Relay Therapeutics, Inc. (RLAY)

In the past six months, Relay Therapeutics' stock has been influenced by financial results, clinical data presentations, investor conference participation, analyst ratings, and insider selling activity. The company reported its second-quarter 2025 financial results in August 2025, with a narrower loss of $0.41 per share compared to $0.69 a year ago, and revenues of $0.68 million, surpassing estimates. Updated interim clinical data for RLY-2608 + fulvestrant, presented at ASCO 2025, demonstrated a median progression-free survival of 10.3 months overall in PI3Kα-mutated, HR+/HER2- metastatic breast cancer patients. As of October 20, 2025, the share price was $7.14, representing an 11.04% increase from October 21, 2024.

As a clinical-stage biotechnology company, Relay Therapeutics does not experience traditional market demand seasonality because its products are not yet commercialized. Revenue is primarily generated from collaborations and licensing agreements.

Relay Therapeutics, Inc. (RLAY) is a clinical-stage precision medicine company focused on transforming drug discovery within the biotechnology sector. They utilize their Dynamo™ platform to understand protein motion and develop targeted small molecule therapies, primarily focusing on precision oncology and genetic diseases. Their major product candidates include RLY-4008, an FGFR2 inhibitor; RLY-2608, a PI3Kα inhibitor; and RLY-1971 (GDC-1971), a SHP2 inhibitor in collaboration with Genentech.

Relay Therapeutics, Inc. is headquartered in Cambridge, Massachusetts, USA, which serves as the central hub for its operations. While primarily based in the United States, its clinical trials and research collaborations may extend internationally.

Relay Therapeutics has a reputation as an innovative, AI-driven drug discovery company. Its Dynamo™ platform and positive clinical trial data, especially for RLY-2608, contribute to a favorable perception and a "Moderate Buy" analyst rating. News sentiment is generally positive, and collaborations with companies like Genentech and Pfizer enhance its standing.

Relay Therapeutics is predominantly owned by institutional shareholders, accounting for 99.73% of the company, with 28.04% owned by Relay Therapeutics insiders, and 0.00% by retail investors. Major institutional owners include Sb Investment Advisers (uk) Ltd, BlackRock, Inc., Point72 Asset Management, L.P., Commodore Capital Lp, Casdin Capital, LLC, Vanguard Group Inc, Bellevue Group AG, Tang Capital Management Llc, and State Street Corp. Svf Pauling Cayman Ltd is the largest individual shareholder.