Relay Therapeutics 配当と自社株買い
配当金 基準チェック /06
Relay Therapeutics配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-4.7%
バイバック利回り
| 総株主利回り | -4.7% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
Seeking Alpha • May 20
Relay Therapeutics: Zovegalisib Is Becoming A Platform In Disguise
Summary Relay Therapeutics is undervalued as the market overlooks its potential to build a multi-indication PI3Kα inhibitor franchise beyond breast cancer. Zovegalisib's Breakthrough Therapy designation and strong Phase 3 data support its differentiated tolerability and efficacy profile, targeting both oncology and vascular anomalies. RLAY's $642M cash position, recent ATM raise, and cost controls provide runway into 2029, enabling pivotal trials and pipeline expansion without near-term financing risk. I remain bullish as RLAY transitions from a single-asset narrative to a platform company leveraging mutant-selective PI3Kα inhibition across large, underserved patient populations. Read the full article on Seeking Alpha分析記事 • Apr 30
Analysts Are Betting On Relay Therapeutics, Inc. (NASDAQ:RLAY) With A Big Upgrade This Week
Shareholders in Relay Therapeutics, Inc. ( NASDAQ:RLAY ) may be thrilled to learn that the analysts have just delivered...分析記事 • Apr 12
Here's Why We're Watching Relay Therapeutics' (NASDAQ:RLAY) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Seeking Alpha • Feb 14
Relay Therapeutics: A Precision Oncology Play Worth The Risk
Summary Relay Therapeutics focuses on selective small-molecule inhibitors, with RLY-2608 showing promise in breast cancer and a solid cash position lasting into 2027. Financial stability is strong, but zero Q3 2024 revenue and rising net losses raise concerns about expense control and sustainable cash flow. Out-licensing RLY-4008 to Elevar Therapeutics secures up to $500 million in milestones, allowing RLAY to concentrate on RLY-2608's clinical trials. RLY-2608's early data is promising, but pivotal trials will determine its success in overcoming resistance and meeting regulatory expectations. Read the full article on Seeking Alpha分析記事 • Dec 19
We're Keeping An Eye On Relay Therapeutics' (NASDAQ:RLAY) Cash Burn Rate
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...Seeking Alpha • Dec 01
Relay Therapeutics Has Interesting Science That Needs To Be Proven In Trials
Summary Relay Therapeutics has a promising 4D drug design platform but faces challenges with limited clinical data and high R&D expenses. Despite a strong IPO and substantial cash reserves, the stock has declined due to underwhelming trial results. RLY-4008 shows potential with positive early data, while RLY-2608 has been less impressive, causing market skepticism. With a cash runway of 6-7 quarters, the company needs significant positive data to regain investor confidence. Read the full article on Seeking AlphaSeeking Alpha • Sep 11
Relay Therapeutics' RLY-2608 Shows Promise For Breast Cancer With PI3Kα Mutations
Summary Relay Therapeutics’ Dynamo platform combines machine learning and physics-based simulation to target dynamic protein conformations for oncology and genetic disease therapies. RLY-2608 targets PI3Kα-mutated HR+/HER2- breast cancer, with promising Phase 2 results and potential approval by 2026-2027. The company’s RLY-4008 targets FGFR2-altered cholangiocarcinoma, and it is seeking pivotal trials and a commercialization partner to unlock broader market potential. Relay has up to 3.3 years cash runway (including the recent equity raise), which, I believe, is sufficient to cover the RLY-2608's upcoming milestones. Despite trial disappointments and potential dilution risks, RLAY's promising pipeline and robust financials justify a "buy" rating for long-term investors. Read the full article on Seeking Alpha分析記事 • Aug 03
Here's Why We're Not Too Worried About Relay Therapeutics' (NASDAQ:RLAY) Cash Burn Situation
Just because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Apr 17
Relay Therapeutics, Inc. (NASDAQ:RLAY) Analysts Just Trimmed Their Revenue Forecasts By 12%
The latest analyst coverage could presage a bad day for Relay Therapeutics, Inc. ( NASDAQ:RLAY ), with the analysts...Seeking Alpha • Mar 13
Relay Therapeutics: Platform More Important Than Programs
Summary Relay is a precision medicine company with a focus on understanding protein dynamics. The company is developing small molecule drugs for oncology, but its platform has broader applicability. Relay's stock has declined significantly since listing due to the combination of a difficult macro environment and a lack of positive clinical data. Sentiment appears to be overly bearish given Relay's long-term potential, although it could take the company several years to build data that supports its approach. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Relay Therapeutics: Tapping Into An Unmet Need At A High Price Tag
