Replimune Group Inc.

REPL

Held by 4 specialist biotech funds

High Convergence

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Fund Holdings

4 fund convergence

Baker Bros. Advisors RTW Investments Commodore Capital

Catalysts

No catalysts tracked.

Activist Filings

SC 13DBaker Bros. Advisors14.3%Mar 7, 2025

SC 13G/ABaker Bros. Advisors16.2%Nov 14, 2024

SC 13G/A

Position Details

Baker Bros. AdvisorsNEWFeb 17, 2026

Shares: 11,045,336Value: $107.4M

## Signal Note: Baker Bros. Initiates Large Position in Replimune (REPL) Baker Bros. taking a new concentrated position in REPL is a high-conviction signal aligned with upcoming catalysts for RP2, their oncolytic immunotherapy (HSV-based) in combination with nivolumab, with pivotal data expected in advanced melanoma and additional readouts in CSCC and other solid tumors. The reported position size (~$107B) appears to reflect a data error likely by ~1,000x—the actual position is likely ~$107M, which would still represent a significant ~8-10% ownership stake, consistent with Baker Bros.' pattern of taking outsized positions ahead of binary clinical events. This is notable given Baker Bros.' deep domain expertise in immuno-oncology and their track record of positioning ahead of registrational inflections; investors should watch for upcoming RP2/RP3

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Insider Signals

No insider signals tracked.

Also Held by These Funds

ALKS3 funds CLDX3 funds CNTA3 funds SYRE3 funds KYMR3 funds NGNE3 funds NRIX3 funds STOK

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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**Signal Note: RTW Investments Initiates $69.4M REPL Position** RTW's entry signals conviction in Replimune's oncolytic immunotherapy platform, likely driven by upcoming Phase 2 data catalysts for RP1 in melanoma and other solid tumors expected in 2024-2025. The position size ($69.4M, ~7.1M shares) suggests confidence in clinical validation of the dual toll-like receptor agonist mechanism, which differentiates RP1 from established checkpoint inhibitors in checkpoint-refractory populations.