Recursion Pharmaceuticals, Inc.
RXRX · NASDAQ
Company research
Recursion Pharmaceuticals, Inc. (NASDAQ: RXRX) is a clinical-stage TechBio company headquartered in Salt Lake City, Utah, founded in 2013 and focused on industrializing drug discovery by decoding biology and chemistry through its proprietary Recursion Operating System (OS). The platform integrates large-scale laboratory automation, high-throughput wet lab experimentation, and sophisticated machine learning algorithms to generate and navigate one of the world's largest proprietary biological and chemical datasets — exceeding 50 petabytes — creating a powerful feedback loop that enables the exploration of trillions of biological relationships unconstrained by human bias. The company's clinical-stage pipeline spans oncology and rare diseases, featuring key candidates such as REC-617 (CDK7 inhibitor for advanced solid tumors), REC-4881 (familial adenomatous polyposis), REC-1245, REC-3565, and REC-4539, while its business model is further supported by strategic collaborations with leading pharmaceutical partners including Roche, Bayer AG, Sanofi, and Takeda Pharmaceutical Company. Under the leadership of CEO Najat Khan, Ph.D., Recursion continues to narrow its operating losses while maintaining a strong cash position, leveraging its full-stack AI-driven platform as a structural competitive advantage in the rapidly evolving drug discovery landscape.
Research reports
Macroaxis' quantitative framework assigns RXRX a model-based “Strong Sell” over a three-month horizon, noting weakening price momentum, frail fundamentals, high option-implied volatility and below-average financial strength despite upside to consensus analyst targets.
Next Arc Research · June 14, 2026RXRX – Recursion Pharmaceuticals, Inc. (AquaGen / Clinical Proof Focus)Next Arc characterizes RXRX as a cash-backed option on whether AI-driven discovery can consistently produce regulatory-grade medicines, arguing that successful validation of REC-4881 plus better-recurring partner economics could justify a higher multiple but stressing that both clinical translation and financing remain unresolved gates.
CirclFi Research · June 10, 2026Should You Buy Recursion Pharmaceuticals, Inc. Stock in 2026?CirclFi’s multi-model valuation work gives RXRX a quality score of 6.6/10 but sees the stock as overvalued at around 3.04, with a composite fair value near 1.67, very wide dispersion between bull and bear targets, and elevated value-trap risk, leading to a view that patience or outright avoidance is the better strategy.
Next Arc Research · March 14, 2026RXRX – Recursion Pharmaceuticals, Inc. (Clinical Proof Drives the Re-Rating)In its March 2026 note, Next Arc presents RXRX as a discounted AI-biotech “factory” where equity could compound 2–5x over five years if the company converts its proprietary wet-lab data into at least one registrationally credible asset plus a second validated program, while warning that failure to achieve repeatable human proof would leave shareholders exposed to ongoing dilution and option-like downside.
Yahoo Finance · March 10, 2026How Recursion’s AI Proof of Concept and Equity Raise Will Impact Recursion Pharmaceuticals (RXRX) InvestorsThis Yahoo Finance analysis argues that Recursion’s February 2026 AI-enabled proof of concept in familial adenomatous polyposis and stronger Q4 2025 revenue narrow its loss trajectory and could reinforce the bull case if subsequent milestones and equity raises are well executed, but it equally highlights heavy cash burn, dilution risk and ambitious growth forecasts as reasons investors should treat the stock as a high-risk proposition.
Longbridge / Gemini Deepresearch · November 28, 2025RXRX In-Depth Research Report: From Phenotypic Screening to Vertical Integration—Revaluation Post-Exscientia Acquisition and the New Paradigm of AI Drug DevelopmentThis Longbridge deep-dive views RXRX at a critical inflection point after discontinuing legacy programs REC-994 and REC-2282 and acquiring Exscientia, concluding that the combined TechBio platform, roughly 785 million in cash and major pharma partnerships create long-term optionality but that integration, execution and upcoming data for REC-617 and REC-4881 justify only a Neutral/Hold stance for most investors.
OpeoAI · August 5, 2025RXRX Investment Analysis Report 08/05/2025OpeoAI’s August 2025 report integrates technical indicators, macro context and fundamentals to support a high-risk Buy on RXRX, citing a cash balance around 594 million with runway into 2027, strong AI-driven discovery positioning and potential earnings and pipeline catalysts, while emphasizing ongoing large losses, dependence on successful clinical outcomes and macro uncertainty as reasons for tight stop-losses and modest position sizing.