RECURSION PHARMACEUTICALS (RXRX) Company Report

RXRX announced updated safety and efficacy data from its ongoing Phase 1b/2 trial of REC-4881, an allosteric MEK1/2 inhibitor, as monotherapy in Familial Adenomatous Polyposis (FAP), a condition with no approved pharmacotherapy.
The trial demonstrated rapid and durable reductions in polyp burden, with a median reduction of 43% at Week 13 (on-treatment) and 53% at Week 25 (12 weeks off-treatment).
75% of evaluable patients responded by Week 13, and 82% responded after 3 months off-treatment, indicating a sustained biological effect.
Safety data were consistent with MEK1/2 class effects, predominantly Grade 1/2, with low rates of Grade 3 and no Grade 4/5 events.
RXRX plans to engage the FDA in 1H 2026 to define a potential registration path for REC-4881.

2 days ago

Presentation

Recursion Provides Positive Phase 1b/2 TUPELO Study Update for REC-4881

RXRX

New Projects/Investments

Recursion announced positive updated safety and efficacy results from its ongoing Phase 1b/2 TUPELO study for REC-4881 in Familial Adenomatous Polyposis (FAP).
At week 13, 75% of evaluable patients demonstrated a reduction in total polyp burden, with a median reduction of 43%.
The effects were durable, with 82% of patients remaining responders at week 25 (12 weeks post-therapy), showing a median reduction of 53%.
Safety data for REC-4881 showed primarily Grade 1-2 events, low Grade 3 rates, and no Grade 4-5 events observed, consistent with MEK1/2 inhibitor class expectations.
Recursion plans to engage the FDA in the first half of 2026 to discuss a registration path for REC-4881.

2 days ago

Transcript

Recursion (RXRX) Announces Positive Phase 1b/2 TUPELO Study Results for REC-4881 in FAP

RXRX

Recursion (RXRX) announced positive updated safety and efficacy results from its ongoing Phase 1b/2 TUPELO study evaluating REC-4881 for Familial Adenomatous Polyposis (FAP).
The study demonstrated rapid and substantial efficacy, with a median reduction of 43% in polyp burden by week 13, and 75% of patients responding.
The effects were durable, with 82% of patients remaining responders and a median reduction of 53% in polyp burden at week 25, 12 weeks after stopping therapy. This contrasts with a mean annualized increase of 60% in polyp burden observed in untreated FAP patients.
Safety was consistent with the MEK inhibitor class, primarily grade 1-2 events, with a low rate of grade 3 events and no grade 4 or 5 events reported.
Recursion plans to engage the FDA in H1 2026 to discuss a registration path for REC-4881, which was discovered using its AI-driven phenotypic platform.

2 days ago

Transcript

Recursion Announces Positive Phase 1b/2 Results for REC-4881 in FAP Study

RXRX

New Projects/Investments

Recursion (RXRX) reported positive updated safety and efficacy results from its ongoing Phase 1b/2 TUPELO study evaluating REC-4881 for Familial Adenomatous Polyposis (FAP), a rare disease affecting over 50,000 patients across the U.S. and EU5 with no approved pharmacotherapies.
The study demonstrated rapid and durable efficacy, with a median reduction of 43% in total polyp burden at week 13 (75% response rate) and a deepening to 53% median reduction at week 25 (82% response rate) after 12 weeks off-treatment. This contrasts with natural history analysis showing 87% of untreated FAP patients experience annualized increases in polyp burden.
Safety was consistent with the MEK inhibitor class, with primarily grade 1-2 events, low grade 3 rates, and no grade 4-5 events observed to date.
These results represent the first clinical validation of Recursion's AI-enabled Recursion OS platform, which identified MEK1/2 inhibition as a mechanism to address the underlying biology of FAP.
Recursion plans to engage with the FDA in the first half of 2026 to discuss a potential registrational pathway for REC-4881.

2 days ago

Transcript

Recursion Pharmaceuticals Announces Positive Phase 1b/2 Results for REC-4881 in FAP

RXRX

New Projects/Investments

Recursion Pharmaceuticals announced positive Phase 1b/2 results from the ongoing TUPELO trial of REC-4881, an investigational allosteric MEK1/2 inhibitor for Familial Adenomatous Polyposis (FAP).
REC-4881 (4 mg QD) achieved rapid clinical activity, with 75% of evaluable patients showing reductions in total polyp burden and a 43% median reduction after 12 weeks of treatment.
The treatment demonstrated durable efficacy, with 82% of evaluable patients maintaining a reduction in total polyp burden at Week 25 (12 weeks after completing therapy), showing a 53% median reduction from baseline.
The safety profile was consistent with MEK1/2 inhibition, with the majority of treatment-related adverse events being Grade 1 or 2, Grade 3 events occurring in 15.8% of patients, and no Grade ≥4 TRAEs reported.
Recursion plans to engage the FDA in the first half of 2026 to define a potential registration pathway for REC-4881.

