Relay Therapeutics Releases Updated Interim Data on RLY-2608, Showing Encouraging Progression-Free Survival in PI3Kα-Mutated Breast Cancer Patients (2025)

Updated data show consistent median progression-free survival in patients with PI3Kα-mutated breast cancer; pivotal study planned for 2025.

Quiver AI Summary

Relay Therapeutics announced updated interim clinical data for RLY-2608, an investigational inhibitor of PI3Kα designed for patients with PI3Kα-mutated, HR+/HER2- metastatic breast cancer. The data, presented at the ASCO 2025 Annual Meeting, show a median progression-free survival (PFS) of 11.0 months in second-line patients receiving RLY-2608 in combination with fulvestrant, highlighting the potential benefits of this treatment over current options. The company plans to initiate a pivotal Phase 3 trial, ReDiscover-2, in mid-2025. Additionally, combination studies involving RLY-2608 with other therapies like atirmociclib and ribociclib are ongoing, and the treatment has demonstrated a manageable tolerability profile with low-grade adverse events. Relay Therapeutics emphasizes the necessity of novel treatment options for patients with PI3Kα mutations, given the historical stagnation in effective therapies for this demographic.

Potential Positives

  • Updated interim clinical data for RLY-2608 show a median progression free survival (PFS) of 11.0 months in second line (2L) patients with PI3Kα-mutated, HR+, HER2- metastatic breast cancer, indicating promising efficacy.
  • The upcoming initiation of the pivotal Phase 3 study, ReDiscover-2, reinforces the company's commitment to advancing its clinical programs.
  • RLY-2608 demonstrates a well-tolerated safety profile with mostly low-grade treatment-related adverse events, supporting its potential as a favorable treatment option compared to standard care.
  • The potential market opportunity for RLY-2608, which could address over 300,000 patients annually in the U.S., highlights its significance in the oncology landscape.

Potential Negatives

  • Updated data shows a median progression-free survival (PFS) of only 10.3 months overall, indicating limited efficacy of the treatment, especially in a field where advancements have been stagnant for the past decade.
  • The RLY-2608 + fulvestrant arm primarily consists of patients who have received a significant level of prior therapy, which could suggest the treatment's effectiveness may be limited to a very specific and previously heavily treated subset of patients.
  • The therapeutic benefits and potential efficacy of RLY-2608 remain in the clinical trial phase, indicating that the drug has not yet reached the market, which may impact the company's financial outlook and investor confidence.

FAQ

What is RLY-2608 and its significance?

RLY-2608 is an investigational allosteric, pan-mutant and isoform-selective inhibitor of PI3Kα for treating specific breast cancer types.

What were the latest PFS results for RLY-2608?

The updated interim data show a median progression-free survival of 10.3 months overall and 11.0 months for second-line patients.

When will the Phase 3 ReDiscover-2 trial begin?

The Phase 3 study of RLY-2608 combined with fulvestrant is planned to initiate in mid-2025.

How well tolerated is RLY-2608 in patients?

RLY-2608 combined with fulvestrant showed a generally well-tolerated profile with mostly low-grade treatment-related adverse events.

What are the next steps for Relay Therapeutics?

Relay Therapeutics will continue dose escalation studies and initiate the ReDiscover-2 Phase 3 trial for RLY-2608.

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 43 times in the past 6 months. Of those trades, 0 have been purchases and 43 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 8 sales selling 751,928 shares for an estimated $3,263,322.
  • PETER RAHMER (See remarks) has made 0 purchases and 10 sales selling 139,123 shares for an estimated $589,318.
  • DONALD A BERGSTROM (President, R&D) has made 0 purchases and 7 sales selling 113,655 shares for an estimated $463,357.
  • THOMAS CATINAZZO (Chief Financial Officer) has made 0 purchases and 12 sales selling 87,856 shares for an estimated $362,492.
  • BRIAN ADAMS (Chief Legal Officer) has made 0 purchases and 6 sales selling 69,663 shares for an estimated $294,068.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$RLAY Hedge Fund Activity

