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Relay Therapeutics (RLAY) investor relations material
Relay Therapeutics Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary19 Nov, 2025
Strategic execution and clinical progress
Focused on executing phase III trials for RLY-2608, a PI3K alpha mutant selective inhibitor, with robust financial resources supporting ongoing and future programs.
Advancing triplet regimens for earlier breast cancer treatment lines and expanding into PI3K alpha-driven vascular malformations, NRAS, and Fabry disease programs.
Confident in achieving competitive progression-free survival (PFS) in second-line settings, targeting a 2–3 month PFS improvement over Capivasertib.
Transitioned to a 400-mg BID Fed dosing regimen for RLY-2608, maintaining similar or improved pharmacokinetic coverage compared to previous dosing.
Monitoring and management strategies for hyperglycemia are in place, with no anticipated impact from Fed dosing and less stringent at-home glucose monitoring requirements than comparators.
Competitive landscape and efficacy benchmarks
Current second-line PFS benchmarks remain at 5.5–7 months; RLY-2608 shows a 10–11 month PFS, considered highly competitive.
Capivasertib, despite lower PFS, has gained market share due to a better safety profile.
Early data from competitors like Scorpion and Roche show potential but raise concerns about toxicity and tolerability, especially regarding LFT signals.
Triplet regimens in the frontline setting are being explored, with efficacy bars set by Roche and Inavolisib at 14–15 months PFS, but with complex administration and safety considerations.
Study design, patient selection, and future directions
Phase III studies are designed with stricter inclusion criteria, likely enrolling healthier, less pretreated patients, which may help maintain PFS outcomes.
Ongoing and future studies will test efficacy in broader populations, including those with higher A1C, but initial pivotal trials focus on prediabetic patients for consistency.
Signals of extended PFS (up to 18 months) in kinase mutation cohorts suggest potential for further targeted studies.
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Next Relay Therapeutics earnings date
Q4 202520 Feb, 2026
Next Relay Therapeutics earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
Relay Therapeutics Inc. is a clinical-stage precision medicine company focusing on the development of small molecule therapeutics. The company operates at the intersection of computational and experimental technologies to enhance drug discovery, particularly in the areas of targeted oncology and genetic diseases. Relay Therapeutics utilizes its proprietary Dynamo platform to address previously intractable or inadequately drugged protein targets by leveraging insights into protein motion and function. This platform integrates various cutting-edge computational and experimental methods to facilitate the drug discovery process. The company is headquartered in Cambridge, Massachusetts, and its shares are listed on the NASDAQ.
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