Recursion Uses Inducement RSUs As Hiring And Valuation Signal For Investors
Recursion Pharmaceuticals is using inducement Restricted Stock Unit (RSU) awards to attract and retain talent in biotech and software, signaling ongoing hiring and investment in its workforce. This strategy aims to align new employees with shareholder outcomes but also raises concerns about potential share dilution. Investors are advised to monitor future disclosures regarding total share count and equity compensation expenses.
A Look At Recursion Pharmaceuticals (RXRX) Valuation After New AI Bioengineering Market Study
Recursion Pharmaceuticals (RXRX) is highlighted in a new AI-driven bioengineering market study for its AI biology platform, despite recent weak share price performance. The stock is currently trading at $3.98, significantly below the analyst target of $7.00, suggesting it may be undervalued. However, its high P/S ratio compared to the industry indicates investors are already paying a premium.
Borgeson Blake sells Recursion Pharmaceuticals (RXRX) shares for $924k
Borgeson Blake, a director at Recursion Pharmaceuticals (NASDAQ:RXRX), sold 220,000 shares for $924,000 on February 3, 2026, as per a Rule 10b5-1 trading plan. This sale occurred while RXRX shares had seen a 5% drop over the prior week and a 45% year-over-year decline. The company, despite holding more cash than debt, is not profitable and has a significant negative EBITDA.
Borgeson Blake sells Recursion Pharmaceuticals (RXRX) shares for $924k By Investing.com
Director Blake Borgeson sold 220,000 shares of Recursion Pharmaceuticals (RXRX) for $924,000 on February 3, 2026, though the current stock price is below his selling price and the company faces profitability challenges despite holding more cash than debt. This sale occurred while the company reported promising Phase 1b/2 TUPELO trial results for REC-4881, leading JPMorgan to upgrade the stock to Overweight with an $11.00 price target. Recursion Pharmaceuticals plans to present updated clinical data from the TUPELO trial in a December 8, 2025 webinar to provide further insights into the drug's safety and efficacy for familial adenomatous polyposis (FAP).
Borgeson Blake sells Recursion Pharmaceuticals (RXRX) shares for $924k
Director Blake Borgeson sold 220,000 shares of Recursion Pharmaceuticals (RXRX) for $924,000 on February 3, 2026, pursuant to a Rule 10b5-1 trading plan. This sale occurred as RXRX shares have declined, trading below Borgeson's selling price, despite recent promising TUPELO trial results for REC-4881 which led to a JPMorgan upgrade. The company, while cash-rich, is not profitable and has a negative EBITDA.
Recursion Pharma director Gibson sells $178,800 in stock By Investing.com
Christopher Gibson, a director at Recursion Pharmaceuticals Inc (NASDAQ:RXRX), sold 40,000 shares of Class A Common Stock for $178,800 and converted 40,000 Class B shares to Class A on January 20, 2026. Following these transactions, Gibson's direct and indirect holdings of Recursion Pharmaceuticals shares total over 1.7 million. This news comes as the company reported positive interim results for its investigational drug REC-4881 in treating familial adenomatous polyposis (FAP), leading to an "Overweight" upgrade from JPMorgan.
Recursion Pharma director Gibson sells $178,800 in stock By Investing.com
Director Christopher Gibson of Recursion Pharmaceuticals Inc (NASDAQ:RXRX) sold 40,000 shares of Class A Common Stock for $178,800 on January 20, 2026, and converted an equal number of Class B shares to Class A. JPMorgan upgraded Recursion Pharmaceuticals to Overweight with an $11 price target due to positive results from its TUPELO trial for REC-4881, showing significant polyp reduction in FAP patients, with further clinical data to be presented. This article was generated with the support of AI and reviewed by an editor.
Recursion Pharmaceuticals (RXRX) Valuation Check After Analyst Optimism Insider Buying And Nvidia AI Partnership
Recursion Pharmaceuticals (RXRX) is gaining attention due to positive analyst commentary, insider buying, and a strategic AI partnership with Nvidia, despite a mixed share price performance over the past year. The company is at a critical juncture, transitioning from a "science project" to a commercial-stage TechBio leader with validated clinical data and significant milestone payments. While analysts suggest it could be undervalued by approximately 62.1% with a fair value of $12.49 per share, this optimistic outlook hinges on unproven long-term profitability and successful late-stage trial outcomes.
Is Recursion (RXRX) Turning Nvidia-Backed AI Hype Into a Durable Drug Discovery Advantage?
