Replimune · RP1 · 2021 – 2026

Was the FDA's advice to Replimune consistent?

The FDA's letter says it was, citing communications back to 2021. Replimune's filings say it was not, citing the mid- and late-cycle reviews and the September 2025 meeting.

EphemerisX Research · Published · 4 source documents · 1 min read

Short answer

The two sides answer differently. The FDA's second letter points to its communications from March 2021 onward; Replimune's 8-Ks and 10-K point to the mid- and late-cycle reviews and the September 2025 Type A meeting.

What the evidence shows

The FDA's second letter: FDA advice has remained consistent FDA · Apr 10, 2026 · p. 1, and FDA clearly communicated our concerns with the study design in multiple FDA interactions throughout your development program FDA · Apr 10, 2026 · p. 3. It quotes the 2021 meeting: the agency would not recommend that the Sponsor submit a BLA based on the results of a single-arm study FDA · Apr 10, 2026 · p. 3.

Replimune, July 2025: The issues highlighted in the CRL were not raised by the agency during the mid- and late-cycle reviews 8-K · Jul 22, 2025. April 2026: the agency appears to have contradicted their positions expressed at the September 2025 Type A meeting 8-K · Apr 13, 2026, and the process involved inconsistent communication 8-K · Apr 13, 2026.

Both sides record that the resubmission was accepted as complete. The letter: the amendment constituted a complete response to our July 21, 2025, action letter FDA · Apr 10, 2026 · p. 1. The 8-K: The company requested feedback, however, the FDA did not respond and subsequently accepted the resubmission as a complete response to the July 2025 CRL 8-K · Apr 13, 2026. The 10-K: The second CRL reiterated points made in the first CRL that were presumably addressed by the FDA accepting the BLA for resubmission 10-K · Jun 29, 2026.

Not in this record: the minutes of the 2021, 2024 and 2025 meetings that both sides cite.

Follow the thread

This investigation connects to

The documents, by date

Replimune Form 8-K, filed July 22, 20258-K · Jul 22, 2025FDA Complete Response Letter, April 10, 2026FDA letter · Apr 10, 2026Replimune Form 8-K, filed April 13, 20268-K · Apr 13, 2026Replimune Form 10-K, filed June 29, 202610-K · Jun 29, 2026

The passages quoted

Replimune Form 8-K, filed July 22, 2025

The issues highlighted in the CRL were not raised by the agency during the mid- and late-cycle reviews. Additionally, we had also aligned on the design of the confirmatory study.
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FDA Complete Response Letter, April 10, 2026 · page 1

FDA advice has remained consistent as evidenced by our communications dating back to March 2021 and subsequent interactions described in this letter.
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FDA Complete Response Letter, April 10, 2026 · page 1

We acknowledge receipt of your amendment dated October 9, 2025, which constituted a complete response to our July 21, 2025, action letter.
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FDA Complete Response Letter, April 10, 2026 · page 3

We also expressed concern about “potential issues of interpreting efficacy result due to baseline heterogeneities among study subjects” and reiterated that we “would not recommend that the Sponsor submit a BLA based on the results of a single-arm study”.
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FDA Complete Response Letter, April 10, 2026 · page 3

FDA clearly communicated our concerns with the study design in multiple FDA interactions throughout your development program.
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Replimune Form 8-K, filed April 13, 2026

In the CRL, the agency appears to have contradicted their positions expressed at the September 2025 Type A meeting, including on the following points:
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Replimune Form 8-K, filed April 13, 2026

The company requested feedback, however, the FDA did not respond and subsequently accepted the resubmission as a complete response to the July 2025 CRL.
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Replimune Form 8-K, filed April 13, 2026

All of it was met with inconsistent communication and a fragmented and slow-moving regulatory process which clearly puts U.S. innovation at risk
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Replimune Form 10-K, filed June 29, 2026

The second CRL reiterated points made in the first CRL that were presumably addressed by the FDA accepting the BLA for resubmission indicating the resubmission was a complete response to the initial CRL. The second CRL also reverses on points the FDA made in the September 2025 Type A meeting following the initial CRL.
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Prepared from public FDA letters and SEC filings: every quoted passage is matched to the original document, and every “not in” statement comes from a search of the whole document, before it is published. Questions, summaries and connecting sentences are EphemerisX’s wording. Not investment advice. How this research works → · Ask the FDA and SEC Ephemeris →