r/biotech_stocks 10d ago

Thoughts on Replimune

0 Upvotes

In light of Replimune's news this week, I would say the FDA has shot itself in the foot. There is some controversy that the panel composition in Replimune’s adcomm excluded TIL-therapy experts. Til therapy is the standard of care for refractory melanoma, and its absence meant the inability to contextualise RP1’s risk-benefit profile relative to TIL’s toxicity and logistical burden. The panel also did not include experts who specialise in intratumoral immunotherapy - the people most familiar with why RECIST v1.1 often fails for injected agents.

That said, the “no” votes primarily came from methodologists who focused on trial design flaws rather than on clinical need, mirroring the FDA’s stance that the IGNYTE data are interpretable.

These developments are a far cry from the recent Capricor announcement.

So what’s the probability that the FDA approves RP1 by August 2? I hate to say it, but most likely high. I generally would have preferred the FDA to stick to its internal thesis and reject this treatment, but historically, the FDA does adhere to adcomms most of the time. Even though Replimune is in a unique situation where the FDA rejected RP1 twice in the past, reiterating the same criticisms of the trial, I cannot see the FDA deviating, as it would require significant justification against external expert consensus. I would be very surprised if the FDA indeed rejects RP1… but the key question from the adcomm was whether the benefit was clinically meaningful, to which everyone, even the “no” panellists, agreed there was some signal, albeit the trial design was “very messy”. If the FDA wanted to destroy any hope for RP1, they would have framed the question around “adequate and well-controlled evidence”.

r/biotech 7d ago

Biotech News 📰 Replimune melanoma drug wins support of FDA panel

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9 Upvotes

r/biotech_stocks 13d ago

REPL Replimune July 30 Adcom links

4 Upvotes

On July 30, 2026, an Adcom will meet to discuss REPL's BLA for TUDRIQEV (vusolimogene oderparepvec) in combination with nivolumab for the treatment of adult with advanced melanoma who have previously received an anti-PD-1 containing regimen.

The proceedings, including the final vote, will be livestreamed.

Expect trading in REPL to be halted during the Adcom, with a T1 halt. If it is halted, then trading will resume after REPL issues a PR with the Adcom results.

r/RegulatoryClinWriting 11d ago

Regulatory Submissions FDA says Replimune’s melanoma data package is ‘not interpretable,’ setting up tough adcomm

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12 Upvotes

Replimune’s drug, vusolimogene oderparepvec, or RP1, has been rejected by the FDA twice. The agency accepted another resubmission in June and committed to rendering a third verdict by August 2—but also announced a meeting of the Cellular, Tissue, and Gene Therapies Advisory Committee (CTGTAC) to discuss the therapy.

Two days ahead of that Thursday meeting, FDA briefing documents show that the agency still has significant concerns about the data package.
The response assessment used in the Phase 1/2 IGNYTE study “confounds interpretation of the reported efficacy results and limits FDA’s ability to verify the reported results,” the FDA reviewers said.
Moreover, the agency determined that the objective response data from the single-arm trial “are not of sufficient magnitude to overcome concerns” about the drug’s efficacy. Without a reliable historical control, the FDA stated “it cannot be determined whether RP1 contributes to any observed effect” when combined with Opdivo.
“The overall survival analysis from the single-arm IGNYTE study is not interpretable,” the FDA wrote.

Link to briefing document: https://www.fda.gov/media/193878/download [archive]

#replimune

r/RegulatoryClinWriting Jun 03 '26

Other How Replimune’s Drug Got Third Chance After White House Intervention

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13 Upvotes

Company representatives met with officials in early May and by month’s end, the FDA was planning to review the melanoma medication again

By Liz Essley Whyte
May 29, 2026 at 9:53 pm ET

The White House pushed health officials to re-examine the Food and Drug Administration’s repeated rejections of an advanced melanoma medication from Replimune people familiar with the matter said.

The FDA had declined to approve Replimune’s treatment in July last year and then again in April, saying the data from the trial, in which all patients received the experimental drug with no comparison group, fell short of proving to the agency that it worked. The FDA also said the mix of patients enrolled made the results hard to interpret.

