View ValuationRecursion Pharmaceuticals 将来の成長Future 基準チェック /26Recursion Pharmaceuticals利益と収益がそれぞれ年間9%と39%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に-105.9% 15.2%なると予測されています。主要情報9.0%収益成長率15.20%EPS成長率Biotechs 収益成長0%収益成長率39.0%将来の株主資本利益率-105.93%アナリストカバレッジGood最終更新日07 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 06First quarter 2026 earnings released: US$0.22 loss per share (vs US$0.50 loss in 1Q 2025)First quarter 2026 results: US$0.22 loss per share (improved from US$0.50 loss in 1Q 2025). Revenue: US$6.47m (down 56% from 1Q 2025). Net loss: US$117.5m (loss narrowed 42% from 1Q 2025). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Biotechs industry.お知らせ • May 04Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 17, 2026Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 17, 2026.お知らせ • Apr 29Recursion Pharmaceuticals, Inc. to Report Q1, 2026 Results on May 06, 2026Recursion Pharmaceuticals, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026お知らせ • Mar 25Recursion Pharmaceuticals Announces Executive Changes, Effective April 6, 2026Recursion Pharmaceuticals announced that Vicki Goodman, M.D., will become Recursion’s Chief Medical Officer effective April 6, 2026 as David Mauro, M.D., Ph.D. transitions out of the role. Dr. Goodman is a seasoned physician executive with more than two decades of experience in oncology drug development and medical leadership. Most recently, she served as Chief Medical Officer of Mural Oncology, where she built and led the development organization and advanced a portfolio of novel cytokine assets. Previously, she was Executive Vice President, Product Development and Medical Affairs and Chief Medical Officer at Exelixis, where she oversaw early- and late-stage clinical development, regulatory affairs, pharmacovigilance, and biometrics across a multi-asset pipeline. She has held senior oncology leadership roles at Merck, where she served as Vice President of Clinical Research and Therapeutic Area Head of Late-Stage Oncology, overseeing key elements of the company’s late-stage portfolio, including KEYTRUDA® (pembrolizumab), across a broad range of tumor types. Prior to that, at Bristol Myers Squibb, she was a member of the Oncology Senior Leadership Team and led cross-functional development for OPDIVO® (nivolumab) and YERVOY® (ipilimumab) in melanoma and genitourinary cancers. Earlier in her career at GlaxoSmithKline, Dr. Goodman led development of dabrafenib from early clinical expansion through regulatory approval, and contributed to the advancement of multiple oncology assets entering clinical development. Before she began her career as a Medical Officer in the U.S. Food and Drug Administration, Dr. Goodman received her M.D. from Albert Einstein College of Medicine and completed her clinical training in internal medicine and hematology/oncology at the University of Michigan. Recursion Pharmaceuticals’ current CMO, David Mauro, M.D., Ph.D. will be transitioning from his role after approximately three years.Reported Earnings • Feb 26Full year 2025 earnings released: US$1.44 loss per share (vs US$1.69 loss in FY 2024)Full year 2025 results: US$1.44 loss per share. Revenue: US$74.7m (up 27% from FY 2024). Net loss: US$644.8m (loss widened 39% from FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Global Biotechs industry.お知らせ • Feb 25Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $300 million.Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $300 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Feb 18Recursion Pharmaceuticals, Inc. to Report Q4, 2025 Results on Feb 25, 2026Recursion Pharmaceuticals, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026お知らせ • Dec 11Recursion Pharmaceuticals, Inc. announces Positive Phase 1b/2 Results from Ongoing REC-4881 TUPELO Trial Demonstrate Rapid and Durable Reductions in Polyp Burden in Familial Adenomatous Polyposis (FAP) at 25 WeeksRecursion Pharmaceuticals, Inc. announced positive Phase 1b 2 data from the ongoing TUPELO trial of REC-4881, an investigational allosteric MEK1 2 inhibitor for familial adenomatous polyposis (FAP). REC-4881 (4 mg QD) achieved rapid clinical activity, with 75% of evaluable patients showing reductions in total polyp burden and a 43% median reduction after 12 weeks of treatment (n 12). After 12 weeks off therapy (week 25 of the study), 82% of evaluable patients (9 of 11) maintained a durable reduction in total polyp burden, with a 53% median reduction observed from baseline Natural history analysis showed that 87% of untreated FAP patients - who resembled the inclusion criteria of TUPELO - had annualized polyp-burden increase, 10% remained stable, and 3% showed modest decrease underscoring the disease's progressive trajectory (n 55); 40% of patients (4 out of 10) achieved a 1-point improvement in Spigelman stage a clinically meaningful