Every material Form 8-K Relay Therapeutics, Inc. has filed with the SEC since May 21, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Relay Therapeutics reported a third-quarter 2026 net loss of $81.7 million, or $0.37 per share, up from a net loss of $74.1 million, or $0.43 per share, a year earlier. The company had no revenue in the quarter and ended September 30, 2026 with $848.6 million in cash, cash equivalents and investments, which it says will fund operations into 2029.
Q3 2026 net loss was $81.7 million ($0.37 per share), versus $74.1 million ($0.43 per share) in Q3 2025
R&D expenses were $77.1 million, up from $68.3 million, partly due to non-recurring costs from terminating the One Kendall Square lease
Cash, cash equivalents and investments were $848.6 million at September 30, 2026, down from $910.9 million at June 30, 2026
Phase 3 ReDiscover-2 trial in second-line breast cancer is estimated to complete enrollment in mid-2027; ASH presentation scheduled for December 14, 2026
Relay Therapeutics reported a second quarter 2026 net loss of $83.7 million, or $0.41 per share, up from $70.4 million a year earlier, on revenue of $0.4 million. On August 6, 2026, the company also amended its at-the-market stock sale agreement with TD Cowen to raise the program from $250 million to $462,978,049, which may add new shares and dilute existing holders.
Q2 2026 net loss was $83.7 million, or $0.41 per share, versus a net loss of $70.4 million, or $0.41 per share, in Q2 2025.
Q2 2026 revenue was $0.4 million, down from $0.7 million; R&D expenses rose to $76.5 million from $63.9 million.
Cash, cash equivalents and investments were $910.9 million as of June 30, 2026, which the company says funds operations into 2029.
The at-the-market program now allows up to $462,978,049; about $162,978,049 has been sold, and a new prospectus supplement covers up to $212,978,049 more.
Relay Therapeutics agreed on May 20, 2026 to sell 22,916,667 shares of common stock at $12.00 per share in an underwritten public offering. The underwriters exercised in full their option to buy 3,437,500 additional shares on May 21, 2026, and the company estimates net proceeds of about $296.8 million, with closing expected on May 22, 2026. The sale adds shares outstanding, which affects existing shareholders' ownership, and the proceeds are the company's own estimate.
Offering of 22,916,667 shares at $12.00 per share, under a May 20, 2026 Underwriting Agreement with Jefferies LLC and TD Securities (USA) LLC
Underwriters exercised in full their 30-day option for an additional 3,437,500 shares on May 21, 2026
Estimated net proceeds of approximately $296.8 million after underwriting discounts and offering expenses
Expected closing on May 22, 2026, subject to customary conditions
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