Zovegalisib shows consistent efficacy in treating PI3Kα-mutated, HR+/HER2- metastatic breast cancer, with ongoing Phase 3 trial.
Quiver AI Summary
Relay Therapeutics has shared interim clinical data from its investigational drug zovegalisib (RLY-2608), an allosteric, pan-mutant, and isoform-selective inhibitor of PI3Kα, at the 2025 San Antonio Breast Cancer Symposium. The data show a 10.3-month median progression-free survival (PFS) for all patients and 11.4-month PFS for those in the second-line treatment. The drug demonstrates broad efficacy in patients with PI3Kα mutations and HR+/HER2- metastatic breast cancer, with consistent results across various patient subgroups regardless of their treatment history or mutation status. The safety profile remains manageable with mostly low-grade adverse events. Ongoing studies include a Phase 3 trial, ReDiscover-2, as well as trials for patients with vascular malformations, highlighting zovegalisib's potential to treat a significant number of patients if approved.
Potential Positives
- Efficacy data show a promising 10.3-month median progression-free survival (PFS) in all patients and 11.4-month PFS in second line (2L) patients, indicating the potential effectiveness of zovegalisib.
- Subset analyses demonstrate broad activity of zovegalisib in patients with PI3Kα-mutated, HR+/HER2- metastatic breast cancer, regardless of prior treatment history, suggesting versatility in treatment options.
- The ongoing Phase 3 ReDiscover-2 trial is designed for CDK4/6-experienced patients, which could position Relay Therapeutics favorably in a competitive market for advanced breast cancer therapies.
- Zovegalisib is the first known allosteric, pan-mutant, and isoform-selective inhibitor of PI3Kα, representing a novel approach that addresses limitations of previous PI3Kα inhibitors.
Potential Negatives
- Efficacy data may not be adequate, with only 39% overall objective response rate (ORR) and 44% for subsets having prior SERD treatment, raising concerns about the drug's overall effectiveness.
- There are significant risks associated with clinical trials, including potentially disappointing future results despite current data, which may negatively impact investor confidence and funding.
- The press release relies heavily on forward-looking statements, which are subject to numerous uncertainties that can hinder the company's strategic objectives and market performance.
FAQ
What is zovegalisib and its significance?
Zovegalisib is an investigational allosteric, pan-mutant PI3Kα inhibitor aimed at treating advanced breast cancer.
What were the median progression-free survival (PFS) results?
The median PFS was 10.3 months for all patients and 11.4 months for second-line patients in the study.
How does zovegalisib perform in patients with PI3Kα mutations?
It shows broad activity across subsets, including patients with PI3Kα mutations, regardless of previous treatments.
What clinical trials is zovegalisib currently undergoing?
Zovegalisib is in the Phase 3 ReDiscover-2 trial for advanced HR+/HER2- breast cancer and a Phase 1/2 trial for vascular malformations.
What were the objective response rates (ORR) reported?
The ORR was 39% for all patients and 47% for second-line patients who received zovegalisib and fulvestrant.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$RLAY Insider Trading Activity
$RLAY insiders have traded $RLAY stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $RLAY stock by insiders over the last 6 months:
- SANJIV PATEL (President and CEO) has made 0 purchases and 3 sales selling 123,452 shares for an estimated $653,634.
- PETER RAHMER (See remarks) has made 0 purchases and 4 sales selling 57,612 shares for an estimated $362,896.
- DONALD A BERGSTROM (President, R&D) has made 0 purchases and 3 sales selling 61,667 shares for an estimated $338,716.
- THOMAS CATINAZZO (Chief Financial Officer) has made 0 purchases and 3 sales selling 41,745 shares for an estimated $231,930.
- BRIAN ADAMS (Chief Legal Officer) has made 0 purchases and 2 sales selling 19,913 shares for an estimated $73,378.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$RLAY Hedge Fund Activity
We have seen 87 institutional investors add shares of $RLAY stock to their portfolio, and 115 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK removed 4,946,004 shares (-85.5%) from their portfolio in Q2 2025, for an estimated $17,113,173
- JPMORGAN CHASE & CO removed 3,876,024 shares (-89.3%) from their portfolio in Q3 2025, for an estimated $20,232,845
- COMMODORE CAPITAL LP added 3,650,000 shares (+27.3%) to their portfolio in Q3 2025, for an estimated $19,053,000
- EVENTIDE ASSET MANAGEMENT, LLC removed 2,682,083 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $9,280,007
- FINEPOINT CAPITAL LP removed 2,117,646 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $7,327,055
- TCG CROSSOVER MANAGEMENT, LLC added 1,810,351 shares (+inf%) to their portfolio in Q3 2025, for an estimated $9,450,032
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,738,255 shares (-60.4%) from their portfolio in Q3 2025, for an estimated $9,073,691
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$RLAY Analyst Ratings
Wall Street analysts have issued reports on $RLAY in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- HC Wainwright & Co. issued a "Buy" rating on 08/26/2025
- Raymond James issued a "Strong Buy" rating on 08/08/2025
To track analyst ratings and price targets for $RLAY, check out Quiver Quantitative's $RLAY forecast page.