The article discusses Recursion Pharmaceuticals, focusing on its AI-driven drug discovery platform, BioHive-2 supercomputer, and collaboration with Nvidia. It highlights analyst optimism and insider share purchases, acknowledging that current enthusiasm around Nvidia's backing appears sentiment-driven rather than fundamental. The piece also delves into the investment narrative, risks from persistent losses and dilution, and the varied fair value views on the stock.
Recursion Pharma director Gibson sells $178,800 in stock
Recursion Pharmaceuticals director Christopher Gibson sold 40,000 shares of Class A Common Stock for $178,800 on January 20, 2026, and converted 40,000 Class B shares to Class A. The company also reported positive Phase 1b/2 trial results for REC-4881 in treating familial adenomatous polyposis, leading JPMorgan to upgrade its stock to Overweight with an $11 price target. Recursion Pharmaceuticals plans to present further clinical data from the TUPELO trial on December 8, 2025.
Recursion Pharma director Gibson sells $178,800 in stock By Investing.com
Director Christopher Gibson of Recursion Pharmaceuticals Inc. sold 40,000 shares of Class A Common Stock for $178,800 on January 20, 2026, and also converted 40,000 shares of Class B to Class A Common Stock. Following these transactions, Gibson maintains significant direct and indirect holdings in the company. This news follows positive results from Recursion's TUPELO trial for REC-4881, leading to an "Overweight" upgrade from JPMorgan.
Recursion Pharma director Gibson sells $178,800 in stock
Director Christopher Gibson of Recursion Pharmaceuticals Inc. sold 40,000 shares of Class A Common Stock for $178,800 on January 20, 2026, and converted an equal number of Class B shares to Class A. Following these transactions, Gibson maintains substantial direct and indirect holdings in the company. Separately, Recursion Pharmaceuticals recently reported positive Phase 1b/2 TUPELO trial results for its drug REC-4881, leading to a JPMorgan upgrade, and plans to present updated clinical data in December 2025.
How Do Investors Really Feel About Recursion Pharmaceuticals Inc?
Recursion Pharmaceuticals Inc (RXRX) has seen a 7.8% increase in its short interest as a percent of float, now standing at 33.73% with 165.73 million shares sold short. This indicates a growing bearish sentiment among investors compared to its last report. The company's short interest is significantly higher than its peer group average of 12.95%, suggesting that despite a potential stock decline, traders should be aware of increased shorting activity.
Is It Time To Reassess Recursion Pharmaceuticals (RXRX) After Recent Share Price Weakness
This article analyzes Recursion Pharmaceuticals (RXRX) following recent share price weakness, suggesting it might be undervalued. Using a Discounted Cash Flow (DCF) analysis, the stock is estimated to be 49.8% undervalued, with an intrinsic value of $9.31 per share compared to its $4.67 market price. The Price to Book (P/B) ratio of 2.32x is below the industry average, and the article also introduces the concept of "Narratives" for investors to develop their own valuation based on financial forecasts.
Assessing Recursion Pharmaceuticals (RXRX) Valuation After JP Morgan Update And REC-4881 Clinical Milestones
Recursion Pharmaceuticals (RXRX) is gaining investor attention following its updated presentation at the J.P. Morgan Healthcare Conference, which featured early REC-4881 data and a projected cash runway into 2027. Despite recent positive momentum with a 10.71% year-to-date share price return, the company's longer-term performance remains weak. The article suggests that while RXRX trades below its intrinsic value and analyst targets, its early-stage and loss-making status raises questions about whether its future growth is already priced in.
Taylor, CFO of Recursion Pharmaceuticals, sells $89k in shares By Investing.com
Ben R. Taylor, CFO of Recursion Pharmaceuticals (NASDAQ: RXRX), sold 21,383 shares for $89,380 on December 29, 2025, through a Rule 10b5-1 trading plan. Despite the insider sale, Recursion Pharmaceuticals recently reported positive Phase 1b/2 results from its TUPELO trial for REC-4881, leading JPMorgan to upgrade the stock to Overweight with an $11 price target. The drug demonstrated significant efficacy in treating familial adenomatous polyposis (FAP).
How Recursion’s AI Drug Platform Progress And Extended Runway At Recursion Pharmaceuticals (RXRX) Has Changed Its Investment Story
Recursion Pharmaceuticals (RXRX) recently presented at the J.P. Morgan Healthcare Conference, highlighting its AI-enabled drug discovery platform, clinical progress with REC-4881, and over $500 million in partnership payments. The company also announced an extended cash runway through 2027, aiming to balance platform investment with financial durability. While the AI-driven platform and financial longevity reshape its investment narrative, the reliance on external funding and potential for future dilution remain key considerations for investors, alongside highly varied fair value estimates.
