{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-26-206398","form_type":"8-K","ticker":"RLAY","cik":"0001812364","company_name":"Relay Therapeutics, Inc.","filed_at":"2026-05-05T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.968441+00:00","generated_at":"2026-05-14T23:30:23.913927+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Relay Therapeutics Q1 2026 net loss $73.3M; FDA BTD for zovegalisib; cash $642M","bullets":["FDA granted Breakthrough Therapy designation to zovegalisib+fulvestrant for PIK3CA-mutant HR+/HER2- advanced breast cancer.","Median PFS 11.1 months in heavily pre-treated patients; similar efficacy across kinase and non-kinase mutations.","Phase 3 1L trial of zovegalisib+atirmociclib expected early 2027; Pfizer to supply atirmociclib.","Initiated Phase 1/2 trial of RLY-8161, an NRAS-selective inhibitor, in NRAS-mutant solid tumors.","Cash, cash equivalents and investments $642.1M; net loss $73.3M ($0.41 per share) for Q1 2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-206398","json":"https://secwatch.observer/filing/0001193125-26-206398.json","markdown":"https://secwatch.observer/filing/0001193125-26-206398.md","text":"https://secwatch.observer/filing/0001193125-26-206398.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1812364/000119312526206398/0001193125-26-206398-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1812364/000119312526206398/rlay-20260505.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:30:23.913927+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":"21e9314c075a746264c86d267154c2cf520c7bcb","claim":"Relay Therapeutics, Inc. reported first quarter ended March 31, 2026 results: revenue 3.0, net income -73.3, EPS -0.41.","evidence_excerpt":"--- EX-99.1 Exhibit 99.1 Relay Therapeutics Reports First Quarter 2026 Financial Results and Corporate Updates FDA Breakthrough Therapy designation granted to zovegalisib for PIK3CA-mutant, HR+/HER2- advanced breast cancer, the Phase 3 ReDiscover-2 trial population in 2L breast cancer Presented zovegalisib doublet data at Phase 3 dose in CDK4/6-experienced","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1812364/000119312526206398/0001193125-26-206398-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"3.0"},{"label":"Net income","value":"-73.3"},{"label":"EPS","value":"-0.41"},{"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"}