Earnings summaries and quarterly performance for RECURSION PHARMACEUTICALS.
Research analysts who have asked questions during RECURSION PHARMACEUTICALS earnings calls.
Alex
Citigroup
2 questions for RXRX
Also covers: CYTK, DUK, FUL +5 more
DC
Dennis Cho
Jefferies
2 questions for RXRX
M
Marcel
Not Disclosed
2 questions for RXRX
S
Sean
Oppenheimer & Co. Inc.
2 questions for RXRX
Also covers: EXEL
Alec Stranahan
Bank of America
1 question for RXRX
Also covers: AGIO, ALEC, BEAM +12 more
Alex Straton
Morgan Stanley
1 question for RXRX
Also covers: AEO, ANF, AS +17 more
B
Brendan
BTIG
1 question for RXRX
Also covers: DNA, ONIT, OSUR
BS
Brendan Smith
Stifel, Nicolaus & Company, Incorporated
1 question for RXRX
Also covers: ABCL, ABSI, ARWR +20 more
BS
Brendan Smith and Alec Stranahan
Cowen and Company and BofA Securities
1 question for RXRX
BS
Brendan Smith and Sean Lee
Cowen and Company and Morgan Stanley
1 question for RXRX
DC
Dennis Cho and Mani Foroohar
Jefferies and Leerink Partners
1 question for RXRX
GB
Gil Blum and Sean Lee
Needham & Company and Morgan Stanley
1 question for RXRX
JP
Joe Phillips and Jeff
Not Disclosed / Biovantage
1 question for RXRX
L
Laura
Not Disclosed
1 question for RXRX
Melissa
Not Disclosed
1 question for RXRX
Also covers: ARCO
MP
Multiple Parties
Multiple Financial Institutions
1 question for RXRX
P
Priyanka
JPMorgan Chase & Co.
1 question for RXRX
P
Pujada
JPMorgan Chase & Co.
1 question for RXRX
SJ
S. Jane
Not Disclosed
1 question for RXRX
Vikram
Morgan Stanley
1 question for RXRX
Also covers: NFLX
VP
Vikram Purohit
Morgan Stanley
1 question for RXRX
Also covers: ABSI, ARGX, ARQT +11 more
Recent press releases and 8-K filings for RXRX.
Recursion Pharmaceuticals Reports Q4 2025 Results and Extends Cash Runway
RXRX
Earnings
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals extended its cash runway into early 2028 and reported a 35% year-over-year reduction in pro forma operating expenses for 2025.
- The company achieved a positive clinical proof of concept for REC-4881 (FAP), demonstrating a 43% median polyp burden reduction in Phase II, and plans to initiate FDA engagement in the first half of 2026 for a registrational path.
- Recursion crossed the $500 million milestone in cumulative partner inflows and achieved its fifth milestone with Sanofi, validating its AI-enabled platform.
- For 2026, cash operating expenses are expected to be under $390 million, reflecting continued disciplined execution and platform efficiency, such as synthesizing 90% fewer compounds and completing the process two times faster than industry averages.
2 days ago
Recursion Pharmaceuticals Reports Q4 2025 Highlights, Extends Cash Runway, and Advances Pipeline
RXRX
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Recursion Pharmaceuticals extended its cash runway into early 2028 and reported $754 million in cash at the end of 2025.
- The company achieved a positive Phase 2 clinical proof of concept for REC-4881 in FAP and plans FDA engagement for a registrational path in the first half of 2026.
- Total cash inflows from partnerships exceeded $500 million, including $134 million from Sanofi following the achievement of a fifth milestone.
- For 2026, cash operating expenses are projected to be under $390 million, reflecting a 35% year-over-year reduction in pro forma R&D from 2024 to 2025.
2 days ago
Recursion Pharmaceuticals Reports Q4 2025 Results, Extends Cash Runway, and Advances Clinical Pipeline
RXRX
Earnings
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals ended Q4 2025 with $754 million in cash and extended its cash runway into early 2028.
- The company reported a 35% year-over-year reduction in pro forma R&D from 2024 to 2025, coming in 10% below guidance, and expects 2026 cash operating expenses to be under $390 million.
- Recursion achieved its first positive AI-enabled clinical proof of concept with REC-4881 (FAP) and plans initial FDA engagement for this program in H1 2026.
- The company crossed $500 million in cumulative partner inflows and continues to advance its diversified portfolio, including IND-enabling studies for ENPP1 and PI3K H1047R mutant selected programs with go/no-go decisions expected in H2 2026.
- Platform advancements include a clinical development AI platform demonstrating 1.3 to 1.6x improvement in enrollment rates and the ability to start studies up to three months faster.
2 days ago
Recursion Pharmaceuticals Announces Q4 2025 Financials and Pipeline Updates
RXRX
Earnings
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals ended 2025 with $754 million in cash, providing an expected runway into early 2028. The company reported 2025 cash operating expenses of $399 million, which was 10% below guidance and a ~35% reduction year-over-year, with 2026 cash operating expense expected to be <$390 million.
- The company achieved total partnership inflows exceeding $500 million, including a $30 million milestone from Roche for a microglia map in Q4 2025 and a $7 million milestone from Sanofi for an I&I program in Q2 2025.
- Recursion highlighted REC-4881, an AI-enabled clinical proof-of-concept, demonstrating durable and meaningful polyp reduction with a 43% median reduction and 75% evaluable patient response. Key pipeline decisions include go/no-go decisions for REC-7735 and REC-102 in the second half of 2026.
