On February 17, 2026, Casdin Capital disclosed a buy of 1,662,193 shares of Relay Therapeutics (NASDAQ:RLAY), an estimated $11.86 million trade based on quarterly average pricing, in its Form 13F filing. What happened According to an SEC filing dated February 17, 2026, Casdin Capital increased its holding in Relay Therapeutics by 1,662,193 shares, bringing its total to 13,003,574 shares. The estimated transaction value was $11.86 million, calculated using the quarterly average share price. The quarter-en ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION RELAY THERAPEUTICS, INC. (Exact name of Registrant as specified in its Charter) Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-39385 (State or other jurisdiction of incorporation ...

Exhibit 99.1 Relay Therapeutics Reports Fourth Quarter and Full Year 2025 Financial Results and Outlines Anticipated 2026 Milestones Initial Phase 1 data of zovegalisib in PIK3CA-driven vascular anomalies expected to be announced in first half of 2026 Breast cancer triplet data and frontline Phase 3 plans expected to be announced in 2026 Initial Phase 1/2 data of zovegalisib + fulvestrant at 400mg BID fed (Phase 3 dose) in CDK4/6-experienced patients to be presented at ESMO TAT on March 16, 2026 Approximate ...

Initial Phase 1 data of zovegalisib in PIK3CA-driven vascular anomalies expected to be announced in first half of 2026 Breast cancer triplet data and frontline Phase 3 plans expected to be announced in 2026 Initial Phase 1/2 data of zovegalisib + fulvestrant at 400mg BID fed (Phase 3 dose) in CDK4/6-experienced patients to be presented at ESMO TAT on March 16, 2026 Approximately $555 million in cash, cash equivalents and investments at end of Q4 2025 CAMBRIDGE, Mass., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Rela ...

CAMBRIDGE, Mass., Feb. 23, 2026 (GLOBE NEWSWIRE) -- Relay Therapeutics, Inc. (Nasdaq: RLAY), a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease, today announced that management will participate in two upcoming fireside chats in March: TD Cowen 46th Annual Health Care Conference on Monday, March 2, 2026 at 3:10 p.m. ETBarclays 28th Annual Global Healthcare Conference on Wednesday, March 11, 2026 at 10: ...

Core Insights - Relay Therapeutics is a clinical-stage company focused on developing small molecule precision medicine for cancer and genetic diseases [2] - The company will report its fourth quarter and full year 2025 financial results on February 26, 2026 [1] Company Overview - Relay Therapeutics utilizes its Dynamo® platform, which combines advanced computational and experimental methods to target previously difficult-to-drug proteins [2] - The lead clinical asset, zovegalisib, is the first pan-mutant selective PI3Kα inhibitor in clinical development, currently in Phase 3 trials for HR+/HER2- metastatic breast cancer [2] - Zovegalisib is also being studied for PI3Kα-driven vascular anomalies and the company has additional programs targeting NRAS-driven solid tumors and Fabry disease [2]

Company Overview - Relay Therapeutics is a clinical-stage biotechnology company focused on precision small molecule therapies using computational modeling and structure-based drug design to address unmet needs in oncology and genetic diseases [1] - The company has a pipeline of innovative candidates and strategic collaborations with industry leaders, positioning it to advance next-generation targeted therapies [1] Business Model - Relay Therapeutics operates a clinical-stage biotechnology business model, generating revenue primarily through collaboration and license agreements with partners such as Genentech and D.E. Shaw Research, with future revenue expected from product commercialization [2] Insider Transactions - Donald A. Bergstrom, President of R&D at Relay Therapeutics, sold 21,581 shares for approximately $166,700 on January 27 and 28, 2026, as disclosed in the SEC Form 4 filing [5] - This transaction represented 4.89% of Bergstrom's direct ownership, significantly higher than the recent median percentage of holdings disposed per open-market sale [4] - The sale was primarily to cover income tax withholding obligations after the vesting of restricted stock units (RSUs), indicating that it was not a discretionary sale [6] Stock Performance - Relay Therapeutics' stock has increased nearly 70% since January 28, 2025, and received a Breakthrough Therapy designation from the FDA for zovegalisib in advanced breast cancer treatment, leading to a 6% stock price increase to $8.65 [6] - The company has received positive attention from Wall Street, with upgrades from Wells Fargo and Oppenheimer, and an analyst consensus rating of moderate buy with an average price target of $16.57 [6] Investment Considerations - Despite the positive developments, Relay Therapeutics was not included in a recent list of the top 10 stocks recommended by the Motley Fool Stock Advisor, which could indicate a cautious approach for potential investors [7]

