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Relay Therapeutics
Relay Therapeutics (RLAY) investor relations material
Relay Therapeutics Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
Strategic execution and clinical progress
Focused on executing phase III trials for RLY-2608, a PI3K alpha mutant selective inhibitor, with robust financial resources supporting ongoing and future programs.
Advancing triplet regimens for earlier breast cancer treatment lines and expanding into PI3K alpha-driven vascular malformations, NRAS, and Fabry disease programs.
Confident in achieving competitive progression-free survival (PFS) in second-line settings, targeting a 2–3 month PFS improvement over Capivasertib.
Transitioned to a 400-mg BID Fed dosing regimen for RLY-2608, maintaining similar or improved pharmacokinetic coverage compared to previous dosing.
Monitoring and management strategies for hyperglycemia are in place, with no anticipated impact from Fed dosing and less stringent at-home glucose monitoring requirements than comparators.
Competitive landscape and efficacy benchmarks
Current second-line PFS benchmarks remain at 5.5–7 months; RLY-2608 shows a 10–11 month PFS, considered highly competitive.
Capivasertib, despite lower PFS, has gained market share due to a better safety profile.
Early data from competitors like Scorpion and Roche show potential but raise concerns about toxicity and tolerability, especially regarding LFT signals.
Triplet regimens in the frontline setting are being explored, with efficacy bars set by Roche and Inavolisib at 14–15 months PFS, but with complex administration and safety considerations.
Study design, patient selection, and future directions
Phase III studies are designed with stricter inclusion criteria, likely enrolling healthier, less pretreated patients, which may help maintain PFS outcomes.
Ongoing and future studies will test efficacy in broader populations, including those with higher A1C, but initial pivotal trials focus on prediabetic patients for consistency.
Signals of extended PFS (up to 18 months) in kinase mutation cohorts suggest potential for further targeted studies.
Scorpion LFT signal: How does RLY-2608 compare?
Frontline triplet: How to expand beyond A1c limits?
VM: How to identify 170k patients for RLY-2608?
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Latest summaries
- TimeTickerHeadlineOpen
- 7 FebGICRE
Net profit for the nine months surged to ₹6,62,217 lakhs, with a robust solvency ratio of 3.87. - 7 Feb517271
Strong revenue and profit growth, interim dividend, and major investments approved. - 7 Feb514167
Quarterly and nine-month results reflect solid revenue, profit, and compliance with new labour codes. - 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus.
Next Relay Therapeutics earnings date
Guggenheim Securities Emerging Outlook: Biotech Summit 202611 Feb, 2026
Relay Therapeutics
Next Relay Therapeutics earnings date
Guggenheim Securities Emerging Outlook: Biotech Summit 202611 Feb, 2026
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Frequently asked questions
Relay Therapeutics Inc. is a clinical-stage precision medicine company focusing on the development of small molecule therapeutics. The company operates at the intersection of computational and experimental technologies to enhance drug discovery, particularly in the areas of targeted oncology and genetic diseases. Relay Therapeutics utilizes its proprietary Dynamo platform to address previously intractable or inadequately drugged protein targets by leveraging insights into protein motion and function. This platform integrates various cutting-edge computational and experimental methods to facilitate the drug discovery process. The company is headquartered in Cambridge, Massachusetts, and its shares are listed on the NASDAQ.
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