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Relay Therapeutics, Inc. (RLAY) Form 8-K — Nov 4, 2026

$RLAYForm 8-KItems 2.02, 9.01Filed Nov 4, 2026, 4:10 PM ET0001193125-26-447250Original filing

Relay Therapeutics reported Q3 2026 results: net loss of $81.7 million ($0.37/share) versus $74.1 million ($0.43/share) a year ago, with R&D expense rising to $77.1 million on higher clinical trial costs. The company ended the quarter with $848.6 million in cash and investments and says runway extends into 2029. Its Phase 3 ReDiscover-2 trial of zovegalisib in 2L breast cancer is on track to complete enrollment in mid-2027, roughly a year ahead of benchmarks. Key catalysts ahead: updated ReInspire data in vascular anomalies in an oral ASH presentation on December 14, 2026, followed by a corporate call with a regulatory update.

Key figures

Revenue
3350000
Guidance
Cash sufficient to fund operations into 2029; ReDiscover-2 Phase 3 enrollment completion estimated mid-2027; Phase 3 1L breast cancer trial initiation early 2027
Total Assets
901692000
Cash Position
848642000
Cash q2 2026
910900000
G and a expense q3 2026
13107000
R and d expense q3 2025
68262000
R and d expense q3 2026
77138000
Weighted avg shares q3 2026
219157506

AI analysis

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