RLAY 最新10-Q变化
将 RLAY 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-06 与上一份 10-Q · 2026-05-05
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +20 | −12 | ~20 | 76 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 风险因素 | 文字有新增/删除 | +47 | −36 | ~28 | 408 |
| 其他信息 | 文字有新增/删除 | +2 | −1 | 0 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-06
Clinical Data. In May 2026, we announced initial clinical data from the ReInspire Trial, which we believe demonstrate that zovegalisib has potential for differentiated safety and efficacy in patients with PIK3CA-driven vascular anomalies.
In May 2026, we completed a public offering, or the May 2026 Offering, of 26,354,167 shares of common stock, which share amount includes the exercise in full of the underwriters' option to purchase an additional 3,437,500 shares, at an offering price of $12.00 per share. We received proceeds of $296…
Two of our product candidates are in clinical development. We also have earlier stage programs across both precision oncology and genetic diseases. Costs incurred for these programs include costs incurred to support our discovery research and translational science efforts up to the initiation of fir…
The following table summarizes our results of operations for the three months ended June 30, 2026 and 2025:
During the three months ended June 30, 2026 the Company recognized $0.4 million of revenue from the Elevar Agreement, specifically upon transfer of active pharmaceutical ingredient and other materials.
相对上期删除的文字 · 来源:10-Q · 2026-05-05
operations through private placements of preferred stock and common stock, convertible debt, and proceeds from public offerings of our common stock.
Our lead product candidate is in clinical development. We also have earlier stage programs across both precision oncology and genetic diseases. Costs incurred for these programs include costs incurred to support our discovery research and translational science efforts up to
the initiation of first-in-human clinical development. Platform research and other research and development activities include costs that are not specifically allocated to active product candidates, including facilities costs, depreciation expense, and other costs. Employee expenses include salary, …
Comparison of the three months ended March 31, 2026 and 2025
The following table summarizes our results of operations for the three months ended March 31, 2026 and 2025:
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-08-06
We rely on third-party manufacturers and service providers that operate in China, and evolving U.S. national security and supply-chain restrictions could materially adversely affect our development programs and future commercialization efforts.
We currently rely on third-party CMOs and other vendors located outside the United States, including entities that operate in China, for the manufacture of clinical trial materials and the provision of certain development-related services. For example, we currently rely on WuXi AppTec Co. Ltd. and/o…
On December 18, 2025, the National Defense Authorization Act for Fiscal Year 2026, or the NDAA, was enacted, which includes Section 851, commonly referred to as the “BIOSECURE Act.” The BIOSECURE Act restricts U.S. government agencies from procuring biotechnology equipment or services produced or pr…
Under the BIOSECURE Act, BCCs are identified through two pathways. First, an entity included on the U.S. Department of Defense’s, or the DoD’s, 1260H List of “Chinese military companies” will be designated a BCC if the Office of Management and Budget, or OMB, determines that the entity is to any ext…
On June 11, 2026, WuXi AppTec filed a complaint against DoD in the U.S. District Court for the District of Columbia, challenging its inclusion on the 1260H List as unsupported by the applicable statutory criteria and seeking to have the designation vacated. We cannot predict the outcome of this liti…
相对上期删除的文字 · 来源:10-Q · 2026-05-05
future. We expect to continue to incur significant expenses and operating losses over the next several years and for the foreseeable future. Our prior losses, combined with expected future losses, have had and will continue to have an adverse effect on our stockholders’ deficit and working capital.
we may be required to relinquish rights to some of our technologies or product candidates or otherwise agree to terms unfavorable to us, any of which may have a material adverse effect on our business, operating results and prospects.
Until such time, if ever, as we can generate substantial product revenues, we expect to finance our cash needs through a combination of private and public equity offerings, debt financings, collaborations, strategic alliances and licensing arrangements. We do not have any committed external source o…
and economic uncertainty. There can be no assurance that future credit and financial market instability and a deterioration in confidence in economic conditions will not occur.
following work product assigned to us: the composition of matter, method of use, and method of manufacture of certain compounds directed to a Category 1 Target, as set forth in the DESRES Agreement.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-06
The following table describes, for the three month period ended June 30, 2026, each trading arrangement for the sale or purchase of our securities adopted, materially modified, or terminated by our directors and officers that is a contract, instruction, or written plan intended to satisfy the affirm…
The earlier of (i) 03/31/2027 and (ii) the completed sale of the maximum shares subject to the plan.
相对上期删除的文字 · 来源:10-Q · 2026-05-05
During the three months ended March 31, 2026, none of our directors or officers adopted, materially modified, or terminated any contract, instruction, or written plan for the purchase or sale of our securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under th…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议