Zovegalisib and Atirmociclib Triplet Regimen Advances in Development

Written by Emily J. Thompson, Senior Investment Analyst

Source: Newsfilter

Updated: Apr 27 2026

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RLAY+2%

Should l Buy RLAY?

Source: Newsfilter

Clinical Trial Progress: Relay Therapeutics plans to advance zovegalisib in combination with Pfizer's atirmociclib for frontline treatment of HR+/HER2- metastatic breast cancer, with a Phase 3 trial expected to initiate in early 2027, showcasing the company's strategic positioning in precision medicine.
Efficacy Data: The combination of zovegalisib and atirmociclib demonstrated a 44% objective response rate (ORR) in median third-line patients, comparable to current standard treatments, indicating the potential effectiveness of this regimen in heavily pre-treated patients.
Safety Assessment: Preliminary data reveal that only 3% of the 62 patients discontinued zovegalisib due to treatment-related adverse events (TRAEs), with no instances of grade 3 hyperglycemia observed, highlighting the favorable tolerability of this combination therapy, which may support long-term treatment options.
Drug Supply Agreement: Relay Therapeutics has established a supply agreement with Pfizer to ensure the provision of atirmociclib for the Phase 3 trial, further solidifying its market position in breast cancer treatment.

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Analyst Views on RLAY

Wall Street analysts forecast RLAY stock price to rise

6 Analyst Rating

5 Buy

1 Hold

0 Sell

Strong Buy

Current: 12.510

Low

13.00

Averages

14.75

High

17.00

Current: 12.510

Low

13.00

Averages

14.75

High

17.00

H.C. Wainwright

NULL

Buy

maintain

$19 -> $25

2026-04-29

Reason

H.C. Wainwright

Price Target

$19 -> $25

AI Analysis

2026-04-29

maintain

NULL

Buy

Reason

H.C. Wainwright raised the firm's price target on Relay Therapeutics to $25 from $19 and keeps a Buy rating on the shares. The firm says the Phase 1 zovegalisib triplet results "derisk" the planned Phase 3 trial.

Oppenheimer

Outperform

maintain

$14 -> $18

2026-04-28

Reason

Oppenheimer

Price Target

$14 -> $18

2026-04-28

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Relay Therapeutics to $18 from $14 and keeps an Outperform rating on the shares. The firm thought Relay's zovegalisib triplet data check an important box for the story, showing the drug can be safely dosed in a triplet combination without any drug-drug interactions. Broadly speaking, Oppenheimer believes the 44% ORR is competitive to gedatolisib's Phase 2 data - an admittedly high bar. Safety was strong without any Grade 3 hyperglycemia, which it thinks continues to validate the mutant-selective approach.

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About RLAY

Relay Therapeutics Inc. is a clinical-stage precision medicine company. The Company’s initial focus is on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. Its Dynamo platform integrates an array of computational and experimental approaches designed to drug protein targets that have previously been intractable or inadequately addressed. The Company’s lead product candidates, such as RLY-2608. It is advancing a pipeline of medicine candidates to address targets in precision oncology and genetic disease, including RLY-2608. RLY-2608 is an allosteric, pan-mutant and isoform-selective phosphoinostide 3 kinase alphas (PI3Kα), inhibitor in clinical development. It is the lead program in its efforts to discover and develop mutant selective inhibitors of PI3Kα.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Relay Therapeutics to Announce Q1 Earnings on May 5

6 days agoseekingalpha

Earnings Announcement Schedule: Relay Therapeutics is set to release its Q1 2023 earnings report on May 5 after market close, with consensus EPS estimated at -$0.36 and revenue expected at $4.65 million, reflecting a significant 39.5% year-over-year decline, indicating challenges in the current market environment.
Earnings Forecast Analysis: Over the past three months, EPS estimates have seen six upward revisions with no downward adjustments, suggesting cautious optimism among analysts regarding the company's future performance, although the overall revenue outlook remains weak, potentially impacting investor confidence.
Market Focus: Ahead of the earnings report, Relay Therapeutics has garnered attention for its discussions on first-line breast cancer strategies and Zovegalisib triplet data, which could provide new momentum for the company's future growth prospects.
Industry Rating Dynamics: According to Seeking Alpha's quant ratings, Relay Therapeutics and TNGX are highlighted as top picks ahead of Q1 earnings, indicating a positive market sentiment towards their potential performance, despite the current financial data warranting close scrutiny.

Relay Therapeutics Advances Zovegalisib into Phase 3 Trials for Breast Cancer

Apr 27 2026NASDAQ.COM

Clinical Trial Advancement: Relay Therapeutics announced plans to move Zovegalisib in combination with Pfizer's Atirmociclib into Phase 3 trials for frontline treatment of PI3Ka-mutated HR+/HER2- metastatic breast cancer, expected to commence in early 2027, showcasing the company's ongoing innovation in precision medicine.
Trial Design Details: The randomized Phase 3 trial will evaluate the combination of Zovegalisib with Atirmociclib and an aromatase inhibitor, with median progression-free survival as the primary endpoint and overall survival as the secondary endpoint, aiming to provide more effective treatment options and enhance clinical outcomes for patients.
Drug Supply Agreement: Pfizer has agreed to supply Atirmociclib for the experimental arm in combination with Zovegalisib, while the control arm will use palbociclib, enhancing the feasibility and efficacy of the trial and further driving the market potential of the new drug.
Patient Response Rates: In the ongoing ReDiscover study, 34 out of 69 enrolled patients were evaluable, achieving an objective response rate of 44%, with nearly 85% of patients experiencing tumor reduction, indicating Zovegalisib's potential effectiveness in treatment and laying the groundwork for future therapeutic strategies.