Why Recursion Pharmaceuticals (RXRX) Is Up 10.7% After Positive REC-4881 Trial Data And Rising Analyst Focus
Recursion Pharmaceuticals (RXRX) saw a 10.7% stock increase following positive Phase 1b/2 TUPELO trial data for its MEK 1/2 inhibitor REC-4881 and heightened analyst attention. The company's AI-enabled drug discovery model is now under sharper focus as a potential key value driver. Despite optimism from clinical data and analyst upgrades, investors are cautioned about the company's cash burn and a limited cash runway through Q4 2027.
Is Recursion Pharmaceuticals (RXRX) Mispriced After Volatile Share Performance And Ongoing Tech Partnerships
Recursion Pharmaceuticals (RXRX) has experienced volatile share performance, with recent gains but significant declines over the past year. Simply Wall St's analysis suggests the stock is undervalued, estimating an intrinsic value of $9.36 per share compared to its current price of $4.37 using a Discounted Cash Flow model, and also appears undervalued based on its Price-to-Book ratio. The article highlights the company's focus on applying technology to drug discovery and its partnerships as key factors influencing investor sentiment.
Recursion Pharmaceuticals (RXRX): Assessing Valuation After New Activist Investor Filings With the SEC
Activist investor filings regarding Recursion Pharmaceuticals (RXRX) are drawing attention to the stock, which has experienced significant share price declines over the past year. Despite its AI-driven drug discovery approach and rapid revenue growth, the company is currently unprofitable. Shares are trading at a discount to Wall Street's price target, leading to a valuation debate on whether it's an undervalued AI biotech or if the market has already factored in future risks related to partnerships and cash burn.
Taylor, CFO of Recursion Pharmaceuticals, sells $89k in shares
Ben R. Taylor, CFO of Recursion Pharmaceuticals (NASDAQ: RXRX), sold 21,383 shares for $89,380 on December 29, 2025, under a Rule 10b5-1 trading plan. Following this transaction, Taylor still directly owns 761,550 shares of the company's Class A Common Stock. This insider sale comes amidst other company news, including positive Phase 1b/2 results for their investigational drug REC-4881 and an upgrade from JPMorgan.
Recursion Pharmaceuticals Reports Positive Phase 1b/2 TUPELO Trial Results, Validating AI-Driven Therapy for FAP
Recursion Pharmaceuticals announced positive Phase 1b/2 results from its TUPELO trial for REC-4881, an AI-discovered drug for Familial Adenomatous Polyposis (FAP). The trial demonstrated rapid clinical activity and significant durability, suggesting the drug shrinks polyps and halts disease progression. The company plans to engage with the FDA in H1 2026 to discuss a potential registration pathway and is expanding the trial to include younger patients.
Is Recursion (RXRX) Finally Proving Its AI Drug Discovery Model With REC-4881’s Early Data?
Recursion Pharmaceuticals is gaining confidence in its AI drug discovery platform, notably with positive Phase 1b/2 data for REC-4881, leading to increased institutional ownership and an upgrade from J.P. Morgan. While this strengthens the near-term outlook for the AI-first approach translating into commercially viable assets, investors remain cautious about the company's high cash burn and dependence on future funding. The positive results for REC-4881 in FAP, showing meaningful polyp burden reductions, represent a crucial test for the platform's potential.
Recursion Pharmaceuticals RXRX Stock News and Forecasts on December 21 2025
As of December 21, 2025, investors in Recursion Pharmaceuticals (NASDAQ: RXRX) are closely watching the impact of new clinical data on the company's "AI drug discovery" promise. Positive Phase 1b/2 results for REC‑4881 in familial adenomatous polyposis (FAP) have led to a JPMorgan upgrade and an increased price target of $11, signaling potential for a significant re-rating if the platform can deliver commercial revenue. However, the company faces challenges including high cash burn and the overhang of 7.09 million shares registered for resale by Tempus AI.
RXRX Stock: Analyzing the Dive and Its Impact
Recursion Pharmaceuticals Inc. (RXRX) stock experienced a -4.49% decline amid concerns over market confidence, compounded by a significant insider share sale. Despite a strong current ratio, the company faces financial challenges with negative margins and steep losses due to heavy research and development expenditure. The article analyzes these financial movements and their implications for investor sentiment and future market positioning.
