Recursion Pharmaceuticals, Inc.

NasdaqGS:RXRX Rapport sur les actions

Capitalisation boursière : US$1.8b

Recursion Pharmaceuticals Gestion

Gestion contrôle des critères 1/4

Le PDG Recursion Pharmaceuticals est Najat Khan, nommé en Jan2026, a un mandat de moins d'un an. La rémunération annuelle totale est $ 9.19M, composée du salaire de 3.1% et des bonus 96.9%, y compris les actions et options de la société. détient directement 0.008% des actions de la société, d'une valeur de $ 137.24K. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 1.5 ans et 10.6 ans.

Informations clés

Najat Khan

Directeur général

US$9.2m

Rémunération totale

Pourcentage du salaire du PDG3.10%
Durée du mandat du directeur généralless than a year
Propriété du PDG0.008%
Durée moyenne d'occupation des postes de direction1.5yrs
Durée moyenne du mandat des membres du conseil d'administration10.6yrs

Mises à jour récentes de la gestion

Recent updates

News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat

May 04
News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat

Recursion Pharmaceuticals! WTH is going on?

Recursion Pharmaceuticals (RXRX) one day will be the Palantir of biotechnology! With the CMO transitioning out as well as the former CEO RXRX now has a chance to take off!

Recursion Pharmaceuticals May Be Losing Ground To Its Peers

Apr 28

RXRX: Later Launch And Higher Costs Will Set Up Cleaner Upside

Analysts have trimmed their price target on Recursion Pharmaceuticals to $6 from $7, citing updated operating expense and share count assumptions, as well as a later expected launch timeline for REC-617. Analyst Commentary Bullish analysts point out that the recent cut to a US$6 price target still reflects confidence in Recursion Pharmaceuticals reaching key development milestones over time, even with updated expense forecasts and a later expected REC-617 launch.

Recursion Pharmaceuticals! WTH is going on?

I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!

RXRX: Later Launch Assumptions Will Set Up Cleaner Long Term Upside

Analysts recently trimmed their 12 month price target for Recursion Pharmaceuticals to $6 from $7, citing revised operating expense assumptions, a higher share count, and a later expected launch timing for REC-617. Analyst Commentary Recent commentary around Recursion Pharmaceuticals has focused on updated assumptions for operating expenses, a higher share count, and a later expected launch for REC-617.

RXRX: Later Launch And Cleaner Model Assumptions Will Support Long Term Upside

Analysts have lowered their price target on Recursion Pharmaceuticals to $6 from $7, citing updated operating expense assumptions, a revised share count, and a later expected launch timing for REC-617. Analyst Commentary While the latest research includes a lower price target, recent commentary still highlights areas where bullish analysts see room for Recursion Pharmaceuticals to execute and create value over time.

RXRX: FAP Data And Cautious Outlook Will Support Long Term Thesis

Analysts have trimmed their price target for Recursion Pharmaceuticals to $6 from $7, citing revised estimates, updated operating expense and share count assumptions, and a later expected launch for REC-617. Analyst Commentary Recent commentary points to a more cautious tone on Recursion Pharmaceuticals, with the latest price target reset to reflect updated expense planning, share count expectations, and a later potential launch for REC-617.

Recursion Pharmaceuticals! WTH is going on?

As I see what RXRX did in the 4th quarter I now believe they will be the Palantir of biotechnology one day! Najat Khan the new CEO will lead this company out of the hole created by the former CEO into greatness!

RXRX: FAP Trial Success Will Support Future Margin Expansion Potential

Analysts have maintained their $7.00 price target on Recursion Pharmaceuticals, citing broadly consistent long term assumptions and only minor adjustments to the discount rate, profit margin outlook, and future P/E multiple. What's in the News Recursion reported positive Phase 1b/2 data from the ongoing TUPELO trial of REC-4881, an allosteric MEK1/2 inhibitor being studied for familial adenomatous polyposis, with REC-4881 4 mg QD linked to rapid clinical activity in the trial population (Key Developments).

RXRX: Positive FAP Trial Data Will Support Stronger Long Term Thesis

Analysts have raised their price target on Recursion Pharmaceuticals to US$11.00, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Recursion reported positive Phase 1b/2 data from the ongoing TUPELO trial of REC-4881, an investigational allosteric MEK1/2 inhibitor for familial adenomatous polyposis.

RXRX: Positive FAP Trial Results Will Support Future Margin Expansion

Analysts have modestly adjusted their price target on Recursion Pharmaceuticals, citing updated assumptions around the discount rate, long-term revenue growth, profit margin, and future P/E. Together, these revisions lead to a refined fair value estimate of US$7.00 per share.

RXRX: Positive FAP Trial Data Will Support Stronger Long Term Thesis

Analysts have lifted their fair value estimate for Recursion Pharmaceuticals from US$10.00 to US$11.00, citing updated assumptions around revenue growth, profit margin, and future P/E levels as key drivers of the new target. What's in the News Recursion reported positive Phase 1b/2 TUPELO trial data for REC-4881 in familial adenomatous polyposis, with 75% of evaluable patients showing reductions in total polyp burden and a 43% median reduction after 12 weeks of treatment (Key Developments).

RXRX: Positive TUPELO Data Will Drive Future AI-Enabled Margin Expansion

Analysts have raised their price target on Recursion Pharmaceuticals by approximately 10 percent to around 7.00 dollars per share, citing a modestly higher fair value estimate despite tempered revenue growth assumptions. What's in the News Announced positive Phase 1b/2 TUPELO trial data for REC-4881 in familial adenomatous polyposis, with 75 percent of evaluable patients showing reduced total polyp burden and a 43 percent median reduction after 12 weeks of treatment (Key Developments).

