EcoR1 Capital LLC Buys Shares of 1,000,000 Replimune Group, Inc. $REPL

Posted by Stanley Muller on Jul 28th, 2026

EcoR1 Capital LLC purchased a new stake in Replimune Group, Inc. (NASDAQ:REPL – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 1,000,000 shares of the company’s stock, valued at approximately $7,650,000. Replimune Group comprises approximately 0.3% of EcoR1 Capital LLC’s investment portfolio, making the stock its 20th largest holding.

Other institutional investors and hedge funds have also modified their holdings of the company. RTW Investments LP boosted its stake in Replimune Group by 11.6% in the fourth quarter. RTW Investments LP now owns 7,140,352 shares of the company’s stock valued at $69,404,000 after buying an additional 744,620 shares in the last quarter. State Street Corp boosted its stake in shares of Replimune Group by 26.3% in the 4th quarter. State Street Corp now owns 3,693,107 shares of the company’s stock valued at $35,897,000 after purchasing an additional 768,982 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Replimune Group by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 3,479,395 shares of the company’s stock valued at $14,579,000 after purchasing an additional 9,707 shares in the last quarter. Balyasny Asset Management L.P. grew its holdings in shares of Replimune Group by 507.4% during the 3rd quarter. Balyasny Asset Management L.P. now owns 2,628,100 shares of the company’s stock valued at $11,012,000 after purchasing an additional 2,195,448 shares during the last quarter. Finally, Toronto Dominion Bank grew its holdings in shares of Replimune Group by 62.5% during the 4th quarter. Toronto Dominion Bank now owns 2,229,527 shares of the company’s stock valued at $21,671,000 after purchasing an additional 857,475 shares during the last quarter. 92.53% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Replimune Group

In other news, insider Christopher Sarchi sold 12,000 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $9.24, for a total transaction of $110,880.00. Following the completion of the transaction, the insider directly owned 180,962 shares in the company, valued at $1,672,088.88. This trade represents a 6.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 5.20% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Cantor Fitzgerald downgraded shares of Replimune Group from an “overweight” rating to a “hold” rating in a research note on Monday, April 13th. Leerink Partners reiterated a “market perform” rating and set a $2.00 price target (down from $11.00) on shares of Replimune Group in a report on Monday, April 13th. Wedbush increased their price target on Replimune Group from $6.00 to $9.00 and gave the company a “neutral” rating in a research note on Tuesday, June 30th. JPMorgan Chase & Co. raised Replimune Group from a “neutral” rating to an “overweight” rating and set a $17.00 price objective on the stock in a report on Friday, June 26th. Finally, BMO Capital Markets upgraded Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price objective on the stock in a research report on Tuesday, June 30th. Two analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $8.86.

Read Our Latest Report on Replimune Group

Replimune Group Stock Performance

NASDAQ REPL opened at $8.63 on Tuesday. The company has a market capitalization of $724.40 million, a price-to-earnings ratio of -2.55 and a beta of 0.86. Replimune Group, Inc. has a twelve month low of $1.50 and a twelve month high of $12.50. The stock has a fifty day simple moving average of $9.34 and a 200 day simple moving average of $7.42. The company has a quick ratio of 4.79, a current ratio of 4.79 and a debt-to-equity ratio of 0.63.

Replimune Group (NASDAQ:REPL – Get Free Report) last announced its earnings results on Monday, June 29th. The company reported ($0.76) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.66) by ($0.10). Sell-side analysts expect that Replimune Group, Inc. will post -2.44 EPS for the current year.

Replimune Group Company Profile

(Free Report)

Replimune Group, Inc is a clinical‐stage biotechnology company focused on developing next‐generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.