Replimune Group (REPL) investor relations material

Executive summary

• FDA accepted the resubmission of the BLA for RP1 in combination with nivolumab for advanced melanoma, with a goal date of August 2, 2026, and an advisory committee meeting expected in late July.

• Strong clinical momentum with ongoing enrollment in the IGNYTE-3 trial for RP1 and the REVEAL trial for RP2.

Financial highlights

• Cash, cash equivalents, and short-term investments were $268.9 million as of March 31, 2026, down from $483.8 million a year earlier, reflecting operating cash burn.

• Research and development expenses rose to $221.2 million for the year ended March 31, 2026, up from $189.4 million year-over-year, driven by increased personnel and facility costs.

• Selling, general, and administrative expenses increased to $98.7 million for the year, compared to $72.2 million in the prior year.

• Net loss for the year was $313.9 million, compared to $247.3 million for the prior year.

• Net loss per share was $3.38 for the year ended March 31, 2026, versus $3.07 for the prior year.

Outlook and guidance

• Current cash position is expected to fund operations into the first quarter of calendar 2027, including scale-up for potential commercialization of RP1.