other material
confidence high
sentiment positive
materiality 0.75
Relay Therapeutics reports RLY-4008 data: 35% ORR in FGFR2 fusions; cash runway extended to 2H2026
Relay Therapeutics, Inc.
- RLY-4008 achieved 35% ORR in FGFR2-fusion tumors (n=26) and 40% ORR in HR+/HER2- breast cancer (n=10); durable responses of ≥6 months in most responders.
- In FGFR2-amplified tumors, 24% ORR (8/34) across multiple tumor types; early signals in FGFR2 mutations (3 PRs).
- Safety profile consistent with prior data: no Grade 4/5 adverse events; off-target toxicities clinically insignificant.
- Pipeline update: plans to initiate RLY-2608 + fulvestrant + CDK4/6 triplet by YE 2023; pause RLY-2139 (CDK2 inhibitor) development.
- Cash runway extended by ~1 year, now sufficient into 2H2026; CCA commercial readiness paused to focus on tumor-agnostic opportunity.