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RLAY Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
10.850
Open
10.730
VWAP
10.51
Vol
2.38M
Mkt Cap
1.93B
Low
10.145
Amount
25.04M
EV/EBITDA(TTM)
--
Total Shares
178.73M
EV
1.38B
EV/OCF(TTM)
--
P/S(TTM)
120.68
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.
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Events Timeline

(ET)
2026-02-26
16:50:00
Relay Therapeutics Q4 Revenue $7M, Exceeds Expectations
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2026-02-03 (ET)
2026-02-03
07:10:00
Relay Therapeutics Receives FDA Breakthrough Therapy Designation for Zovegalisib
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2026-01-16 (ET)
2026-01-16
12:10:00
SpaceX Interviews Banks for IPO, Skild AI Raises Nearly $1.4B
select
2025-12-12 (ET)
2025-12-12
07:10:00
Relay Therapeutics Announces Subset Analysis of Zovegalisib Clinical Data
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2025-11-06 (ET)
2025-11-06
16:56:39
Relay Therapeutics announces Q3 earnings per share of 43 cents, surpassing consensus estimate of 42 cents.
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News

Newsfilter
2.0
03-02Newsfilter
Analysis of Growth Drivers in the Biliary Tract Cancer Market
  • Market Size Growth: The biliary tract cancer market is projected to reach $1.1 billion in 2024, with the U.S. accounting for approximately 60% of this market, indicating a strong demand for new therapies in this leading region.
  • Emerging Drug Launches: The introduction of new drugs such as Tinengotinib and Rilvegostomig is expected to further drive market growth, particularly in the areas of targeted therapies and immuno-oncology, enhancing treatment options for patients.
  • Advancements in Diagnostic Technology: Improvements in imaging techniques like MRI, endoscopic ultrasound, and PET have enhanced the accuracy of biliary tract cancer diagnoses, enabling earlier detection and personalized treatment approaches, thereby improving patient outcomes.
  • Market Dynamics in Treatment: By 2034, chemotherapy is expected to remain the primary revenue source for biliary tract cancer treatment, and the introduction of new therapies will alter the competitive landscape, fostering medical innovation and economic growth.
Fool
6.5
02-27Fool
Casdin Capital Increases Stake in Relay Therapeutics
  • Share Increase: On February 17, 2026, Casdin Capital disclosed the purchase of 1,662,193 shares of Relay Therapeutics, valued at approximately $11.86 million, indicating strong confidence in the company's future prospects.
  • Increased Ownership: Following this acquisition, Casdin Capital's total holdings in Relay reached 13,003,574 shares, representing 6.83% of its reportable AUM in the 13F filing, further solidifying its investment position in the biotech sector.
  • Financial Performance: Relay Therapeutics reported a net loss of $276.5 million for 2025 but maintains about $555 million in cash and investments, expected to fund operations through 2029, reflecting ongoing commitment to research and development.
  • Clinical Progress Expectations: Relay anticipates multiple clinical data disclosures in 2026, including Phase 1 data on PIK3CA-driven vascular anomalies, which, if successful, could enhance market recognition of its stock price.
NASDAQ.COM
9.5
02-27NASDAQ.COM
Relay Therapeutics Reports 2025 Financial Results and 2026 Milestones
  • Improved Financial Performance: Relay Therapeutics reported a net loss of $54.9 million for Q4 2025, or $0.32 per share, narrowing from a net loss of $76.0 million, or $0.45 per share in Q4 2024, indicating progress in cost management.
  • Significant Revenue Growth: The company achieved $7.0 million in revenue for Q4 2025, compared to none in the prior year, primarily driven by its exclusive licensing agreement with Elevar Therapeutics, highlighting important strides in commercialization efforts.
  • Pipeline Advancement: Relay's pipeline includes Zovegalisib (RLY-2608), currently in Phase 3 trials, with multiple clinical readouts expected in 2026, particularly in HR+/HER2- metastatic breast cancer, potentially laying the groundwork for future commercialization.
  • Strong Cash Position: As of the end of 2025, Relay had $554.5 million in cash and equivalents, expected to fund operations into 2029, demonstrating robust financial management and stability.
Newsfilter
9.5
02-19Newsfilter
Relay Therapeutics to Report Q4 and Full Year 2025 Financial Results on February 26
  • Earnings Announcement: Relay Therapeutics is set to release its Q4 and full year 2025 financial results after U.S. market close on February 26, 2026, which is expected to provide insights into operational highlights and future outlook, potentially influencing investor confidence.
  • Clinical Advancement: The company's lead asset, zovegalisib, is the first pan-mutant selective PI3Kα inhibitor in clinical development, currently undergoing Phase 3 trials for HR+/HER2- metastatic breast cancer, and if successful, it could offer new treatment options for patients.
  • Diverse Pipeline: In addition to zovegalisib, Relay is developing therapies for NRAS-driven solid tumors and Fabry disease, showcasing the company's broad positioning in precision medicine, which may enhance its competitive edge in the market.
  • Innovative Platform: Relay's Dynamo® platform integrates cutting-edge computational and experimental approaches aimed at drugging previously intractable protein targets, and successful outcomes could solidify the company's leadership in the precision medicine sector.
Fool
5.0
02-06Fool
Relay Therapeutics Executive Large Share Sale Analysis
  • Executive Transaction Overview: Donald A. Bergstrom, President of R&D at Relay Therapeutics, executed open-market sales of 21,581 shares on January 27 and 28, 2026, totaling approximately $166,700, indicating significant changes in his holdings.
  • Transaction Size Analysis: The 21,581 shares sold are substantially higher than Bergstrom's recent median sale of 2,698 shares, suggesting that a 32.65% decrease in his direct holdings may have driven this larger sale size.
  • Impact on Ownership Percentage: This transaction represented 4.89% of Bergstrom's direct ownership, more than ten times the recent median percentage of holdings disposed of per open-market sale, reflecting a shift in his ownership structure.
  • Market Reaction and Outlook: Despite the insider sale, Relay Therapeutics' stock closed at $7.65 on January 28, 2026, marking a 65.58% increase over the past year, and the company received FDA Breakthrough Therapy designation, indicating strong future growth potential.
PRnewswire
8.5
02-05PRnewswire
Oncolytics Biotech Receives FDA Fast Track Designation
  • FDA Fast Track Designation: Oncolytics Biotech's cancer treatment pelareorep has received Fast Track Designation from the FDA for KRAS-mutant microsatellite-stable metastatic colorectal cancer, which is expected to expedite the approval process and enhance market competitiveness.
  • Clinical Data Advantage: The 33% response rate of pelareorep combined with standard chemotherapy significantly surpasses the 10% rate of chemotherapy alone, with a median survival of 27 months, indicating its potential value in hard-to-treat cancer populations.
  • Significant Market Opportunity: The annual revenue for second-line treatment of KRAS-mutant colorectal cancer ranges between $3 billion and $5 billion, positioning Oncolytics' innovative therapy to capture a substantial share in this rapidly growing market.
  • Team Expansion and Strategic Positioning: Oncolytics Biotech has recently appointed two executives to support its expansion plans, demonstrating the company's commitment to future clinical trials and market outreach, thereby strengthening its leadership position in the biotech sector.
Wall Street analysts forecast RLAY stock price to rise
6 Analyst Rating
Wall Street analysts forecast RLAY stock price to rise
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
13.00
Averages
14.75
High
17.00
Current: 0.000
sliders
Low
13.00
Averages
14.75
High
17.00
Oppenheimer
analyst
Perform
to
Outperform
upgrade
$14
AI Analysis
2026-01-26
Reason
Oppenheimer
analyst
Price Target
$14
AI Analysis
2026-01-26
upgrade
Perform
to
Outperform
Reason
As previously reported, Oppenheimer upgraded Relay Therapeutics to Outperform from Perform with a $14 price target, citing the belief that gedatolisib's upcoming VIKTORIA-1 readout could be a tailwind for mutant-selective inhibitors like zovegalisib. The firm believes VIKTORIA-1 will underperform expectations, and may even fail, says the analyst, who thinks anything less than "teenage" mPFS for the gedatolisib triplet would create "a beatable bar for Relay," which is developing a competing triplet with zovegalisib.
Oppenheimer
Oppenheimer
Perform
to
Outperform
upgrade
$14
2026-01-26
Reason
Oppenheimer
Oppenheimer
Price Target
$14
2026-01-26
upgrade
Perform
to
Outperform
Reason
Oppenheimer upgraded Relay Therapeutics to Outperform from Perform with a $14 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for RLAY
Unlock Now

