Relay Therapeutics, Inc.

这些是单季度数字，不是滚动一年——本站其他地方的数字覆盖十二个月，会大得多。季节性业务在两者之间摆动很大：ServiceNow 在十二月季度赚 20 亿美元自由现金流，在六月季度只有 5 亿。

对比对象是去年同一季度，而不是分析师预测。要说“超预期”或“不及预期”需要一致预期数据，那是我们没有的授权数据——而搞错它比不提更糟。

管理层说了什么

“This quarter, we are very pleased by the pace of enrollment of our ReDiscover-2 trial for second-line breast cancer and also look forward to sharing updated ReInspire data for vascular anomalies at ASH. In addition, we continue to prepare for our frontline breast cancer trial testing the selective-selective combination of zovegalisib and atirmociclib, and we were highly encouraged by the data we saw from Pfizer’s FourLight-1 trial, which we believe showed the potential advantage of a CDK4-selective approach,”

逐字引自公告，且只在文件将其归于具名人士时才展示。

股价作何反应

公告在开盘前或收盘后发布，因此区间从公告日前一个交易日的收盘价到公告日之后那个交易日的收盘价——无论哪种情况，反应都包含在内。

Relay Therapeutics, Inc. 做什么

Relay Therapeutics (Nasdaq: RLAY) is a clinical-stage, small molecule precision medicine company developing potentially life-changing therapies for patients living with cancer and genetic disease. Relay Therapeutics’ Dynamo® platform integrates an array of leading-edge computational and experimental approaches designed to drug protein targets that have previously been intractable or inadequately addressed. Relay Therapeutics’ lead clinical asset, zovegalisib, is the first pan-mutant selective PI3Kα inhibitor to enter clinical development and is currently in a Phase 3 clinical trial (ReDiscover-2) in HR+/HER2- metastatic breast cancer. Zovegalisib is also being investigated in a group of genetic disease indications called PI3Kα-driven vascular anomalies. Relay Therapeutics’ pipeline also includes programs for NRAS-driven solid tumors, Fabry disease, and TIE2-driven vascular anomalies.

公司自己的描述，取自公告末尾。