$RLAY Price Targets
Multiple analysts have issued price targets for $RLAY recently. We have seen 4 analysts offer price targets for $RLAY in the last 6 months, with a median target of $14.5.
Here are some recent targets:
- Eva Fortea Verdejo from Wells Fargo set a target price of $6.0 on 11/07/2025
- Brad Canino from Guggenheim set a target price of $15.0 on 09/04/2025
- Robert Burns from HC Wainwright & Co. set a target price of $14.0 on 08/26/2025
- Dane Leone from Raymond James set a target price of $19.0 on 08/08/2025
Full Release
Efficacy data remain consistent with previous disclosures, showing 10.3-month median PFS in all patients and 11.4-month median PFS in 2L patients
Subset analyses show broad activity in patients with PI3Kα-mutated, HR+/HER2- metastatic breast cancer, regardless of prior fulvestrant or other SERD exposure, or ESR1 mutation status
Phase 3 ReDiscover-2 trial in CDK4/6-experienced breast cancer ongoing
CAMBRIDGE, Mass., Dec. 12, 2025 (GLOBE NEWSWIRE) -- Relay Therapeutics, Inc. (Nasdaq: RLAY), a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease, today announced a subset analysis of interim clinical data for zovegalisib (RLY-2608), the first known investigational allosteric, pan-mutant and isoform-selective inhibitor of PI3Kα. These data are being presented today at the 2025 San Antonio Breast Cancer Symposium (SABCS).
“Data presented today demonstrate the robust activity of zovegalisib + fulvestrant across subgroups of patients whose baseline characteristics are known to affect outcomes, such as prior fulvestrant or SERD and ESR1 mutation status,” said Don Bergstrom, M.D., Ph.D., President of R&D at Relay Therapeutics. “The broad range of activity highlights the importance of selectively targeting the driver of disease, mutant PI3Kα, and gives us confidence that the data observed to date should translate to our ongoing Phase 3 trial, ReDiscover-2.”
ReDiscover – Zovegalisib First-in-Human Study
Zovegalisib is currently being evaluated in ReDiscover, an ongoing first-in-human study, which was designed to evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics and preliminary antitumor activity of zovegalisib in combination with fulvestrant, and in combination with fulvestrant and CDK inhibitors.
As of the data cut-off date of October 15, 2025, 118 patients had enrolled into the zovegalisib + fulvestrant arm of the ReDiscover study. Across all doses, all patients had received a significant level of prior therapy in the advanced setting, including at least one prior endocrine therapy and at least one prior CDK4/6 inhibitor. Among the 64 patients who received 600mg twice daily (BID) fasted, 44% of patients (n=28) had received two or more prior lines of therapy, 52% of patients (n=33) had received prior SERD (includes fulvestrant or oral SERD), and 29% of patients (n=18) had detectable ESR1 mutations at baseline.
Efficacy Consistent Across Subset Populations
The data cut-off date was October 15, 2025 for this analysis. The total efficacy population consisted of 52 zovegalisib + fulvestrant patients who received 600mg BID fasted and did not have a PTEN or AKT co-mutation. Median follow-up was 20.2 months.
The median progression free survival (PFS) was 10.3 months for all patients. Among the total of 31 patients with measurable disease, objective response rate (ORR) was 39%. For second line (2L) patients, median PFS was 11.4 months and ORR was 47%.
Efficacy was generally consistent across other subsets of patients. For patients who received prior SERD, median PFS was 11.4 months and ORR was 44% (7/16), and for patients who had a detectable ESR1 mutation at baseline, median PFS was 8.8 months and ORR was 60% (6/10).
The overall tolerability profile remained consistent with mutant-selective PI3Kα inhibition, with treatment-related adverse events that were mostly low-grade, manageable and reversible.
Anticipated Zovegalisib Next Steps
-
Breast Cancer
- Continued enrollment of Phase 3 ReDiscover-2 trial of zovegalisib + fulvestrant in PI3Kα-mutated, CDK4/6 pre-treated, HR+/HER2- advanced breast cancer
- Continued dose escalation in Phase 1/2 ReDiscover trial, advancing triplet cohorts that will inform which regimen could be used in a future frontline metastatic trial
-
Vascular Malformations
-
Continued enrollment of ongoing Phase 1/2 ReInspire clinical trial in vascular malformations
-
Continued enrollment of ongoing Phase 1/2 ReInspire clinical trial in vascular malformations
The data presentation from SABCS is available on the Relay Therapeutics website in the “Publications/Presentations” section through the following link: https://relaytx.com/publications/.
