Relay Therapeutics, Inc. (RLAY)

Relay Therapeutics' stock price has been influenced by positive clinical data for RLY-2608, including an efficacy subset analysis at SABCS 2025 and positive interim data demonstrating clinically meaningful progression-free survival. The company released its Q3 2025 and Q2 2025 financial results on November 6, 2025, and August 7, 2025, respectively. Several Wall Street analysts have issued a "Moderate Buy" to "Strong Buy" consensus rating for RLAY, with an average twelve-month price target of $17.00. In January 2026, the President and CEO, Sanjiv Patel, sold 43.2K shares valued at $337.6K.

There is some indication of demand seasonality for Relay Therapeutics, aligning with broader trends in the Healthcare sector, which generally experiences seasonal strength from April 25 to December 4. A seasonal timeframe from May 10 to July 29 has historically shown positive returns for RLAY. However, this analysis is based on only four years of data, which may be insufficient to establish a reliably accurate seasonal profile. Demand is primarily driven by the progression of its drug candidates through clinical trials and eventual market approval.

Relay Therapeutics, Inc. is a clinical-stage precision medicines company in the Health Technology sector, specifically the Biotechnology industry, that focuses on biological products. The company uses its proprietary Dynamo® platform to study protein motion to drug targets previously considered intractable. Its major product candidates include RLY-2608, a PI3Kα inhibitor in Phase 3 trial for metastatic breast cancer; RLY-4008 (lirafugratinib), a receptor tyrosine kinase for cancer treatment; GDC-1971; an aGal chaperone for Fabry diseases; RLY-8161, an oncogene driver; and RLY-1013, a degrader of estrogen receptor alpha.

Relay Therapeutics, Inc. is headquartered in Cambridge, Massachusetts, United States. The company's operations are primarily based in the U.S., with clinical trials and collaborations potentially extending its reach.

Relay Therapeutics has maintained a generally positive brand reputation, driven by promising clinical trial results and a focus on innovative drug discovery. The announcement of "robust activity" for RLY-2608 in breast cancer and earlier positive interim data for RLY-2608 have bolstered the company's standing. The consensus "Moderate Buy" to "Strong Buy" ratings from Wall Street analysts reflect confidence in the company's pipeline. Collaborations with entities like D. E. Shaw Research, Elevar Therapeutics, and Pfizer Inc. enhance its reputation, and the appointment of Claire Mazumdar to the Board in June 2025 also contributed to corporate news.

Relay Therapeutics is predominantly owned by institutional shareholders, who hold approximately 95.94% of the company's stock, while insiders own about 27.65%. Major institutional and individual owners include Svf Pauling Cayman Ltd, SB Investment Advisers UK Ltd, Commodore Capital LP, Point72 Asset Management LP, BlackRock Inc., Casdin Capital LLC, Third Rock Ventures III LP, and Vanguard Group Inc. Other significant institutional holders include Bellevue Group AG, Tang Capital Management LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and State Street Corp.