UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39385 RELAY THERAPEUTICS, INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorpo ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39385 RELAY THERAPEUTICS, INC. (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EX ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March, 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39385 | | Trading | Name of each exchange | | --- | --- | --- | | Title of each class | Symbol(s) | on which registered | | Comm ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number: 001-39385 RELAY THERAPEUTICS, INC. (Exact name of Registrant as specified in its Charter) | Delaware | 47-3923475 | | --- | --- | | (Sta ...

公司发展历程与规划 - 2016年设定愿景，要打造新型生物技术公司，解决未满足的精准医学靶点问题[8],[10],[11] - 2017 - 2020年组建150名全职员工团队，推进2个项目进入临床试验，与基因泰克合作，业务从肿瘤学拓展到遗传病领域[12] - 2021年及以后要在临床和临床前项目实现概念验证，推进更多精准医学项目进入临床，持续提升Dynamo™平台能力[12] 平台优势 - Dynamo™平台可有效针对难治靶点，已有2个临床项目，1个项目2021年进入新药研究申请启用研究阶段，还有5个临床前项目，涉及肿瘤学和遗传病2个治疗领域[22] 产品管线 - 公司产品管线包括FGFR2（RLY - 4008）、PI3Kα（RLY - PI3K1047）、SHP2（RLY - 1971）等项目，各项目针对不同患者群体，如FGFR2项目对应美国每年5 - 15K患者，PI3Kα的H1047突变患者有10 - 50K，SHP2有55 - 90K患者[25] 产品特点 - RLY - 4008对FGFR2选择性超FGFR1超200倍，体内可使肿瘤完全消退，无高磷血症，对耐药机制有活性[43] - 公司PI3Kα抑制剂有异构体和突变体生化选择性，体内抑制肿瘤生长时胰岛素水平增加极小[63],[65] - RLY - 1971对SHP2有750pM IC50抑制能力，化学结构独特，与低剂量AMG - 510联用可使肿瘤深度消退，预计每日一次连续给药[68] 合作情况 - 与基因泰克就RLY - 1971开展全球合作，获7500万美元预付款和2500万美元近期潜在付款，总里程碑金额达6.95亿美元，全球净销售额有低至中个位数百分比特许权使用费，获批联用后有额外特许权使用费，还有美国50 - 50利润分成和选择加入权[71] 未来预期 - 2021年预计有RLY - 4008临床更新、RLY - PI3K1047新药研究申请启用研究，RLY - 1971启动与KRAS G12C联合试验[77],[79] - 截至2020年第三季度末现金及现金等价物7.13亿美元，不包括基因泰克合作的7500万美元预付款[79]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39385 RELAY THERAPEUTICS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 47-3923475 ( ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39385 RELAY THERAPEUTICS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 47-3923475 ( Stat ...