About Zovegalisib
Zovegalisib is the lead program in Relay Therapeutics’ efforts to discover and develop mutant selective inhibitors of PI3Kα, the most frequently mutated kinase in all cancers and all vascular malformations. Zovegalisib has the potential, if approved, to address nearly 500,000 patients in the United States, one of the largest patient populations for a precision medicine.
Traditionally, the development of PI3Kα inhibitors has focused on the active, or orthosteric, site. The therapeutic index of orthosteric inhibitors is limited by the lack of clinically meaningful selectivity for mutant versus wild-type (WT) PI3Kα and off-isoform activity. Toxicity related to inhibition of WT PI3Kα and other PI3K isoforms results in sub-optimal inhibition of mutant PI3Kα with reductions in dose intensity and frequent discontinuation. The Dynamo ® platform enabled the discovery of zovegalisib, the first known allosteric, pan-mutant, and isoform-selective PI3Kα inhibitor, designed to overcome these limitations. Relay Therapeutics solved the full-length cryo-EM structure of PI3Kα, performed computational long time-scale molecular dynamic simulations to elucidate conformational differences between WT and mutant PI3Kα, and leveraged these insights to support the design of zovegalisib. Zovegalisib is currently being evaluated in multiple metastatic breast cancer studies and a first-in-human study designed to treat patients with PIK3CA (PI3Kα) mutation driven vascular malformations. For more information on zovegalisib, please visit here.
About Relay Therapeutics
Relay Therapeutics (Nasdaq: RLAY) is a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease. Relay's Dynamo ® platform integrates an array of leading-edge computational and experimental approaches designed to drug protein targets that have previously been intractable or inadequately addressed. The company’s lead clinical asset, zovegalisib, is the first pan-mutant selective PI3Kα inhibitor to enter clinical development and is currently in a Phase 3 clinical trial (ReDiscover-2) in HR+/HER2- metastatic breast cancer. Zovegalisib is also being investigated in a group of genetic disease indications called PI3Kα-driven vascular malformations. Relay's pipeline also includes late-stage research programs for NRAS-driven solid tumors and Fabry disease. For more information, please visit www.relaytx.com or follow us on LinkedIn .
Cautionary Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, implied and express statements regarding Relay Therapeutics’ strategy, business plans and focus; the progress and timing of the clinical development of the programs across Relay Therapeutics’ portfolio; the expected therapeutic benefits and potential efficacy and tolerability of zovegalisib , both as a monotherapy and in combination with other agents, and its other programs; the clinical data for zovegalisib; the interactions with regulatory authorities and any related approvals; and the potential market opportunity for zovegalisib. The words “may,” “might,” “will,” “could,” “would,” “should,” “plan,” “anticipate,” “intend,” “believe,” “expect,” “estimate,” “seek,” “predict,” “future,” “project,” “potential,” “continue,” “target” and similar words or expressions, or the negative thereof, are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words.
Any forward-looking statements in this press release are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and important factors that may cause actual events or results to differ materially from those expressed or implied by any forward-looking statements contained in this press release, including, without limitation, risks associated with: the impact of global economic uncertainty, geopolitical instability and conflicts, or public health epidemics or outbreaks of an infectious disease on countries or regions in which Relay Therapeutics has operations or does business, as well as on the timing and anticipated results of its clinical trials, strategy, future operations and profitability; the delay or pause of any current or planned clinical trials or the development of Relay Therapeutics’ drug candidates; the risk that the preliminary or interim results of its preclinical or clinical trials may not be predictive of future or final results in connection with future clinical trials of its product candidates and that interim and early clinical data may change as more patient data become available and are subject to audit and verification procedures; Relay Therapeutics’ ability to successfully demonstrate the safety and efficacy of its drug candidates; the timing and outcome of its planned interactions with regulatory authorities; and obtaining, maintaining and protecting its intellectual property. These and other risks and uncertainties are described in greater detail in the section entitled “Risk Factors” in Relay Therapeutics’ most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q, as well as any subsequent filings with the Securities and Exchange Commission. In addition, any forward-looking statements represent Relay Therapeutics' views only as of today and should not be relied upon as representing its views as of any subsequent date. Relay Therapeutics explicitly disclaims any obligation to update any forward-looking statements. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements.
Contact:
Pete Rahmer
[email protected]
Media:
Dan Budwick
1AB
973-271-6085
[email protected]