--- title: "RLAY Relay Therapeutics" canonical: "https://supercyclehq.com/stock/relay-therapeutics" type: "stock" dataAsOf: "2026-11-06" ticker: "RLAY" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Relay Therapeutics (RLAY) Relay Therapeutics is an AI-native biotech developing precision cancer medicines. ## AI Exposure Score **70/100, Core.** Relay develops oncology drugs discovered through its Dynamo platform, which combines physics-based protein motion simulation with machine learning. The company exists as a computational-first biotech, though value ultimately hinges on clinical trial results, not compute demand. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $18.60 | | Change 1d | +9.41% | | Change 7d | +1.36% | | Change 30d | +6.84% | | Change 1y | +207.44% | | 52-week high | $20.75 | | 52-week low | $6.05 | | Market cap | $4.1B | | P/E | n/a | | EPS | $-1.50 | | Next earnings | 2026-11-04 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Healthcare | | Headquarters | Cambridge, Massachusetts | | CEO | Sanjiv K. Patel M.A., M.B.A., M.D., MBBS | | Employees | 202 | | Website | https://www.relaytx.com | | Buildout layers | [AI Healthcare](https://supercyclehq.com/category/ai-healthcare) | ## What the company does Relay Therapeutics is an AI-native biotech developing precision cancer medicines. Its Dynamo platform combines physics-based simulations of how proteins move with machine learning, aiming to design drugs against targets that conventional methods struggle to hit. The platform is the product pipeline's engine: protein motion simulation models how disease targets behave in motion, ML-guided lead optimization refines drug candidates, and structure-based drug design AI turns those insights into molecules that enter clinical development. Founded in 2016 and headquartered in Cambridge, Massachusetts, Relay trades on the NASDAQ and employs about 190 people under CEO Sanjiv Patel. ## Role in the AI buildout Relay sits in the AI Healthcare layer as a computational-first drug company. It exists on the premise that simulating protein motion plus machine learning can find medicines others cannot, which makes AI foundational to everything it does. The catch is that value ultimately hinges on clinical trial results, not compute demand: the AI has to produce drugs that work in patients. Supercycle scores its AI exposure at 70 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Stanley Druckenmiller](https://supercyclehq.com/investors/stanley-druckenmiller) | Duquesne Family Office | $6.5M | 0.15% | new | 2026-06-30 | ## Recent news - [Relay Therapeutics Reports Third Quarter 2026 Financial Results and Corporate Updates](https://finance.yahoo.com/healthcare/articles/relay-therapeutics-reports-third-quarter-210500376.html?.tsrc=rss) (source, 2026-11-04) - [Relay Therapeutics to Participate in Three Upcoming Investor Conferences in November](https://finance.yahoo.com/healthcare/articles/relay-therapeutics-participate-three-upcoming-210500613.html?.tsrc=rss) (source, 2026-11-02) - [Relay Therapeutics to Announce Third Quarter 2026 Financial Results and Corporate Highlights on November 4, 2026](https://finance.yahoo.com/healthcare/articles/relay-therapeutics-announce-third-quarter-201200567.html?.tsrc=rss) (source, 2026-10-28) - [Relay Therapeutics (RLAY) Stock Looks Fully Priced On Book Value](https://finance.yahoo.com/healthcare/articles/relay-therapeutics-rlay-stock-looks-061218161.html?.tsrc=rss) (source, 2026-10-08) - [Is Relay Therapeutics (RLAY) Cheap After Its Pullback Or Is The Upside Priced In?](https://finance.yahoo.com/healthcare/articles/relay-therapeutics-rlay-cheap-pullback-021011767.html?.tsrc=rss) (source, 2026-10-08) ## FAQ ### What does Relay Therapeutics do? Relay is a biotech developing precision cancer medicines. Its Dynamo platform combines physics-based protein motion simulation with machine learning to design drugs against difficult targets, feeding its oncology pipeline. ### How is Relay exposed to AI? Foundationally. The company was built as a computational-first biotech, with AI and simulation at the core of how it discovers drugs. Supercycle rates its AI Exposure Score at 70 out of 100. ### What is the Dynamo platform? Dynamo is Relay's drug discovery engine. It simulates how proteins move, applies machine learning to guide lead optimization, and uses structure-based AI design to create drug candidates against targets that static approaches miss. ### Is RLAY a pure play AI stock? Nearly, within biotech. AI drug discovery is the company's entire identity, but its value ultimately depends on clinical trial results rather than AI demand. Its AI Exposure Score is 70 out of 100. ### Where is Relay based and who leads it? Relay Therapeutics is headquartered in Cambridge, Massachusetts, and led by CEO Sanjiv Patel. Founded in 2016, it is a focused team of about 190 people trading on the NASDAQ. --- Source: https://supercyclehq.com/stock/relay-therapeutics. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.