Insider Selling: Replimune Group (NASDAQ:REPL) CEO Sells 39,341 Shares

Replimune Group, Inc. (NASDAQ:REPL) CEO Sushil Patel sold 39,341 shares of Replimune Group stock in a transaction on 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 owned 708,151 shares in the company, 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 document filed 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 Stock Performance

NASDAQ:REPL traded up $1.59 during trading on Wednesday, reaching $15.24. The company’s stock had a trading volume of 8,269,132 shares, compared to its average volume of 5,046,735. The firm has a market cap of $1.28 billion, a price-to-earnings ratio of -4.51 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 firm has a 50 day moving average of $10.34 and a 200-day moving average of $7.64. Replimune Group, Inc. has a 12 month low of $1.50 and a 12 month high of $15.68.

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

Analyst Ratings Changes

A number of research firms have recently weighed in on REPL. Leerink Partners raised shares of Replimune Group from a “market perform” rating to an “outperform” rating and increased their target price for the company from $11.00 to $17.00 in a research report on Tuesday, August 4th. Weiss Ratings downgraded Replimune Group from a “sell (d-)” rating to a “sell (e+)” rating in a research note on Tuesday. BMO Capital Markets upgraded Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price objective on the stock in a research note on Tuesday, June 30th. Wolfe Research raised Replimune Group to an “outperform” rating in a report on Tuesday, August 4th. Finally, Wedbush raised Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 target price for the company in a research report on Friday, August 7th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $11.86.

Hedge Funds Weigh In On Replimune Group

Several large investors have recently modified their holdings of REPL. ProShare Advisors LLC grew its holdings in shares of Replimune Group by 10.3% in the fourth quarter. ProShare Advisors LLC now owns 16,116 shares of the company’s stock worth $157,000 after purchasing an additional 1,505 shares during the last quarter. JPMorgan Chase & Co. raised its holdings in Replimune Group by 4.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 38,016 shares of the company’s stock valued at $159,000 after buying an additional 1,712 shares during the last quarter. Ballentine Partners LLC raised its holdings in Replimune Group by 7.8% during the 4th quarter. Ballentine Partners LLC now owns 23,665 shares of the company’s stock valued at $230,000 after buying an additional 1,721 shares during the last quarter. BNP Paribas Financial Markets boosted its position in Replimune Group by 37.5% during the 2nd quarter. BNP Paribas Financial Markets now owns 6,889 shares of the company’s stock valued at $64,000 after buying an additional 1,879 shares during the period. Finally, Walleye Capital LLC boosted its position in Replimune Group by 3.2% during the 1st quarter. Walleye Capital LLC now owns 71,592 shares of the company’s stock valued at $548,000 after buying an additional 2,192 shares during the period. Hedge funds and other institutional investors own 92.53% of the company’s stock.

Key Stories Impacting Replimune Group

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

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.