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Relay Therapeutics, Inc.NasdaqGM:RLAY Voorraadrapport

Marktkapitalisatie US$4.3b
Prijs aandeel
n/a
1Y426.8%
7D-2.1%
1D-1.3%
Portefeuillewaarde
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Relay Therapeutics, Inc.

NasdaqGM:RLAY Voorraadrapport

Marktkapitalisatie: US$4.3b

Relay Therapeutics (RLAY) Aandelenoverzicht

Relay Therapeutics, Inc. is een bedrijf dat zich bezighoudt met klinische precisiegeneesmiddelen. Meer informatie

Beloningen

De omzet zal naar verwachting met 68.93% per jaar groeien

De winst is de afgelopen 5 jaar met 2.9% per jaar gegroeid

Analisten zijn het erover eens dat de aandelenkoers met 39.3% zal stijgen

Risicoanalyse

Momenteel verlieslatend en er wordt niet verwacht dat dit de komende 3 jaar winstgevend zal worden.

Aandeelhouders zijn het afgelopen jaar verwaterd


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Relay Therapeutics, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Relay Therapeutics
Historische aandelenkoersen
Huidige aandelenkoersUS$19.44
52 Week HoogtepuntUS$21.27
52 Week LaagUS$3.44
Bèta1.7
1 maand verandering5.42%
3 maanden verandering43.68%
1 Jaar Verandering426.83%
3 jaar verandering89.29%
5 jaar verandering-35.07%
Verandering sinds IPO-44.54%

Recent nieuws en updates

Analyse-artikel • Aug 12

These Analysts Think Relay Therapeutics, Inc.'s (NASDAQ:RLAY) Sales Are Under Threat

Market forces rained on the parade of Relay Therapeutics, Inc. ( NASDAQ:RLAY ) shareholders today, when the analysts...
Analyse-artikel • Aug 11

Relay Therapeutics, Inc. (NASDAQ:RLAY) Analysts Are Cutting Their Estimates: Here's What You Need To Know

As you might know, Relay Therapeutics, Inc. ( NASDAQ:RLAY ) last week released its latest second-quarter, and things...
Seeking Alpha • Jul 30

Relay Therapeutics: Revitalized By Breast Cancer Program, But Competition Is Intense

Summary Relay Therapeutics has rebounded sharply, now trading near IPO levels with a $4bn valuation, driven by progress in its PI3Kα inhibitor, zovegalisib. Zovegalisib’s Phase 1/2 data in second-line breast cancer show a 43% ORR and 11.1-month mPFS, potentially superior to recent competitors. Intense competition in the PI3Kα space and RLAY’s reliance on its lead program introduce significant risk to further valuation upside. With $640m cash, high cash burn, and a crowded pipeline, I rate RLAY as Hold—upside exists if zovegalisib maintains best-in-class data. Read the full article on Seeking Alpha

Recent updates

Analyse-artikel • Aug 12

These Analysts Think Relay Therapeutics, Inc.'s (NASDAQ:RLAY) Sales Are Under Threat

Market forces rained on the parade of Relay Therapeutics, Inc. ( NASDAQ:RLAY ) shareholders today, when the analysts...
Analyse-artikel • Aug 11

Relay Therapeutics, Inc. (NASDAQ:RLAY) Analysts Are Cutting Their Estimates: Here's What You Need To Know

As you might know, Relay Therapeutics, Inc. ( NASDAQ:RLAY ) last week released its latest second-quarter, and things...
Seeking Alpha • Jul 30

Relay Therapeutics: Revitalized By Breast Cancer Program, But Competition Is Intense

Summary Relay Therapeutics has rebounded sharply, now trading near IPO levels with a $4bn valuation, driven by progress in its PI3Kα inhibitor, zovegalisib. Zovegalisib’s Phase 1/2 data in second-line breast cancer show a 43% ORR and 11.1-month mPFS, potentially superior to recent competitors. Intense competition in the PI3Kα space and RLAY’s reliance on its lead program introduce significant risk to further valuation upside. With $640m cash, high cash burn, and a crowded pipeline, I rate RLAY as Hold—upside exists if zovegalisib maintains best-in-class data. Read the full article on Seeking Alpha
Analyse-artikel • 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...
Analyse-artikel • 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
Analyse-artikel • 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 Alpha
Seeking 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
Analyse-artikel • 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...
Analyse-artikel • 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 Alpha
Seeking 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
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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...
Analyse-artikel • 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.

Rendement voor aandeelhouders

RLAYUS BiotechsUS Markt
7D-2.1%7.1%-1.5%
1Y426.8%45.3%17.8%

Rendement versus industrie: RLAY overtrof de US Biotechs industrie, die het afgelopen jaar een rendement 45.3 % opleverde.

Rendement versus markt: RLAY overtrof de US markt, die het afgelopen jaar een rendement opleverde van 17.9 %.

Prijsvolatiliteit

Is RLAY's price volatile compared to industry and market?
RLAY volatility
RLAY Average Weekly Movement8.0%
Biotechs Industry Average Movement9.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: RLAY heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van RLAY is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
2015202Sanjiv Patelwww.relaytx.com

Relay Therapeutics, Inc. is een bedrijf dat zich bezighoudt met klinische precisiegeneesmiddelen. Het bedrijf transformeert het ontdekkingsproces van geneesmiddelen met een focus op het verbeteren van de ontdekking van kleine molecule therapeutica in gerichte oncologie en genetische ziekte-indicaties. De belangrijkste productkandidaten van het bedrijf zijn RLY-2608, een pan-mutante en isovorm-selectieve fosfoinostide 3 kinase alfa, of PI3Ka, remmer die in klinische ontwikkeling is voor de behandeling van borstkanker, solide tumoren en vasculaire malformaties; en aGal chaperon voor Fabry ziekten.

Relay Therapeutics, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Relay Therapeutics zich tot de beurswaarde?
RLAY fundamentele statistieken
MarktkapitalisatieUS$4.26b
Inkomsten(TTM)-US$286.04m
Inkomsten(TTM)US$10.35m
411.6x
P/S-verhouding
-14.9x
Koers/Winstverhouding

Is RLAY overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
RLAY resultatenrekening (TTM)
InkomstenUS$10.35m
Kosten van inkomstenUS$268.85m
Brutowinst-US$258.50m
Overige uitgavenUS$27.54m
Inkomsten-US$286.04m

Laatst gerapporteerde inkomsten

Jun 30, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-1.31
Brutomarge-2,497.55%
Nettowinstmarge-2,763.64%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde RLAY op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/23 05:34
Aandelenkoers aan het einde van de dag2026/08/21 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Relay Therapeutics, Inc. wordt gevolgd door 19 analisten. 13 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Peter LawsonBarclays
Etzer DaroutBarclays
Gaurav GoparajuBerenberg