Replimune Group (NASDAQ:REPL) CAO Sells $98,987.04 in Stock

Replimune Group, Inc. (NASDAQ:REPL) CAO Andrew Schwendenman sold 7,632 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $12.97, for a total transaction of $98,987.04. Following the completion of the transaction, the chief accounting officer directly owned 99,425 shares in the company, valued at $1,289,542.25. This represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Price Performance

NASDAQ:REPL traded up $1.59 during trading hours on Wednesday, hitting $15.24. 8,269,132 shares of the stock were exchanged, compared to its average volume of 5,046,735. Replimune Group, Inc. has a 52-week low of $1.50 and a 52-week high of $15.68. The firm’s fifty day moving average price is $10.34 and its 200 day moving average price is $7.64. The company has a current ratio of 4.79, a quick ratio of 4.79 and a debt-to-equity ratio of 0.63. The company has a market cap of $1.28 billion, a P/E ratio of -4.51 and a beta of 0.88.

Replimune Group (NASDAQ:REPL) last announced its earnings results on Monday, June 29th. The company reported ($0.76) EPS for the quarter, missing analysts’ consensus estimates of ($0.66) by ($0.10). As a group, equities research analysts anticipate that Replimune Group, Inc. will post -2.45 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Leerink Partners upgraded Replimune Group from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $11.00 to $17.00 in a report on Tuesday, August 4th. Weiss Ratings lowered shares of Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a report on Tuesday. JPMorgan Chase & Co. increased their target price on shares of Replimune Group from $17.00 to $20.00 and gave the company an “overweight” rating in a research report on Friday, August 7th. Wedbush raised shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price target on the stock in a research note on Friday, August 7th. Finally, Wolfe Research upgraded shares of Replimune Group to an “outperform” rating in a research report on Tuesday, August 4th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $11.86.

Replimune Group News Roundup

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

• Positive Sentiment: $150 million offering priced: Replimune priced a $150 million underwritten public offering, providing additional cash to support development of its oncology pipeline and RP1. The financing appears to have reassured investors about the company’s liquidity and ability to fund operations. Replimune Announces Pricing of $150 Million Underwritten Offering
• Neutral Sentiment: Insider transactions were primarily tax-related: CEO Sushil Patel, CFO Emily Hill, CAO Andrew Schwendenman and insider Konstantinos Xynos sold shares totaling approximately $1.01 million. The filings state that the sales covered tax-withholding obligations tied to vested equity awards, while each executive retained a substantial position; therefore, the transactions provide limited evidence of a change in business confidence. SEC insider transaction filing
• Negative Sentiment: Several law firms publicized a securities class action: The lawsuits cover investors who purchased Replimune securities between October 20, 2025, and April 10, 2026. The allegations claim the company misled investors about the efficacy and commercial viability of RP1 and failed to disclose unresolved FDA study-design concerns. CEO Sushil Patel and CFO Emily Hill are named as individual defendants, and the lead-plaintiff deadline is October 5, 2026. The notices increase legal and reputational uncertainty, although the allegations have not been proven. REPL Class Action Reminder Levi and Korsinsky class action notice

Institutional Trading of Replimune Group

Several institutional investors have recently made changes to their positions in the company. BlackRock Inc. purchased a new position in Replimune Group in the second quarter worth approximately $99,171,000. RTW Investments LP raised its position in Replimune Group by 11.6% in the fourth quarter. RTW Investments LP now owns 7,140,352 shares of the company’s stock valued at $69,404,000 after purchasing an additional 744,620 shares during the period. State Street Corp raised its position in Replimune Group by 26.3% in the fourth quarter. State Street Corp now owns 3,693,107 shares of the company’s stock valued at $35,897,000 after purchasing an additional 768,982 shares during the period. Vanguard Group Inc. lifted its stake in shares of Replimune Group by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 3,479,395 shares of the company’s stock valued at $14,579,000 after purchasing an additional 9,707 shares during the last quarter. Finally, Balyasny Asset Management L.P. lifted its stake in shares of Replimune Group by 507.4% in the 3rd quarter. Balyasny Asset Management L.P. now owns 2,628,100 shares of the company’s stock valued at $11,012,000 after purchasing an additional 2,195,448 shares during the last quarter. Hedge funds and other institutional investors own 92.53% of the company’s stock.

About Replimune Group

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.