Relay Therapeutics, Inc. (RLAY) FY2025 10-K Annual Report

Filed: Feb 26, 2026
Health Care
Biological Products, (No Diagnostic Substances)SEC EDGAR

Relay Therapeutics, Inc. (RLAY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 26, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Relay Therapeutics, Inc. FY2025 10-K Analysis

Management Discussion & Analysis

  • Revenue $15.4M in 2025, up $5.3M YoY from $10.0M in 2024, primarily from Elevar Agreement milestones
  • Net loss $276.5M in 2025 vs $337.7M in 2024; operating expenses down to $318.1M from $382.5M; R&D $261.4M vs $319.1M, G&A $56.7M vs $76.6M
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Risk Factors

  • FDA clinical holds risk, with trials subject to suspension due to safety concerns or regulatory noncompliance impacting lead candidate development
  • Enrollment delays from competition with other therapies and limited eligible patients constrain trial timelines and regulatory approvals
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Relay Therapeutics, Inc. FY2025 Key Financial Metrics
XBRL

Revenue

$15M

+53.4% YoY

Net Income

-$276M

+18.1% YoY

Operating Margin

-1971.6%

+175048bp YoY

Net Margin

-1800.6%

+157414bp YoY

ROE

-48.8%

-534bp YoY

Total Assets

$621M

-28.7% YoY

EPS (Diluted)

$-1.61

+31.8% YoY

Operating Cash Flow

-$235M

+5.5% YoY

Source: XBRL data from Relay Therapeutics, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.

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