Recursion Pharmaceuticals Stock Is Soaring Today: Here's Why
Recursion Pharmaceuticals (NASDAQ: RXRX) stock rose sharply today after JPMorgan upgraded its rating to Overweight with an increased price target of $11. The upgrade was driven by confidence in Recursion's AI-driven drug discovery platform, particularly the "blockbuster potential" of REC‑4881 and promising early results for REC‑617. The company's AI-driven approach is also gaining attention as major AI players like OpenAI and Anthropic are reportedly exploring partnerships with biotechs.
Check out Recursion Pharmaceuticals's stock price (RXRX) in real time
This article provides real-time stock information for Recursion Pharmaceuticals Inc. (RXRX), including its current price, daily fluctuations, 52-week range, and key financial stats. It also highlights recent news and analyst commentary related to the company, focusing on its stock performance and clinical trial results.
Recursion Pharmaceuticals (RXRX): Revisiting Valuation After a Tentative Share Price Rebound
Recursion Pharmaceuticals (RXRX) has seen a tentative share price rebound after a challenging year, with recent gains suggesting rebuilding momentum despite negative year-to-date returns. While a "most popular narrative" valuation suggests the stock is 24% undervalued at $6.33 due to its AI-driven platform, a discounted cash flow (DCF) model indicates a fair value of $4.36, suggesting it might be slightly overvalued. The article highlights potential upsides from AI integration but also warns of risks from ongoing cash burn and reliance on big pharma partnerships.
Recursion Pharmaceuticals Registers Resale of Tempus Shares
Recursion Pharmaceuticals (RXRX) announced the registration for resale of 7,088,742 shares of Class A common stock on November 26, 2025. These shares were issued to Tempus AI for annual license fees and the resale is registered under an automatic shelf registration, with the offering made under an exemption from the Securities Act.
Will Recursion (RXRX) Share Registration Deepen Its Tech Partnerships or Signal a Shift in Strategy?
Recursion Pharmaceuticals registered over 7 million Class A common shares for resale, issued to Tempus AI for annual license fees, indicating its strategy for asset management and partnership monetization. The company's investment case relies on AI-driven drug discovery and significant pharma partnerships, with a focus on internal programs and addressing early-stage clinical risks. Recursion Pharmaceuticals anticipates substantial revenue and earnings growth by 2028, but investors should monitor revenue concentration and evolving collaboration terms.
Is the Market Bullish or Bearish on Recursion Pharmaceuticals Inc?
Recursion Pharmaceuticals Inc. (NYSE: RXRX) has seen a 15.85% decrease in its short interest as a percentage of float since its last report, indicating a potentially more bullish sentiment among investors. Currently, 128.59 million shares are sold short, which is 26.13% of all available regular shares for trading. Despite this reduction in short interest, the company's short interest remains higher than its peer group average of 12.13%.
Recursion Pharmaceuticals (RXRX): Evaluating Valuation After Fresh Leadership, Pharma Partnerships, and Market Optimism
Recursion Pharmaceuticals (RXRX) has seen renewed investor interest due to positive market sentiment, new leadership, and strengthening pharma partnerships, despite a significant year-to-date share price drop. While some narratives suggest a notable undervaluation with a fair value much higher than its current closing price, its high price-to-sales ratio compared to industry averages raises concerns about potential overvaluation. Investors are encouraged to consider both the optimistic growth projections and the cautionary signs in its current multiples.
Recursion (Nasdaq: RXRX) passes $500M in partner milestones, runway through 2027
Recursion (Nasdaq: RXRX) reported its Q3 2025 financial results, highlighting a significant $30 million milestone payment from Roche/Genentech for a microglia whole-genome phenomap, bringing its cumulative partner upfront and milestone payments to over $500 million. The company announced an unaudited cash and cash equivalents of approximately $785 million as of October 9, 2025, providing an expected cash runway through the end of 2027, absent additional financing. Despite a decrease in Q3 revenue to $5.2 million from $26.1 million year-over-year, Recursion made notable progress in its pipeline, including advancing REC-617, nominating REC-7735 as a development candidate, and anticipating REC-4881 data in December 2025.