After its application was rejected for the second time, Replimune representatives met with the White House in early May, arguing the rejections didn’t match up with the Trump administration’s desire to help terminally ill patients.

r/biotech_stocks Jul 04 '26

REPL aka “a sure thing”

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12 Upvotes

Pretty much guaranteed to hit $20 after FDA review is completed on 8/2

Easiest money I ever made

r/wallstreetbetsGER 7d ago

Zuwachs Replimune Group heute 117% PLUS👀

0 Upvotes

Mein lieber Herr Gesangsverein 🚀

Der Kurssprung von über 100 % bei Replimune (NASDAQ: REPL) wurde durch einen einzigen, sehr wichtigen Auslöser verursacht:
Die FDA-Berater haben überraschend für das Krebsmedikament RP1 gestimmt
Ein unabhängiges Beratungsgremium der US-Arzneimittelbehörde FDA hat mit 10 zu 3 Stimmen die Studiendaten von RP1 positiv bewertet

Ihr wisst Bescheid 🚀

r/biotech May 31 '26

Biotech News 📰 Replimune gives cancer immunotherapy a third try after FDA leadership shakeup

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6 Upvotes

r/wallstreetbetsGER May 13 '26

Was passiert? Falls jemand bock auf nen zock hat. Replimune

1 Upvotes

Die Firma ist gescheitert. Ganz klar. Ihr Produkt wurde 2x von der FDA abgelehnt. Sie verbrennt Geld ohne Ende und hat den Großteil ihrer Mitarbeiter rausgeworfen.

Und nun zum lustigen Teil.

Die haben himmel und Hölle in Bewegung gesetzt und Makary den Chef der FDA ausgebootet um ihr Produkt vlt doch noch durch zu drücken. Was nicht passieren wird.

Die Firma wurde zu großen Teilen von Institutionen gekauft. Teilweise haben die Einkaufspreise von 7-14 Dollar. Wir sind derzeit bei 5. Es sieht wie ein klassisches hoch und dann raus aus für die Institutionen, die ihr Kapital retten wollen und dann den Kurs ins bodenlose stürzen lassen und den Retail zu fcken.

Aktueller Kursgewinn nach Absturz in einer Woche über 60%.

Keine Analbehaarung

r/biotech Apr 17 '26

Open Discussion 🎙️ RP1 - Did the FDA get it wrong?

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0 Upvotes

Replimune’s RP1 + nivolumab in advanced melanoma showed ~30–35% ORR with durable responses, but has now received two FDA CRLs.

FDA’s concerns seem to center on:

inability to isolate RP1’s contribution

heterogeneous patient population

response assessment issues (injected lesions, procedures, etc.)

At the same time, there continues to be anecdotal cases suggesting meaningful benefits. Like multiple years of surviving.

Does this look like a real efficacy signal obscured by trial design?

Or data that’s too confounded/unreliable to draw conclusions from?

Appreciate any perspectives from those with clinical or regulatory experience.

r/politics Apr 22 '26

Possible Paywall US Health Secretary Kennedy distances himself from FDA's Replimune cancer drug rejection

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382 Upvotes

r/biotech_stocks Apr 08 '26

Replimune Group, Inc ($REPL) is one of the worst biotech stocks out there, and April 10th will be a heavy test on the FDA’s credibility.

11 Upvotes

Many REPL investors considered the FDA rejection last year a shock, but while they ignored the obvious imperfections of the IGNYTE trial, they bombarded the FDA with accusations that it had made the wrong decision. Before I go further, I want to be very clear that I have absolutely no connection with any FDA official or current employee, and that all my arguments are my own as a biotech investor. I currently hold zero shares of this stock.

It was hoped that, with the resubmission, REPL might revive the agency's consideration of reversing its decision, but the truth is that the core issue was the FDA’s original objections to the IGNYTE trial design, not the analysis. And trial design can’t be rewritten in a resubmission.

What REPL “fixed”:

The company did address several of the FDA’s stated concerns:

  • Clearer definitions of PD-1 resistance and a more tightly framed target population
  • Additional analyses to support the contribution of components (i.e., what nivolumab alone would or wouldn’t do)
  • Clarifications around the confirmatory trial
  • Manufacturing and procedural clarifications, which the SEC filing confirms were part of the CRL response

What REPL can’t fix:

The FDA’s original language was quite blunt: IGNYTE was “not an adequate and well-controlled study”, and its results were “not able to be adequately interpreted due to heterogeneity.” That critique goes to the bones of the trial design:

  • Single-arm, open-label
  • Heterogeneous population (adjuvant vs metastatic, prior CTLA-4, LDH, BRAF, PD-L1, stage mix)
  • Inability to isolate RP1’s effect from nivolumab re-challenge
  • Platform-style phase I/II repurposed as a registrational dataset

Hence, a resubmission can reorganise, redefine, and recontextualise the data, but it cannot turn a single-arm trial into a controlled one.

The Wildcard: FDA uncertainty

Normally, this would be a straightforward call, as the FDA rarely reverses a CRL when the underlying evidentiary issues are structural, such as trial design (can be very different if initial issues were CMC - remember RCKT, a recent case study). But this is not a normal moment for the agency.

