RLAY
Relay Therapeutics, Inc.8.48
+0.00+0%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.47BP/E (TTM)
-Basic EPS (TTM)
-1.72Dividend Yield
0%Recent Filings
8-K
Zovegalisib Phase 1/2 PFS data
Relay Therapeutics disclosed Phase 1/2 ReDiscover trial data for zovegalisib (400mg BID fed) plus fulvestrant in PI3Kα-mutated, HR+/HER2- metastatic breast cancer patients post-CDK4/6 therapy. Median PFS hit 11.1 months across 57 efficacy patients (12-month follow-up), with 43% ORR in measurable disease; tolerability matched prior 600mg fasted dose, with only four TRAE discontinuations. Phase 3 ReDiscover-2 trial, underway since mid-2025, uses this dose. Data supports mutant-selective approach, yet interim results may evolve.
8-K
Bylaws set federal forum exclusivity
Relay Therapeutics amended and restated its bylaws on March 6, 2026, designating U.S. federal district courts as the exclusive forum for Securities Act and Exchange Act claims, unless the company consents otherwise. Board approved the change effective immediately. Limits venue shopping by plaintiffs.
8-K
Q4 results, $555M cash
Relay Therapeutics reported Q4 and full-year 2025 results on February 26, 2026, with cash at $555M funding operations into 2029, down from $781M. Net loss narrowed to $55M in Q4 and $277M yearly, driven by R&D cuts to $261M from $319M. Zovegalisib milestones loom: ESMO TAT breast cancer data March 16, vascular anomalies readout in H1. Cash burn eased.
10-K
FY2025 results
Relay Therapeutics posted FY2025 net loss of $276M, down from $338M in FY2024, as R&D expenses fell 18% to $261M amid pipeline prioritization and lirafugratinib out-licensing to Elevar. No revenue from product sales; $15M recognized from Elevar milestones after completing tech transfer. Cash burn slowed to $235M with $554M runway into 2029, bolstered by $218M September equity raise. Q4 saw ReDiscover-2 Phase 3 enrollment advance for zoveglisib plus fulvestrant, earning FDA Breakthrough designation; ReInspire vascular trial ongoing. No quarterly breakdowns disclosed. Steady $26M other income. Clinical delays threaten timelines.
8-K
FDA grants BTD to zovegalisib
Relay Therapeutics scored FDA Breakthrough Therapy designation for zovegalisib plus fulvestrant in PIK3CA-mutant HR+/HER2- advanced breast cancer post-CDK4/6 progression. Supported by ReDiscover trial data at 600mg BID fasted (N=52) and 400mg BID fed (N=57, Phase 3 dose). FDA fast-tracks development. Phase 1/2 data drops March 16.
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