# EDGAR Filing Document

**Accession Number:** 0001737953
**File Stem:** 0001104659-25-107438
**Filing Date:** 2025-11
**Character Count:** 19253
**Document Hash:** 84b9601b9ee073eb27e20629dccd405c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001104659-25-107438.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001104659-25-107438

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20251106

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Replimune Group, Inc.
- **CENTRAL INDEX KEY:** 0001737953
- **STANDARD INDUSTRIAL CLASSIFICATION:** BIOLOGICAL PRODUCTS (NO DIAGNOSTIC SUBSTANCES) [2836]
- **ORGANIZATION NAME:** 03 Life Sciences
- **EIN:** 822082553
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38596
- **FILM NUMBER:** 251456307

**BUSINESS ADDRESS:**
- **STREET 1:** 500 UNICORN PARK
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801
- **BUSINESS PHONE:** (781) 222-9600

**MAIL ADDRESS:**
- **STREET 1:** 500 UNICORN PARK
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801

?xml version='1.0' encoding='ASCII'?

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

Date of Report (Date of earliest event reported): **November 6, 2025**

**REPLIMUNE GROUP, INC.**

(Exact name of registrant as specified in its charter)

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| | | |
|:---|:---|:---|
| **Delaware** | **001-38596** | **82-2082553** |
| (State or other jurisdiction<br> of incorporation) | (Commission<br> File Number) | (IRS Employer<br> Identification Number) |

---

**500 Unicorn Park Drive**

**Suite 303**

**Woburn, MA 01801**

(Address of principal executive offices, including Zip Code)

Registrant's telephone number, including area code: **(781) 222-9600**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

◻ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

◻ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

◻ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

◻ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| Title of each class | Trading<br> Symbol(s) | Name of each exchange on which registered |
| Common Stock, par value $0.001 per share | REPL | The Nasdaq Stock Market LLC<br> (Nasdaq Global Select Market) |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ◻

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ◻

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| | |
|:---|:---|
| **Item 2.02** | **Results of Operations and Financial Condition.** |

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On November 6, 2025, Replimune Group, Inc. (the "Company") issued a news release announcing its financial results for the second fiscal quarter ended September 30, 2025 and certain corporate updates. A copy of the news release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

In accordance with General Instruction B.2 of Form 8-K, the information in Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly stated by specific reference in such filing.

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| | |
|:---|:---|
| **Item 9.01** | **Financial Statements and Exhibits.** |

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| | |
|:---|:---|
| **Exhibit No.** | **Description** |
| [99.1](tm2530417d1_ex99-1.htm) | [News Release dated November 6, 2025](tm2530417d1_ex99-1.htm) |
| 104 | Cover page interactive data file (formatted as Inline XBRL) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
|  | **REPLIMUNE GROUP, INC.** | **REPLIMUNE GROUP, INC.** |
| Date: November 6, 2025 | By: | /s/ Sushil Patel |
|  |  | Sushil Patel |
|  |  | Chief Executive Officer |

---

## Exhibit 99.1

**Exhibit 99.1**

**Replimune Reports Fiscal Second Quarter 2026 Financial Results and Provides Corporate Update**

 

**Woburn, MA,** November 6, 2025 **–** Replimune Group, Inc. (Nasdaq: REPL), a clinical stage biotechnology company pioneering the development of novel oncolytic immunotherapies, today announced financial results for the fiscal second quarter ended September 30, 2025 and provided a business update.

The Company announced on October 20, 2025, that the U.S. Food and Drug Administration (FDA) has accepted the BLA resubmission of RP1 for the treatment of advanced melanoma with a Prescription Drug User Fee Act (PDUFA) target action date set for April 10, 2026. The resubmission is considered by the FDA to be a complete response to the complete response letter received on July 21, 2025. In the Type A meeting minutes, the FDA indicated that the IGNYTE-3 trial could potentially support approval.

"After a collaborative dialogue and productive engagement with the FDA we are encouraged by the acceptance of our BLA resubmission for RP1 in combination with nivolumab," said Sushil Patel, Ph.D., CEO of Replimune. "We are currently partnering with the agency on the ongoing review to bring this important therapy to patients."

