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SCHEDULE 13D/A Filed 2026-08-11 Event 2026-08-09 SEC 0001104659-26-094196 →

BAKER BROS. ADVISORS LP Replimune Group, Inc. REPL

Stake: 11.80% Shares: 11,075,336 CUSIP: 76029N106 Class: Common Stock, $0.001 par value per share

Item 4 — Purpose of Transaction

Item 4 of Schedule 13D is supplemented and amended, as the case may be, as follows: The disclosures in Item 5 and Item 6 below are incorporated herein by reference. On August 9, 2026, Replimune Group, Inc. (the "Issuer") entered into an underwriting agreement (the "Underwriting Agreement") with Leerink Partners LLC, J.P. Morgan Securities LLC, and Cantor Fitzgerald & Co. (collectively, the "Underwriters"), related to the public offering (the "Offering") of 9,701,490 shares of common stock of the Issuer ("Common Stock") at a price to the public of $12.06 per share and 2,736,340 pre-funded warrants at a price to the public of $12.0599 per pre-funded warrant to purchase shares of Common Stock that are exercisable at any time on a 1-for-1 basis into Common Stock at an exercise price of $0.0001 per warrant with no expiration date, subject to beneficial ownership limitations described in Item 5 (the "2026 $0.0001 Prefunded Warrants"). The Offering closed on August 11, 2026. Pursuant to the Offering, 667 and Life Sciences purchased 126,394 and 2,609,946 2026 $0.0001 Prefunded Warrants, respectively, at the offering price of $12.0599 per pre-funded warrant, totaling 2,736,340 2026 $0.0001 Prefunded Warrants in the aggregate for an aggregate purchase price of $32,999,986.77. Each of 667 and Life Sciences purchased the 2026 $0.0001 Prefunded Warrants with its working capital. The Funds hold securities of the Issuer for investment purposes. The Reporting Persons or their affiliates may purchase additional securities or dispose of securities in varying amounts and at varying times depending upon the Reporting Persons' continuing assessments of pertinent factors, including the availability of shares of Common Stock or other securities for purchase at particular price levels, the business prospects of the Issuer, other business investment opportunities, economic conditions, stock market conditions, money market conditions, the attitudes and actions of the board of directors of the Issuer (the "Board") and management of the Issuer, the availability and nature of opportunities to dispose of securities of the Issuer and other plans and requirements of the particular entities. The Reporting Persons may discuss items of mutual interest with the Issuer's management and other investors, which could include items in subparagraphs (a) through (j) of Item 4 of Schedule 13D. Depending upon their assessments of the above factors, the Reporting Persons or their affiliates may change their present intentions as stated above and they may assess whether to make suggestions to the management of the Issuer regarding financing, and whether to acquire additional securities of the Issuer, including shares of Common Stock (by means of open market purchases, privately negotiated purchases, exercise of $0.0001 Prefunded Warrants (as defined in Item 5), exercise of $0.001 Prefunded Warrants (as defined in Item 5), exercise of Stock Options (as defined in Item 5) or otherwise) or to dispose of some or all of the securities of the Issuer, including shares of Common Stock, under their control. Except as otherwise disclosed herein, at the present time, the Reporting Persons do not have any plans or proposals with respect to any extraordinary corporate transaction involving the Issuer including, without limitation, those matters described in subparagraphs (a) through (j) of Item 4 of Schedule 13D.

