secwatch.observer — SEC 8-K summary
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Issuer:     Relay Therapeutics, Inc. (RLAY)
CIK:        0001812364
Form:       8-K
Filed at:   2026-05-05T23:59:59+00:00
Accession:  0001193125-26-206398
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Relay Therapeutics Q1 2026 net loss $73.3M; FDA BTD for zovegalisib; cash $642M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1812364/000119312526206398/0001193125-26-206398-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1812364/000119312526206398/rlay-20260505.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-206398

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer