Monitor for actual sale execution on Form 4. A director-level sale of this size is routine and not indicative of negative outlook, but watch for any pattern of increased insider selling ahead of upcoming catalysts.
How the stock moved after the report
⚠ Clustered NEUTRAL VIEWSTOCK BELOW ENTRY AT T+1- T+0 · Nov 4 $20.69entry
- T+1 · 5d ago −3.24%α +1.17% · $20.02
- T+4 · todayOpen
- T+5 · in 12h Pending
- T+20 · in 23d Pending
- T+60 · in 3mo Pending
Price Chart
REPLAYWatch the reaction play outHow similar events traded
Executive Summary
Director Paolo Pucci filed a Form 144 notice of intent to sell 138,700 shares of Replimune Group, valued at approximately $2.83 million based on the filing date. The shares were acquired via stock option exercise. The sale represents a modest portion of the company's $1.6B market cap and is a routine insider transaction.
Key Facts
- Director Paolo Pucci filed Form 144 to sell 138,700 shares
- Estimated sale value: $2,833,987.75 based on filing date
- Shares acquired via stock option exercise on the same date
- Sale intended to be executed on NASDAQ through Morgan Stanley Smith Barney
- Company market cap: $1.6B; sale represents ~0.18% of market cap
Financial Impact
Up to $2.83M in insider selling, representing ~0.18% of market cap
Risk Factors
- Insider sale may signal reduced conviction if followed by additional filings
- Form 144 is an intent to sell; the actual sale may not occur
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-010626 |
| Document: 0001950047-26-010626-index.html | 0001950047-26-010626 |
| Document: 0001950047-26-010626.txt | 0001950047-26-010626 |
Track record
31 reports on REPL
9 of 13 bullish or bearish reports moved the stock their way by T+60. Best: +188.35% at T+20 after the Jul 30, 2026 report. 13 of 14 went positive at some point.
Filters
- Nov 10, 2026today Insider Cluster Neutral 2/10 Entry $23.47 Now $23.28 −0.81% settles Feb 9
- Nov 10, 2026today SC 13G Neutral 3/10 Entry $22.00 Now $23.28 +5.82% settles Feb 8
- Nov 9, 20261d ago 144 Neutral 2/10 Entry $22.51 Now $23.28 +3.42% settles Feb 8
- Nov 9, 20261d ago SC 13G/A Neutral 2/10 Entry $22.26 Now $23.28 +4.58% settles Feb 5
- Nov 6, 20264d ago 10-Q/A Neutral 3/10 Entry $22.26 Now $23.28 +4.58% settles Feb 5
- Nov 4, 20266d ago Institutional Cluster Bearish 4/10 Entry $20.69 Now $23.28 −12.52% settles Feb 2
- Nov 3, 20267d ago 144 Neutral 2/10 Viewing Entry $20.69 Now $23.28 +12.52% settles Feb 2
- Nov 2, 20268d ago 144 Neutral 2/10 Entry $20.65 Now $23.28 +12.74% settles Feb 1
- Oct 30, 202611d ago 144 Neutral 2/10 Entry $19.49 Now $23.28 +19.45% settles Jan 29
- Oct 28, 202613d ago 144 Neutral 2/10 Entry $17.39 Now $23.28 +33.87% settles Jan 27
US Market Status
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