Relay Therapeutics Announces Strong Efficacy of Targeted Breast Cancer Treatment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
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Source: Benzinga
Zovegalisib Clinical Data: Relay Therapeutics presented interim clinical data for zovegalisib (RLY-2608) at the 2025 San Antonio Breast Cancer Symposium, showing broad efficacy in patients with PI3Kα-mutated, HR+/HER2- metastatic breast cancer, with a median progression-free survival of 10.3 months and an objective response rate of 39%.
Efficacy Across Subsets: The efficacy of zovegalisib + fulvestrant was consistent across various patient subsets, including those with prior SERD exposure and detectable ESR1 mutations, with median progression-free survival ranging from 8.8 to 11.4 months.
Next Steps for Zovegalisib: Relay Therapeutics plans to continue enrollment in the Phase 3 ReDiscover-2 trial and the Phase 1/2 ReInspire trial, while also advancing dose escalation in the ReDiscover trial to inform future treatment regimens.
Market Response: Following the data presentation, Wells Fargo upgraded Relay Therapeutics from Equal-Weight to Overweight, raising the price forecast from $6 to $13, as the stock price increased by 3.21% to $8.03.
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Analyst Views on RLAY
Wall Street analysts forecast RLAY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RLAY is 14.75 USD with a low forecast of 13.00 USD and a high forecast of 17.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 7.650
Low
13.00
Averages
14.75
High
17.00
Current: 7.650
Low
13.00
Averages
14.75
High
17.00
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.
Oppenheimer Upgrades Relay Therapeutics Rating
- Rating Upgrade: Oppenheimer has upgraded Relay Therapeutics (RLAY) from 'perform' to 'outperform', anticipating that its lead asset zovegalisib could benefit if Celcuity's (CELC) gedatolisib data underperforms, with a price target of $14 representing an 88% upside from the January 23 close.
- Data Expectations: Analyst Matthew Biegler believes that the data from the gedatolisib VIKTORIA-1 study will underperform expectations and may even fail, creating a 'beatable bar' for zovegalisib, which could positively impact its market performance.
- Therapeutic Advantages: As a mutant-selective inhibitor, zovegalisib may have advantages over gedatolisib in breast cancer treatment, as key opinion leaders indicate a preference for treatment segmentation based on ESR1 and PI3K mutation statuses, providing a strategic edge for Relay Therapeutics' product.
- Market Outlook: Relay Therapeutics is set to showcase its potential at the upcoming Jefferies London Healthcare Conference, and combined with the analyst's optimistic rating, it may attract more investor attention towards its future growth opportunities.
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Oncolytics Biotech Secures FDA Approval with 33% Efficacy for New Drug
- Clinical Trial Breakthrough: Oncolytics Biotech's pelareorep achieves a 33% objective response rate in KRAS-mutant metastatic colorectal cancer patients, significantly surpassing the historical benchmark of 6-11%, indicating its potential in cancer treatment.
- Broad Market Outlook: The total addressable market for pelareorep in colorectal cancer is projected to reach $20 billion by 2033, highlighting the drug's significance in addressing unmet medical needs.
- Strategic Planning: The company plans to initiate a controlled study in second-line KRAS-mutant colorectal cancer following consultations with key opinion leaders and regulatory authorities, enhancing the analytical rigor of data to support potential regulatory submissions.
- Expert Endorsement: Dr. Sanjay Goel from Rutgers Cancer Institute emphasizes that a 33% response rate is highly unusual in this setting, underscoring the necessity for further studies and indicating the clinical value of the drug.
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