Replimune · RP1 · Apr – Jun 2026

What happened inside Replimune after the second letter?

Job cuts and a smaller manufacturing operation, no in-house commercial staff by the 10-K, and an amended class action. Then, in May, a path forward with the FDA.

EphemerisX Research · Published · 3 source documents · 1 min read

Short answer

The company's April 8-K announced job cuts, including at its U.S. manufacturing operation. By the June 10-K it had no in-house commercial staff, and the class action filed after the first letter had been amended to address the second. The 10-K also reports that in May the company and the FDA aligned on a path forward.

What the evidence shows

April 2026: As we previously communicated, without timely accelerated approval, the development of RP1 will not be viable 8-K · Apr 13, 2026, and at this point we have no choice but to eliminate jobs, including substantially scaling back our U.S. based manufacturing operations 8-K · Apr 13, 2026.

The June 2026 10-K: Following our reduction in force after receiving the second CRL, we no longer have in-house sales, marketing or commercialization staff and will need to rebuild these capabilities 10-K · Jun 29, 2026.

On litigation, the 10-K says that On July 24, 2025, a class action complaint alleging violations of the federal securities laws was filed 10-K · Jun 29, 2026, and that after the second CRL the Lead Plaintiff filed a second amended complaint in the class action that addresses the second CRL 10-K · Jun 29, 2026. The Company and the other defendants deny any wrongdoing 10-K · Jun 29, 2026.

Then: following collaborative communications with the FDA, the Company and the FDA aligned on a path forward for resubmission and reconsideration of the BLA 10-K · Jun 29, 2026. By August, the approval 8-K describes Replimune as a commercial stage biotechnology company 8-K · Aug 7, 2026.

Follow the thread

This investigation connects to

The documents, by date

Replimune Form 8-K, filed April 13, 20268-K · Apr 13, 2026Replimune Form 10-K, filed June 29, 202610-K · Jun 29, 2026Replimune Form 8-K, filed August 7, 20268-K · Aug 7, 2026

The passages quoted

Replimune Form 8-K, filed April 13, 2026

As we previously communicated, without timely accelerated approval, the development of RP1 will not be viable. We are devastated for our committed employees who have worked tirelessly for patients but at this point we have no choice but to eliminate jobs, including substantially scaling back our U.S. based manufacturing operations.
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Replimune Form 10-K, filed June 29, 2026

We announced on May 29, 2026, that following collaborative communications with the FDA, the Company and the FDA aligned on a path forward for resubmission and reconsideration of the BLA for RP1 in combination with nivolumab for the treatment of advanced melanoma.
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Replimune Form 10-K, filed June 29, 2026

Following the second CRL issued by the FDA on April 10, 2026 for the Company's RP1 BLA for the treatment of advanced melanoma, the Lead Plaintiff filed a second amended complaint in the class action that addresses the second CRL.
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Replimune Form 10-K, filed June 29, 2026

On July 24, 2025, a class action complaint alleging violations of the federal securities laws was filed against the Company and its directors and certain officers in the United States District Court for the District of Massachusetts
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Replimune Form 10-K, filed June 29, 2026

The Company and the other defendants deny any wrongdoing and continue to vigorously defend this action.
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Replimune Form 10-K, filed June 29, 2026

Following our reduction in force after receiving the second CRL, we no longer have in-house sales, marketing or commercialization staff and will need to rebuild these capabilities to commercialize any of our product candidates, if approved.
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Replimune Form 8-K, filed August 7, 2026

a commercial stage biotechnology company pioneering the development of novel oncolytic immunotherapies
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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 →