Insider Selling: Replimune Group (NASDAQ:REPL) Insider Sells 11,447 Shares of Stock

Replimune Group, Inc. (NASDAQ:REPL) insider Konstantinos Xynos sold 11,447 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $12.97, for a total value of $148,467.59. Following the transaction, the insider directly owned 224,215 shares in the company, valued at $2,908,068.55. This trade represents a 4.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Stock Performance

Shares of NASDAQ REPL traded up $1.59 during midday trading on Wednesday, reaching $15.24. 8,269,132 shares of the company traded hands, compared to its average volume of 5,046,735. The company has a market cap of $1.28 billion, a price-to-earnings ratio of -4.51 and a beta of 0.88. The stock has a 50-day moving average price of $10.34 and a 200 day moving average price of $7.64. Replimune Group, Inc. has a 52 week low of $1.50 and a 52 week high of $15.68. The company has a debt-to-equity ratio of 0.63, a current ratio of 4.79 and a quick ratio of 4.79.

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

Hedge Funds Weigh In On Replimune Group

Several hedge funds have recently made changes to their positions in REPL. BlackRock Inc. acquired a new stake in shares of Replimune Group during the 2nd quarter valued at $99,171,000. Balyasny Asset Management L.P. boosted its stake in shares of Replimune Group by 507.4% during the 3rd quarter. Balyasny Asset Management L.P. now owns 2,628,100 shares of the company’s stock worth $11,012,000 after acquiring an additional 2,195,448 shares in the last quarter. Adage Capital Partners GP L.L.C. acquired a new position in shares of Replimune Group in the 4th quarter worth $17,568,000. Commodore Capital LP acquired a new stake in shares of Replimune Group during the fourth quarter worth $13,851,000. Finally, EcoR1 Capital LLC acquired a new stake in shares of Replimune Group during the first quarter worth $7,650,000. Institutional investors and hedge funds own 92.53% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Wedbush raised Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 target price on the stock in a report on Friday, August 7th. BMO Capital Markets upgraded Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price target on the stock in a research report on Tuesday, June 30th. Wall Street Zen raised Replimune Group from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 23rd. Leerink Partners raised Replimune Group from a “market perform” rating to an “outperform” rating and boosted their price objective for the stock from $11.00 to $17.00 in a research note on Tuesday, August 4th. Finally, JPMorgan Chase & Co. upped their price objective on Replimune Group from $17.00 to $20.00 and gave the company an “overweight” rating in a report on Friday, August 7th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $11.86.

Key Replimune Group News

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

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.