Replimune Group. Every tracked FinTwit mention of $REPL, newest first. 32 mentions since the first on Jun 30, 2025. See the price chart.
May 2026 · 5 mentions
May 29
Adam Feuerstein ✡️ — #ASCO26 Day 1. We're ASCOmaxxing.
Positive data for Bristol $BMY in multiple myeloma and Pfizer $PFE in lung cancer. The FDA will surely convene an adcomm for $REPL, right? And D…↗
May 29
Adam Feuerstein ✡️ — @timlihk Pazdur was against RP1's approval for the reasons stated in the $REPL complete response letter.↗
May 29
Adam Feuerstein ✡️ — Whether or not you believe $REPL RP1 deserves to be approved or not, let's please be truthful about what has transpired so far:
Richard Pazdur and others in the FDA's cancer offi…↗
May 29
Adam Feuerstein ✡️ — $REPL is resubmitting RP1 to the FDA
https://t.co/g9sFp9V5bB↗
May 7
Jacob Plieth — So, to recap $ATRA:
Jan 2026: "In the new CRL FDA stated that it no longer considers the single-arm study to be adequate."
May 2026: "FDA agreed that a single-arm study could serve…↗
Jacob Plieth — Let's hear some more from the bio industry bagholders claiming that FDA publishing CRLs is just a "nothing burger" $REPL https://t.co/QGnKP3d2Jv↗
Apr 10
Adam Feuerstein ✡️ — $REPL my read of the RP1 CRL suggests OCE (CDER) took the lead in the review. Their objections led to the first rejection, as I previously reported, and nothing Replimune submitte…↗
Apr 10
Adam Feuerstein ✡️ — Replimune $REPL skin cancer drug that became FDA flashpoint is rejected again https://t.co/7aOfKy8vC7 via @Jasonmmast
March 2026 · 1 mention
Mar 19
Adam Feuerstein ✡️ — This week's Biotech Scorecard newsletter:
Six drugmakers, six months: Charting the FDA’s course in the post-Prasad era
$REPL Pierre Fabre $ATRA $QURE $CAPR $RGNX
https://t.co…↗
Adam Feuerstein ✡️ — On $QURE: I wrote this in my Sept. 25 newsletter:
"Bear in mind: What we have seen so far of the AMT-130 data are mentioned in a Uniqure press release. Fairly detailed, yes, but…↗
October 2025 · 2 mentions
Oct 20
Adam Feuerstein ✡️ — FDA cancer chief Rick Pazdur blinks in his standoff against $REPL? Are there broader implications, like $SMMT or $IOBT?↗
Oct 20
Adam Feuerstein ✡️ — Wow! $REPL - FDA accepted the resubmission of the RP1 application for advanced melanoma. PDUFA date April 10, 2026.↗
September 2025 · 5 mentions
Sep 23
Adam Feuerstein ✡️ — $REPL +25% today on the WSJ editorial bashing (again) Vinay Prasad?
Super interesting. Reminder, I will be interviewing Replimune's CEO on stage at the STAT Summit Oct. 15. Joini…↗
Sep 18
Adam Feuerstein ✡️ — $REPL argument to FDA not yet persuasive, apparently.
As I reported earlier, Rick Pazdur's oncology team was strongly against accelerated approval, a position subsequently suppor…↗
Sep 4
Jacob Plieth — Quite a few (redacted) oncology CRLs released then:
$REGN odronextamab x3
SC Rybrevant $JNJ
$REPL
$ATRA
Patri-dxd $MRK $DSNKY
Camrelizumab + rivoceranib x2↗
Adam Feuerstein ✡️ — The STAT Summit is Oct. 15-16 in Boston. We'd love to see you in the audience this year. To entice, we posted a preliminary agenda, with more speakers to come.
https://t.co/DJjPF…↗
Aug 21
Adam Feuerstein ✡️ — New from me:
FDA ‘uncertainty’ forces Krystal Biotech $KRYS to shutter cancer drug trial
The decision follows rejection of a similar drug developed by Replimune Group $REPL
ht…↗
Aug 4
Jacob Plieth — Any decent memes out on the it's-not-Prasad-it's-Pazdur $REPL debacle?↗
Aug 4
Adam Feuerstein ✡️ — But if I had posted the $REPL story during market hours, this person would have accused me of manipulating the stock, too.
Next time, of course, I will consult with him. My bad.
July 2025 · 6 mentions
Jul 31
Adam Feuerstein ✡️ — Are we sure Vinay Prasad’s ouster is positive for biotech?
Some musings in this week's newsletter.
A commonly held view of his three-month tenure running the FDA’s biologics divi…↗
Jul 22
Adam Feuerstein ✡️ — Replimune $REPL skin cancer therapy rejected by FDA
The decision is another signal that the FDA’s top regulator of cell and gene therapies is taking a hardened stance on new drug…↗
Jul 22
Adam Feuerstein ✡️ — $REPL rejection follows the rejection of $CAPR and $RARE drugs, and the FDA's actions against $SRPT.
CBER Director Vinay Prasad is setting a different tone than his predecessor.↗
Adam Feuerstein ✡️ — $REPL FDA rejected RP1
CRL letter
https://t.co/eMPqhybqHS↗
— Hey folks - FDA has posted more Complete Response Letters, including those sent to $CAPR and $REPL.
My quick read doesn't reveal any issues / deficiencies not previously disclose…
Adam Feuerstein ✡️ — FDA’s top cancer drug regulator played key role in rejection of Replimune $REPL therapy, officials say https://t.co/JYjkpdyXXu↗
— From the $REPL release:
The CRL indicates that the FDA is unable to approve the application in its present form. The FDA has indicated that the IGNYTE trial is not considered to…