RECURSION PHARMACEUTICALS, INC. SEC 10-Q Report
Recursion Pharmaceuticals, Inc. (RXRX) has released its Q3 2025 10-Q report, detailing a significant decrease in total revenue to $5.2 million and increased net losses of $162.3 million compared to the prior year. Despite financial setbacks, the company reported progress in its internal pipeline, including updates on the REC-617 trial and nomination of REC-7735 as a development candidate, alongside achieving a $30 million milestone in its collaboration with Roche and Genentech.
RXRX Stock Price and Chart — NASDAQ:RXRX
This article provides a comprehensive overview of Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) stock, including its current price, historical performance, key financial statistics, and analyst ratings. It highlights the company's focus on combining AI, machine learning, and automation to discover novel medicines in the biotechnology sector. The content also features various technical analyses and trade ideas from TradingView users.
Recursion Pharmaceuticals Hits Day High with 16.44% Surge in Stock Price - Markets Mojo
Recursion Pharmaceuticals Inc. saw its stock price surge by 16.44% on October 8, 2025, reaching an intraday high of USD 6.30, despite a declining S&P 500. While the company has shown strong short-term gains, with a 19.41% increase over the past week and 31.82% monthly, it continues to face long-term challenges including a 5.43% one-year decline and significant financial losses, reporting a net profit of -USD 374.38 million in the first half of the year. Its consistent underperformance against the S&P 500 over the last three years raises concerns about its overall financial health and market position.
How Investors Are Reacting To Recursion Pharmaceuticals (RXRX) AI Platform Spotlight Ahead of CEO's Dubai Talk
Recursion Pharmaceuticals (RXRX) is gaining investor attention due to its AI-driven drug discovery platform and upcoming CEO presentation at an AI conference in Dubai. While the event is expected to energize sentiment and highlight the company's innovation, long-term success hinges on advancing key internal drug programs amidst high cash burn and potential dilution risks. The company also recently launched Boltz-2, an open-source biomolecular foundation model, further demonstrating its AI investments and pipeline acceleration ambitions.
Recursion Pharmaceuticals (RXRX): Evaluating Valuation Ahead of CEO’s AI Conference Appearance and Growth Plans
Recursion Pharmaceuticals (RXRX) is gaining investor attention as its CEO prepares to speak at an AI conference, potentially influencing the company's direction with announcements on AI strategy and expansion. While the company has seen a 25.7% one-month share price return, its long-term performance remains mixed. The stock is considered 8.6% undervalued with a narrative-driven fair value of $6.47, but trades at a high price-to-sales ratio of 40x, suggesting investors expect significant revenue growth while also taking on outsized risk.
Why Recursion Pharmaceuticals (RXRX) Is Up 19.2% After Securing $12.5M Milestone in AI Drug Partnership
Recursion Pharmaceuticals (RXRX) saw a 19.2% stock price increase after securing a $12.5 million milestone payment from Rallybio for their AI-driven drug discovery collaboration. This milestone highlights growing confidence in Recursion's AI platform and partnership strategy, although the company still largely relies on such payments and faces financial strain if its internal pipeline falters. Analysts project significant revenue and earnings growth by 2028, with current forecasts suggesting a fair value of $6.47 per share.
Needham Reiterates a Buy on Recursion Pharmaceuticals (RXRX)
Needham analyst Gil Blum reiterated a Buy rating on Recursion Pharmaceuticals (RXRX) with an $8 price target, citing the company's strong partnerships with major pharmaceutical companies. Recursion Pharmaceuticals leverages AI and machine learning for drug discovery and is developing its own platform, RecursionOS, alongside an internal drug pipeline. The article highlights RXRX's critical role as the only public company with such significant partnerships in the TechBio space.
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Buys 4,149,346 Shares of Recursion Pharmaceuticals, Inc. $RXRX
UBS Asset Management Americas LLC significantly increased its stake in Recursion Pharmaceuticals (NASDAQ: RXRX) by 183.7% in the first quarter, now holding over 6.4 million shares valued at approximately $33.9 million. Despite a revenue increase of 33.3% year-over-year, Recursion Pharmaceuticals reported an earnings per share of ($0.41), missing the consensus estimate. Institutional investors collectively own 89.06% of the company's stock, and analysts currently have a "Hold" rating with an average target price of $7.25.
Goldman Sachs Group Inc. Sells 481,645 Shares of Recursion Pharmaceuticals, Inc. $RXRX
Goldman Sachs Group Inc. reduced its stake in Recursion Pharmaceuticals (NASDAQ:RXRX) by 24.4% in the first quarter, selling 481,645 shares but still holding over 1.49 million shares valued at about $7.91 million. Other institutional investors like ARK Investment Management and UBS AM significantly increased their positions. Analyst ratings for Recursion Pharmaceuticals are mixed, with Needham maintaining a "buy" rating ($8.00 target) and Morgan Stanley an "equal weight" rating ($5.00 target), while the company reported mixed Q1 earnings with a revenue beat but an EPS miss.
