Recursion Announces Webinar For Upcoming Clinical Data Readout on the TUPELO Phase 1b/2 Trial of REC-4881 in Familial Adenomatous Polyposis on December 8, 2025
Rhea-AI Summary
Recursion (Nasdaq: RXRX) will host a webinar on December 8, 2025 to present an updated clinical readout from the ongoing TUPELO Phase 1b/2 trial of REC-4881 in familial adenomatous polyposis (FAP).
The live webinar is scheduled for 8:00 AM ET / 6:00 AM MT / 1:00 PM GMT and will stream on Recursion's X, LinkedIn, and YouTube channels. The session is titled: Ongoing Phase 1b/2 Trial of the Allosteric MEK1/2 Inhibitor REC-4881 as Monotherapy in Familial Adenomatous Polyposis (FAP): Updated Safety and Efficacy.
Presenters include Najat Khan, Ph.D. (incoming CEO and President), David Mauro, M.D., Ph.D., Beth Bruckheimer, Ph.D., Jessica Stout, D.O., and Alfred Cohen, M.D.
Positive
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Negative
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News Market Reaction
On the day this news was published, RXRX declined 5.83%, reflecting a notable negative market reaction. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $149M from the company's valuation, bringing the market cap to $2.41B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves, with names like GLPG and TVTX up modestly while ARQT and IDYA were down. No broad, aligned sector move is evident around this clinical webinar update.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | REC-4881 TUPELO data | Positive | +2.3% | Positive REC-4881 TUPELO Phase 1b/2 FAP data with durable polyp reductions. |
| Dec 01 | Webinar announcement | Neutral | -5.8% | Announcement of Dec 8 webinar to present updated REC-4881 TUPELO trial data. |
| Nov 05 | Q3 2025 earnings | Negative | -0.8% | Q3 2025 results with lower revenue, high R&D spend, and sizable net loss. |
| Nov 05 | CEO transition plan | Neutral | -0.8% | Planned transition of Najat Khan to CEO and Chris Gibson to Board Chair. |
| Nov 04 | Investor conferences | Neutral | -8.1% | Participation in November healthcare investor conferences and webcast availability. |
Clinical and strategic news often saw muted or negative near-term reactions, even when updates appeared favorable, while clearly positive clinical data (REC-4881 TUPELO) drew only a modest gain.
Over recent months, Recursion has combined clinical, financial, and strategic milestones. Q3 2025 results on Nov 5, 2025 highlighted substantial R&D investment and a significant net loss alongside strong cash balances. Leadership transition plans placing Najat Khan as CEO from Jan 1, 2026 and participation in November investor conferences framed the corporate strategy. Around the TUPELO program, a Dec 8, 2025 release reported positive REC-4881 polyp-burden reductions, preceded by this Dec 1 webinar announcement, which previously coincided with a notable share-price pullback.
Market Pulse Summary
The stock moved -5.8% in the session following this news. A negative reaction despite this being chiefly a scheduling update would have fit a pattern where RXRX sometimes sold off on neutral or even positive clinical headlines. With shares around $4.57, below the $5.27 200-day moving average and far from the $12.36 52-week high, sentiment had already been cautious. Prior clinical updates with favorable data have not always been rewarded, so traders could have reduced exposure ahead of the detailed TUPELO readout.
Key Terms
phase 1b/2 medical
allosteric medical
mek1/2 inhibitor medical
familial adenomatous polyposis medical
AI-generated analysis. Not financial advice.
Salt Lake City, Dec. 01, 2025 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX) a leading clinical stage TechBio company decoding biology to radically improve lives, announced today that it will present a new clinical readout from the ongoing TUPELO Phase 1b/2 trial of REC-4881 in FAP at an upcoming company webinar. The webinar will be held on December 8, 2025 at 8:00 am ET / 6:00 am MT / 1:00 pm GMT, and will be streamed live on Recursion’s X, LinkedIn, and YouTube accounts.
Webinar title: Ongoing Phase 1b/2 Trial of the Allosteric MEK1/2 Inhibitor REC-4881 as Monotherapy in Familial Adenomatous Polyposis (FAP): Updated Safety and Efficacy
Presenters:
- Najat Khan, Ph.D., Chief R&D and Chief Commercial Officer and incoming CEO and President, Recursion
- David Mauro, M.D., Ph.D., Chief Medical Officer, Recursion
- Beth Bruckheimer, Ph.D., Vice President of Clinical Development, Recursion
- Jessica Stout, D.O., Assistant Clinical Professor, University of Utah School of Medicine
- Alfred Cohen, M.D., Former CMO, Cancer Prevention Pharmaceuticals; Prior Chief, Colorectal Service, Memorial Sloan Kettering Cancer Center
About Recursion
Recursion (NASDAQ: RXRX) is a clinical stage TechBio company leading the space by decoding biology to radically improve lives. Enabling its mission is the Recursion OS, a platform built across diverse technologies that continuously generate one of the world’s largest proprietary biological and chemical datasets. Recursion leverages sophisticated machine-learning algorithms to distill from its dataset a collection of trillions of searchable relationships across biology and chemistry unconstrained by human bias. By commanding massive experimental scale — up to millions of wet lab experiments weekly — and massive computational scale — owning and operating one of the most powerful supercomputers in the world, Recursion is uniting technology, biology and chemistry to advance the future of medicine.
Recursion is headquartered in Salt Lake City, where it is a founding member of BioHive, the Utah life sciences industry collective. Recursion also has offices in Montréal, New York, London, and the Oxford area. Learn more at www.recursion.com, or connect on X and LinkedIn.
Forward-Looking Statements
This document contains information that includes or is based upon “forward-looking statements” within the meaning of the Securities Litigation Reform Act of 1995, including, without limitation, those regarding the timing of the announcement of clinical trial data and associated webinar and scheduled presenters; early and late stage discovery, preclinical, and clinical programs; licenses and collaborations; prospective products and their potential future indications and market opportunities; Recursion OS and other technologies; business and financial plans and performance; and all other statements that are not historical facts. Forward-looking statements may or may not include identifying words such as “plan,” “will,” “expect,” “anticipate,” “intend,” “believe,” “potential,” “continue,” and similar terms. These statements are subject to known or unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such statements, including but not limited to: challenges inherent in pharmaceutical research and development, including the timing and results of preclinical and clinical programs, where the risk of failure is high and failure can occur at any stage prior to or after regulatory approval due to lack of sufficient efficacy, safety considerations, or other factors; our ability to leverage and enhance our drug discovery platform; our ability to obtain financing for development activities and other corporate purposes; the success of our collaboration activities; our ability to obtain regulatory approval of, and ultimately commercialize, drug candidates; our ability to obtain, maintain, and enforce intellectual property protections; cyberattacks or other disruptions to our technology systems; our ability to attract, motivate, and retain key employees and manage our growth; inflation and other macroeconomic issues; and other risks and uncertainties such as those described under the heading “Risk Factors” in our filings with the U.S. Securities and Exchange Commission, including our Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. All forward-looking statements are based on management’s current estimates, projections, and assumptions, and Recursion undertakes no obligation to correct or update any such statements, whether as a result of new information, future developments, or otherwise, except to the extent required by applicable law.
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FAQ
When is the Recursion (RXRX) webinar presenting TUPELO trial data for REC-4881?
How can investors watch the RXRX TUPELO trial readout webinar on December 8, 2025?
What will Recursion (RXRX) present about REC-4881 in the December 8, 2025 webinar?
Who are the presenters at the RXRX REC-4881 TUPELO webinar on December 8, 2025?
What is the clinical focus of REC-4881 being discussed by Recursion (RXRX)?