2 days ago

8-K

Recursion Pharmaceuticals Announces CEO Transition and Pipeline Updates

RXRX

CEO Change

New Projects/Investments

Guidance Update

Recursion Pharmaceuticals announced a leadership transition, with Najat Khan becoming CEO and co-founder Chris Gibson transitioning to Board Chair.
The company has secured over $500 million from partners, including a recent $30 million option payment from Roche Genentech, highlighting its proprietary AI platform and 65 petabytes of data.
For its REC-481 (FAP) program, promising early data showed 30-80% polyp reduction in 5 out of 6 patients, with an update expected next month (December 2025) on at least 10 patients.
Recursion has reduced operating costs by 35% without compromising external catalysts, and expects early safety and PK data for its RBM39 program in the first half of 2026, and early combination data for its CDK7 program in 2027.

Nov 18, 2025, 10:30 AM

Transcript

Recursion Pharmaceuticals Announces CEO Transition and Pipeline Updates at Jefferies Conference

RXRX

CEO Change

New Projects/Investments

Guidance Update

Najat Khan has assumed the role of CEO, with Chris Gibson transitioning to Chair of the Board. Khan's strategic priorities include leveraging Recursion's AI platform for differentiated therapeutics, focusing on areas of competitive advantage, and maintaining financial discipline, demonstrated by a 35% reduction in operating costs without impacting key catalysts.
Recursion's platform is distinguished by its proprietary, end-to-end integrated AI tech stack, which includes 40 petabytes of proprietary data out of a total of 65 petabytes, enabling millions of experiments weekly. This unique approach has generated over $500 million in revenue from partnerships to date, including a recent $30 million option payment from Roche Genentech.
Key pipeline updates include an anticipated data readout for the REC-481 (FAP program) next month (December 2025) for at least 10 patients, following promising earlier data showing 30-80% polyp reduction in 5 out of 6 patients. Early combination data for the CDK7 program in ovarian cancer is expected in 2027, and early safety and PK data for the novel RBM39 degrader in solid tumors are projected for the first half of 2026.

Nov 18, 2025, 10:30 AM

Transcript

Recursion Pharmaceuticals Announces New CEO and Provides Business Update

RXRX

CEO Change

Management Change

New Projects/Investments

Najat Khan will assume the role of CEO of Recursion Pharmaceuticals on January 1, with current CEO Chris Gibson transitioning to Board Chair and executive advisor, ensuring leadership continuity.
The integration with Exscientia led to a 35% reduction in the company's expense base, saving over $200 million, while building an end-to-end platform.
Recursion Pharmaceuticals maintains a strong financial position with just under $800 million in cash at the end of the quarter, providing a runway through year-end 2027.
The company anticipates important data readouts for its FAP program later this year and has successfully achieved four out of four milestones in its partnership with Sanofi, with more partnership milestones expected next year.

Nov 11, 2025, 1:00 PM

Transcript

Recursion Pharmaceuticals Announces Incoming CEO and Provides Business Updates

RXRX

CEO Change

M&A

New Projects/Investments

Najat Khan is set to become the CEO of Recursion Pharmaceuticals on January 1, with current CEO Chris Gibson transitioning to the board as chair and executive advisor.
The integration with Exscientia has resulted in a 35% reduction in the expense base, amounting to over $200 million, while maintaining quality.
Recursion has secured over $500 million in partnership inflows and achieved four out of four milestones with Roche and Sanofi, including a $30 million milestone from Roche for a microglia map.
The company reported a cash position of just under $800 million at the end of the quarter, providing a financial runway through year-end 2027 without additional financing.
Key pipeline updates include promising data for the FAP program, showing 30%-80% polyp burden reduction in some patients, with more data expected later this year.

Nov 11, 2025, 1:00 PM

Transcript

Recursion Pharmaceuticals Announces CEO Transition and Financial Outlook

RXRX

CEO Change

Management Change

Guidance Update

Najat Khan will assume the role of CEO at Recursion Pharmaceuticals starting January 1, with current CEO Chris Gibson transitioning to Board Chair and executive advisor, and Rob Hershberg becoming Lead Independent Director and Vice Chair.
The integration with Exscientia has been completed, resulting in a 35% reduction in the expense base, totaling over $200 million.
Recursion Pharmaceuticals reported a cash position of just under $800 million at the end of the quarter, providing a financial runway through year-end 2027 without requiring additional financing.
The company anticipates at least $100 million in partner inflows by year-end 2026 and expects important clinical readouts, including FAP data in December.
Initial monotherapy dose escalation data for the CDK7 inhibitor showed manageable safety with 7% discontinuation, no grade four or five GI toxicity, and some monotherapy activity including a partial response (PR) and stable disease.