Comparing Replimune Group (NASDAQ:REPL) & CG Oncology (NASDAQ:CGON)

CG Oncology (NASDAQ:CGON) and Replimune Group (NASDAQ:REPL) are both medical companies, but which is the superior business? We will contrast the two businesses based on the strength of their institutional ownership, risk, profitability, analyst recommendations, valuation, earnings and dividends.

Analyst Recommendations

This is a summary of current ratings and target prices for CG Oncology and Replimune Group, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
CG Oncology	0	1	3	0	2.75
Replimune Group	0	0	3	0	3.00

CG Oncology currently has a consensus target price of $61.75, suggesting a potential upside of 69.32%. Replimune Group has a consensus target price of $37.67, suggesting a potential upside of 426.81%. Given Replimune Group’s stronger consensus rating and higher possible upside, analysts plainly believe Replimune Group is more favorable than CG Oncology.

Insider & Institutional Ownership

26.6% of CG Oncology shares are held by institutional investors. Comparatively, 92.5% of Replimune Group shares are held by institutional investors. 20.6% of Replimune Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares CG Oncology and Replimune Group’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
CG Oncology	N/A	N/A	N/A
Replimune Group	N/A	-42.94%	-35.80%

Earnings & Valuation

This table compares CG Oncology and Replimune Group’s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
CG Oncology	$200,000.00	12,151.80	-$48.61 million	N/A	N/A
Replimune Group	N/A	N/A	-$174.28 million	($3.16)	-2.26

CG Oncology has higher revenue and earnings than Replimune Group.

About CG Oncology

CG Oncology, Inc., an oncolytic immunotherapy company, focuses on developing and commercializing backbone bladder-sparing therapeutics for patients with bladder cancer. The company develops BOND-003 for the treatment of high-risk bacillus calmette guerin (BCG)-unresponsive non-muscle invasive bladder cancer (NMIBC) patients; CORE-001 to treat cretostimogene in combination with pembrolizumab in high-risk BCG-unresponsive NMIBC patients; and CORE-002 for the treatment of cretostimogene in combination with the checkpoint inhibitor nivolumab in muscle invasive bladder cancer patients. It also develops PIVOT-006, a cretostimogene monotherapy for intermediate-risk NMIBC following transurethral resection of the bladder tumor; and CORE-008 for treating patients with high-risk NMIBC, including BCG-exposed and BCG-naïve NMIBC patients. CG Oncology, Inc. was formerly known as Cold Genesys, Inc. and changed its name to CG Oncology, Inc. in June 2020. The company was founded in 2010 and is based in Irvine, California.

About Replimune Group

Replimune Group, Inc., a clinical-stage biotechnology company, focuses on the development of oncolytic immunotherapies to treat cancer. The company's proprietary tumor-directed oncolytic immunotherapy product candidates are designed and intended to activate the immune system against cancer. Its lead product candidate is RP1, a selectively replicating version of HSV-1 that expresses GALV-GP R(-) and human GM-CSF, which is in Phase I/II clinical trials for a range of solid tumors; and that has completed Phase II clinical trials for treating cutaneous squamous cell carcinoma. The company is also developing RP2, which is in Phase I clinical trials to express an anti-CTLA-4 antibody-like protein to block the inhibition of the immune response otherwise caused by CTLA-4; and RP3 that is in Phase I clinical trial to express immune-activating proteins that stimulate T cells. Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, Massachusetts.