Rtw Investments Adds $2M in Replimune Group, Inc. ($REPL)

RTW Investments boosted its stake in Replimune Group, Inc. (NasdaqGS: REPL) by 216,564 shares, according to its latest Form 13F filing with the SEC. This increase raised its total holdings to 7,356,916 shares, valued at approximately $65.3 million as of the end of the reporting period.

What Changed in RTW Investments' Replimune Group Position

RTW Investments increased its holdings in Replimune Group from 7,140,352 to 7,356,916 shares, a 3.03% rise. The additional 216,564 shares reflect a growing confidence in the company's prospects, with the total stake now valued at about $65.3 million.

Other Institutional Activity in Replimune Group

Several other institutional investors also made moves in Replimune Group. Baker Bros. Advisors LP maintained its position with 11,045,336 shares worth $84.5 million. BlackRock, Inc. added 169,606 shares, ending with 6,239,239 shares valued at $47.7 million. Meanwhile, Price T Rowe Associates Inc /MD/ reduced its stake by 140,863 shares, holding 8,121,433 shares worth $62.1 million. Suvretta Capital Management, LLC made a substantial increase by adding 4,185,798 shares, bringing its total to 4,221,836 shares valued at $32.3 million.

Replimune Group Stock Snapshot

Shares of Replimune Group (NasdaqGS: REPL) traded around $8.88. The company has a market capitalization of approximately $733.2 million. It isn't currently profitable, as indicated by its negative forward P/E ratio of -4.30. The stock has traded between $1.50 and $13.24 over the past year, with a 50-day moving average of $5.10 and a 200-day moving average of $6.97. Replimune Group maintains a strong liquidity position with a current ratio of 5.60 and a quick ratio of 5.43.

Recent Earnings

Replimune Group is expected to release its next earnings report on June 15, 2026. The company has been working on advancing its pipeline of oncolytic immunotherapies, although it has not yet achieved profitability.

Insider Buying and Selling at Replimune Group, Inc.

Several insiders sold shares in May 2026. Chief Commercial Officer Christopher Sarchi sold 12,000 shares at an average price of $9.24 on June 1, under a Rule 10b5-1 plan. On May 18, Chief Accounting Officer Andrew Schwendenman sold 7,894 shares, CEO Sushil Patel sold 37,324 shares, and other executives also sold shares at an average price of $5.08.

Analysts Set New Price Targets

On June 1, 2026, Wedbush maintained its hold rating with a $6.00 price target. Earlier, on April 13, 2026, Leerink Partners, Wedbush, and Jefferies all downgraded the stock to hold with a $2.00 target. The consensus among analysts is a hold rating, with a mean price target of $4.67 based on six opinions.

About Replimune Group

Replimune Group, Inc. is a biotechnology company headquartered in Woburn, Massachusetts. Founded in 2015, the company focuses on developing oncolytic immunotherapies to treat cancer. Its lead product candidate, RP1, targets solid tumors by activating the immune system. The company is also advancing RP2 and RP3, which aim to enhance immune responses in cancer treatment. Dr. Sushil Patel serves as the CEO, and the company employs around 479 people.

Bottom Line

RTW Investments' increased stake in Replimune Group suggests confidence in the company's potential despite its current lack of profitability. Investors and analysts will be watching for the upcoming earnings report on June 15, 2026, for further insights. As always, it's important to remember that 13F filings reflect past positions and may not indicate current holdings.