Margin of Safety Dashboard

Relay Therapeutics

RLAY

$
6.62
(
5.2
%)
(
+
5.2
%)
+
167.1
%
17.68
NASDAQ

Last Price

11/17/25, 09:30 AM
 EDT

Margin of Safety

Future Compounder
$
17.68

PORTFOLIO CATEGORY

Modeled fair value

Up to 15%
$4.200 billion

Allocation Suggestion

Modeled fair value

Model Basis

LAST REFINED:
August 18, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • Zovegalisib (RLY-2608) in CDKi-experienced populations with PI3K-alpha mutant HR+/HER2- breast cancer (phase 3)
The current model EXCLUDES the following assets:
  • Zovegalisib in CDKi-naïve populations with PI3K-alpha mutant HR+/HER2- breast cancer (phase 1/2)
  • Zovegalisib in vascular malformations (phase 1/2)
  • RLY-8161 in NRAS mutant tumors (preclinical)
  • Fabry disease asset (preclinical)
  • Lirafugratinib (RLY-4008) commercial royalties in FGFR2 mutant tumors (phase 3, licensed to Elevar Therapeutics)

Research Deep Dive

Last Updated:

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‍Overview

Solt DB Invest will introduce Base Research for our coverage ecosystem over the next month to coincide with third-quarter 2023 earnings announcements. Check back soon!

Technology Platform

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Portfolio

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Opportunities & Advantages

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Challenges & Risks

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Development Risk 

Regulatory Risk 

Commercial Risk 

Dilution Risk 

Valuation Risk 

Geopolitical Risk 

Unique Risks 

Modeling Insights

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News Flow & Timing

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