Summary Relay Therapeutics is a biotech company focused on developing small molecule inhibitors for cancer treatment. Their lead agent, lirafugratinib, is being tested for intrahepatic cholangiocarcinoma and has shown promising results in early clinical studies. The company also has a pipeline project targeting mutated PI3K-alpha and another molecule, GDC-1971, which has been outlicensed to Genentech. Read the full article on Seeking Alpha分析記事 • Jan 21
Analyst Forecasts Just Became More Bearish On Relay Therapeutics, Inc. (NASDAQ:RLAY)
Today is shaping up negative for Relay Therapeutics, Inc. ( NASDAQ:RLAY ) shareholders, with the analysts delivering a...分析記事 • Nov 14
We Think Relay Therapeutics (NASDAQ:RLAY) Can Afford To Drive Business Growth
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...分析記事 • Jun 08
Will Relay Therapeutics (NASDAQ:RLAY) Spend Its Cash Wisely?
Just because a business does not make any money, does not mean that the stock will go down. For example, although...分析記事 • Feb 22
Is Relay Therapeutics (NASDAQ:RLAY) In A Good Position To Invest In Growth?
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...分析記事 • Oct 23
Is Relay Therapeutics (NASDAQ:RLAY) In A Good Position To Invest In Growth?
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Sep 30
Relay set to Equal Weight at Barclays; says fairly valued ahead of catalysts
Barclays has launched its coverage on Relay Therapeutics, Inc. (NASDAQ:RLAY) with an Equal Weight rating and a $23 price target, noting that the Cambridge, Massachusetts-based biotech remains fairly valued despite upcoming catalysts. The analyst Peter Lawson awaits initial data expected in 1H 2023 from RLY-2608, one of RLAY’s lead candidates targeted at breast cancer. Lawson projects Phase 1 data from the mutant-PI3Ka inhibitor program to indicate more than 40% overall response rate (ORR) in HR+/HER2- breast cancer with a robust safety profile. The analysts also added that the development of RLY-4008, an inhibitor of fibroblast growth factor receptor 2, could expand into other tumors adding further upside to the stock. Seeking Alpha contributor Edmund Ingham thinks that RLAY could win FDA’s accelerated approval for RLY-4008 in bile duct cancer as early as next year.Seeking Alpha • Sep 18
Relay Therapeutics: Bile Duct Cancer Approval Shot Validates Pricey Platform
Summary Relay Therapeutics completed what was at the time the 3rd largest Biotech IPO in history in 2020, raising $400m. The company promised to use cutting edge AI driven technology to identify and develop drug targets with a primary focus on precision oncology. Its share price tanked during a tough biotech bear market, but it is +70% across the past 3 months. Data from its first clinical candidate RLY-4008 targeting bile duct cancer was exceptionally strong, and an accelerated approval could happen next year. A breast cancer franchise is potentially a blockbuster opportunity in 3-5 years time. I am keeping the faith. Investment Thesis I have covered Relay Therapeutics (RLAY) twice before for Seeking Alpha, once in September 2020, when I recommended the recently IPO'd company at a price of $35 per share, and later, in February 2021, when I again suggested the company was a "Buy", at $43 per share. Relay's IPO in July 2020 raised $400m at a price of $20m making it the third largest biotech of all time. The company - seeded via the biotech accelerator Third Rock Ventures, which also helped seed the likes of CRISPR gene editing specialist Editas Medicine (EDIT), central nervous system ("CNS") disorder drug developer Sage Therapeutics (SAGE), and Sickle Cell Disease pioneer Global Blood Therapeutics (GBT) - recently acquired by Pfizer (PFE) in a $5.4bn deal - is engaged in "next generation drug discovery". What that means is that Relay uses cutting edge biochemistry and biophysics techniques and advanced AI simulation to try to discover new drug targets and turn these targets into new drugs with superior efficacy and safety profiles than current standards of care. To simplify, Relay uses a 3-step drug discovery process that begins with a "modulation hypothesis", followed by "hit identification", followed by "lead optimisation". The problem with starting at the very beginning of the drug development process is that it takes years to advance into the clinic, let alone into pivotal trials or submitting a