Geopolitics Alpha

8-K - Relay Therapeutics, Inc. (0001812364) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Relay Therapeutics filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: RLAY, XLV, AMGN, GILD, MRNA
  • Market reaction: RLAY −5.8% on the day; XLV −2.4% on the day; RVMD −10.9% on the day

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GEOPOLITICS ALPHA8-K - Relay Therapeutics, Inc.(0001812364) (Filer)RLAYGEOPOLITICS ALPHA

8-K - Relay Therapeutics filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • RLAY Relay Therapeutics

    Named in this report.

Indirectly affected

  • XLV Health Care Select Sector SPDR

    Health Care Select Sector SPDR holds the health sector that Relay Therapeutics belongs to, so it often moves with news about it.

  • AMGN Amgen+17.8% 30d

    Amgen is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news.

  • GILD Gilead Sciences+16.3% 30d

    Gilead Sciences is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news.

  • MRNA Moderna+25.4% 30d

    Moderna is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news.

  • ARGX argenx SE-17.3% 13d

    argenx SE is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news.

  • RVMD Revolution Medicines

    Revolution Medicines is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
RLAY+8.08%-4.19%base-5.75%after closeafter closeafter close
XLV-2.96%-2.66%base-2.36%after closeafter closeafter close
AMGN-3.66%-2.64%base-3.68%after closeafter closeafter close
GILD-5.08%-2.33%base-3.98%after closeafter closeafter close
MRNA-13.80%-14.51%base-6.58%after closeafter closeafter close
ARGX-3.61%-6.09%base-4.01%after closeafter closeafter close
RVMD-4.55%-5.69%base-10.86%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001193125-26-447250 Size: 402 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

Price since this story was published: Relay Therapeutics (RLAY)

CompanyWhenMoveStatus
Amgen (AMGN)that day-3.68%final price
Amgen (AMGN)three days earlier-2.64%final price
Amgen (AMGN)five days earlier-3.66%final price
Argenx Se (ARGX)that day-4.01%final price
Argenx Se (ARGX)three days earlier-6.09%final price
Argenx Se (ARGX)five days earlier-3.61%final price
Gilead Sciences (GILD)that day-3.98%final price
Gilead Sciences (GILD)three days earlier-2.33%final price
Gilead Sciences (GILD)five days earlier-5.08%final price
Moderna (MRNA)that day-6.58%final price
Moderna (MRNA)three days earlier-14.51%final price
Moderna (MRNA)five days earlier-13.80%final price
Relay Therapeutics (RLAY)that day-5.75%final price
Relay Therapeutics (RLAY)three days earlier-4.19%final price
Relay Therapeutics (RLAY)five days earlier+8.08%final price
Revolution Medicines (RVMD)that day-10.86%final price
Revolution Medicines (RVMD)three days earlier-5.69%final price
Revolution Medicines (RVMD)five days earlier-4.55%final price
Select Sector Spdr Tr (XLV)that day-2.36%final price
Select Sector Spdr Tr (XLV)three days earlier-2.66%final price
Select Sector Spdr Tr (XLV)five days earlier-2.96%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Relay Therapeutics, Inc. (0001812364) (Filer)”

Companies tied to this story

  • RLAY Relay Therapeutics

    Relay Therapeutics (RLAY) is linked, with no stored direction, high confidence in the 4 Nov 2026 story “8-K - Relay Therapeutics, Inc. (0001812364) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> RLAY

  • XLV Select Sector Spdr Tr

    In “8-K - Relay Therapeutics, Inc. (0001812364) (Filer),” Select Sector Spdr Tr (XLV) is linked, with no stored direction, medium confidence. Reason on file: Health Care Select Sector SPDR holds the health sector that Relay Therapeutics belongs to, so it often moves with news about it

  • AMGN Amgen

    Amgen (AMGN) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Relay Therapeutics, Inc. (0001812364) (Filer).” Reason on file: Amgen is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news

  • GILD Gilead Sciences

    In “8-K - Relay Therapeutics, Inc. (0001812364) (Filer),” Gilead Sciences (GILD) is linked, with no stored direction, medium confidence. Reason on file: Gilead Sciences is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news

  • MRNA Moderna

    Moderna (MRNA) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Relay Therapeutics, Inc. (0001812364) (Filer).” Reason on file: Moderna is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news

  • ARGX Argenx Se

    Argenx Se (ARGX) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Relay Therapeutics, Inc. (0001812364) (Filer).” Reason on file: argenx SE is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news

  • RVMD Revolution Medicines

    In “8-K - Relay Therapeutics, Inc. (0001812364) (Filer),” Revolution Medicines (RVMD) is linked, with no stored direction, medium confidence. Reason on file: Revolution Medicines is a peer of Relay Therapeutics in biological products, (no diagnostic substances); rivals often move on the same news

How “8-K - Relay Therapeutics, Inc. (0001812364) (Filer)” reaches Relay Therapeutics (RLAY)

Relay Therapeutics (RLAY) is the company in “8-K - Relay Therapeutics, Inc. (0001812364) (Filer),” the 4 Nov 2026 this story story.

Relay Therapeutics (RLAY) is on the page because SEC 8-K filing -> direct issuer disclosure -> RLAY

Also listed, Select Sector Spdr Tr (XLV): Health Care Select Sector SPDR holds the health sector that Relay Therapeutics belongs to, so it often moves with news about it

Price levels for Relay Therapeutics (RLAY)

AMGN traded between 400.20 and 482.39 across 20 sessions. The latest close on file is 478.33. RLAY traded between 17.09 and 18.27 across 1 sessions. The latest close on file is 18.04.

How solid “8-K - Relay Therapeutics, Inc. (0001812364) (Filer)” looks

46 out of 100

“8-K - Relay Therapeutics, Inc. (0001812364) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.