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    Alex Stranahan

    Senior Analyst in Equity Research at Bank of America

    Alec Stranahan is a Senior Analyst in Equity Research at Bank of America, specializing in US Small- and Mid-cap Biotechnology, with expertise in covering companies such as Novavax, Krystal Biotech, Beam Therapeutics, and Recursion Pharmaceuticals. With a Bank of America tenure beginning in 2018, Stranahan has issued over 39 stock coverage reports and achieved notable performance on recommendations such as a +363% return on Moderna in 2019—2020, though his overall success rate stands at approximately 35–42% with average returns ranging from -4.9% to -12.8%. Stranahan holds a PhD in Molecular Biology from Weill Cornell Medicine, an MBA from Cornell SC Johnson College of Business, and a BS in Molecular Genetics from the University of Vermont. Based in New York, he complements his scientific credentials with equity research experience and industry-recognized securities licenses.

    Alex Stranahan's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

    Alex Stranahan's questions to RECURSION PHARMACEUTICALS (RXRX) leadership • FY 2024

    Question

    Alex Stranahan of Bank of America asked whether new, more efficient AI models diminish the competitive advantage of Recursion's large-scale data and supercomputer, given the immense complexity of biology.

    Answer

    CEO Christopher Gibson responded that while models are becoming more efficient, the extraordinary complexity of biology and chemistry ensures that scale will continue to be a critical advantage. He asserted that Recursion's ability to generate massive, multimodal datasets and leverage its compute power remains a key differentiator that cannot be easily bootstrapped.

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