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    S. Jane

    Research Analyst at Not Disclosed

    S. Jane is an associate on the Private Placement Team at Wellington Management, where she focuses on the origination, underwriting, monitoring, and analysis of globally sourced privately placed debt securities. Her coverage includes privately held companies and credit funds, supporting deal execution and risk assessment for private equity sponsored portfolio companies, subscription facilities, and asset-based leverage facilities. Jane began her career at Moody’s Investors Service as an associate lead analyst and has since held roles at East West Bank and City National Bank, joining Wellington after significant experience in credit underwriting and portfolio management. She holds an M.S. in applied statistics & decision making from Fordham University and a B.S. in business economics from Pace University, with specialized expertise in private credit analysis and underwriting.

    S. Jane's questions to RECURSION PHARMACEUTICALS (RXRX) leadership

    S. Jane's questions to RECURSION PHARMACEUTICALS (RXRX) leadership • FY 2024

    Question

    S. Jane asked about plans to diversify revenue streams beyond current partnerships and about leadership's confidence in successfully bringing its own drug candidates to market.

    Answer

    CFO Ben Taylor stated that while they evaluate other revenue streams, the economic terms of their current pharma partnerships are excellent and set a very high bar to exceed. CEO Christopher Gibson expressed strong confidence in their platform's ability to generate better medicines over time, noting that their broad pipeline of internal and partnered programs mitigates the bimodal risk typical of biotech companies.

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