**Program Highlights & Milestones**

**RP1 (vusolimogene oderparepvec)**

&nbsp;&nbsp;&nbsp;&nbsp;· The
 global Phase 3 trial, IGNYTE-3 assessing RP1 in combination with nivolumab is ongoing. The
 trial is expected to enroll approximately 400 patients globally and is evaluating RP1 in
 combination with nivolumab versus a control arm of physician's choice in patients with
 advanced melanoma who have progressed on anti-PD-1 and anti-CTLA-4 therapies or are ineligible
 for anti-CTLA-4 treatment. The primary endpoint of this trial is overall survival, and key
 secondary endpoints are progression free survival and overall response rate.

&nbsp;&nbsp;&nbsp;&nbsp;· Acral melanoma data for RP1 plus
 nivolumab was recently presented at the ESMO Congress 2025. The analysis of acral melanoma
 data from the IGNYTE anti-PD-1 failed melanoma cohort showed treatment with RP1 combined
 with nivolumab resulted in an objective response rate (ORR) of 44% (8/18) with a median duration
 of response of 11.9 months. The safety profile was favorable with generally transient grade
 1 and 2 treatment related adverse events.

&nbsp;&nbsp;&nbsp;&nbsp;· Additionally, a poster from ESMO
 featuring data from the IGNYTE clinical trial showed that RP1 plus nivolumab provided responses
across multiple advanced non-melanoma skin cancer (NMSC) tumor types, including anti–PD-1 naïve and failed disease, as well
as both in locally advanced and metastatic disease. The ORR was 100.0%, 33.3%, 66.7%, and 56.3% in patients with anti–PD-1 naïve
MCC, BCC, angiosarcoma, and CSCC, respectively. The ORR was 26.3%, 30.0%, 37.5%, and 15.2% in patients with anti–PD-1 failed MCC,
BCC, angiosarcoma, and CSCC, respectively. The IGNYTE clinical trial cohort in NMSC is ongoing.

&nbsp;&nbsp;&nbsp;&nbsp;· Data
 from the ongoing ARTACUS Phase 2 trial evaluating the potential of RP1 as monotherapy in
 cutaneous squamous cell carcinoma patients following organ transplant were recently presented
 during an oral session at the Society for Melanoma Research 22<sup>nd</sup> International
 Congress. A publication for ARTACUS is planned for 2026.

**RP2**

&nbsp;&nbsp;&nbsp;&nbsp;· The
 registration-directed Phase 2/3 REVEAL trial of RP2 in metastatic uveal melanoma is currently
 enrolling. The clinical trial is expected to enroll approximately 280 patients with metastatic
 uveal melanoma who are immune checkpoint inhibitor-naïve and evaluate RP2 in combination
 with nivolumab versus ipilimumab in combination with nivolumab. The primary endpoints of
 the trial are overall survival and progression free survival, and key secondary endpoints
 are overall response rate and disease control rate.

&nbsp;&nbsp;&nbsp;&nbsp;· The
 Phase 2 clinical trial of RP2 combined with atezolizumab and bevacizumab in anti-PD-1/PD-L1
 progressed hepatocellular carcinoma is currently enrolling. The protocol is being amended
 to include RP2 as monotherapy with data planned by the end of 2026. The trial is being conducted
 under a collaboration and supply agreement with Roche. The Company also expects to enroll
 its first patient in the fourth quarter of 2025 in a cohort evaluating RP2 in patients with
 biliary tract cancer. This cohort will evaluate RP2 combined with durvalumab.