New Drug Application ("NDA") or Biologics Licence Application ("BLA") to the FDA seeking commercial approval. Frankly, during the savage bear run that saw the SPDR S&P Biotech ETF fall from an all-time high of $167 in February 2021, to a 5-year low of $67 in June this year, investors lost faith in early stage drug developers, focusing on the high cash burn and remote chances of near-term revenue generation, instead of the potential to develop blockbuster (>$1bn sales per annum) in the future. Relay was no exception - its share price fell from a January high of $61, to a June 2022 low of $14 - a loss of >75%. Overall, companies that have listed after being seeded by Third Rock have performed almost universally badly - most have lost between 10% - 85% of their value since IPO - but now that the worst bear market in biotech history appears to be over, the underlying investment cases behind these companies are worth revisiting. In Relay's case, for example, the company is now working with 3 clinical stage assets, and remarkably, is now on a pathway to a potential accelerated approval of its lead candidate RLY-4008 in bile duct cancer, or cholangiocarcinoma ("CCA"), after producing some stellar results in a Phase 1 trial. This rapid progress has seen Relay's share price make some upward progress - climbing by 69% across the past 3 months, from $14 to $23.5 at the time of writing. Relay began life with a substantial market cap valuation - when I covered the company in February 2021 it stood at $3.7bn - and it now stands at $2.55bn, so investors should not get too carried away. The bile duct cancer market is apparently worth only a couple of hundred million dollars so even if RLY-4008 were approved - perhaps as early as next year - the drug will not justify a $2.5bn market cap on its own. It will serve as a strong validation of Relay's approach however, and its ability to target proteins with greater specificity and accuracy than rival drug developers, and there are also plenty of expansion opportunities for a drug targeting Fibroblast growth factor receptor 2 ("FGFR2"), a gene and protein involved in cell signalling and proliferation. In this post I will take a closer look at the RLY-4008 data, discuss the opportunity in some more detail, and discuss whether Relay can have similar success with the 7 other programs it is actively working on. RLY 4008 Wows at ESMO - Agrees On Registrational Trial Protocol Relay presented its latest RLY-4008 data at the European Society for Medical Oncology, and the data can also be found in this post ESMO presentation. First of all, the drug demonstrated a favourable tolerability and safety profile across 195 patients, emphasising its ability to target FGFR2 with high selectivity i.e. not interfering with the processes of other genes and proteins and causing unintended damage to patients. Efficacy wise RLY-4008 appears to have been a slam dunk. The drug achieved an Objective Response Rate ("ORR") of 88% - 15 of 17 patients - at its pivotal 70mg dose, and a 63% ORR - 24 of 38 patients. Performance of approved FGFR inhibitors as 2nd line therapies. (Relay ESMO presentation) Source: Relay ESMO presentation. In the above table we can see the much lower response rates achieved by, respectively, Incyte's Pemazyre (Pemigatinib), approved for CCA in April 2020, and making $37m sales in H122, BridgeBio's (BBIO) Truseltiq, approved in June 2021 for CCA (sales data unavailable), Taiho Oncology's Futibatinib (not yet approved), and Johnson & Johnson (JNJ) subsidiary Erdafitinib, approved in 2019 for bladder cancer, and pegged for blockbuster sales. It is never necessarily a good idea to compare trial data, but it is hard to ignore the apparent superiority of RLY-4008 in terms of both safety and efficacy over its potential competitors. Relay's Phase 2 trial as agreed with FDA. (Relay ESMO presentation) Source: ESMO presentation. As above, the Phase 2 study which can potentially secure RLY-4008 will look at patients who are FGFR treatment naive primarily, but also patients who have already had some form of FGFR therapy, and those who have had no prior treatment of any kind, potentially bringing an approval as a first line therapy into play. Admittedly, none of the patients treated with RLY-4008 have experienced a complete response ("CR") - most have experienced a confirmed partial response, but 13 out of 15 patients receiving the 70mg dose remain on treatment, with one patient experiencing 68% tumor regression. It seems that however you slice and dice the Phase 1 data it looks impressive, and superior to what is currently on the market. There