Recursion Pharmaceuticals, Inc.

Report azionario NasdaqGS:RXRX

Capitalizzazione di mercato: US$1.8b

Recursion Pharmaceuticals Gestione

Criteri Gestione verificati 1/4

Recursion Pharmaceuticals Il CEO è Najat Khan, nominato in Jan2026, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 9.19M, composta da 3.1% di stipendio e 96.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.008% delle azioni della società, per un valore di $ 137.24K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 10.6 anni.

Informazioni chiave

Najat Khan

Amministratore delegato

US$9.2m

Compenso totale

Percentuale dello stipendio del CEO3.10%
Mandato del CEOless than a year
Proprietà del CEO0.008%
Durata media del management1.5yrs
Durata media del Consiglio di amministrazione10.6yrs

Aggiornamenti recenti sulla gestione

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Najat Khan rispetto agli utili di Recursion Pharmaceuticals?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Najat ($USD 9.19M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.50M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Najat con le performance aziendali.

AMMINISTRATORE DELEGATO

Najat Khan (41 yo)

less than a year
Mandato
US$9,194,804
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 Officer1.5yrsNessun datoNessun dato
Benjamin Mabey
Chief Technology Officer6.3yrsNessun datoNessun dato
David Hallett
Chief Scientific Officer1.5yrsNessun dato0.072%
$ 1.3m
Nathan Hatfield
Chief Legal Officer & Corporate Secretary2.6yrsNessun datoNessun dato
Ryan Kelly
Chief Communications Officerno dataNessun datoNessun dato
Erica Fox
Chief People and Impact Officer1.5yrsNessun datoNessun dato
Matthew Kinn
Chief Business Officer1.5yrsNessun datoNessun dato
Sid Jain
Senior Vice President of Clinical Development & Data Scienceless than a yearNessun datoNessun dato
1.5yrs
Durata media
45yo
Età media

Gestione esperta: Il team dirigenziale di RXRX non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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 Panel11.5yrsNessun datoNessun dato
H. Fell
Member of Business Advisory Panel11.9yrsNessun datoNessun dato
Joseph Miletich
Chairman of Therapeutics Advisory Board4.8yrsNessun datoNessun dato
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 Board12.1yrsNessun datoNessun dato
Kirk Thomas
Member of Scientific & Technical Advisory Board12.1yrsNessun datoNessun dato
Zavain Dar
Independent Director9.7yrsUS$304.23k0.024%
$ 422.0k
Elaine Sun
Independent Director1.2yrsNessun datoNessun dato
10.6yrs
Durata media
57.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di RXRX è composto da personale esperto e esperto (durata media dell'incarico 10.6 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/06 04:31
Prezzo dell'azione a fine giornata2026/05/06 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Recursion Pharmaceuticals, Inc. è coperta da 13 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gal MundaBerenberg
Gaurav GoparajuBerenberg
Alec StranahanBofA Global Research