Recursion Pharmaceuticals, Inc. Stock Price, News & Analysis

Recursion (NASDAQ:RXRX) reported Q2 2025 financial results and business updates. The clinical-stage TechBio company achieved a $7 million milestone payment from Sanofi and provided updates on key clinical programs. Revenue reached $19.2 million, up from $14.4 million in Q2 2024, while net loss widened to $171.9 million from $97.5 million year-over-year.

The company highlighted progress in its clinical pipeline, including REC-1245 (RBM39 degrader) and REC-617 (CDK7 inhibitor). Cash position stood at $533.8 million, with runway expected into Q4 2027. Recursion continues advancing partnerships with Sanofi, Roche/Genentech, Bayer, and Merck KGaA, while expanding its Recursion OS 2.0 platform capabilities.

The company announced a restructuring plan with expected costs of $9.3 million for 2025.

Recursion (NASDAQ:RXRX), a clinical stage TechBio company, will release its Q2 2025 financial results on Tuesday, August 5, 2025, before market open.

The company will host a live earnings call at 8:00 AM ET on the same day, which will be broadcasted across multiple social media platforms including X (formerly Twitter), LinkedIn, and YouTube. Stakeholders can submit their questions through a provided online form.

Recursion (NASDAQ: RXRX) has acquired full rights to REV102, a potential first-in-class oral ENPP1 inhibitor program, and an associated backup molecule from Rallybio (NASDAQ: RLYB) for treating hypophosphatasia (HPP). The acquisition aims to develop the first oral disease-modifying treatment for HPP, a rare genetic disorder.

Recursion plans to leverage its Recursion OS platform to accelerate the development of this preclinical asset. The program represents a significant advancement in HPP treatment, as current therapies have limited accessibility. The collaboration combined Rallybio's expertise in HPP research with Recursion's AI/experimental platform capabilities.

MIT and Recursion (RXRX) have jointly developed and released Boltz-2, a groundbreaking open-source AI model for drug discovery. This biomolecular foundation model can predict both molecular structure and binding affinity simultaneously, approaching the accuracy of industry-standard free energy perturbation (FEP) calculations but at speeds up to 1000x faster. Trained on Recursion's NVIDIA supercomputer BioHive-2, Boltz-2 demonstrates superior performance in the CASP16 affinity challenge and utilizes approximately 5 million binding affinity assay measurements. The model features improved affinity prediction, advanced joint modeling capabilities, and enhanced physical plausibility through Boltz-steering. Released under an MIT license for both academic and commercial use, Boltz-2 represents a significant advancement in making large-scale virtual screening more practical and cost-effective for drug development.

Recursion (RXRX), a clinical stage TechBio company, has announced its participation in three major upcoming investor conferences in June 2025. The company will present at the Jefferies Global Healthcare Conference on June 5, the Goldman Sachs 46th Annual Global Healthcare Conference on June 10, and the TDCowen 4th Annual Tools/Dx Revolution Conference on June 23. Interested parties can access the webcasts of these presentations through the events section of Recursion's Investor Relations website at ir.recursion.com.

Recursion (NASDAQ: RXRX), a clinical stage TechBio company, has announced its upcoming participation in two major investor conferences in May 2025. The company will be presenting at the Bank of America 2025 Health Care Conference on Tuesday, May 13, and the JP Morgan Global Technology, Media and Communications Conference on Thursday, May 15. Interested parties can access the webcasts through Recursion's Investor Relations website at ir.recursion.com.

Recursion (RXRX) reported Q1 2025 financial results and business updates, highlighting a strategic portfolio optimization. The company achieved a $7 million milestone payment from Sanofi, bringing total partnership inflows to $130 million. Key clinical developments include REC-4881 showing 43% median reduction in polyp burden in FAP patients. Q1 financials show revenue of $15 million, with a net loss of $203 million. Cash position stands at $509 million, with runway extended to mid-2027. The company streamlined operations post-Exscientia merger, discontinuing 3 clinical programs while maintaining 5+ focused programs in oncology and rare diseases. Expected cash burn for 2025 is ≤$450 million, down from $606 million in 2024. Platform updates include new partnerships with Tempus and HealthVerity, expanding clinical development capabilities.

Recursion (RXRX) announced promising preliminary results from its Phase 1b/2 TUPELO trial of REC-4881, an investigational MEK1/2 inhibitor for Familial Adenomatous Polyposis (FAP). The study showed a median 43% reduction in polyp burden at Week 13 in Phase 2 patients (n=6). Five out of six patients (83%) experienced polyp reductions ranging from 31% to 82%, though one patient showed a 595% increase. The drug demonstrated an acceptable safety profile, with mostly Grade 1-2 adverse events and no Grade ≥4 events reported. FAP, affecting approximately 50,000 individuals across the US and EU5, currently has no FDA-approved treatments. REC-4881 has received Fast Track and Orphan Drug designations from both U.S. FDA and European Commission.

Recursion (RXRX), a clinical stage TechBio company, has scheduled the release of its first quarter 2025 financial results on Monday, May 5, 2025, before market open. The company will host a live (L)earnings call at 8:00 am ET / 6:00 am MT / 1:00 pm GMT on the same day.

The earnings call will be broadcast live across multiple social media platforms, including X (formerly Twitter), LinkedIn, and YouTube. Stakeholders, including investors and analysts, can submit their questions through a dedicated online form.