Replimune Group (REPL) 44th Annual J.P. Morgan Healthcare Conference summary

Conference and Strategic Overview

• The 44th Annual JPMorgan Healthcare Conference featured a presentation by the CEO, emphasizing the company's turnaround, strategic vision, and readiness to deliver on the promise of oncolytic immunotherapy.

• The RPx platform is designed for both local and systemic anti-tumor effects, with deep and superficial injection capabilities.

• Technical difficulties delayed the start, but the session focused on forward-looking statements and resilience in 2024.

Clinical Development, Data Highlights, and Trial Progress

• Over 1,000 deep injections and more than 1,000 patients treated, demonstrating reproducible and durable systemic responses, especially in hard-to-treat melanoma.

• IGNYTE trial in anti-PD-1 failed melanoma showed a 34% response rate in primary resistant patients, with durable responses and FDA confirmation of trial design for registration.

• IGNYTE study in anti-PD-1 failed melanoma showed 33.6% ORR and durable responses across resistant subgroups.

• Confirmatory IGNYTE-3 study in advanced melanoma is enrolling globally, with interim OS analysis planned for 2H 2027.

• ARTACUS study in solid organ transplant patients with CSCC showed 34.6% ORR and durable responses.

Efficacy and Safety Highlights

• RP1 plus nivolumab demonstrated improved ORR and time to progression compared to prior anti-PD-1 regimens.

• Deep/visceral injections showed enhanced ORR and acceptable safety in difficult-to-treat settings, with safety profile similar to superficial injections and low complication rates.

• Neoadjuvant RP1 monotherapy in low-risk, resectable cSCC achieved 100% ORR and was well tolerated.

• Monotherapy RP1 shows promise in immunocompromised and transplant patients, with no observed organ rejection.