---
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"
generated_at: "2026-06-09T00:50:35.747141+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Relay Therapeutics Q3 net loss $65.7M ($0.54), cash runway into H2 2026, advances lirafugratinib and RLY-2608

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000950170-23-058199
- JSON: https://secwatch.observer/filing/0000950170-23-058199.json
- Plain text: https://secwatch.observer/filing/0000950170-23-058199.txt

## Key facts
- Earnings Releases
  Relay Therapeutics, Inc. reported the quarter ended September 30, 2023 results: revenue $25.2 million, net income $65.7 million, EPS $0.54.
  - Period: the quarter ended September 30, 2023
  - Revenue: $25.2 million
  - Net income: $65.7 million
  - EPS: $0.54
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1812364/000095017023058199/0000950170-23-058199-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.