Relay Therapeutics Announces Subset Analysis of Zovegalisib Clinical Data
Relay Therapeutics announced a subset analysis of interim clinical data for zovegalisib, the first known investigational allosteric, pan-mutant and isoform-selective inhibitor of PI3Kalpha. These data are being presented at the 2025 San Antonio Breast Cancer Symposium, SABCS. ReDiscover - Zovegalisib First-in-Human Study: As of the data cut-off date of October 15, 2025, 118 patients had enrolled into the zovegalisib + fulvestrant arm of the ReDiscover study. Across all doses, all patients had received a significant level of prior therapy in the advanced setting, including at least one prior endocrine therapy and at least one prior CDK4/6 inhibitor. Among the 64 patients who received 600mg twice daily fasted, 44% of patients had received two or more prior lines of therapy, 52% of patients had received prior SERD, and 29% of patients had detectable ESR1 mutations at baseline. Efficacy Consistent Across Subset Populations: The median progression free survival was 10.3 months for all patients. Among the total of 31 patients with measurable disease, objective response rate was 39%. For second line patients, median PFS was 11.4 months and ORR was 47%. Efficacy was generally consistent across other subsets of patients. For patients who received prior SERD, median PFS was 11.4 months and ORR was 44%, and for patients who had a detectable ESR1 mutation at baseline, median PFS was 8.8 months and ORR was 60%. The overall tolerability profile remained consistent with mutant-selective PI3Kalpha inhibition, with treatment-related adverse events that were mostly low-grade, manageable and reversible
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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.

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.






