Added to YB: 2026-08-28
Pitch date: 2026-08-25
RXRX [bullish]
Recursion Pharmaceuticals, Inc.
-1.99%
current return
Author Info
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Company Info
Recursion Pharmaceuticals, Inc., a clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom.
Market Cap
$1.9B
Pitch Price
$3.51
Price Target
N/A
Dividend
N/A
EV/EBITDA
-3.10
P/E
-3.42
EV/Sales
25.39
Sector
Biotechnology
Category
growth
Healthcare & Biotechnology AI Thesis (II) – AI Drug Discovery / Generative Biology Plays - Recursion Pharmaceuticals, Inc.
RXRX: Recursion is a pure-play AI drug-discovery platform combining proprietary multimodal data, automated wet labs and foundation models with five clinical-stage programs. At ~$3.30-$3.50 per share and a ~$1.8B market cap, the 10x+ thesis requires clinical validation of one lead asset or a major platform licensing deal. REC-4881 Phase 2 signals and partner progress support the case; runway extends into early 2028, while clinical outcomes, cash burn and dilution are the key risks.
Read full article (3 min)