Relay Therapeutics, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Relay Therapeutics reported Q3 2026 net loss of $81.7M ($0.37/share) on R&D spend of $77.1M. Cash, equivalents and investments totaled $848.6M as of September 30, 2026 (down $62.3M from June 30), sufficient to fund operations into 2029. Key milestones: Phase 3 ReDiscover-2 trial in 2L breast cancer expected to complete enrollment mid-2027; Phase 1/2 ReInspire vascular anomalies data to be presented at ASH December 2026; Shannon Campbell hired as Head of Commercial; new preclinical TIE2 inhibitor program announced for venous malformations.
Why this rating
Clinical-stage biotech with no revenue; adequate cash runway; on-track trial enrollment is routine progress, not transformational. No material deal, financing, or setback relative to $585.5M market cap.
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