Will Early Zovegalisib Data in HR+/HER2- Breast Cancer Change Relay Therapeutics' (RLAY) Narrative?

Simply Wall St.12-14 08:21

Relay Therapeutics recently reported subset interim data from its ReDiscover first-in-human trial, showing encouraging efficacy and tolerability for zovegalisib (RLY-2608) in heavily pre-treated HR+/...

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An interesting takeaway is that zovegalisib’s activity appeared broadly consistent across challenging subgroups, including patients with prior SERD exposure and ESR1 mutations, while maintaining a manageable safety profile. We’ll now explore how this early but encouraging progression-free survival signal in a heavily pre-treated population shapes Relay Therapeutics’ investment narrative. These 11 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.What Is Relay Therapeutics' Investment Narrative?To own Relay Therapeutics, you have to believe its precision oncology platform can convert promising early science into approved drugs before the cash burn and ongoing losses become too heavy. The new zovegalisib data at SABCS 2025 reinforces that core thesis, because the progression free survival and response rates in a heavily pre treated population help validate Relay’s structure based drug design story and support the ongoing Phase 3 ReDiscover 2 trial as a key near term catalyst. With the stock already up strongly this year and trading at a discount to consensus targets, the update looks incrementally positive rather than thesis changing, but it does slightly improve the odds that zovegalisib remains the company’s main value driver. The flip side is that the business is still unprofitable, cash intensive and highly dependent on this program’s clinical and regulatory path. However, one risk in particular could matter far more than the latest efficacy data.\n\nIn light of our recent valuation report, it seems possible that Relay Therapeutics is trading beyond its estimated value.Exploring Other PerspectivesRLAY 1-Year Stock Price Chart With one Simply Wall St Community fair value estimate at US$13.90, opinions are concentrated, yet you can weigh that against Relay’s sustained losses and trial dependence to judge how future outcomes might diverge.Explore another fair value estimate on Relay Therapeutics - why the stock might be worth as much as 73% more than the current price!Build Your Own Relay Therapeutics NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Relay Therapeutics research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.Our free Relay Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Relay Therapeutics' overall financial health at a glance.No Opportunity In Relay Therapeutics?Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:We've found 13 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.AI is about to change healthcare. These 30 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The latest GPUs need a type of rare earth metal called Terbium and there are only 37 companies in the world exploring or producing it. Find the list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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