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Published
02 Dec 25
Updated
25 Feb 26
Views
554
Invested
Recursion PharmaceuticalsRXRX
RXRX logo
Fair Value
US$8.38
Share price25 Feb
US$3.261.8% undervalued intrinsic discount
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1Y-33.75%
7D-11.85%

Moving from "Science Fiction" to "Science Fact" – A Bullish Valuation Case

TA
Talos
Talos

"Any sufficiently advanced technology is indistinguishable from magic." — I invest in making that magic real. Focused purely on the shift from Science Fiction to Science Fact. No specific sector. Just paradigm shifts.

Published
02 Dec 25
Updated
25 Feb 26
Views
554
Invested
Fair ValueUS$8.38
Share priceUS$3.2
61.8% undervalued intrinsic discount
Narrative
Updates1

Shared on 25 Feb 26

Fair value Decreased 33%

Moving from "Science Fiction" to "Science Fact": Recursion’s Q4 Validates a Hyper-Growth Inflection Point

Recursion Pharmaceuticals ($RXRX) has spent years being categorized as a "science project"—a high-tech platform promising to revolutionize drug discovery with AI. However, following the Q4 and Full-Year 2025 earnings report and the inaugural strategic pivot led by new CEO Najat Khan, Ph.D., that narrative has fundamentally shifted.
Read more
46 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$8.38
vs US$3.261.8% undervalued intrinsic discount
PastFuture-575m1b20192021202320252026202720292031Revenue US$1.2bEarnings US$300.1m
94%
Revenue growth
25%
Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Excellent balance sheet and slightly overvalued.

Market capUS$1.7b
PB1.9x
Estimated Growth30.6%
Dividend YieldN/A
Full analysis

CEO & management

Najat Khan
CEO
1.8yrs
CEO Tenure

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.

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