Relay Therapeutics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Relay Therapeutics, Inc.
17.43
+0.15 · +0.87%
post 17.43 0.00%
+0.10%
vs ±17.0% implied · ×0.01
shaded = implied · ▲▼ = realized
No other changes.
No other changes.
| Manager | Value | % base | |
|---|---|---|---|
| SB Investment Advisers (uk) | $522.1M | 11.17% | 0.00% |
| FMR | $376.3M | 8.05% | +444.19% |
| Casdin Capital | $300.0M | 6.42% | +11.21% |
| BlackRockindex-like | $286.0M | 6.12% | +17.83% |
| Perceptive | $263.9M | 5.65% | +44.66% |
| Manager | Value | % base | |
|---|---|---|---|
| SB Investment Advisers (uk) | $522.1M | 11.17% | 0.00% |
| FMR | $376.3M | 8.05% | +444.19% |
| Casdin Capital | $300.0M | 6.42% | +11.21% |
| BlackRockindex-like | $286.0M | 6.12% | +17.83% |
| Perceptive | $263.9M | 5.65% | +44.66% |
Same SIC code · 6
Same SEC industry code: Amgen Inc, Gilead Sciences, Inc., Biogen Inc. and 3 more; of Relay Therapeutics, Inc.'s 6 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Amgen Inc, Gilead Sciences, Inc., Biogen Inc. and 3 more; of Relay Therapeutics, Inc.'s 6 closest co-movers, none share that code.
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
Disclosed · both directions
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company. It engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. The company's lead product candidates include RLY-4008, an oral small molecule inhibitor of fibroblast growth factor receptor 2 (FGFR2), which is in a first-in-human clinical trial for patients with advanced or metastatic FGFR2-altered solid tumors; RLY-2608, a lead mutant-PI3Ka inhibitor program that targets phosphoinostide 3 kinase alpha; and RLY-1971, an oral small molecule inhibitor of protein tyrosine phosphatase Src homology region 2 domain-containing phosphatase-2 that is in Phase 1 trial in patients with advanced solid tumors. It has collaboration and license agreements with D. E. Shaw Research, LLC to research certain biological targets through the use of D. E. Shaw Research computational modeling capabilities focused on analysis of protein motion to develop and commercialize compounds and products directed to such targets; and Genentech, Inc. for the development and commercialization of RLY-1971. The company was formerly known as Allostery, Inc. and changed its name to Relay Therapeutics, Inc. in December 2015. Relay Therapeutics, Inc. was incorporated in 2015 and is headquartered in Cambridge, Massachusetts.
Relay Therapeutics, Inc. operates as a clinical-stage precision medicines company. It engages in transforming the drug discovery process with an initial focus on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. The company's lead product candidates include RLY-4008, an oral small molecule inhibitor of fibroblast growth factor receptor 2 (FGFR2), which is in a first-in-human clinical trial for patients with advanced or metastatic FGFR2-altered solid tumors; RLY-2608, a lead mutant-PI3Ka inhibitor program that targets phosphoinostide 3 kinase alpha; and RLY-1971, an oral small molecule inhibitor of protein tyrosine phosphatase Src homology region 2 domain-containing phosphatase-2 that is in Phase 1 trial in patients with advanced solid tumors. It has collaboration and license agreements with D. E. Shaw Research, LLC to research certain biological targets through the use of D. E. Shaw Research computational modeling capabilities focused on analysis of protein motion to develop and commercialize compounds and products directed to such targets; and Genentech, Inc. for the development and commercialization of RLY-1971. The company was formerly known as Allostery, Inc. and changed its name to Relay Therapeutics, Inc. in December 2015. Relay Therapeutics, Inc. was incorporated in 2015 and is headquartered in Cambridge, Massachusetts.
Bull3
Bear2
Expected move
Inputs8Q avg ±6.0%·×2.13·rich
straddle ±15.3%
spot 19.20exp Nov 20ATM strike 19ATM straddle 3.45IV 102%