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    Brendan Smith and Alec Stranahan

    SMid-Cap Biotech Analyst at Cowen and Company and BofA Securities

    Alec Stranahan is a SMid-Cap Biotech Analyst at BofA Global Research, specializing in biotechnology firms within the small and mid-cap market segment. He is known for his research coverage and investment ratings on companies such as Recursion Pharmaceuticals, where his recommendations are tracked on financial platforms like TipRanks. Stranahan's career reflects his expertise in biotech research, but detailed historical employment or quantitative performance metrics are not publicly available. His credentials include advanced academic training with a PhD, aligning with industry standards for equity research analysts in biotechnology. Brendan Smith is an Equity Research Analyst at TD Cowen, similarly focused on the biotech sector and providing stock ratings for companies such as Recursion Pharmaceuticals; his broader career history and credential details beyond current role are not fully disclosed.

    Brendan Smith and Alec Stranahan's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

    Brendan Smith and Alec Stranahan's questions to RECURSION PHARMACEUTICALS (RXRX) leadership • Q2 2025

    Question

    Brendan from Cowen and Alec from BofA Securities asked how multiomic profiling for the RBM39 program will influence future patient enrollment and about the key differentiators of RBM39 versus other CDK-targeting assets.

    Answer

    Chief R&D and Commercial Officer Najat Khan explained that the multiomic approach revealed the target's importance across various replication stress pathways, which informed patient selection for the monotherapy dose escalation. She noted that further honing of the patient population will be based on incoming data. Khan differentiated RBM39 by stating it is not a kinase, unlike CDK12, and thus avoids the homology challenges with CDK13, offering better selectivity.

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