Replimune Group (REPL) Registration Filing summary

Company overview and business model

• Clinical-stage biotechnology company focused on oncolytic immunotherapy for cancer, aiming to establish this as a key immune-based cancer treatment alongside checkpoint blockade.

• Proprietary RPx platform uses engineered HSV-1 viruses to induce local and systemic anti-tumor immune responses, with three product candidates: RP1, RP2, and RP3.

• Lead candidate RP1 is in advanced clinical trials, including a Phase 2 registration-directed cohort for anti-PD1 failed melanoma and additional studies in non-melanoma skin cancers and transplant recipients.

• RP2 and RP3 are engineered for broader tumor targeting and enhanced immune activation, with RP2 advancing toward a registration-directed study in metastatic uveal melanoma.

Financial performance and metrics

• Raised approximately $100 million in gross proceeds from a private placement in June 2024, selling 5,668,937 shares and pre-funded warrants for 5,669,578 shares.

• As of June 30, 2024, 68,309,968 shares of common stock were outstanding, excluding options, restricted stock units, and additional warrants.

Use of proceeds and capital allocation

• Will not receive proceeds from resale of shares by selling stockholders; may receive up to $5,669 from nominal exercise of pre-funded warrants.

• Any proceeds from warrant exercises will be used for working capital and general corporate purposes.