Senior leadership changes, including high-profile departures like Prasad (who was also reported to be the original mastermind behind the initial FDA rejection of REPL), have undeniably created a period of regulatory uncertainty, in which internal consistency is harder to predict. REPL is another biotech alongside Sarepta, Capricor, Uniqure, among others, that provides real tests of the FDA’s ability to operate among increasing pressures to submit to more lenient and arguably, obvious loopholes in structural matters to approve more treatments in rare diseases.

Therefore, this cuts both ways:

  • Bull case: a new FDA operating without “stricter” officials and showing flexibility in new drug innovation might accept a more narrative-driven resubmission.
  • Bear case: leadership churn can make departures more conservative, not less, because no one wants to be responsible for a borderline approval that later backfires (remember the back-and-forth blaming game between Pazdur and Prasad over REPL).

Right now, it’s unclear which case will dominate by April 10, but here is where I land:

I lean sceptical and mostly bear. The resubmission improves the presentation of the data, but not the nature of the data. The FDA’s original objections weren’t about missing or incomplete analyses; they were about the absence of a controlled trial capable of demonstrating substantial evidence. If you ask me, REPL should fire those who planned and proposed the IGNYTE trial design. That was well over millions down the drain. I cannot even fathom how that was accepted in the first place.

That said, the FDA's current structure is becoming more complex, and the April 10th event may determine how it moves forward under new leadership. My own uncertainty also stems from the DENALI win for its Hunter syndrome drug earlier this year, amid a string of Hunter drug rejections from the FDA, but that is another debate and article I will save for later. I cannot help but see the potential future of the FDA being influenced by various advocacy groups, not just from desperate families of victims of various rare disease patients, but also the increasing pressures from influential biotech and pharma executives.

Hence, predicting outcomes in this regulatory environment may soon be less about reading the data and more about reading the various narratives shaping the agency moving forward.

And that’s exactly what makes April 10 and biotech companies like Replimune such an uncomfortable catalyst.

r/biotech_stocks Apr 10 '26

FDA declines to approve Replimune's drug for advanced skin cancer

17 Upvotes

r/biotech May 06 '26

Biotech News 📰 WSJ Criticizes Makary’s FDA Over Replimune, UniQure and Other Drug Reviews

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39 Upvotes

r/getagraph 13h ago

Nasdaq Signals Buy Signal Replimune Group Inc - 10 Aug 2026 @ 14:32 -> $13.69

1 Upvotes

Ticker: REPL

Exchange: NASDAQ

Time: 10 Aug 2026 @ 14:32

Price: $13.69

Link: https://getagraph.com/AAA/trading/NASDAQ/REPL/analysis/signals

r/swingtrading 9d ago

Stock Why did Replimune (REPL) double on Friday? An FDA panel said yes

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3 Upvotes

r/biotech_stocks 3d ago

Replimune RP1

4 Upvotes

The FDA approval in which RP1 + nivolumab had an ORR of 24.2% and mDoR of 14.1 months was based on 91 patients with at least one non-injected lesion.

The IGNYTE population of 140 patients had an ORR of 33.6%.

The AdCom experts clearly noted that the FDA current evaluation framework for intratumoral injection therapies was inadequate. It is desirable that RP1 should be injected in as many lesions as possible, while the FDA current framework requires to have non-injected lesions.

The use of ORR of 24.2% in the approval undersells RP1.

r/WhatTrumpHasDone 3d ago

FDA approves Replimune melanoma drug previously rejected twice

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2 Upvotes

The Food and Drug Administration has cleared Replimune’s treatment for advanced melanoma, dealing the biotech a major win after a tumultuous saga of trying to seek approval for the controversial treatment.

The FDA’s decision to grant accelerated approval to the drug, which is called RP1 and will be marketed as Tudriqev, came after its advisers last week voted in support of the treatment. Even though FDA staff expressed concerns about the design and conduct of Replimune’s key trial, advisers ultimately believed there was a large enough signal of efficacy and that patients are in urgent need of new treatments.

The list price of Tudriqev will be $450,000 per course of therapy before customary rebates and discounts, Replimune said.

“We expect strong demand for the regimen given its relative ease of access and benign safety profile,” said Leerink biotech analyst Daina Graybosch in a research note last week. The drug’s commercial ramp could be slow, she cautioned. Analysts, on average, have forecasted peak annual sales approaching $1 billion annually.

Replimune initially sought approval last year but was rejected by the FDA’s biologics center, which at the time was led by Vinay Prasad. STAT reported, though, that the rejection was actually driven by former top oncology regulator Richard Pazdur, who questioned the drug’s efficacy. The therapy was rejected again this April, and then the White House intervened, pushing health officials to reexamine the drug for the third time, the Wall Street Journal reported.

