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Relay Therapeutics’ RLY-2608 Shows Promising 11-Month PFS in Breast Cancer

On Monday, Relay Therapeutics Inc. (NASDAQ:RLAY) announced updated interim clinical data for RLY-2608, which is the company’s investigational allosteric, pan-mutant, and isoform-selective inhibitor of PI3Kα. Presented at the ASCO 2025 Annual Meeting, the data, with a median follow-up of 12.5 months, remained consistent with findings shared earlier in December 2024.

A chemist arranging containers of compounds, ready for the commercialization process.

The study showed a median progression-free survival/PFS of 11 months in second-line (2L) patients with PI3Kα-mutated, HR+, HER2- locally advanced or metastatic breast cancer who received RLY-2608 at 600mg twice daily/BI in combination with fulvestrant. The overall median PFS across all patients was 10.3 months. For the 52 patients who received the recommended Phase 3 dose (RP3D) and did not have a PTEN or AKT co-mutation, the median PFS was 18.4 months for those with kinase mutations and 8.5 months for those with non-kinase mutations.

The clinical benefit rate was 67% across all evaluable patients, with 39% achieving a confirmed objective response rate among those with measurable disease. Notably, 81% of patients experienced tumor reductions. RLY-2608 showed a well-differentiated tolerability profile, with mostly low-grade treatment-related adverse events (TRAEs) that were manageable. A 92% median dose intensity was maintained, and only two patients discontinued treatment due to TRAEs.

Relay Therapeutics plans to initiate the pivotal Phase 3 ReDiscover-2 (NCT06982521) study of RLY-2608 + fulvestrant in mid-2025. Additionally, dose escalation is ongoing for next-gen triplet combinations of RLY-2608 with atirmociclib (Pfizer’s CDK4-selective inhibitor) and ribociclib in front-line breast cancer regimens.

Relay Therapeutics Inc. (NASDAQ:RLAY) operates as a clinical-stage precision medicines company. It transforms the drug discovery process by enhancing small-molecule therapeutic discovery in targeted oncology and genetic disease indications.

While we acknowledge the potential of RLAY to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than RLAY and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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