Update shared on01 Aug 2025
Fair value Decreased 6.67%Recursion Pharmaceuticals’ consensus price target has been revised downward to $6.67 as analysts cite sector volatility, disappointing early clinical results, unresolved questions around pipeline valuation and revenue drivers, and the company’s early-stage status as key concerns.
Analyst Commentary
- Volatility driven by macroeconomic factors impacting the biotech sector.
- Underperformance observed in initial clinical trial results.
- Ongoing uncertainty regarding valuation and future revenue drivers.
- Recent pipeline prioritization creating further questions around asset value.
- Early-stage clinical development status leaving significant open questions about the company's long-term potential.
What's in the News
- Recursion open-sourced Boltz-2, a next-generation biomolecular AI model that achieves near physics-based accuracy in structure and binding affinity prediction at speeds up to 1,000x faster, addressing a major bottleneck in small molecule discovery; the model, weights, and pipeline are available for both academic and commercial use under an MIT license.
- Preliminary Phase 1b/2 TUPELO trial results for REC-4881 in Familial Adenomatous Polyposis showed a median 43% reduction in polyp burden at Week 13 among efficacy-evaluable patients; REC-4881 has Fast Track and Orphan Drug designations from both U.S. and European regulators.
Valuation Changes
Summary of Valuation Changes for Recursion Pharmaceuticals
- The Consensus Analyst Price Target has fallen from $7.14 to $6.67.
- The Future P/E for Recursion Pharmaceuticals has significantly fallen from 236.64x to 178.94x.
- The Net Profit Margin for Recursion Pharmaceuticals has significantly risen from 10.54% to 12.20%.
Disclaimer
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