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Replimune Group, Inc.

Supply RP1 to Incyte for the clinical trial

Not delivered by the deadline

AI-assessed · human review in progress Found and assessed by AI from the cited sources. Shown with its evidence; it is not counted in any Kept Score until confirmed.

Announced
3 Aug 2023
Due
31 Mar 2024
Checked
1 Oct 2026
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“Replimune will supply Incyte with RP1 for the study”

What we found

Evidence strength A What the grades mean

The company did not supply RP1 to Incyte before the agreement was terminated on August 1, 2024, following Incyte's decision to discontinue the study drug's development.

  • A
    Replimune Group, Inc. 10-Q filed 2025-02-12 Regulatory filing · published 12 Feb 2025 · retrieved 1 Oct 2026 · kept permanently by the SEC · fingerprint 59504347710f
    “On August 1, 2024, the Company received notice of termination of the Clinical Trial Collaboration and Supply Agreement from Incyte.” ✓ confirmed on the page
  • A
    Replimune Group, Inc. 10-Q filed 2025-02-12 Regulatory filing · published 12 Feb 2025 · retrieved 1 Oct 2026 · kept permanently by the SEC · fingerprint 59504347710f
    “During the year ended March 31, 2024, the Company did not make any payments to, or receive any payments from, Inctye under the terms of the agreement.” ✓ confirmed on the page

Market reaction: the shares moved +9.0% against the S&P 500 over the three sessions around the disclosure (11 Feb 2025 to 14 Feb 2025). What this measures

Checked 1 Oct 2026.

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Product other
Indicative materiality
Low rules
Action
Supply
Deliverable
RP1 supply
Language
Firm (“will”, “on track to”)
In the company’s control
High
Specificity
Medium
Conditional
Yes: subject to clinical trial initiation
Depends on
Partner

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: disagreesClaude (Anthropic) re-read the evidence blind and read it as “Withdrawn”.
  4. Tie-breakA stronger model read the evidence and both earlier answers, without knowing which was recorded, and agrees with the recorded outcome.

Not yet confirmed. Shown on the record, but it will not count in any score until it is confirmed. How verification works

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Report an error in this entry Reference: KI-C-2023-REPL-002721 · Corrections policy

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