We have seen 109 institutional investors add shares of $RLAY stock to their portfolio, and 109 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • POINT72 ASSET MANAGEMENT, L.P. added 9,234,314 shares (+579.8%) to their portfolio in Q1 2025, for an estimated $24,193,902
  • BRAIDWELL LP removed 3,499,427 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $14,417,639
  • VANGUARD GROUP INC removed 2,924,789 shares (-19.5%) from their portfolio in Q1 2025, for an estimated $7,662,947
  • NORGES BANK added 2,462,536 shares (+74.2%) to their portfolio in Q4 2024, for an estimated $10,145,648
  • KYNAM CAPITAL MANAGEMENT, LP added 2,063,292 shares (+206.3%) to their portfolio in Q1 2025, for an estimated $5,405,825
  • FIRST LIGHT ASSET MANAGEMENT, LLC removed 1,542,406 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $6,354,712
  • ADAGE CAPITAL PARTNERS GP, L.L.C. removed 1,400,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $3,668,000

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Full Release




Updated interim data remain consistent, showing 10.3-month median PFS overall and 11.0-month median PFS in 2L patients with PI3Kα-mutated, HR+/HER2- metastatic breast cancer




Data continue to support planned initiation of pivotal study in mid-2025




Next-generation triplet combinations with atirmociclib (CDK4-selective) & ribociclib ongoing



CAMBRIDGE, Mass., June 02, 2025 (GLOBE NEWSWIRE) --

Relay Therapeutics, Inc.

(Nasdaq: RLAY), a clinical-stage precision medicine company transforming the drug discovery process by combining leading-edge computational and experimental technologies, today announced updated interim clinical data for RLY-2608, the first known investigational allosteric, pan-mutant and isoform-selective inhibitor of PI3Kα. The updated data have a median duration of follow-up of 12.5 months and remain consistent with data shared in December 2024. They show a median progression free survival (PFS) of 11.0 months in second line (2L) patients with PI3Kα-mutated, HR+, HER2- locally advanced or metastatic breast cancer who received RLY-2608 600mg twice daily (BID) + fulvestrant. These data are being presented today at the American Society of Clinical Oncology (ASCO) 2025 Annual Meeting.



“The treatment options for CDK4/6-experienced patients with PI3Kα mutations has not meaningfully advanced in the past 10 years and recent data disclosures and trial discontinuations highlight the level of unmet need in this population. We are encouraged by the consistency of these updated RLY-2608 + fulvestrant data, which continue to show the potential benefit of a mutant-selective PI3Kα inhibitor for improving both the tolerability profile and progression free survival compared to standard of care,” said Don Bergstrom, M.D., Ph.D., President of R&D at Relay Therapeutics. “We look forward to starting the first mutant-selective PI3Kα Phase 3 trial, ReDiscover-2, in the middle of this year.”




ReDiscover – RLY-2608 First-in-Human Study



RLY-2608 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 RLY-2608 in combination with fulvestrant, and in combination with fulvestrant and ribociclib or atirmociclib (Pfizer’s selective CDK4 inhibitor).



The RLY-2608 + fulvestrant arm of the study, as of the March 26, 2025 interim data cut-off for this arm, had enrolled 118 patients with PI3Kα-mutated, HR+, HER2- locally advanced or metastatic breast cancer across all doses in both the dose escalation and dose expansion portions of the study, including 64 patients at the company’s recommended Phase 3 dose (RP3D) of 600mg BID administered in the fasted state (fasted). Among these 64 patients, 31 had a kinase mutation and 33 had a non-kinase mutation. Twelve patients also had a PTEN or AKT co-mutation and were therefore excluded from the efficacy analysis, consistent with the planned pivotal population.



All RLY-2608 + fulvestrant patients across doses 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 the RP3D, 44% of patients (n=28) had received two or more prior lines of therapy.



The RLY-2608 + atirmociclib + fulvestrant arm of the study, initiated in Q4 2024, continues to enroll patients with PI3Kα-mutated, HR+, HER2- locally advanced or metastatic breast cancer in dose escalation, as does the RLY-2608 + ribociclib + fulvestrant arm.




