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]

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]

Group 1 - Oppenheimer upgraded Relay Therapeutics Inc. (RLAY) to Outperform from Perform, resulting in a significant increase in the stock price since the upgrade on the 26th [1] - The analyst has a Master's degree in Cell Biology and extensive experience in drug discovery, which informs their investment analysis in the biotech sector [1] - The focus is on identifying promising biotechnology companies that innovate through unique mechanisms, first-in-class therapies, or platform technologies [1] Group 2 - The analyst emphasizes the importance of evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and market opportunities while balancing financial fundamentals [1] - The goal is to provide insights that help investors understand both opportunities and risks in the biotech sector, which can yield significant returns but requires careful scrutiny [1]

Core Insights - Relay Therapeutics announced interim clinical data for zovegalisib, an investigational allosteric, pan-mutant, and isoform-selective inhibitor of PI3Kα, showing promising efficacy in patients with metastatic breast cancer [1][10] Efficacy Data - The median progression-free survival (PFS) was reported as 10.3 months for all patients and 11.4 months for second-line (2L) patients [6] - Among patients with measurable disease, the objective response rate (ORR) was 39%, while the ORR for 2L patients was 47% [6] - Efficacy was consistent across various subsets, with a median PFS of 11.4 months and ORR of 44% for patients who received prior SERD [7] Patient Population - As of October 15, 2025, 118 patients were enrolled in the zovegalisib + fulvestrant arm of the ReDiscover study, with significant prior therapy levels noted [4] - Among the 64 patients receiving 600mg twice daily, 44% had two or more prior lines of therapy, and 29% had detectable ESR1 mutations at baseline [4] Ongoing Trials - The Phase 3 ReDiscover-2 trial is ongoing, focusing on zovegalisib + fulvestrant in PI3Kα-mutated, CDK4/6 pre-treated, HR+/HER2- advanced breast cancer [8] - The ReDiscover trial is also evaluating zovegalisib in combination with fulvestrant and CDK inhibitors [3] Company Overview - Relay Therapeutics is a clinical-stage company focused on developing precision medicine therapies for cancer and genetic diseases, with zovegalisib being its lead program [12] - The company utilizes its Dynamo platform to discover and develop mutant-selective inhibitors of PI3Kα, addressing a significant patient population in the U.S. [10][12]