REPL Replimune Group Inc

$REPL shorting this deep state insider trading conduit shell company herpes drug baker bros pump and dump to 0

Jefferies⬆️ $REPL's PT to $29 from $24 and reiterated Buy. [IOVA BMY REGN AMGN MRK] Jefferies said in its note: 3-wks post-Tudri launch, roughly 20 accounts have formulary access and more than 15 have prescribed, w/ mgmt seeing pot'l to roughly double initiating accounts by YE26. Jefferies added it is encouraged by visceral and regional-center adoption, and remains positive w/ account conversion, repeat use, and dosing volumes next to watch.

$REPL Great earnings. The quarter leading into commercialization is often one of the most expensive for a biotech. Manufacturing ramp-up, hiring sales and marketing staff, building distribution infrastructure, etc. But REPL already paid for much of that infrastructure and has over a year's worth of inventory ready to sell. Instead of expenses exploding, operating expenses fell from $84.3M to $56.3M year over year, with ZERO commercial revenue. This is exactly what I've been arguing. The enormous spending that nearly destroyed the company is now potentially its greatest advantage. Commercialization begins with much of the heavy lifting already done. Expenses will rise as the launch progresses, but the operating leverage could be substantial once revenue starts flowing.

$REPL Loading the boat down here. I have staggered orders all the way down to $9 if it hits . Looking to make life changing money!!! 🚀🚀🚀

$REPL This had a good run. Time to transfer it all over to IOVA that is one is strong in the bio-tech with revenue

$REPL Q2 '27 Earnings Results & Recap • Reported GAAP EPS of -$0.54 up 40.00% YoY • Replimune expects $307.8M in cash and cash equivalents as of September 30, 2026 to fund operations and capital expenditure requirements for greater than twelve months from issuance.

$REPL Is 15+ prescribing institutions a strong enough start for TUDRIQEV at a $1.23B valuation? 🏢 Replimune, a biotech with one approved drug, the melanoma therapy TUDRIQEV, says first patients got it October 6, after fiscal Q2 ended September 30, 2026, so that quarter's $57.1M net loss had no sales 🏦 September 30 cash of $307.8M rests on about $141.0M net from an August stock sale plus a $15.0M debt draw, with runway guided at greater than twelve months 🏢 At $13.05 a share at 16:00 ET on October 27, 2026, Replimune is worth about $1.23B, roughly $0.9B above cash 📈 On the other side, R&D fell to $34.4M from $57.9M a year earlier, $10.6M of the loss was non-cash stock pay, multiple payer policies and an NCCN 2A listing cover the drug, and over a year of inventory is on hand 📅 Next: The next quarterly report will be TUDRIQEV's first with sales, and the August update expected RP2's Phase 2/3 transition in Q1 2027 Source: Replimune release + SEC 8-K, Oct 28

$REPL How much are you down with that strategy? You'd be up more than 50% if you bought when I was pounding the table. We will not see anything close to $10 for the rest of the year! 🚀🚀🚀

$REPL Solid earnings. For me it is a confirmation to confidently build the position, gradually.

$REPL is expected to report earnings tomorrow before the open; the date is estimated. I used Stock Meadow’s earnings dashboard to review its history: REPL has beaten EPS estimates in 1 of its last 8 reports. Analysts expect EPS of −$0.78. What are you watching for?