measure of upper GI disease severity to assess surveillance and clinical management; REC-4881 (4 u mg QD) has a safety profile consistent with MEK1 2 inhibition, with the majority of treatment-related adverse events being Grade 1 or 2, Grade 3 events occurring in 15.8% of the safety-evaluable patients, and no Grade 4 TRAEs reported to date; First clinical validation of the Recursion OS, demonstrating how unbiased phenotypic and mechanistic insights such as MEK12 rescue of APC loss-of-function can translate to novel, differentiated therapeutics for diseases like FAP with no approved therapy and high prevalence of 50,000 patients in U.S. and EU5 next steps Engage the FDA in the 1H26 to define a potential registration pathway, and in parallel, expand the population from 55 to 18 years old, and further optimize dosing schedule; and Engage the FDA in the firstH26 to define a potential registered pathway, and in parallel, expanded the population from 55 to 18 year old, and further optimize dosed schedule; and further optimize dosing schedule. Recursion OS 2.0: Efficiently delivering novel insights, precision design, and optimized clinical trials; and Supported by BioHive-2 The fastest, most powerful supercomputer wholly-owned and operated by a pharma or biotech company ~65PB of data including 40PB of proprietary data; and Causal AI Patient Selection & RWD Clinical Trial Design AI-powered Recruitment; REC-4881: In-licensed based on novel insights from Recursion OS V0.1; now leveraging V2.0 platform to advance clinical development; Design Workflow Automated Chemistry Automated Chemistry Automated Biology 3D Protein & Atomistic Models; Molecular Property Prediction & Design Scientific Agents Transcriptomics Assay & Models; ML-based Patient Connectivity (RWD) LLMs & Graphs MOA Deconvolution Scaled Binding Affinity Predictions; ClinTech Workflow AI-enabled Precision Design Clinical Development; Scientific Agents Nomination Workflow Scientific Agents Nomination workflow Scientific Agents Nomination Workflows Scientific Agents Supported by BioHive- 2.0: The fastest, most powerful super computer wholly-owned and operated by an pharma or biotech company ~ 65PB of data including 40PB.Buy Or Sell Opportunity • Nov 21Now 23% overvaluedOver the last 90 days, the stock has fallen 21% to Mex$78.00. The fair value is estimated to be Mex$63.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 266% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.Reported Earnings • Nov 07Third quarter 2025 earnings released: US$0.36 loss per share (vs US$0.34 loss in 3Q 2024)Third quarter 2025 results: US$0.36 loss per share (further deteriorated from US$0.34 loss in 3Q 2024). Revenue: US$5.18m (down 80% from 3Q 2024). Net loss: US$162.3m (loss widened 69% from 3Q 2024). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Global Biotechs industry.お知らせ • Nov 06+ 1 more updateRecursion Pharmaceuticals, Inc. Announces Management Changes, Effective January 1, 2026On November 4, 2025, the Board of Directors of Recursion Pharmaceuticals, Inc. appointed Najat Khan, Ph.D., the Company’s Chief Research and Development Officer and Chief Commercial Officer, as the Company’s President, and appointed Christopher Gibson, Ph.D., the Company’s President, as Chair of the Board, both effective as of January 1, 2026. Also on November 4, 2025, Dr. Gibson stepped down as the Company’s President, effective as of January 1, 2026. Dr. Khan, age 42, has served as the company’s Chief Research and Development Officer and Chief Commercial Officer since July 2024 and as a member of as the company’s Board since April 2024. Prior to joining the Company, Dr. Khan was Chief Data Science Officer and Senior Vice President, Global Head of Strategy, Portfolio & Operations for R&D at Johnson & Johnson Innovative Medicine from June 2023 to June 2024, where she helped to triple pipeline value and built a data science organization — positioning J&J as one of the first major pharma companies to strategically scale AI across its R&D portfolio. She previously held the following roles with Johnson and Johnson: Chief Data Science Officer and Senior Vice President/Global Head, Strategy and Operations, R&D, from May 2020 to June 2023; Chief Operating Officer, R&D Data Science and Global Head, Strategy and Operations, R&D, from November 2019 to May 2020 and April 2019 to May 2020, respectively; and Head of R&D Strategic Initiatives from March 2018 to March 2019. She was also Co-chair of Johnson and Johnson’s Data Science Council from February 2020 to June 2024. Earlier in her career, Dr. Khan was a Senior Principal and Partner with The Boston Consulting Group (BCG), working with leading biopharma, biotech, payer, and provider organizations on strategy and operations. Dr. Khan holds a Ph.D. in Organic Chemistry from the University of Pennsylvania, an AI/ML