Aug. 11 at 9:42 AM
$REPL I think now we enter the lull period of the stock. The REPL thesis has changed after RP1 approval. The biggest binary is gone, and the
$150M offering has also removed the financing question (everyone knew they would need cash). Importantly, the market absorbed the raise very well. So this does bode well in regards for expectations for the launch.
REPL enters a quiet period. Launch presentation said first units to be launched 60 days from the August 6 approval, putting the first launch around October 6. The next earnings call could provide some info around readiness, reimbursement and demand, but too early for any guidance
The sales figures probably won’t arrive until early 2027. I expect uptake to generally be good, as there is demand from oncologists and patients for something other than TIL (which occupies its own space. I’m long
$IOVA and
$REPL )
So I expect a lull in the stock over the next few months. Up here, down there. Next up, I parked a lot of cash in
$QURE
