{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-058199","form_type":"8-K","ticker":"RLAY","cik":"0001812364","company_name":"Relay Therapeutics, Inc.","filed_at":"2023-11-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.601849+00:00","generated_at":"2026-06-09T00:50:35.747141+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Relay Therapeutics Q3 net loss $65.7M ($0.54), cash runway into H2 2026, advances lirafugratinib and RLY-2608","bullets":["Net loss of $65.7M ($0.54/share) vs $84.2M loss ($0.76) in Q3 2022; revenue $25.2M from Genentech milestone.","Cash, equivalents, investments $810.6M; expects to fund operations into second half of 2026.","Lirafugratinib (RLY-4008): 35% ORR in FGFR2-fusion tumors, 40% ORR in FGFR2-altered HR+/HER2- breast cancer; pivotal CCA cohort fully enrolled.","Plans to initiate RLY-2608 + fulvestrant + CDK4/6 triplet in PI3Kα-mutant breast cancer by YE 2023; paused RLY-2139 (CDK2) development.","Paused near-term commercial readiness for CCA to focus on tumor-agnostic opportunity; next data/regulatory update in 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-058199","json":"https://secwatch.observer/filing/0000950170-23-058199.json","markdown":"https://secwatch.observer/filing/0000950170-23-058199.md","text":"https://secwatch.observer/filing/0000950170-23-058199.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1812364/000095017023058199/0000950170-23-058199-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1812364/000095017023058199/rlay-20231102.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T00:50:35.747141+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"82b7ccec15ac2cc445266b6bb26b271620fd7d98","claim":"Relay Therapeutics, Inc. reported the quarter ended September 30, 2023 results: revenue $25.2 million, net income $65.7 million, EPS $0.54.","evidence_excerpt":"Therapeutics expects its current cash, cash equivalents and investments will be sufficient to fund its current operating plan into the second half of 2026. Revenue: Revenue was $25.2 million for the third quarter of 2023, as compared to $0.3 million for the third quarter of 2022. The increase was primarily due to the recognition of previously received milestone","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1812364/000095017023058199/0000950170-23-058199-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$25.2 million"},{"label":"Net income","value":"$65.7 million"},{"label":"EPS","value":"$0.54"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}