secwatch.observer — SEC 8-K summary
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Issuer:     Relay Therapeutics, Inc. (RLAY)
CIK:        0001812364
Form:       8-K
Filed at:   2026-08-06T20:11:08+00:00
Accession:  0001193125-26-338013
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 1.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Relay Therapeutics Q2 2026 net loss $83.7M; cash $910.9M; selected zovegalisib triplet for 1L breast cancer
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- Net loss $83.7M ($0.41/sh) vs $70.4M ($0.41/sh) in Q2 2025; R&D expenses rose to $76.5M.
- Cash $910.9M at June 30, 2026, up from $642.1M at March 31, 2026, after $316M follow-on offering in May 2026.
- Selected zovegalisib + atirmociclib + endocrine therapy as 1L breast cancer triplet; Phase 3 trial expected early 2027.
- Initial ReInspire data: 60% volumetric response at 12 weeks in vascular anomalies; expansion cohorts opened.
- ATM offering capacity increased to $462.978M; $162.978M already sold under prior $250M program.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1812364/000119312526338013/0001193125-26-338013-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1812364/000119312526338013/rlay-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-338013

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