Replimune Group (REPL) investor relations material

Company overview and business model

• Clinical-stage biotechnology company focused on oncolytic immunotherapy for cancer, leveraging a proprietary RPx platform based on engineered HSV-1 to activate immune responses against tumors.

• Lead product candidate RP1 is in advanced clinical trials for melanoma and non-melanoma skin cancers, with additional candidates RP2 and RP3 targeting broader tumor types.

• RP1 is being developed in combination with anti-PD-1 therapy, aiming to establish a major skin cancer treatment franchise.

• The company collaborates with major pharmaceutical firms (e.g., Bristol Myers Squibb, Roche) for clinical trials and drug supply.

• Direct tumor injection is used for product delivery to maximize local and systemic immune activation while minimizing systemic toxicity.

Financial performance and metrics

• The independent auditor's report expresses substantial doubt about the company's ability to continue as a going concern, with cash runway projected only into the first calendar quarter of 2027.

• Ongoing operating losses are expected for the foreseeable future, and additional capital will be required to fund operations.

Use of proceeds and capital allocation

• No proceeds will be received from the resale of shares by selling stockholders; proceeds from the nominal exercise price of pre-funded warrants, if exercised, will be used for general corporate purposes, including working capital and operating expenses.