other material
confidence high
sentiment positive
materiality 0.85
Relay Therapeutics reports RLY-2608+fulvestrant median PFS 11.4 months in 2L breast cancer; plans pivotal study in 2025
Relay Therapeutics, Inc.
- Median PFS 9.2 months overall, 11.4 months in 2L patients at RP2D (600mg BID) without PTEN/AKT co-mutations.
- Confirmed ORR 39% overall, 67% in kinase-mutation patients; CBR 67%; median follow-up 9.5 months.
- Low discontinuation rate (2 patients due to TRAEs); 94% median dose intensity; only 3% Grade 3 hyperglycemia.
- Cash and investments ~$840M as of Q3 2024; funds 2L pivotal study planned for 2025.
- Triplet combinations with ribociclib (ongoing) and atirmociclib (initiated) progressing; VMs study in Q1 2025.