Replimune Group (REPL) Registration Filing summary

Company overview and business model

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

• Pipeline includes three product candidates: RP1 (lead), RP2, and RP3, targeting both skin and non-skin cancers, with multiple ongoing clinical trials in collaboration with major partners.

• RP1 is being developed as monotherapy and in combination with anti-PD-1 therapy, with a major focus on advanced melanoma and non-melanoma skin cancers.

• RP2 and RP3 are engineered to enhance immune responses and address additional tumor types, including those less responsive to immunotherapy.

Financial performance and metrics

• Identified as a "smaller reporting company" with less than $250 million in market value of shares held by non-affiliates as of the last business day of the second fiscal quarter.

• 77,085,024 shares of common stock outstanding as of March 31, 2025, with additional shares reserved for options, warrants, and incentive plans.

Use of proceeds and capital allocation

• Will not receive proceeds from the sale of shares by selling stockholders; may receive nominal proceeds from exercise of pre-funded warrants, intended for working capital and general corporate purposes.