iHub News
3月前
Recursion Q4 earnings outperform, AI-driven drug discovery progress highlightedFebruary 25, 2026 10:35 AM
IH Market News
Recursion Pharmaceuticals (NASDAQ:RXRX) reported fourth-quarter and full-year 2025 financial results alongside a business update, as the clinical-stage TechBio company emphasized progress in advancing its artificial intelligence–driven drug discovery platform.For the fourth quarter, Recursion posted earnings per share of $-0.21, outperforming analyst expectations of $-0.30 by $0.09. Revenue totaled $35.54 million, well above the consensus forecast of $24.51 million.Management pointed to growing validation of the company’s AI-native research approach, which integrates biological data, chemistry, and clinical development into a unified discovery system.“Recursion has reached an inflection point: moving from proving that AI can participate in drug discovery to demonstrating that an AI-native operating system can generate clinical proof and durable value,” said Najat Khan, Ph.D., CEO & President of Recursion. “Our first AI-enabled clinical proof of concept in FAP and our fifth program milestone achieved with Sanofi reflect the increasing maturity of a deeply integrated model — one that connects biology, chemistry, and clinical development into a continuous learning system. We enter 2026 with five differentiated clinical programs advancing with defined next-stage milestones, a growing discovery portfolio informed by proprietary platform insights, and more than $500 million in upfront and progress-based milestone payments earned to date. Pairing bold ambition with disciplined execution, we are building Recursion to compound over time — translating insight into molecules, molecules into medicines, and innovation into measurable impact for patients and shareholders alike.”Shares of Recursion Pharmaceuticals closed at $3.53. The stock has declined 23.76% over the past three months and is down 57.67% over the past year.Over the last 90 days, analyst sentiment has been mixed, with three upward revisions to earnings estimates and one downward revision.Recursion Pharmaceuticals stock price
Original: Recursion Q4 earnings outperform, AI-driven drug discovery progress highlighted
tw0122
6月前
4.99 ...https://www.globenewswire.com/news-release/2025/12/08/3201434/0/en/index.html· 7m23minsRecursion Pharmaceuticals(RXRX.US)4.7104.939-4.27%+4.86%SALT LAKE CITY, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Recursion (Nasdaq: RXRX), a clinical-stage TechBio company decoding biology to radically improve lives, today announced positive Phase 1b/2 data from the ongoing of REC-4881, an investigational allosteric MEK1/2 inhibitor for familial adenomatous polyposis (FAP).Through an unbiased phenotypic screen of thousands of compounds, the earliest version of the Recursion OS identified selective MEK1/2 inhibition as a highly specific mechanism capable of reversing APC loss-of-function signatures. Using high-content cellular phenomics driven by AI, REC-4881 emerged as one of the strongest phenotypic rescue hits, reverting APC-deficient cells toward a healthy state and suppressing ERK/MAPK hyperactivation downstream of APC loss. Guided by this AI-driven insight, Recursion and redirected REC-4881—originally evaluated clinically in solid tumors—as a mechanistically aligned therapeutic candidate for FAP. REC-4881 is now the first MEK1/2 inhibitor ever studied clinically for this disease."The durable polyp burden reduction demonstrated by REC-4881—especially the sustained effect seen at Week 25, 12 weeks after completing therapy—is highly encouraging for the FAP community," said Jessica Stout, D.O., Assistant Clinical Professor, University of Utah School of Medicine, and Principal Investigator of the TUPELO study. "Given the near-100% lifetime risk of colorectal cancer and the absence of any approved medical therapies, patients today often face a lifetime of intensive surveillance and life-altering surgeries. These Phase 2 results provide a meaningful basis for hope and support the potential for REC-4881 to offer a much-needed non-surgical option for this debilitating, life-long disease.""These Phase 2 results mark a meaningful validation of the Recursion OS," said Chris Gibson, Ph.D., Co-Founder and CEO of Recursion. "An unbiased phenotypic insight from our platform and driven by AI—linking MEK1/2 inhibition to APC loss-of-function biology—has now translated into rapid, substantial, and durable reductions in polyp burden in patients. This is a powerful example of how even the earliest versions of the Recursion OS can uncover therapeutic opportunities in diseases with no approved pharmacotherapy options. And since this discovery, we've only added to the breadth, depth, and power of the Recursion OS; we believe this is the first of many potential medicines that will advance as our flywheel of discovery accelerates."In the Phase 2 portion of the study, REC-4881 demonstrated rapid and durable reductions in polyp burden, with 43% median reduction in evaluable patients after 12 weeks of treatment. 