RP1.

As a pre-revenue company with a significant cash burn from late-stage trials, there is substantial financial and clinical development risk, including the need for successful confirmatory Phase 3 data and eventual commercial execution.

Competitive Landscape

Replimune's primary competitor is Amgen's Imlygic, but its RPx platform is designed as a more potent, next-generation therapy with built-in immune modulation. It competes in the broader oncolytic virus space, where its wholly-owned platform, in-house manufacturing, and advanced clinical programs in visceral tumors are key differentiators.