2 days ago
Recursion Pharmaceuticals Reports Q4 and Full Year 2025 Financial Results and Business Update
RXRX
Earnings
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals, Inc. reported $753.9 million in cash, cash equivalents, and restricted cash as of December 31, 2025, providing an expected cash runway into early 2028 without additional financing.
- The company achieved its first clinical validation of its AI Operating System with REC-4881 in FAP, demonstrating positive preliminary efficacy results in the Phase 2 TUPELO study.
- Total revenue for the fourth quarter of 2025 was $35.5 million and for the full year 2025 was $74.7 million.
- Recursion achieved its fifth program milestone with Sanofi, totaling $134 million in payments to date, and has received $213 million in upfront and milestone payments from its collaboration with Roche and Genentech.
- The expected cash operating expense for 2026 is projected to be less than $390 million.
3 days ago
Recursion Reports Q4 and Full Year 2025 Financial Results and Business Updates
RXRX
Earnings
Guidance Update
New Projects/Investments
- Recursion reported total revenue of $74.7 million for the full year ended December 31, 2025, and a net loss of $644.8 million for the same period.
- The company held $753.9 million in cash and cash equivalents as of December 31, 2025, with an expected cash runway extending into early 2028 without additional financing.
- Recursion achieved its fifth program milestone with Sanofi, bringing total payments from this partnership to $134 million to date, and delivered the first clinical validation of its AI Operating System in FAP.
- Management expects 2026 cash operating expense, excluding partnership inflows and transaction costs, to be less than $390 million, following a 2025 cash operating expense of $399.2 million which was below original guidance.
3 days ago
Recursion Pharmaceuticals Reports Positive Phase 1b/2 TUPELO Trial Results
RXRX
Product Launch
New Projects/Investments
- Recursion Pharmaceuticals reported positive Phase 1b/2 results from its TUPELO trial for REC-4881, an investigational MEK1/2 inhibitor, in familial adenomatous polyposis (FAP) patients.
- The trial demonstrated that REC-4881 achieved a 43% median reduction in polyp burden after 12 weeks of treatment, with 82% of patients maintaining reductions at week 25, representing a 53% median decrease from baseline.
- The company's AI-driven platform identified REC-4881 as the first MEK1/2 inhibitor studied clinically for FAP, a disease affecting over 50,000 patients across the US and EU5 with no approved pharmacotherapy.
- Recursion Pharmaceuticals plans to engage the FDA in the first half of 2026 to define a potential registration pathway and expand trial enrollment.
Jan 29, 2026, 2:25 PM
Recursion Pharmaceuticals Discusses CEO Transition, Financial Outlook, and Pipeline Progress
RXRX
CEO Change
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals announced a smooth CEO transition with Najat Khan succeeding Chris Gibson, who moved to Chairman of the Board, bringing a focus on operational discipline and reducing pro forma spend by 35% from 2024 to 2025.
- The company projects to end 2025 with $755 million in cash and an expected cash runway extending to 2027, supported by an outcomes-based financial management model.
- Recursion has generated over $500 million in cash inflows from partnerships, including recent achievement of four program milestones with Sanofi, validating its platform and providing significant future revenue potential.
- Positive data was announced for REC-4881 in FAP, demonstrating a 43% median reduction in polyp burden within three months, and the company is engaging with the FDA on pivotal trial design.
Jan 16, 2026, 5:45 PM
Recursion Pharmaceuticals Highlights AI-Driven Platform, Cost Efficiency, and Clinical Progress
RXRX
CEO Change
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals (RXRX) leverages an AI and automation-driven platform, possessing over 45 PB of proprietary data, and has generated over $500 million in cash inflows from partnerships with companies such as Roche, Genentech, and Sanofi.
- Following the CEO transition to Najat Khan, the company has implemented operational efficiencies, leading to a 35% reduction in pro forma spend for 2024 (over $200 million) while maintaining strategic objectives.
- Positive clinical results were reported for REC-4881 in FAP patients, showing a 43% median reduction in polyp burden within three months, with ongoing discussions with the FDA for pivotal trial design.
- Recursion expects to conclude 2025 with $755 million in cash, projecting a cash runway extending to 2027, supported by a new outcomes-based financial management system and strategically structured partnerships.
Jan 16, 2026, 5:45 PM
Recursion Pharmaceuticals Discusses AI Strategy, Leadership Transition, and Financial Outlook
RXRX
CEO Change
Guidance Update
New Projects/Investments
- Recursion Pharmaceuticals, an AI-native biotech, has generated over 45 petabytes of proprietary data and secured over $500 million in cash inflows from partnerships, including significant milestones recently achieved with Sanofi.
- Najat Khan recently assumed the CEO role, bringing a focus on operational discipline and cash management, which has already resulted in a 35% reduction in pro forma spend for the coming year (2025).
- The company anticipates ending 2025 with $755 million in cash, extending its financial runway out to 2027, supported by an outcomes-based financial model and pre-funded partnership development.
- Recent clinical data for REC-4881 in FAP patients demonstrated a 43% median reduction in polyp burden within three months, a notable improvement compared to existing clinical results.
Jan 16, 2026, 5:45 PM
Quarterly earnings call transcripts for RECURSION PHARMACEUTICALS.
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