RXRX
Recursion Pharmaceuticals, Inc.4.2000
+0.0000+0%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A reaffirms script, clarifies NVIDIA
Q&A broke no new ground, largely reaffirming prepared remarks on REC-4881's FDA engagement in 2026, 18+ cohort enrollment, and platform efficiencies. Ben Taylor chalked Q4 cost wins to structural gains, not one-offs, vowing more ahead via agile allocation. NVIDIA's stake sale? Mere portfolio rebalance—tech partnership thrives, with GTC spotlight incoming. Analysts probed repeatability; Dave Hallett touted Sanofi milestones and FAP POC as proof. Investors watch FDA feedback, durability data. Eyes on execution.
Key Stats
Market Cap
2.19BP/E (TTM)
-Basic EPS (TTM)
-1.84Dividend Yield
0%Recent Filings
8-K
REC-4881 slashes FAP polyps durably
Recursion released positive Phase 1b/2 TUPELO data on December 8, 2025, showing REC-4881 (4 mg QD) cut polyp burden by 43% median after 12 weeks, with 75% of 12 evaluable FAP patients responding; durability shone through, as 82% maintained 53% median reduction at week 25 off-therapy. Against natural history of 87% polyp growth in untreated cases, this validates Recursion OS platform insights. REC-4881 was safe, mostly grade 1/2 AEs. Data beats rivals' 17-29% cuts over 12 months. FDA talks eyed for 1H26.
8-K
Registers Tempus shares for resale
Recursion Pharmaceuticals filed a prospectus supplement on November 26, 2025, registering 7,088,742 Class A shares for resale by Tempus AI. These shares were issued November 24 as payment for annual license fees under their master agreement. Routine shelf registration. No financial impact disclosed.
8-K
Recursion Q2 earnings milestone
Recursion Pharmaceuticals reported Q2 2025 results, highlighting a $7 million Sanofi milestone for an immunology program, the fourth in 18 months, while advancing internal pipeline with REC-1245 enrolling in DAHLIA for replication stress tumors and REC-617 initiating ovarian cancer combinations in ELUCIDATE. Revenue climbed to $19.2 million from collaborations, yet net loss widened to $171.9 million amid $128.6 million R&D spend, driven by Exscientia integration and Tempus data deal. Cash stands at $533.8 million, funding into Q4 2027. Pipeline momentum builds.
10-Q
Q2 FY2025 results
Recursion Pharmaceuticals posted Q2 revenue of $19.2M, up 33% y/y from $14.4M, fueled by progress in Sanofi, Roche, and Merck collaborations, while YTD revenue climbed 20% to $34.0M. Yet operating losses widened to $176.2M from $100.5M y/y, driven by $128.6M in R&D expenses including $22.7M for Tempus data buys and Exscientia integration costs; net loss hit $171.9M or $(0.41) per share on 417M diluted shares, matching prior-year EPS of $(0.40) despite share growth. Cash dipped to $525.1M from $594.4M year-end, with negative FCF of $222.4M (derived) after $208.4M operating outflow and $14.0M capex; total debt stands at $22.9M in leases. The November 2024 Exscientia buy added $103.7M goodwill and $311M intangibles (6-year life for platform), boosting UK revenue to 38% of total. Ongoing securities suits from Exscientia's past cloud the horizon.
8-K
Recursion acquires full REV102 rights
Recursion Pharmaceuticals acquired Rallybio's 50% stake in their ENPP1 JV on July 8, 2025, gaining full ownership of the REV102 program—a preclinical oral inhibitor targeting hypophosphatasia. The deal included 1,457,952 shares worth $7.5 million upfront, plus $12.5 million in contingent shares and $5 million milestone cash upon Phase 1 start, with low single-digit royalties. This bolsters Recursion's pipeline for a rare disease with limited treatments. Phase 1 trials are slated for late 2026.
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