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    Brendan Smith and Sean Lee

    Research Analyst at Cowen and Company and Morgan Stanley

    Research did not yield verifiable LinkedIn profiles or specific analyst performance data for Brendan Smith at Cowen and Company or Sean Lee at Morgan Stanley. There is no published evidence of Brendan Smith holding an equity research analyst role at Cowen, nor of Sean Lee serving as an analyst at Morgan Stanley based on the latest available public information and conference rosters. No career timelines, specific covered companies, performance metrics, or professional credentials such as FINRA licenses could be confirmed for these individuals in these roles.

    Brendan Smith and Sean Lee's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

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

    Question

    Brendan from Cowen and Sean from Morgan Stanley inquired about the upcoming FAP data, asking what would constitute a successful readout and if the polyp reduction seen to date could support regulatory approval.

    Answer

    Chief R&D and Commercial Officer Najat Khan noted that with no approved therapeutics for FAP and off-label drugs showing 20-30% polyp reduction, Recursion is looking for a meaningful improvement. She stated that while initial data is promising, the company will await data from a broader patient population later this year before having substantive conversations with regulators about the path to approval.

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