Replimune (REPL)

Executive Summary

Replimune is a clinical-stage biotechnology company pioneering oncolytic immunotherapies based on its proprietary RPx platform, which employs engineered HSV-1 to lyse tumors and stimulate systemic anti-tumor immunity. The company's lead product, vusolimogene oderparepvec (RP1), is being evaluated in a Phase 3 trial (IGNYTE) in combination with nivolumab for advanced melanoma, while RP2 is advancing in Phase 2/3 for metastatic uveal melanoma and Phase 2 studies in hepatocellular carcinoma and gastric adenocarcinoma. With a robust pipeline targeting multiple solid tumors and a novel mechanism that synergizes with checkpoint inhibitors, Replimune holds potential to address high unmet needs in immuno-oncology.

Upcoming Catalysts (preview)

• Q4 2026Interim data from Phase 3 IGNYTE trial (RP1 + nivolumab in advanced melanoma)60% success
• Q2 2027Phase 2 data for RP2 combination in hepatocellular carcinoma (NCT05733598)50% success
• H1 2027Initial efficacy readout from Phase 2 trial of RP2 in uveal melanoma (NCT06581406)40% success