Valuation Metrics

The current forward P/E ratio for Relay Therapeutics Inc (RLAY.O) is -4.85, compared to its 5-year average forward P/E of -5.80. For a more detailed relative valuation and DCF analysis to assess Relay Therapeutics Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-5.80
Current PE
-4.85
Overvalued PE
-1.48
Undervalued PE
-10.12

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-3.28
Current EV/EBITDA
-2.89
Overvalued EV/EBITDA
0.32
Undervalued EV/EBITDA
-6.88

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
948.93
Current PS
284.14
Overvalued PS
2234.75
Undervalued PS
-336.88

Financials

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Whales Holding RLAY

C
Commodore Capital LP
Holding
RLAY
+6.92%
3M Return
K
Kynam Capital Management, LP
Holding
RLAY
+4.93%
3M Return
T
TCG Crossover Management, LLC
Holding
RLAY
+2.13%
3M Return
B
Bellevue Asset Management AG
Holding
RLAY
-3.05%
3M Return
S
SB Investment Advisers (UK) Limited
Holding
RLAY
-20.00%
3M Return
I
ICONIQ Capital, LLC
Holding
RLAY
-26.66%
3M Return

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Frequently Asked Questions

What is Relay Therapeutics Inc (RLAY) stock price today?

The current price of RLAY is 10.55 USD — it has decreased -2.31

What is Relay Therapeutics Inc (RLAY)'s business?

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.

What is the price predicton of RLAY Stock?

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 is14.75 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.

What is Relay Therapeutics Inc (RLAY)'s revenue for the last quarter?

Relay Therapeutics Inc revenue for the last quarter amounts to 7.00M USD, decreased

What is Relay Therapeutics Inc (RLAY)'s earnings per share (EPS) for the last quarter?

Relay Therapeutics Inc. EPS for the last quarter amounts to -0.32 USD, decreased -28.89

How many employees does Relay Therapeutics Inc (RLAY). have?

Relay Therapeutics Inc (RLAY) has 192 emplpoyees as of March 12 2026.

What is Relay Therapeutics Inc (RLAY) market cap?

Today RLAY has the market capitalization of 1.93B USD.