Overview
Clinical-stage precision medicine firm's Q4 revenue beat analyst expectations
Net loss for Q4 came in narrower than analysts' expectations
Company ended 2025 with $555 mln in cash, funding expected into 2029
Outlook
Relay Therapeutics expects initial Phase 1 data for vascular anomalies in 1H 2026
Company plans to present Phase 1/2 breast cancer data at ESMO TAT in March 2026
Relay Therapeutics to announce breast cancer triplet data and Phase 3 plans in 2026
Result Drivers
REVENUE INCREASE - Revenue rose due to licensing agreement with Elevar Therapeutics, contributing to a beat on analyst expectations
R&D EXPENSES - R&D expenses decreased due to strategic streamlining and reduced costs on certain projects, offset by increased trial costs
G&A EXPENSES - Decreased G&A expenses due to lower stock compensation and employee costs contributed to narrower net loss
Company press release: ID:nGNXnG1fm
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $7 mln | $4.97 mln (9 Analysts) |
Q4 EPS | -$0.32 | ||
Q4 Net Income | Beat | -$54.89 mln | -$68.09 mln (7 Analysts) |
Q4 Basic EPS | -$0.32 | ||
Q4 Operating Expenses | $67.63 mln | ||
Q4 Operating Income | -$60.63 mln |
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 12 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the biotechnology & medical research peer group is "buy."
Wall Street's median 12-month price target for Relay Therapeutics Inc is $14.00, about 51.8% above its February 25 closing price of $9.22
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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