**Upcoming Events**

&nbsp;&nbsp;&nbsp;&nbsp;· Society
 for Immunotherapy of Cancer (SITC) 2025 40<sup>th</sup> Annual Meeting being held November
 5<sup>th</sup> to 9<sup>th</sup>, 2025:

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;◦ Late-Breaking
 Oral Presentation: Biomarker and updated clinical data for RP1 plus nivolumab in anti-PD-1
 failed melanoma from the IGNYTE trial demonstrate reversal of mechanisms of resistance to
 immune checkpoint blockade (Abstract 1327, November 7<sup>th</sup>, 4:45 pm ET)

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;◦ Poster:
 RP1 plus nivolumab in patients with and without prior BRAF-directed therapy: A subgroup analysis
 of patients with anti–PD-1 failed BRAF-mutant melanoma from the IGNYTE clinical trial
 (Poster 611, November 7, 5:35-7:00 pm ET)

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;◦ Poster:
 Retreatment with RP1 in combination with nivolumab in patients with advanced anti–PD-1
 failed melanoma (Poster 600, November 8, 5:10-6:35 pm ET)

**Financial Highlights**

&nbsp;&nbsp;&nbsp;&nbsp;· **Cash Position** **:** As
 of September 30, 2025 , cash, cash equivalents
 and short-term investments were $323.6 million ,
 as compared to $483.8 million as of fiscal year
 ended March 3 1, 2025. The decrease in cash balance was a result of cash burn related
 to operating activities in advancing the company's clinical development plans.

Based on the current operating plan, the Company believes that existing cash, cash equivalents and short-term investments, as of September 30, 2025 will enable the Company to fund operations late into the fourth quarter of 2026 which includes the potential commercialization of RP1 in skin cancers and for working capital and general corporate purposes and excludes any potential revenue.

&nbsp;&nbsp;&nbsp;&nbsp;· **R&D Expenses:** Research and development expenses were $57.9
 million for the fisc al second qua rter
 and $43.4 million for the fiscal second quarter ended September 30, 2024. This increase was primarily due to an increase in
 RP1 direct research costs related to the IGNYTE-3 confirmatory study and other study costs
 including lab and operating supplies, as well as increased RP2 study costs. In addition,
 personnel-related costs increased as we continued to prepare for a potential commercial launch
 of RP1. Research and develop ment expenses included $4.4 million in stock-based compensation expenses
 for the fiscal second quarter ended September 30, 2025 .

&nbsp;&nbsp;&nbsp;&nbsp;· **S,G&A Expenses:** Selling, general and administrative expenses were $26.4
 million for the fiscal second quarter ended September 30,
 2025, as compared to $15.5 million for the fiscal second quarter ended September 30,
 2024. Selling, general and administrative expenses
 included $4.0 million in stock-based compensation
 expenses for the fiscal second quarter ended September 30, 2025 .

&nbsp;&nbsp;&nbsp;&nbsp;· **Net Loss:** Net loss was $83.1 million for
 the fiscal second quarter ended September 30, 2025 and $53.1 million for the fiscal second quarter ended September 30, 2024 .

**About RP1**

RP1 (vusolimogene oderparepvec) is Replimune's lead product candidate and is based on a proprietary strain of herpes simplex virus engineered and genetically armed with a fusogenic protein (GALV-GP R-) and GM-CSF intended to maximize tumor killing potency, the immunogenicity of tumor cell death, and the activation of a systemic anti-tumor immune response.

**About RP2**

RP2 is based on a proprietary strain of herpes simplex virus engineered and genetically armed with a fusogenic protein (GALV-GP R-) and GM-CSF intended to maximize tumor killing potency, the immunogenicity of tumor cell death and the activation of a systemic anti-tumor immune response. RP2 additionally expresses an anti-CTLA-4 antibody-like molecule, as well as GALV-GP R- and GM-CSF. RP2 is intended to provide targeted and potent delivery of these proteins to the sites of immune response initiation in the tumor and draining lymph nodes, with the goal of focusing systemic-immune-based efficacy on tumors and limiting off-target toxicity.

**About Replimune**

Replimune Group, Inc., headquartered in Woburn, MA, was founded in 2015 with the mission to transform cancer treatment by pioneering the development of novel oncolytic immunotherapies. Replimune's proprietary RPx platform is based on a potent HSV-1 backbone intended to maximize immunogenic cell death and the induction of a systemic anti-tumor immune response. The RPx platform is intended to ignite local activity consisting of direct selective virus-mediated killing of the tumor resulting in the release of tumor derived antigens and altering of the tumor microenvironment to then activate a strong and durable systemic response. The RPx product candidates are expected to be synergistic with most established and experimental cancer treatment modalities, leading to the versatility to be developed alone or combined with a variety of other treatment options. For more information, please visit www.replimune.com.