Certification from MIT’s Computer Science and Artificial Intelligence Laboratory (CSAIL), and a B.A. in Computational Chemistry from Colgate University. On November 4, 2025, and in connection with the appointment of Dr. Gibson as Chair of the Board, the Board appointed Robert Hershberg, M.D., Ph.D. to serve as its Vice Chair and Lead Independent Director, effective as of January 1, 2026. Dr. Hershberg has served as a member of the Board since May 2020 and as the Chair of the Board since June 2024. Dr. Hershberg will continue serving as the chair of the Board’s Compensation Committee, as a member of the Research and Development Committee, as a member of the Strategic Transactions and Finance Committee, and as a member of the ATM Pricing Committee. In connection with Dr. Gibson’s appointment as Chair of the Board, he stepped down from the Board’s Strategic Transactions and Finance Committee and ATM Pricing Committee and Dr. Khan was appointed to the Strategic Transactions and Finance Committee, in each case effective as of January 1, 2026. Dr. Gibson will continue serving on the Board’s Corporate Social Responsibility Committee.お知らせ • Oct 28Recursion Pharmaceuticals, Inc. to Report Q3, 2025 Results on Nov 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025Recent Insider Transactions • Aug 22Chief R&D Officer recently sold Mex$3.8m worth of stockOn the 18th of August, Najat Khan sold around 37k shares on-market at roughly Mex$104 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.41 loss per share (vs US$0.40 loss in 2Q 2024)Second quarter 2025 results: US$0.41 loss per share (further deteriorated from US$0.40 loss in 2Q 2024). Revenue: US$19.2m (up 33% from 2Q 2024). Net loss: US$171.9m (loss widened 76% from 2Q 2024). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Biotechs industry.お知らせ • Jul 29Recursion Pharmaceuticals, Inc. to Report Q2, 2025 Results on Aug 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025お知らせ • Jun 07MIT and Recursion Release Boltz-2: Next Generation Ai Model to Predict Binding Affinity At Unprecedented Speed, Scale, and AccuracyRecursion announced the open-source release of Boltz-2, a first of its kind biomolecular foundation model. Powered by Recursion's NVIDIA supercomputer for its training and validation, this next-generation AI model achieves best-in-class accuracy in jointly modeling complex structures and binding affinity. Boltz-2 represents the next step beyond existing biomolecular structure prediction models like AlphaFold3 and its predecessor, Boltz-1. Specifically, Boltz-2 marks a new era for in silico screening, in standard benchmarks approaching the accuracy of physics-based free energy perturbation (FEP), an industry-standard computational method used to predict the binding affinity of molecules, at speeds up to1000x faster. The decrease in cost and increase in speed and scale makes large-scale and accurate virtual screening more practical than previously possible, directly addressing a critical bottleneck in small molecule discovery. Specifically, Boltz- 2 marks a new era for in Silico screening, in standard benchmarks approaches the accuracy of physics-basedfree energy perturbation (F EP), an industry-standard computational methods used to predict the binding affinity the binding affinity of molecules, At speeds up to1000x faster; The decrease in cost and increase In speed and scale makes large- scale and accurate virtual screening more practical that previously possible, directly addressing acritical bottleneck in small molecule discovery. In line with MIT and Recursion's commitment to making AI tools accessible for drug developers, Boltz-2 will be open-sourced under an MIT license, making the model, weights, and training pipeline available for both academic and commercial use. Boltz-2's development was led by the Boltz team at MIT under the supervision of Professors Regina Barzilay and Tommi Jaakkola alongside a team of researchers from MIT and Recursion.Reported Earnings • May 08First quarter 2025 earnings released: US$0.50 loss per share (vs US$0.39 loss in 1Q 2024)First quarter 2025 results: US$0.50 loss per share (further deteriorated from US$0.39 loss in 1Q 2024). Revenue: US$14.7m (up 6.9% from 1Q 2024). Net loss: US$202.5m (loss widened 122% from 1Q 2024). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Biotechs industry.