NASDAQ$RLAY

Relay Therapeutics Inc. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Relay Therapeutics reported financial results for the second quarter of 2024 and provided corporate highlights.

Relay Therapeutics reported second quarter 2024 financial results, highlighting progress in clinical programs and expansion of the RLY-2608 development program. The company announced new pre-clinical programs and anticipates multiple data readouts later in the year. Cash reserves are expected to fund operations into the second half of 2026.

  • Announced 3 new programs, including genetic disease programs in vascular malformations, Fabry disease, as well as precision oncology program with NRAS-specific inhibitor
  • Initiated global clinical trial collaboration with Pfizer for combination development of RLY-2608 + fulvestrant + atirmociclib in PI3Kα-mutated HR+/HER2- metastatic breast cancer, with clinical start planned by end of 2024
  • Continued to enroll patients in the RLY-2608 (ReDiscover study)
  • Approximately $688 million in cash, cash equivalents and investments at end of Q2 2024, expected to fund operations into second half of 2026

Headline financials

Total Revenue

$10M

Previous: $119K+8309.2%
EPS

-$0.69

Previous: -$0.81+14.8%
Capital Expenditures

-$1.79M

Previous: -$3.42M+47.6%
Free Cash Flow

-$94M

Previous: -$102M+7.8%
Net Income

-$92.2M

Previous: -$98.5M+6.4%
Operating Income

-$101M

Previous: -$106M+5.0%
Gross Profit

$10M

Previous: $119K+8309.2%
R&D Expense

$92M

No prior period
Stock-Based Comp

$26.8M

Previous: $23.4M+14.6%

Revenue & EPS history

Relay Therapeutics · Revenue · Quarterly

$10M

Q2 2024+8,309.2%vs Q2 2023
Beat estimate in 6 of 14 quarters(43%)
ActualEstimate

Revenue by segment

Relay Therapeutics · $25.2M total across 1 segment · Q3 2023

  • License and Other Revenue
    $25.2M

Forward guidance

Relay Therapeutics anticipates several milestones in the near future.

Tailwinds

  • RLY-2608 + fulvestrant data update in the fourth quarter of 2024
  • RLY-2608 + fulvestrant + ribociclib initial safety data in the fourth quarter of 2024
  • RLY-2608 + fulvestrant + atirmociclib clinical trial initiation by the end of 2024
  • RLY-2608 + fulvestrant potential Phase 3 trial initiation in 2025
  • Lirafugratinib: tumor agnostic data and regulatory update in the second half of 2024

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.2%

Avg return

Earnings day

-0.4%

Avg return

5 days after

-0.5%

Avg return

30 days after

57%

13 / 23 earnings

Positive

+11.7%

Q4 2025

Best reaction

-19.5%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.7%-2.5%+11.1%
Q4 2025+11.7%+10.8%+4.8%
Q3 2025-7.4%-5.5%+17.6%
Q1 2025-4.8%-9.6%-2.4%
Q4 2024-13.3%-14.9%-27.5%
Q3 2024+3.2%+3.5%-22.5%
Q2 2024-6.8%-5.6%-8.6%
Q1 2024+5.7%+1.2%-3.8%
Q4 2023-4.6%-1.8%-25.7%
Q3 2023+10.1%+19.3%+27.4%
Q2 2023+7.8%+3.5%-3.2%
Q1 2023+0.5%-5.3%+2.3%
Q4 2022-3.6%-8.8%-13.5%
Q3 2022-4.3%-6.8%-12.4%
Q2 2022+3.8%-1.6%+31.7%
Q1 2022-19.5%-33.5%-31.6%
Q4 2021+11.5%+17.4%+40.1%
Q3 2021+1.7%+0.6%-19.6%
Q2 2021+1.0%+0.2%-1.7%
Q1 2021+5.7%+8.5%+23.9%
Q4 2020-2.3%+2.0%-13.5%
Q3 2020+0.5%+13.5%+5.7%
Q2 2020+8.0%+5.3%+8.5%
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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