logo
logo
Replimune Group, Inc.

Replimune Group, Inc.

NASDAQ•REPL
CEO: Mr. Philip Astley-Sparke F.S.A.
セクター: Healthcare
業種: Biotechnology
上場日: 2018-07-20
Replimune Group, Inc., a clinical-stage biotechnology company, focuses on the development of oncolytic immunotherapies to treat cancer. The company's proprietary tumor-directed oncolytic immunotherapy product candidates are designed and intended to activate the immune system against cancer. Its lead product candidate is RP1, a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF, which is in Phase I/II clinical trials for a range of solid tumors. The company is also developing RP2, which is in Phase I clinical trials to express an anti-CTLA-4 antibody-like protein to block the inhibition of the immune response otherwise caused by CTLA-4; and RP3 that is in Phase I clinical trial to express immune-activating proteins that stimulate T cells. Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, Massachusetts.
連絡先情報
500 Unicorn Park Drive, Suite 303, Woburn, MA, 01801, United States
781-222-9600
www.replimune.com
時価総額
$658.10M
PER (TTM)
-2.3
34.3
配当利回り
--
52週高値
$14.80
52週安値
$2.68
52週レンジ
44%
順位58Top 85.6%
2.3
F-Score
改良版 Piotroski 分析
9年ファンダメンタル
弱い • 2.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2017-2025

財務ダッシュボード

Q3 2026 データ

売上高

$0.00+0.00%
直近4四半期の推移

EPS

-$0.77+0.00%
直近4四半期の推移

フリーCF

-$66.09M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

R&D Spending Ramps Up Nine-month R&D expenses reached $168.9M, increasing $33.4M, driven by RP1 confirmatory study costs and RP2 enrollment.
Operating Loss Widens Nine-month net loss totaled $(240.7M)$, significantly wider than prior year's $(173.2M)$ loss due to increased operating costs.
SG&A Prepares Launch SG&A expenses grew $30.9M to $77.7M for nine months, reflecting pre-commercial infrastructure buildout and personnel costs.
Cash Runway Extended Cash runway extends past 12 months, supported by $35.0M debt draw and $20.8M January ATM proceeds.

リスク要因

Regulatory Approval Uncertainty RP1 BLA resubmission review ongoing with PDUFA date set for April 10, 2026; negative outcome risks viability.
Internal Control Material Weakness Identified material weaknesses in IT general controls; remediation efforts are ongoing but not yet fully effective.
High Cash Burn Rate Net cash used in operating activities increased to $(224.2M)$ for nine months, requiring continued external financing.
Commercialization Hurdles Remain Success depends on market acceptance, reimbursement, and competition, especially if RP1 faces further regulatory limitations.

見通し

RP1 BLA Review Status Evaluating FDA feedback following BLA resubmission; next steps determined by April 2026 PDUFA decision timeline.
Advancing RP2/RP3 Pipeline Enrolling patients in RP2 REVEAL study expansion and planning preliminary data release for RP2 HCC cohort by end of 2026.
Funding Operations Forecast Current capital, including recent debt/equity raises, expected to fund operations through at least Q1 2027.
Continued High Operating Costs Expect continued substantial expenses and increasing operating losses for at least the next several years due to development.

同業比較

売上高 (TTM)

Arvinas, Inc.ARVN
$312.30M
+93.9%
Iovance Biotherapeutics, Inc.IOVA
$250.43M
+175.6%
Valneva SEVALN
$198.55M
+13.5%

粗利益率 (最新四半期)

Lyell Immunopharma, Inc.LYEL
100.0%
+0.0pp
Editas Medicine, Inc.EDIT
100.0%
+2621.3pp
Arvinas, Inc.ARVN
100.0%
+0.0pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
VIR$1.04B-2.1-50.8%9.8%
VALN$867.33M-5.7-64.7%0.0%
ARVN$855.31M-14.5-9.8%1.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
N/M
売上高の変動が大きい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
0%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月20日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2026

    会計期末: 2025年12月31日|提出日: 2026年2月3日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.77+0.0%
    不明

  • Form 10-Q - Q2 2026

    会計期末: 2025年9月30日|提出日: 2025年11月6日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.90+32.4%
    不明

  • Form 10-Q - Q1 2026

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.95+21.8%
    不明

  • Form 10-K - FY 2025

    会計期末: 2025年3月31日|提出日: 2025年5月22日|
    売上高: $0.00+0.0%
    |
    EPS: $-3.07+5.2%
    不明

  • Form 10-Q - Q3 2025

    会計期末: 2024年12月31日|提出日: 2025年2月12日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.79+2.6%
    不明

  • Form 10-Q - Q2 2025

    会計期末: 2024年9月30日|提出日: 2024年11月12日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.68-24.4%
    不明

  • Form 10-Q - Q1 2025

    会計期末: 2024年6月30日|提出日: 2024年8月8日|
    売上高: $0.00+0.0%
    |
    EPS: $-0.78+4.0%
    不明

  • Form 10-K - FY 2024

    会計期末: 2024年3月31日|提出日: 2024年5月16日|
    売上高: $0.00+0.0%
    |
    EPS: $-3.24-8.4%
    不明