お知らせ • May 05Recursion Announces Preliminary Phase 1b/2 Data for REC-4881 in Familial Adenomatous Polyposis (FAP) Demonstrates Reduced Polyp BurdenRecursion announced preliminary safety and efficacy results from its ongoing Phase 1b/2 TUPELO trial of REC-4881, an investigational, allosteric MEK1/2 inhibitor in development for Familial Adenomatous Polyposis (FAP). These data were presented in a late-breaking oral presentation at Digestive Disease Week (DDW) 2025 in San Diego, California. FAP is a rare, inherited disorder caused by mutations in the APC gene, leading to the growth of hundreds to thousands of gastrointestinal polyps and a near 100% lifetime risk of colorectal cancer if left untreated. Despite this significant burden, there are currently no FDA-approved treatments. FAP affects an estimated 50,000 individuals across the US and EU5 (France, Germany, Italy, Spain, and the UK). REC-4881 has received Fast Track and Orphan Drug designations from the U.S. FDA, as well as Orphan Drug designation from the European Commission. As of the March 17, 2025 data cutoff in the open-label Phase 2 portion of the TUPELO trial, treatment with REC-4881 (4 mg QD) led to a preliminary median 43% reduction to date in polyp burden at the Week 13 assessment among six efficacy-evaluable patients. The Efficacy Evaluable Population includes patients who had measurable disease at baseline, received 75% of the study drug, and completed at least one post-baseline endoscopic assessment.お知らせ • Apr 29Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 18, 2025Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 18, 2025.お知らせ • Apr 28Recursion Pharmaceuticals, Inc. to Report Q1, 2025 Results on May 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q1, 2025 results Pre-Market on May 05, 2025お知らせ • Apr 23Recursion to Present Preliminary Clinical Data from the Ongoing Phase 1b/2 Trial of REC-4881 in FAP at Digestive Disease Week 2025Recursion will present preliminary data during the 2025 Digestive Disease Week (DDW) meeting from its ongoing Phase 1b/2 clinical trial, TUPELO, which is evaluating the safety and preliminary activity of REC-4881 for the treatment of familial adenomatous polyposis (FAP). The data will be presented as a late-breaking oral presentation during the Research Forum session on Hereditary GI cancer syndromes on Sunday, May 4, 2025 in San Diego. Currently, there are no FDA-approved therapies for FAP, a rare hereditary autosomal dominant colorectal cancer predisposition syndrome, affecting approximately 50,000 people in the US, France, Germany, Italy, Spain, and the UK. REC-4881 has been granted Fast Track and Orphan Drug designation by the U.S. Food and Drug Administration as well as Orphan Drug designation by the European Commission. REC-4881 is an orally bioavailable, non-ATP-competitive allosteric small molecule MEK 1/2 inhibitor. The platform analyzed cellular models of APC gene loss--the root cause of FAP--to identify compounds that suppress the disease-inducing effects of APC mutations. In the late-breaking abstract, Recursion presented preliminary data as of February 7, 2025, showing that 13 patients received 4 mg of REC-4881 QD, with 84.6% experiencing at least one treatment-related adverse event (TRAE). The most commonly reported TRAE was rash /dermatitis acneiform, primarily Grade 1 or 2.お知らせ • Apr 16Healthverity Partners with Recursion to Enhance Clinical Trial Analytics with Real-World DataHealthVerity announced that Recursion has licensed its real-world data to enhance clinical trial design and analytics. Through this agreement, Recursion will integrate HealthVerity de-identified data for over 340M covered lives within the US into its advanced data science and machine learning platforms, the Recursion OS, allowing for deeper insights into patient populations, enhanced trial design and feasibility assessments, as well as clinical operations workflows. By leveraging these high-quality, linked data assets, Recursion seeks to industrialize clinical development, reduce costs, and accelerate the development of novel therapeutics. Recursion's proprietary AI-driven approach relies on integrating diverse datasets and AI/ML models to identify novel insights into human biology and molecule design. The incorporation of real-world data from HealthVerity Marketplace will further strengthen Recursion's ability to predict patient responses, refine study designs, and ensure clinical trial sites are positioned to meet enrollment goals.お知らせ • Apr 10Recursion and Enamine Release New AI-Enabled Targeted Compound LibrariesRecursion announced the generation of screening libraries leveraging tools within its AI/ML platform, the Recursion OS, with Enamine's REAL Space. Together, the two companies have curated 10 enriched screening libraries from over 15,000 newly synthesized compounds designed to accelerate drug discovery against 100 key and clinically relevant drug targets in difficult to address biological areas. Enamine's REAL Space represents the continuously expanding chemical library built on insights from millions of parallel syntheses. While the chemical space offers incredible potential, the sheer volume of compounds, number in the tens of billions, makes it difficult to select the most promising candidates.