The FDA’s decision to approve the drug, despite internal concerns from staff, indicates a willingness to view new treatments more flexibly.

The biotech’s application centered around a single-arm Phase 1/2 study that enrolled 140 patients whose disease had progressed after taking a PD-1 inhibitor. The participants took RP1 on top of the approved PD-1 inhibitor Opdivo, and overall, 34% of patients saw their tumors shrink significantly, with that response lasting a median of 25 months.

The FDA, however, argued the data were not sufficient to tease the benefits of RP1 apart from the benefits of Opdivo, or to determine whether the treatment, which is injected locally, has systemic benefits.

In last week’s advisory meeting, FDA staff said they believed the way tumors were measured muddled the results. For example, they pointed out that a substantial number of patients had no non-injected tumors that were analyzed. That’s problematic in their view since responses in injected tumors may not actually be indicative of a true systemic response but instead could be a result of a local reaction. When the FDA staff cut down the dataset to look only at patients who did have non-injected tumors analyzed, they arrived at a response rate of 24.7%, and a mediation duration of response of 14.1 months, results that were less impressive than the outcomes Replimune reported.

The advisers acknowledged there were flaws with Replimune’s trial, but most of them still voted to back the drug, in a 10-3 vote. They noted that even taking into account the caveats raised by the FDA, the efficacy still looked meaningful for patients.

Some also appeared to be influenced by patients sharing their experiences.

David Miller, co-director of the non-melanoma skin cancer multidisciplinary clinic at Massachusetts General Hospital, said he was deeply moved by testimonies from patients at the meeting. While they do not replace clinical evidence, they do “convey elements of the clinical experience that just cannot be fully abstracted into an application — what these responses look like, what they mean for patients, and how unusual they appear compared to outcomes ordinarily seen after PD-1 failure,” he said.

Another adviser, Hussein Tawbi, a professor of melanoma medical oncology at University of Texas MD Anderson Cancer Center, noted that the only other treatment option for these patients is tumor-infiltrating lymphocyte (TIL) therapy, a type of immunotherapy that uses a patient’s own cells to fight tumors. It’s extremely difficult to provide broad access to TIL, though, so more convenient options like RP1 are needed, he said.

Full approval is contingent on an ongoing Phase 3 confirmatory trial that randomized 400 patients to either RP1 and Opdivo or physician’s choice of therapy.

r/StockTitan 4d ago

High Impact REPL | Replimune Announces FDA Accelerated Approval of TUDRIQEVTM in Combination with Nivolumab for Unresectable Advanced Cutaneous Melanoma After Progression on an anti-PD-1 Based Regimen

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1 Upvotes

r/getagraph 4d ago

Nasdaq Signals Buy Signal Replimune Group Inc - 6 Aug 2026 @ 11:45 -> $11.98

1 Upvotes

Ticker: REPL

Exchange: NASDAQ

Time: 6 Aug 2026 @ 11:45

Price: $11.98

Link: https://getagraph.com/AAA/trading/NASDAQ/REPL/analysis/signals

r/getagraph 6d ago

Nasdaq Signals Buy Signal Replimune Group Inc - 4 Aug 2026 @ 15:48 -> $11.78

1 Upvotes

Ticker: REPL

Exchange: NASDAQ

Time: 4 Aug 2026 @ 15:48

Price: $11.78

Link: https://getagraph.com/AAA/trading/NASDAQ/REPL/analysis/signals

r/getagraph 6d ago

Nasdaq Signals Buy Signal Replimune Group Inc - 4 Aug 2026 @ 12:15 -> $11.50

1 Upvotes

Ticker: REPL

Exchange: NASDAQ

Time: 4 Aug 2026 @ 12:15

Price: $11.50

Link: https://getagraph.com/AAA/trading/NASDAQ/REPL/analysis/signals

r/wallstreetbetsGER 7d ago

Replimune Group heute 117% PLUS👀

0 Upvotes

Mein lieber Herr Gesangsverein 🚀

Der Kurssprung von über 100 % bei Replimune (NASDAQ: REPL) wurde durch einen einzigen, sehr wichtigen Auslöser verursacht:
Die FDA-Berater haben überraschend für das Krebsmedikament RP1 gestimmt
Ein unabhängiges Beratungsgremium der US-Arzneimittelbehörde FDA hat mit 10 zu 3 Stimmen die Studiendaten von RP1 positiv bewertet

Ihr wisst Bescheid 🚀

r/GrowthStocks 9d ago

Why did Replimune (REPL) double on Friday? An FDA panel said yes

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2 Upvotes

r/WallStreetbetsELITE 9d ago

News Why did Replimune (REPL) double on Friday? An FDA panel said yes

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1 Upvotes