75% of evaluable patients had a reduction in polyp burden in this same period. Importantly, the effect persisted well beyond the dosing period: 82% of evaluable patients (9 of 11) maintained reductions at Week 25—12 weeks after stopping therapy—with a 53% median decrease from baseline. These results are especially meaningful when considered alongside real-world natural history analyses showing that untreated FAP patients are expected to experience increases when left untreated."This program reflects a full validation cycle of the Recursion OS: an unbiased phenotypic signal identifying MEK1/2 inhibition as a rescue mechanism for APC loss-of-function, followed by mechanistic confirmation, clinical translation, and now encouraging human data in a disease with no approved medical therapies," said Najat Khan, Ph.D., Chief R&D and Commercial Officer and incoming President and CEO. "REC-4881, an allosteric MEK1/2 inhibitor, represents a first precision-medicine approach for the causal biology of FAP. In TUPELO, we are seeing rapid, substantial, and durable reductions in polyp burden — including sustained benefit after patients stop therapy. Equally important, our ClinTech and real-world data capabilities have been instrumental in guiding this program — from refining eligibility to contextualizing a single-arm dataset with a first-of-its-kind natural history study."About FAP
Monroe1
6月前
Partnered Discovery Updates:
With the acceptance of the second neuro map and the $30 million milestone from Roche and Genentech, Recursion has now achieved more than $500 million in upfront and milestone payments from its partners. This milestone places Recursion among a small group of pre-commercial biotechnology companies to achieve such scale, underscoring the strength of its partnership strategy. These collaborations not only support the maintenance and expansion of the Recursion OS, but also provide access to insights from leading biopharma companies and the potential for future milestone payments exceeding $10 billion, as well as royalties across indications Recursion may not pursue independently.
Roche and Genentech: Recursion announced that it has achieved a second $30 million milestone from its partner, Roche and Genentech. The payment follows the acceptance of a novel whole-genome phenotypic map ("phenomap") of microglial cells, which are critical for brain health and implicated in a wide range of neurodegenerative and neuroinflammatory diseases.
The milestone is part of a larger ongoing 10+ year collaboration to discover novel targets and develop potential therapeutic treatments for up to 40 programs in neuroscience and gastrointestinal oncology.
Together, Recursion, Roche and Genentech have identified a number of biological insights from the first neuroscience-focused phenomap, that could become novel targets of interest.
Roche and Genentech have already optioned an initial program in gastrointestinal oncology with additional potential targets/programs under exploration based off of 4 whole-genome GI oncology phenomaps accepted by the partner to date.
To date, Recursion has achieved $213 million in upfront and milestone payments through the collaboration.
Sanofi: Recursion and Sanofi continue to advance multi-target collaboration for up to 15 best-in-class or first-in-class programs across oncology and immunology, with $130 million in upfront and milestone payments achieved to date. Each program has the potential for over $300 million in milestone payments.
Sanofi continues to leverage combined Recursion OS 2.0, including phenomics, to identify new program opportunities.
Recursion and Sanofi are further advancing and expanding their joint pipeline across oncology and immunology.
Several programs are continuing to advance towards potential lead series and development candidate designation over the next 12 months.
JJ8
8月前
Low Pole Reversal on 29-Sep-2025. GLTA
Today's volume was heavier than usual, trading 40,609,653 shares, versus an average of 20,880,816 shares per day during the last twelve months. The On Balance Volume indicator (OBV) shows that longer term selling pressure has given way to near term accumulation by traders as of 3:59 PM ET Monday, 09/29/2025
pumper_stumper
11月前
I miss you, buddy! Love the alternative reality you post (which leads to deserved losses). You love to boast that you post links so your information is correct (which still resulted in a 90% loss in ENZC), but here you make your claim of "no volume to speak of", yet no links?
How about this, the 30 day average volume here is 31 million shares. We have about 30% of the trading day remaining, and yet we are at 70% of the 30 day average volume. A sane intelligent person would conclude to today is average volume, vs your alterative reality of "no volume to speak of"!
In other words once again, you're wrong, and you are foolishly trying to discount today's big decline with false information about volume.
The result of going through life doing things like this is the market will punish you, again, just like in ENZC, with losses! Looking forward to reading more one sided analysis discounting your losses! Thanks for the laugh!
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