Core Insights - Relay Therapeutics, Inc. is a clinical-stage company focused on developing small molecule precision medicine therapies for cancer and genetic diseases [3] Group 1: Company Overview - Relay Therapeutics is developing potentially life-changing therapies for patients with cancer and genetic diseases [3] - The company's lead clinical asset, zovegalisib, is the first pan-mutant selective PI3Kα inhibitor in clinical development, currently in a Phase 3 trial for HR+/HER2- metastatic breast cancer [3] - Relay's pipeline includes programs targeting NRAS-driven solid tumors and Fabry disease, in addition to zovegalisib's investigation in PI3Kα-driven vascular anomalies [3] Group 2: Upcoming Events - Management will participate in a fireside chat at the Guggenheim Emerging Outlook: Biotech Summit 2026 on February 11, 2026, at 10:30 a.m. ET [1] - The fireside chat will be webcast live and accessible through Relay Therapeutics' website, with an archived replay available for 30 days post-event [2]

Core Insights - The FDA has granted Breakthrough Therapy designation to zovegalisib in combination with fulvestrant for treating adults with PIK3CA mutant, HR+/HER2- locally advanced or metastatic breast cancer [1][2][3] Group 1: Clinical Data and Trials - The Breakthrough Therapy designation is supported by clinical data from the Phase 1/2 ReDiscover trial, which evaluated zovegalisib's safety, tolerability, pharmacokinetics, and preliminary antitumor activity [3][4] - Initial Phase 1/2 data for zovegalisib + fulvestrant at the 400mg BID fed dose will be presented at the ESMO Targeted Anticancer Therapies Congress on March 16, 2026 [1][4] - The ReDiscover trial included data from two doses: 600mg BID fasted (N=52) and 400mg BID fed (N=57), with the latter being the dose used in the ongoing Phase 3 trial [3] Group 2: Market Potential and Patient Impact - Approximately 40% of patients with HR+/HER2- advanced breast cancer have PIK3CA mutations, leading to limited treatment options after CDK4/6 inhibitors [2][8] - Zovegalisib has the potential to address a significant portion of the estimated 140,000 patients with HR+, HER2- breast cancer with a PI3Kα mutation annually in the U.S. [5] Group 3: Mechanism and Innovation - Zovegalisib is the first known allosteric, pan-mutant, and isoform-selective PI3Kα inhibitor, designed to overcome limitations of traditional PI3Kα inhibitors [6] - The development of zovegalisib utilized advanced computational methods to elucidate conformational differences between wild-type and mutant PI3Kα [6]

Core Insights - Relay Therapeutics, Inc. (NASDAQ: RLAY) is highlighted as a promising biotech stock under $20, with a focus on its innovative drug development in precision medicine [1] Group 1: Company Overview - Relay Therapeutics is a clinical-stage precision medicine company that utilizes advanced computational and experimental technologies to enhance drug discovery [4] - The company’s Dynamo platform is designed to target previously difficult protein targets, aiming to develop small-molecule therapies primarily in precision oncology and genetic diseases [4] Group 2: Recent Developments - Oppenheimer upgraded RLAY from Perform to Outperform, setting a price target of $14, citing the upcoming VIKTORIA-1 trial readout for Celcuity's gedatolisib as a potential positive catalyst for RLAY's zovegalisib [2] - The firm anticipates that the VIKTORIA-1 results may not meet expectations, which could create a competitive benchmark for RLAY's zovegalisib-based regimen [2] - Interim clinical data presented at the 2025 San Antonio Breast Cancer Symposium indicated that zovegalisib combined with fulvestrant achieved a median progression-free survival of 11.4 months in second-line patients [3]