**Forward Looking Statements**

This press release contains forward looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including statements regarding our expectations about our cash runway, the status of the FDA review or interactions following the complete response letter, the design and advancement of our clinical trials, the timing and sufficiency of our clinical trial outcomes to support potential approval of any of our product candidates, the regulatory review process and timing of potential product approval, our goals to develop and commercialize our product candidates, patient enrollments in our existing and planned clinical trials and the timing thereof, and other statements identified by words such as "could," "expects," "intends," "may," "plans," "potential," "should," "will," "would," or similar expressions and the negatives of those terms. Forward-looking statements are not promises or guarantees of future performance, and are subject to a variety of risks and uncertainties, many of which are beyond our control, and which could cause actual results to differ materially from those contemplated in such forward-looking statements. These factors include risks related to our limited operating history, our ability to generate positive clinical trial results for our product candidates, the costs and timing of operating our in-house manufacturing facility, the timing and scope of regulatory approvals, the availability of combination therapies needed to conduct our clinical trials, changes in laws and regulations to which we are subject, competitive pressures, our ability to identify additional product candidates, political and global macro factors including the impact of a global pandemic and related public health issues and the ongoing political and military conflicts, including trade conflicts, and other risks as may be detailed from time to time in our Annual Reports on Form 10-K and Quarterly Reports on Form 10-Q and other reports we file with the Securities and Exchange Commission. Our actual results could differ materially from the results described in or implied by such forward-looking statements. Forward-looking statements speak only as of the date hereof, and, except as required by law, we undertake no obligation to update or revise these forward-looking statements.

**Investor Inquiries**

Chris Brinzey

ICR Healthcare

339.970.2843 chris.brinzey@icrhealthcare.com

**Media Inquiries**

Arleen Goldenberg

Replimune

917.548.1582 media@replimune.com

**Replimune Group, Inc.**

**Condensed Consolidated Statements of Operations**

**(Amounts in thousands, except share and per share amounts)**

**(Unaudited)**

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| | | | | |
|:---|:---|:---|:---|:---|
|  | **Three Months Ended September 30,** | **Three Months Ended September 30,** | **Six Months Ended September 30,** | **Six Months Ended September 30,** |
|  | **2025** | **2024** | **2025** | **2024** |
| Operating expenses: |  |  |  |  |
| Research and development | $57877 | $43448 | $115721 | $86420 |
| General and administrative | 26414 | 15468 | 58994 | 29863 |
| Total operating expenses | 84291 | 58916 | 174715 | 116283 |
| Loss from operations | (84291) | (58916) | (174715) | (116283) |
| Other income (expense): |  |  |  |  |
| Research and development incentives | 377 | 408 | 797 | 846 |
| Investment income | 3696 | 5394 | 8411 | 10106 |
| Interest expense on finance lease liability | (518) | (531) | (1039) | (1065) |
| Interest expense on debt obligations | (1488) | (1438) | (2963) | (2864) |
| Other (expense) income, net | (876) | 2028 | (284) | 2433 |
| Total other income (expense), net | 1191 | 5861 | 4922 | 9456 |
| Net loss | $(83100) | $(53055) | $(169793) | $(106827) |
| Net loss per common share, basic and diluted | $(0.90) | $(0.68) | $(1.85) | $(1.45) |
| Weighted average common shares outstanding, basic and diluted | 91915769 | 78570135 | 91717076 | 73903650 |

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**Replimune Group, Inc.**

**Condensed Consolidated Balance Sheets**

**(Amounts In thousands, except share and per share amounts)**

**(Unaudited)**

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| | | |
|:---|:---|:---|
|  | **September 30,<br> 2025** | **March 31,<br> 2025** |
|  | **(in thousands)** | **(in thousands)** |
| **Consolidated Balance Sheet Data:** |  |  |
| Cash, cash equivalents and short-term investments | $323644 | $483804 |
| Working capital | 280849 | 433518 |
| Total assets | 389450 | 551328 |
| Total stockholders' equity | 263336 | 415843 |

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