ESMO Disclosure Call Materials
September 2022
Confidential | © 2022 Relay Therapeutics | 1 |
Disclaimer
This presentation contains forward-looking statements and information about our current and future prospects and our operations and financial results, which are based on currently available information. All statements other than statements of historical facts contained in this presentation, including statements regarding our strategy, future financial condition, future operations, projected costs, prospects, plans, objectives of management and expected market growth, are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as ''aim,'' ''anticipate,'' ''assume,'' ''believe,'' ''contemplate,'' ''continue,'' ''could,'' ''design,'' ''due,'' ''estimate,'' ''expect,'' ''goal,'' ''intend,'' ''may,'' ''objective,'' "opportunity," ''plan,'' ''predict,'' ''positioned,'' ''potential,'' ''seek,'' ''should,'' ''target,'' ''will,'' ''would'' and other similar expressions that are predictions of or indicate future events and future trends, or the negative of these terms or other comparable terminology. These forward-looking statements include express or implied statements about the initiation, timing, progress and results of our current and future clinical trials and current and future preclinical studies of our product candidates; the timing of disclosures regarding our pipeline and additional clinical data for RLY-4008 and initial clinical data for RLY-2608; the potential therapeutic benefits of our product candidates, including potential efficacy and tolerability, and combination potential of our product candidates; whether preliminary results from our preclinical or clinical trials will be predictive of the final results of the trials or any future clinical trials of our product candidates; the possibility that unconfirmed results from these trials will not be confirmed by additional data as the clinical trials progress; the competitive landscape and market opportunities for our product candidates; the potential strategic benefits under our collaborations; our ability to successfully establish or maintain collaborations or strategic relationships for our product candidates; expectations regarding current and future interactions with the U.S. Food and Drug Administration (FDA); our ability to manufacture our product candidates in conformity with the FDA's requirements; the capabilities and development of our DynamoTM platform; our financial performance; our plans to develop, manufacture and commercialize our current product candidates and any future product candidates; and the implementation of our business model and strategic plans for our business, current product candidates and any future product candidates.
Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements we make due to a number of risks and uncertainties. These and other risks, uncertainties and important factors are described in the section entitled "Risk Factors" in our most recent Annual Report on Form 10-K and most recent Quarterly Report on Form 10-Q, as well as any subsequent filings with the Securities and Exchange Commission. Any forward-looking statements represent our views only as of the date of this presentation and we undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, the occurrence of certain events or otherwise. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements.
Certain information contained in this presentation relates to or is based on studies, publications, surveys and other data obtained from third-party sources and our own internal estimates and research. While we believe these third-party studies, publications, surveys and other data to be reliable as of the date of this presentation, we have not independently verified, and make no representation as to the adequacy, fairness, accuracy or completeness of, any information obtained from third-party sources. In addition, no independent source has evaluated the reasonableness or accuracy of our internal estimates or research and no reliance should be made on any information or statements made in this presentation relating to or based on such internal estimates and research.
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Confidential | © 2022 Relay Therapeutics | 2 |
Relay Tx - New Breed of Biotech
Deep structural | Physics-based | |||||
understanding | simulations | |||||
EXPERIMENTATION | COMPUTATION | |||||
Chemical | AI / ML | |||||
biology insights | ||||||
PEOPLE
Confidential | © 2022 Relay Therapeutics | 3 |
Relay Tx - Extensive Precision Medicine Focused Pipeline
Breast Cancer1
Target | Program | Preclinical | Early Clinical | Late Clinical | Annual US patient # | ||
PI3KαPAN | RLY-26082 | ~8-51K | |||||
RLY-58362 | ~50-156K all solid tumors | ||||||
PI3Kα | |||||||
franchise | PI3KαSPECIFIC | H1047R-specific | ~4-25K | ||||
~15-48K all solid tumors | |||||||
PI3KαOTHER | To be announced | ||||||
CDK2 | Selective CDK2 | ~45K3 | |||||
(Patients receiving CDK4/6i) | |||||||
Tumor Agnostic
Degrader | ERα Degrader |
Undisclosed Target
FGFR2 RLY-4008
Mutant + WT
SHP2 RLY-1971/GDC-1971
~30-195K4 | |
To be announced | |
Breast Cancer | ~8-20K5 |
CCA + other | |
~38-70K6 |
GD
Other | 2 programs | To be announced | |
Genetic | 2 programs | To be announced | |
diseases | |||
Note: Unless otherwise indicated, patient #'s refer to total annual number of US patients with late-line cancers compared to comprehensive annual incidence that may be amenable to treatment with our programs
1. Unless otherwise indicated, all breast cancer patient numbers refer to HR+/HER2- breast cancer tumors 2. RLY-2608 covers H1047X, E542X, E545X hot spots 3. ~45k HR+/HER2- breast cancer patients expected to receive CDK 4/6 inhibitors in adjuvant setting, first-line setting, and second-line setting in 2023, per Decision Resources Breast Cancer Market Forecast, report dated February 2022 4. HR+/HER2- US late-line breast cancer patients compared to HR+/HER2- US incident breast cancer patients 5. FGFR2 altered late-line solid tumors compared to comprehensive annual FGFR2 altered incident solid tumors 6. SHP2 combo only includes KRAS G12C in lung and CRC, EGFR mutations in lung, and ALK fusions in lung
Confidential | © 2022 Relay Therapeutics | 4 |
Relay Tx - Anticipated Milestones
Breast Cancer Franchise | Tumor Agnostic |
RLY-2608 | Selective CDK2 | ERα Degrader |
(PI3KαPAN) | ||
Initial data | Clinical start in | Development candidate |
in 1H 2023 | 4Q 2023 or 1Q 2024 | nomination in 2023 |
Disclosed today
New guidance issued today
RLY-4008GDC-1971
(Selective FGFR2) | (RLY-1971, SHP2) |
Additional data update in 2H 2022
Full dose escalation data | Atezolizumab |
in 1H 2023 | combo trial initiated |
Non-CCA expansion | |
cohorts data in 2023 |
Pivotal cohort full
enrollment in 2H 2023
Confidential | © 2022 Relay Therapeutics | 5 |
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Relay Therapeutics Inc. published this content on 12 September 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 12 September 2022 12:39:05 UTC.