The drug developer revealed data suggesting 400 mg of zovegalisib twice-daily with food performed equivalently to 600 mg twice-daily without food. That removes uncertainty after the last-minute switch, while the reduced pill burden without sacrificing efficacy bolsters the commercial potential in other indications.

I've now deployed $2,500 of my $10,000 goal into Relay Therapeutics ahead of the vascular anomalies data readout in 1H 2026.

I plan to add about $10,000 of principal to my Relay Therapeutics position before the vascular anomalies data readout in 1H 2026.

Investors can expect at least three data readouts for zovegalisib across three unique indications in 2026. The first is this month.

This month's digest recaps the J.P. Morgan Healthcare Conference and previews the upcoming earnings season for Q4 2025.

This month I explore the recent surge in M&A activity, where 2025 ranks from a historical perspective, and evaluate the acquisition potential of the coverage ecosystem.

The former CEOs of Acceleron Pharmaceuticals and Lexicon Pharmaceuticals add deep experience in complex licensing transactions, commercial launches of blockbuster drugs, and acquisitions (hopefully not).

A look at what to expect when companies report third-quarter 2025 operating results beginning in late October and extending through November.

This month I share insights into how I might temporarily downsize or exit Finch Trades positions if the market keeps melting up.

RLY-2608, now known as zovegalisib, has a clear data advantage in CDK inhibitor-experienced HR+/HER2- breast cancer. Although it won't launch until 2029, the commercial opportunity is characterized by an unusual degree of certainty thanks to the pursuit of a kinase mutation label.

A look at what to expect when companies report first-quarter 2025 operating results beginning in late April and extending through May.

Regulators agreed to evaluate a lower dose of RLY-2608 taken with food, instead of a higher dose on an empty stomach, in an upcoming pivotal study.

I previously communicated my intention to deploy my entire Roth IRA contribution to Relay Therapeutics in early 2025. I may have gotten too cute waiting for a better entry point ahead of the JPMorgan Healthcare Conference, but I took advantage of the volatility from Eli Lilly's acquisition of STX-478 to atone my sins.

RLY-2608 has rare blockbuster potential, but a global partnership might be the best path to realizing it. Pipeline guidance suggests the entire breast cancer portfolio could become a packaged deal in 2025.

This is my core long-term position. I'm eager to add more shares ahead of the upcoming safety data readout for the RLY-2608 triplet combination with a CDK inhibitor in late 2024 and lower my cost basis.

This is my core long-term position. I'm eager to add more shares ahead of the upcoming safety data readout for the RLY-2608 triplet combination with a CDK inhibitor in late 2024 and lower my cost basis.

This month I reveal my lessons from the last market bubble and correction, which influences my current strategy. I also beat you over the head as a reminder to avoid FOMO, remain disciplined, and keep your emotions separated from your money.

This is my core long-term position. I'm eager to add more shares ahead of the upcoming safety data readout for the RLY-2608 triplet combination with a CDK inhibitor in late 2024 and lower my cost basis.

This is my core long-term position. I'm eager to add more shares ahead of the upcoming safety data readout for the RLY-2608 triplet combination with a CDK inhibitor in late 2024 and lower my cost basis.

This is my core long-term position. I'm eager to add more shares ahead of upcoming data readouts in late 2024 and lower my cost basis.

The company's prized asset delivered a no-doubter data readout that crushed prior-gen comparisons, but Scorpion Therapeutics quickly cemented itself as a next-gen competitor.

This is my core long-term position. I'm eager to add more shares ahead of upcoming data readouts in late 2024 and lower my cost basis. Here I specifically played the weekend data readout from Scorpion Therapeutics and STX-478.

The precommercial drug developer has scheduled the most important data readout in its history for Monday, September 6 before the market opens. Here's how to interpret the results.

This is my core long-term position. I'm eager to add more shares ahead of upcoming data readouts in late 2024 and lower my cost basis.

If I could only buy one stock in the next few years, then it might be Relay Therapeutics. The upcoming data readouts in the second half of 2024 won't represent an inflection point for the stock price, but should reflect a busier pace of announcements going forward.

The drug developer will have three significant data readouts for RLY-4008 and RLY-2608. Unfortunately for impatient investors, they're all slated for the second half of the year.

The pre-commercial drug developer previously expected to commercialize its lead drug candidate in a rare bile duct cancer ahead of other tumor types, but will now pursue a broader tumor-agnostic approval.

The ReDiscover study evaluating RLY-2608 demonstrated industry-leading safety and tolerability, but initial efficacy data spooked investors. Wall Street is assuming the asset risks lagging the competitive landscape when combined with the chemotherapy drug fulvestrant.

Solt DB Invest previously assigned a significantly higher probability of success (POS) to the pipeline at Relay Therapeutics than the industry average. We're increasing that metric in our modeling, which results in a higher Margin of Safety range

(This is where the idea for Open Coverage was born.) More detailed data for RLY-4008 and a new collaboration with Foundation Medicine (Roche) to develop a companion diagnostic for the asset.

This article explores an abstract for a poster and data presentation at the European Society of Medical Oncology (ESMO) Congress 2022.

Let's circle back around to the Relay Therapeutics pipeline update from June 27.

Some quick thoughts on an update from Relay Therapeutics about preliminary phase 1 clinical data for RLY-4008 (FGFR2).