Promising Efficacy Consistently Demonstrating mPFS Greater Than 10 Months



Among the 52 RLY-2608 + fulvestrant patients who received the RP3D and did not have a PTEN or AKT co-mutation:




  • Median follow-up was 12.5 months


  • The median PFS was 10.3 months for all patients and 11.0 months for 2L patients


    • For 2L patients, median PFS was 18.4 months for patients with kinase mutations and 8.5 months for patients with non-kinase mutations




  • Clinical benefit rate (CBR) was 67% across all patients (35 of 52 CBR-evaluable patients; CBR defined as the proportion of patients with complete response, partial response or stable disease for at least 24 weeks)


  • Among the 31 patients with measurable disease, 12 achieved a partial response (PR) (39% confirmed objective response rate, ORR)


    • 81% of patients experienced tumor reductions (25/31)


    • Among the 15 patients with measurable disease who had a kinase mutation, two thirds achieved a PR (67% confirmed ORR; n=10)


    • Among the 15 patients who had received prior fulvestrant, 6 achieved a PR (40% confirmed ORR)






Maintained Meaningfully Differentiated Tolerability Profile



RLY-2608 + fulvestrant was generally well tolerated in the 118 patients treated across all doses as of the data cut-off date. The overall tolerability profile consisted of mostly low-grade treatment-related adverse events (TRAEs) that were manageable and reversible. Safety outcomes were generally as expected across dose levels based on exposure and consistent with mutant-selective PI3Kα inhibition. Among the 64 patients who received the RP3D:




  • The low rate of TRAE-related dose modifications allowed for 92% median dose intensity


  • Only two patients discontinued treatment due to TRAEs (Grade 1 pruritis; Grade 1 nausea, loss of appetite)


  • The majority of hyperglycemia was Grade 1; only two patients (3%) experienced Grade 3 hyperglycemia; no Grade 4-5 hyperglycemia


  • Only 36% of patients experienced a Grade 3 TRAE; no Grade 4-5 TRAEs




Continued Progression of Front-Line Breast Cancer Regimens

Two front-line triplet regimens are being progressed – one with Pfizer’s investigative selective-CDK4 inhibitor atirmociclib and one with the existing CDK4/6 standard-of-care ribociclib. Dose escalation is ongoing for both arms and both are currently at biologically active doses.




Anticipated RLY-2608 Next Steps




  • Breast Cancer:


    • Initiate Phase 3 ReDiscover-2 (NCT06982521) study of RLY-2608 + fulvestrant in mid-2025


    • Continue dose escalation for additional breast cancer combination arms




  • Vascular Malformations:


    • Continue enrollment of Ph1/2 ReInspire study in vascular malformations





The data presentation from ASCO is available on the Relay Therapeutics website in the “Publications/Presentations” section through the following link:https://relaytx.com/publications/.




About RLY-2608



RLY-2608 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, with oncogenic mutations detected in about 14% of patients with solid tumors. RLY-2608 has the potential, if approved, to address more than 300,000 patients per year in the United States, one of the largest patient populations for a precision oncology 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 RLY-2608, 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 RLY-2608. RLY-2608 is currently being evaluated in a first-in-human study designed to treat patients with advanced solid tumors with a PIK3CA (PI3Kα) mutation. For more information on RLY-2608, please visit here.




About Relay Therapeutics



Relay Therapeutics (Nasdaq: RLAY) is a clinical-stage precision medicine company transforming the drug discovery process by combining leading-edge computational and experimental technologies with the goal of bringing life-changing therapies to patients. As the first of a new breed of biotech created at the intersection of complementary techniques and technologies, Relay Therapeutics aims to push the boundaries of what’s possible in drug discovery. Its 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. Relay Therapeutics’ initial focus is on enhancing small molecule therapeutic discovery in targeted oncology and genetic disease indications. For more information, please visit

www.relaytx.com

or

follow us on Twitter

.




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 RLY-2608, both as a monotherapy and in combination with other agents, and its other programs, as well as the clinical data for RLY-2608; the interactions with regulatory authorities and any related approvals; the potential market opportunity for RLY-2608; the cash runway projection and the expectations regarding Relay Therapeutics’ use of capital and expenses. 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


prahmer@relaytx.com




Media:

Dan Budwick

1AB

973-271-6085


dan@1abmedia.com

This article was originally published on Quiver News, read the full story.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Relay Therapeutics Releases Updated Interim Data on RLY-2608, Showing Encouraging Progression-Free Survival in PI3Kα-Mutated Breast Cancer Patients (2025)
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