Cross-References

Insider Activity (last 365d)
33 transactions
25 buys · 6 sales · 2 awards/exercises
Issuer Cluster
4 13D/G filings on this issuer
3 other filings besides this one
Filer Track Record
65 filings by this filer
64 other filings in the data moat
Short Interest · settle 2026-07-31
DTC 3.26
27,540,626 shares short · +16.4% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $702K
Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-04-02 Sarchi Christopher officer Sale 6,500 $8.01 $52K
2026-04-01 BAKER BROS. ADVISORS LP director, 10%+ owner Award 44,500 $7.61 $339K
2026-04-01 Sarchi Christopher officer Award 50,000
2026-04-01 Astley-Sparke Philip director Award 50,000
2026-04-01 Oliger Christy J. director Award 44,500 $7.61 $339K
2026-04-01 Xynos Konstantinos officer Award 50,000
2026-04-01 Balachandran Madhavan director Award 44,500 $7.61 $339K
2026-04-01 Schwendenman Andrew officer Award 36,667
2026-04-01 Patel Sushil director, officer Award 251,240
2026-04-01 Dhingra Kapil director Award 44,500 $7.61 $339K
2026-04-01 Pucci Paolo director Award 44,500 $7.61 $339K
2026-04-01 SLATTERY JOSEPH P director Award 44,500 $7.61 $339K
2026-04-01 Peeples-Dyer Veleka director Award 44,500 $7.61 $339K
2026-04-01 Hill Emily Luisa officer Award 50,000
2026-04-01 Weinand Dieter director Award 44,500 $7.61 $339K
2026-04-01 Hill Emily Luisa officer Award 75,000 $7.61 $571K
2026-04-01 Patel Sushil director, officer Award 376,860 $7.61 $2.87M
2026-04-01 Schwendenman Andrew officer Award 55,000 $7.61 $419K
2026-04-01 Xynos Konstantinos officer Award 75,000 $7.61 $571K
2026-04-01 Astley-Sparke Philip director Award 75,000 $7.61 $571K
2026-04-01 Sarchi Christopher officer Award 75,000 $7.61 $571K
2026-02-18 Astley-Sparke Philip director Gift 25,000
2025-12-19 Patel Sushil director, officer Award 200,000
2025-12-19 Xynos Konstantinos officer Award 60,000
2025-12-19 Hill Emily Luisa officer Award 60,000
Showing 25 of 33

Other 13D/G Filings on Replimune Group, Inc.

FiledFormFilerStakeShares
2026-05-21 SCHEDULE 13G Ridgeback Capital Investments L.P. view →
2022-12-06 SC Atlas Venture Fund X, L.P. view →
2020-07-07 SC Atlas Venture Fund X, L.P. view →

Other Filings by BAKER BROS. ADVISORS LP

FiledFormIssuerStakeShares
2026-07-16 SCHEDULE 13D/A Celcuity Inc. 9.99% 4,877,963 view →
2026-07-16 SCHEDULE 13G Celcuity Inc. view →
2026-06-15 SCHEDULE 13D/A BeOne Medicines Ltd. BEIGF 8.00% 115,457,154 view →
2026-05-26 SCHEDULE 13D/A Kiniksa Pharmaceuticals International, plc KNSA 7.00% 3,231,181 view →
2026-05-11 SCHEDULE 13D/A Incyte Corp INCY 30,865,077 view →
2025-06-30 SCHEDULE Kymera Therapeutics, Inc. KYMR 9.50% 6,666,540 view →
2024-10-08 SC Kiniksa Pharmaceuticals International, plc KNSA view →
2024-06-14 SC INCYTE CORP INCY view →
2023-12-18 SC Seagen Inc. view →
2023-10-10 SC Neoleukin Therapeutics, Inc. NGNE view →
2023-10-05 SC MADRIGAL PHARMACEUTICALS, INC. MDGL view →
2023-07-19 SC Neoleukin Therapeutics, Inc. NGNE view →
2023-05-24 SC Prelude Therapeutics Inc PRLD view →
2023-05-24 SC ACADIA PHARMACEUTICALS INC ACAD view →
2023-05-03 SC Seagen Inc. view →
2023-03-15 SC INCYTE CORP INCY view →
2023-03-13 SC Seagen Inc. view →
2023-01-17 SC ACADIA PHARMACEUTICALS INC ACAD view →
2022-07-20 SC Immunocore Holdings plc IMCR view →
2022-05-18 SC Kodiak Sciences Inc. KOD view →
Showing 20 of 64

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