Relay Therapeutics, Inc. (RLAY) Presents at Wells Fargo 21st Annual Healthcare Conference Prepared Remarks Transcript

Relay Therapeutics, Inc. ( RLAY ) Wells Fargo 21st Annual Healthcare Conference September 8, 2026 1:30 PM EDT Company Participants Peter Rahmer - Chief Corporate Development Officer Imogen Pryce - Chief Operating Officer of R&D Conference Call Participants Eva Fortea-Verdejo - Wells Fargo Securities, LLC, Research Division Presentation Eva Fortea-Verdejo Wells Fargo Securities, LLC, Research Division Perfect. So welcome to our next session of our Wells Fargo Healthcare Conference. I'm Eva Fortea, one of the biotech analysts here. And we have with us Imogen, Chief Operating Officer; and PETE , Chief Corporate Development Officer of Relay Therapeutics. Peter Rahmer Chief Corporate Development Officer Thank you for having us. Yes, great to be here. Eva Fortea-Verdejo Wells Fargo Securities, LLC, Research Division Awesome. So maybe we can start with kind of lay of the land, past 12 months, next 12 months, what's up for Relay? Peter Rahmer Chief Corporate Development Officer Yes. Yes. And thanks again for having us. Great to be here. Great way to kick off the fall season. So over the next 12 months, coming off a very exciting first 9 months of the year for us, made a number of disclosures across both vascular anomalies and breast cancer. We're able to fortify the balance sheet. And now as we look forward, we're really moving into the next leg of growth here as we start preparing to become a commercial company. And I think a lot of that will be underpinned by additional disclosures and clarity on the regulatory path forward in both breast cancer and [ DAs ]. Specifically, we've guided to regulatory updates for both frontline breast cancer Phase III trial, which we intend to start early next year. And so we'll go have a regulatory interaction before the end of this year and report back out on how that goes. Similarly, with vascular anomalies, that program is going quite well and quite fast from a development perspective.