Sushil Patel Sells 39,341 Shares of Replimune Group (NASDAQ:REPL) Stock

Replimune Group, Inc. (NASDAQ:REPL) CEO Sushil Patel sold 39,341 shares of Replimune Group stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $12.97, for a total value of $510,252.77. Following the sale, the chief executive officer directly owned 708,151 shares of the company’s stock, valued at $9,184,718.47. This trade represents a 5.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Trading Down 0.3%

REPL opened at $15.19 on Friday. Replimune Group, Inc. has a one year low of $1.50 and a one year high of $15.71. The company has a market cap of $1.28 billion, a P/E ratio of -4.49 and a beta of 0.88. The company has a debt-to-equity ratio of 0.63, a quick ratio of 4.79 and a current ratio of 4.79. The business’s 50-day simple moving average is $10.55 and its 200-day simple moving average is $7.74.

Replimune Group (NASDAQ:REPL) last posted its earnings results on Monday, June 29th. The company reported ($0.76) earnings per share for the quarter, missing the consensus estimate of ($0.66) by ($0.10). As a group, equities research analysts expect that Replimune Group, Inc. will post -2.7 EPS for the current fiscal year.

Hedge Funds Weigh In On Replimune Group

A number of institutional investors have recently modified their holdings of the business. International Assets Investment Management LLC purchased a new stake in Replimune Group in the 4th quarter valued at $29,000. CWM LLC grew its position in Replimune Group by 248.6% during the 4th quarter. CWM LLC now owns 4,047 shares of the company’s stock worth $39,000 after purchasing an additional 2,886 shares during the last quarter. Allworth Financial LP purchased a new position in Replimune Group during the 2nd quarter worth $62,000. Essential Partners LLC increased its stake in Replimune Group by 562,400.0% in the first quarter. Essential Partners LLC now owns 5,625 shares of the company’s stock valued at $43,000 after purchasing an additional 5,624 shares during the period. Finally, BNP Paribas Financial Markets increased its stake in Replimune Group by 37.5% in the second quarter. BNP Paribas Financial Markets now owns 6,889 shares of the company’s stock valued at $64,000 after purchasing an additional 1,879 shares during the period. 92.53% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Replimune Group

Here are the key news stories impacting Replimune Group this week:

• Positive Sentiment: $150 million financing improves liquidity: Replimune priced a $150 million underwritten offering, providing additional capital to fund development of RP1 and its broader oncology pipeline. The financing reduces near-term funding concerns, although it will dilute existing shareholders. Replimune Announces Pricing of $150 Million Underwritten Offering
• Positive Sentiment: Analysts became more bullish: JPMorgan raised its price target to $20, while other firms upgraded or increased their targets, helping support investor sentiment. The broader analyst consensus remains below the recent trading range, however. Replimune Shares Rise After Pricing of Offering
• Neutral Sentiment: Insiders sold shares for tax withholding: The CEO, CFO, chief accounting officer and another insider collectively sold about 69,868 shares worth approximately $906,000. The filings said the transactions were used to cover taxes on vested equity awards, and the executives retained substantial holdings, limiting the negative signal. SEC insider transaction filing
• Negative Sentiment: Multiple law firms publicized a securities class action: The lawsuit alleges that Replimune misled investors about RP1’s efficacy, commercial readiness and unresolved FDA concerns. The allegations relate to securities purchased from October 20, 2025, through April 10, 2026, when shares fell after the FDA rejected the company’s application and said previously communicated study-design concerns had not been addressed. The lead-plaintiff deadline is October 5, 2026. The claims have not been proven, but the litigation creates legal, financial and reputational uncertainty. Replimune securities lawsuit notice

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Weiss Ratings lowered shares of Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Tuesday. Wedbush upgraded shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price objective for the company in a research note on Friday, August 7th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Replimune Group in a report on Wednesday. Wall Street Zen upgraded Replimune Group from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 23rd. Finally, Leerink Partners raised Replimune Group from a “market perform” rating to an “outperform” rating and boosted their target price for the company from $11.00 to $17.00 in a report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Replimune Group has a consensus rating of “Moderate Buy” and a consensus price target of $11.86.

Replimune Group Company Profile

Replimune Group, Inc is a clinical?stage biotechnology company focused on developing next?generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.