may be opportunities outside of CCA also - breast cancer is one other type of solid tumor in which early signs of activity have been observed. Building a Potential Breast Cancer Franchise As mentioned, RLY-4008 may provide some valuable validation of Relay's approach, technology, and cash burn - the company made a net loss of $138m in 1H22, and a $235m loss in the prior year period - but it is unlikely to drive much more than $100m - $200m of revenues in its CCA indication, if approved. Responsibility for opening up a far larger market in breast cancer - 195k patients are diagnosed with either HR+, or HER2- breast cancer annually in the US - falls primarily to RLY-2608 - a pan mutant selective allosteric inhibitor - supported by 2 other candidates - a selective CDK2 inhibitor, and an ERα Degrader. Targeting the allosteric sites on proteins - harder to reach, but offering more fertile ground for inhibitors, meaning better efficacy and greater selectivity - and protein degradation - marking oncogenic proteins for destruction by the immune system - are the types of approaches that allowed the likes of Relay, Kymera Therapeutics (KYMR), and Black Diamond Therapeutics (BDTX) to raise hundred of millions of dollars in the public markets, so it is encouraging to see Relay's early work begin to take shape. Relay says that RLY-2608 is the first known allosteric, pan-mutant and isoform-selective phosphoinostide 3 kinase alpha, or PI3Kα, inhibitor in clinical development, and in April 2022, Relay initiated the second arm of the dose escalation part of a Phase 1 trial, evaluating RLY-2608 in combination with fulvestrant for patients with HR+, HER2–, PI3Kα-mutated, locally advanced or metastatic breast cancer. We don't have much in the way of data yet, but once again the efficacy and safety bar to beat is not a high one, Relay suggests, as per the table below. Overview of competitor PI3Kα data. (Relay ESMO presentation) Source: ESMO Presentation. A somewhat simplistic thesis goes that if Relay repeats its success with RLY-4008 data with RLY-2608, and the gates of a major oncology opportunity swing open. Pfizer's Ibrance achieved sales of >$6bn treating metastatic breast cancer last year, whilst Roche's (OTCQX:RHHBY) Herceptin made sales of ~$4bn. Ibrance is an inhibitor of CDK 4/6 - Relay's second breast cancer targeting drug inhibits CDK2, and is expected to begin clinical trials in 4Q23, or 1Q24, whilst the degrader candidate will be nominated in 2023. Conclusion - Relay's Early Data Shows It Can Prove The Doubters Wrong As mentioned, despite the heavy share price losses across the past year, Relay is still valued at $2.6bn, whilst the only drug likely to be approved within the next 3 years likely has a peak sales opportunity <$200m, which would arguably suggest Relay remains overvalued.Seeking Alpha • Sep 09
Why did Relay Therapeutics stock drop today?
The shares of the clinical stage biotech Relay Therapeutics, Inc. (NASDAQ:RLAY) fell on Friday after an announcement of an abstract containing Phase 1/2 data for its bile duct cancer therapy RLY-4008 sent company shares sharply higher a day earlier. With data suggesting an ~88% of overall response rate (ORR) for a key objective of the trial, RLAY shares jumped more than 20% to reach a five-month high on Thursday. However, the rally proved brief as an SEC filing indicated that company director Mark Murcko sold 25K RLAY shares for more than ~$748K. With the sale, Murcko, a senior lecturer in the Department of Biological Engineering at MIT and a former chief technology officer at Vertex Pharma (VRTX), has reduced his stake in RLAY by ~2%. However, the company shares dropped regardless as the management prepares for an oral presentation of the abstract on Sunday at the ongoing ESMO Congress in France.決済の安定と成長
配当データの取得
安定した配当: RLAYの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: RLAYの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Relay Therapeutics 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (RLAY) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Biotechs) | 2.4% |
| アナリスト予想 (RLAY) (最長3年) | 0% |
注目すべき配当: RLAYは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: RLAYは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: RLAYの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: RLAYが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/22 07:40 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Relay Therapeutics, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18
| アナリスト | 機関 |
|---|---|
| Peter Lawson | Barclays |
| Etzer Darout | Barclays |
| Gaurav Goparaju | Berenberg |