Every material Form 8-K Replimune Group, Inc. has filed with the SEC since August 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Replimune reported a net loss of $57.1 million for the fiscal second quarter ended September 30, 2026, down from $83.1 million a year earlier, as operating expenses fell. The company said TUDRIQEV became commercially available in the U.S. in early October and ended the quarter with $307.8 million in cash and cash equivalents, though the increase depended partly on an August 2026 stock offering that also raised the share count.
Net loss was $57.1 million, or $0.54 per share, versus $83.1 million, or $0.90 per share, in the same quarter a year earlier.
Research and development expenses were $34.4 million versus $57.9 million; selling, general and administrative expenses were $21.9 million versus $26.4 million.
Cash and cash equivalents were $307.8 million at September 30, 2026, up from $268.9 million at March 31, 2026, including about $141.0 million in net offering proceeds from August 2026.
Weighted average common shares outstanding rose to 105,176,101 from 91,915,769 a year earlier.
Replimune reported a fiscal first-quarter 2027 net loss of $69.8 million, or $0.72 per share, down from $86.7 million, or $0.95 per share, a year earlier, as research and development and selling, general and administrative expenses both fell. The company also said the FDA granted accelerated approval for TUDRIQEV on August 6, 2026, and expects product in the market within 60 days, while cash declined to $195.3 million at June 30, 2026.
Net loss was $69.8 million ($0.72 per share) for the quarter ended June 30, 2026, versus $86.7 million ($0.95 per share) a year earlier.
R&D expenses were $49.3 million versus $57.8 million, and SG&A expenses were $19.0 million versus $32.6 million.
Cash, cash equivalents and short-term investments were $195.3 million at June 30, 2026, down from $268.9 million at March 31, 2026; the company cites $141.0 million in net proceeds from an August 2026 stock issuance.
The FDA granted accelerated approval for TUDRIQEV on August 6, 2026; Michelle DiNapoli was appointed Chief Commercial Officer, effective August 18, 2026.
Replimune agreed on August 9, 2026 to sell 9,701,490 common shares and pre-funded warrants for 2,736,340 shares to underwriters at $12.06 per share. The company expects gross proceeds of about $150 million and net proceeds of about $140.5 million, with closing expected on August 11, 2026. Because the sale adds shares to those already outstanding, existing shareholders' ownership stake will be diluted.
Offering of 9,701,490 common shares at $12.06 per share, plus pre-funded warrants for 2,736,340 shares at $12.0599 per warrant
Expected gross proceeds of about $150 million; estimated net proceeds of about $140.5 million after underwriting discounts and offering expenses
Underwriters are Leerink Partners LLC, J.P. Morgan Securities LLC, and Cantor Fitzgerald & Co.; closing expected on or about August 11, 2026
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