SCHEDULE: Forbion Reduces Replimune Stake to 3.5%

Forbion Capital Fund III and Forbion III Management B.V. have reduced their beneficial ownership in Replimune Group, Inc. to 3.5% of outstanding common stock.

Summary

• Forbion Capital Fund III Cooperatief U.A. and Forbion III Management B.V. (collectively, 'Reporting Persons') have filed an Amendment No. 6 to Schedule 13G.
• The Reporting Persons beneficially own 2,808,368 shares of Replimune Group, Inc. Common Stock.
• This ownership represents approximately 3.5% of Replimune Group, Inc.'s outstanding Common Stock.
• The percentage is based on 79,631,167 shares outstanding as of December 31, 2025, as reported by Replimune Group, Inc. in its Quarterly Report on Form 10-Q filed on February 3, 2026.
• Forbion III Management B.V., as the director of Forbion III COOP, holds shared voting and dispositive power over these shares.
• The Reporting Persons are organized under the laws of the Netherlands.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral disclosure of a change in beneficial ownership, providing no direct positive or negative operational or financial news for Replimune Group, Inc.

Industry Context

StockSavvy.ai notes that institutional investors like Forbion frequently adjust their positions in biotech companies such as Replimune. A reduction in stake, while not inherently negative, warrants monitoring for potential shifts in investor sentiment or strategic priorities, especially in a sector prone to significant capital movements.

Stakeholder Impact

• Shareholders will note the change in institutional ownership, with Forbion Capital Fund III Cooperatief U.A. and Forbion III Management B.V. reducing their stake to 3.5%.

Key Dates

Keywords

Replimune Group, Forbion Capital, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Equity Stake