RXRX: New CEO Appointment Will Spark Stronger Margins And AI-Driven Momentum

Analysts have modestly raised their price target for Recursion Pharmaceuticals from $6.30 to $6.33 per share. They cite improved forecasted revenue growth and higher profit margins as key drivers behind the update.

RXRX: Leadership Change Will Drive Future Opportunity Amid Accelerating Revenue Outlook

Analysts have lowered their price target for Recursion Pharmaceuticals from $6.47 to $6.30, citing adjustments in projected discount rates and profit margins despite stronger expected revenue growth. What's in the News Dr. Najat Khan has been appointed as Chief Executive Officer of Recursion Pharmaceuticals, effective January 1, 2026 (Key Developments).

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates

Nov 07
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates

Recursion: FDA To Replace Animal Testing With AI? - A Small But Necessary Win

Apr 11

Recursion: A Look At Near-Term Phase 1b And Phase 2 Catalysts

Mar 27
User avatar

REC-617 And REC-994 Trials Will Drive Future AI-Driven Drug Discovery Success

Successful clinical trials and expanded pipeline indicate promising future revenue growth and earnings from potential drug market entries.

Recursion Pharmaceuticals: Stretched Thin And Chasing Unicorns

Mar 12

This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year

Mar 02
This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year

Recursion Pharmaceuticals Needs A Clinical Breakthrough To Pique Interest

Feb 14

Recursion: Investors Will Need To Be Patient

Jan 10

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Dec 25
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected

Recursion: Undruggable CDK12 Protein Target Might Be Possible With REC-1245

Dec 09

Recursion: No News Isn't Good News When It Comes To Vanilla Pipeline

Nov 20

Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week

Nov 10
Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week

Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk

Nov 08
Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk

Recursion: AI Is Only As Good As The Data

Sep 11

Analyse de la rémunération des PDG

Comment la rémunération de Najat Khan a-t-elle évolué par rapport aux bénéfices de Recursion Pharmaceuticals?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$560m

Dec 31 2025n/an/a

-US$645m

Sep 30 2025n/an/a

-US$716m

Jun 30 2025n/an/a

-US$649m

Mar 31 2025n/an/a

-US$575m

Dec 31 2024US$9mUS$285k

-US$464m

Rémunération vs marché: La rémunération totale de Najat ($USD 9.19M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 5.48M ).

Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Najat avec les performances de l'entreprise.


PDG

Najat Khan (41 yo)

less than a year
Titularisation
US$9,194,804
Compensation

Dr. Najat Khan, Ph D is Chief Executive Officer and President of Recursion Pharmaceuticals, Inc. January 1, 2026. She was Chief R&D Officer and Chief Commercial Officer of Recursion Pharmaceuticals, Inc. f...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Christopher Gibson
Co-Founder12.5yrsUS$8.50m1.04%
$ 18.4m
Najat Khan
CEO, President & Directorless than a yearUS$9.19m0.0077%
$ 137.2k
Ben Taylor
CFO & President of Recursion UK1.5yrsUS$8.59m0.049%
$ 867.4k
David Mauro
Advisor2.9yrsUS$1.93m0.014%
$ 251.2k
Kristen Rushton
Chief Operating Officer1.5yrspas de donnéespas de données
Benjamin Mabey
Chief Technology Officer6.3yrspas de donnéespas de données
David Hallett
Chief Scientific Officer1.5yrspas de données0.072%
$ 1.3m
Nathan Hatfield
Chief Legal Officer & Corporate Secretary2.6yrspas de donnéespas de données
Ryan Kelly
Chief Communications Officerno datapas de donnéespas de données
Erica Fox
Chief People and Impact Officer1.5yrspas de donnéespas de données
Matthew Kinn
Chief Business Officer1.5yrspas de donnéespas de données
Sid Jain
Senior Vice President of Clinical Development & Data Scienceless than a yearpas de donnéespas de données
1.5yrs
Durée moyenne de l'emploi
45yo
Âge moyen

Gestion expérimentée: L'équipe de direction de RXRX n'est pas considérée comme expérimentée (ancienneté moyenne 1.5 ans), ce qui suggère une nouvelle équipe.


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher Gibson
Co-Founder12.5yrsUS$8.50m1.04%
$ 18.4m
Najat Khan
CEO, President & Director2.1yrsUS$9.19m0.0077%
$ 137.2k
Robert Lollini
Member of Business Advisory Panel11.5yrspas de donnéespas de données
H. Fell
Member of Business Advisory Panel11.9yrspas de donnéespas de données
Joseph Miletich
Chairman of Therapeutics Advisory Board4.8yrspas de donnéespas de données
Robert Hershberg
Vice-Chairman & Lead Independent Director6.2yrsUS$316.48k0.0098%
$ 174.3k
Dean Li
Directorless than a yearUS$296.73k0.61%
$ 10.8m
Blake Borgeson
Independent Director13.3yrsUS$294.98k1.18%
$ 20.9m
Anne Carpenter
Member of Scientific and Technical Advisory Board12.1yrspas de donnéespas de données
Kirk Thomas
Member of Scientific & Technical Advisory Board12.1yrspas de donnéespas de données
Zavain Dar
Independent Director9.7yrsUS$304.23k0.024%
$ 422.0k
Elaine Sun
Independent Director1.2yrspas de donnéespas de données
10.6yrs
Durée moyenne de l'emploi
57.5yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la RXRX est chevronné et expérimenté ( 10.6 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/06 01:50
Cours de l'action en fin de journée2026/05/06 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Recursion Pharmaceuticals, Inc. est couverte par 13 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gal MundaBerenberg
Gaurav GoparajuBerenberg
Alec StranahanBofA Global Research