Recursion Pharmaceuticals Stock (RXRX) Opinions on AI-Driven Pipeline Updates
Recent discussions on Recursion Pharmaceuticals (RXRX) highlight both excitement for its AI-driven drug discovery platform and concerns about the lack of late-stage clinical candidates. The stock's volatility is fueled by insider trading activity and anticipation of upcoming milestones, creating a dynamic conversation among investors. This mix of optimism and skepticism reflects the high stakes surrounding the company's future moves in biotech.
Earnings call transcript: Recursion Pharmaceuticals Q2 2025 sees revenue beat
Recursion Pharmaceuticals reported Q2 2025 earnings with revenue exceeding expectations by over 25% at $19.22 million, while EPS missed forecasts with -$0.41. Despite the EPS miss, the stock rose in pre-market trading, reflecting optimism fueled by strong revenue growth, reduced cash burn projections, and advancements in its AI-driven drug discovery platform. The company highlighted ongoing clinical programs, strategic partnerships, and a catalyst-rich 18-month outlook, projecting a cash runway through Q4 2027.
Why Recursion Pharmaceuticals (RXRX) Dipped More Than Broader Market Today
Recursion Pharmaceuticals (RXRX) significantly underperformed the broader market, dropping 5.71% against smaller losses in the S&P 500, Dow, and Nasdaq. Despite outperforming its sector and the S&P 500 over the past month, the biotechnology company faces expectations of declining revenue for the current quarter, although yearly estimates show growth in both earnings and revenue. Investors are advised to watch for an upcoming earnings report and analyst estimate revisions, with RXRX currently holding a Zacks Rank of #3 (Hold).
Recursion Pharmaceuticals: Recent Readouts Disappointing, Future Readouts Risky (RXRX)
The author now rates Recursion Pharmaceuticals (RXRX) a "sell" due to recent disappointing trial updates and uncertain future prospects. The phase 2 TUPELO trial for REC-4881 showed mixed results, including one patient with a significant increase in polyp burden. Further data from the ELUCIDATE trial for REC-617 and additional TUPELO data are anticipated in the second half of 2025.
RXRX Stock Price, News & Analysis
Recursion Pharmaceuticals (RXRX) is a clinical-stage TechBio company leveraging AI, automation, and data science to accelerate drug discovery and development through its Recursion OS platform. The company has several investigational programs in its pipeline, including REC-4881 for familial adenomatous polyposis and REC-617 for advanced solid tumors, and has established significant collaborations with major pharmaceutical companies like Genentech and Sanofi. Recursion emphasizes its platform-driven model, massive experimental and computational scale, and integration of AI across biology, chemistry, and clinical development.
Salt Lake biotech giant is about to get a little bigger
Salt Lake City-based Recursion Pharmaceuticals is merging with UK cancer research specialist Exscientia in a $688 million deal. This merger aims to accelerate drug discovery, particularly in cancer and rare diseases, by combining their resources, artificial intelligence capabilities, and existing pharmaceutical partnerships. The combined entity will have 10 clinical drug trials potentially yielding public results within 18 months, with the deal expected to finalize in early 2025.
Recursion and Exscientia, two leaders in the AI drug
Recursion and Exscientia, two prominent AI drug discovery companies, have completed their business combination, forming a vertically-integrated, technology-enabled drug discovery platform. The newly combined entity will have over 10 clinical and preclinical programs, 10 advanced discovery programs, and more than 10 partnered programs, aiming to industrialize drug discovery and reduce development timelines and costs. Exscientia is now a wholly-owned subsidiary of Recursion, and Exscientia ADSs have ceased trading on Nasdaq.
After a tough year, Exscientia folds into Recursion to create an AI superpower
Exscientia will merge with Recursion after a challenging year marked by pipeline cuts, a CEO departure, and layoffs, forming a new AI-powered drug discovery company. The combined entity will have substantial cash reserves and a pipeline with 10 clinical readouts expected in the next 18 months, with potential for significant future royalties and operational synergies. This merger aims to industrialize drug discovery by combining Exscientia's precision chemistry design with Recursion's scaled biology exploration capabilities.