お知らせ • Apr 09Recursion Announces First Patient Dosed in Phase 1 Clinical Study of REC-3565, a Selective MALT1 Inhibitor for Relapsed or Refractory B-cell LymphomasRecursion announced that the first patient has been dosed in the Phase 1 EXCELERIZE clinical study evaluating REC-3565 for the treatment of relapsed or refractory B-cell lymphomas. "REC-3565 showed durable tumor regressions in preclinical studies, both as a monotherapy and in combination with a BTK inhibitor. Leveraging AI-powered Recursion OS platform, which combines physics-based modeling with molecular dynamics and hotspot analysis. EXCELERIZE, the Phase 1, open-label, multicenter dose-escalation study will assess the safety, tolerability, pharmacokinetics, pharmacodynamics, and preliminary efficacy of REC-3565 in two parts. Part A will assess monotherapy dosing to identify a recommended dose for combination in Part B, which will evaluate combination regimens to inform future studies in B-cell cancers. REC-3565 is a mucosa-associated lymphoid tissue lymphoma translocation protein 1 (MALT1) inhibitor designed using Recursion’s AI-driven multi-parameter optimization approach. MALT1, a key protease in the NF-kB pathway, drives malignant B-cell proliferation in hematological cancers. While current therapies (e.g., BTK inhibitors) have advanced treatment, resistance remains a significant challenge. REC-3565 targets MALT1 to potentially overcome resistance and improve outcomes, either as a monotherapy or in combination with BTK and BCL2 inhibitors. Unlike other MALT1 inhibitors, REC-3565 significantly minimizes UGT1A1 inhibition, reducing the risk of drug-drug interactions and liver toxicity, potentially enabling safer dose escalation and higher target engagement for better clinical efficacy. Approximately 41,000 relapsed and/or refractory (R/R) patients with CLL and B-cell lymphomas in the U.S. and EU5 are eligible for treatment each year.Board Change • Mar 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Chairman Rob Hershberg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 18+ 1 more updateRecursion Announces Board of Director ChangesRecursion announced that Namandjé Bumpus, Ph.D, and Elaine Sun have been appointed to Recursion’s Board of Directors, effective as of March 15th. Dr. Namandjé N. Bumpus served as the FDA’s Principal Deputy Commissioner until December 31, 2024, after joining the agency in August 2022 as Chief Scientist. As Principal Deputy Commissioner she played a pivotal role in shaping the agency’s strategic direction and driving its day-to-day operations. She worked closely with the FDA Commissioner to spearhead key public health initiatives, strengthening regulatory frameworks, modernizing enterprise systems, and enhancing laboratory testing capabilities. She was also one of the foremost drivers of strategy for integration of AI into regulatory science at the agency. Prior to the FDA, Dr. Bumpus was an endowed professor and chair of the Department of Pharmacology and Molecular Sciences at Johns Hopkins University School of Medicine, where she also served as an associate dean. She earned a Ph.D. in pharmacology from the University of Michigan and completed a postdoctoral fellowship at The Scripps Research Institute. Her prior research has spanned across drug metabolism, drug-induced toxicity, mass spectrometry, and infectious disease pharmacology. Dr. Bumpus has received several honors, including the Presidential Early Career Award, the John J. Abel Award, and the Leon I. Goldberg Award, and is a fellow of the American Association for the Advancement of Science and a member of the National Academy of Medicine. Elaine Sun is a 30-year life sciences and financial industry veteran with a track record of building and creating value for early- to late-stage biopharmaceutical companies. She is currently the Chief Operating Officer and Chief Financial Officer at Mammoth Biosciences, an in vivo gene editing therapeutics company co-founded by Nobel laureate and CRISPR pioneer Jennifer Doudna. She previously was SVP and CFO at Halozyme Therapeutics, a commercial-stage biotechnology company, and served as CFO and Chief Strategy Officer at SutroVax (now Vaxcyte), a developer of innovative vaccines. Earlier in her career, she advised pharmaceutical, biotechnology and medical device companies on M&A and financing transactions valued in excess of $50 billion, including as Managing Director at Evercore Partners and Merrill Lynch. Ms. Sun currently serves on the Board of Dynavax Technologies, a commercial-stage vaccines company as well as Asher Biotherapeutics, a clinical-stage precision oncology company, and holds a BA from Wellesley College and an MBA from Harvard Business School.New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$486m net loss in 2 years).お知らせ • Mar 01Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offeringお知らせ • Feb 24Recursion Pharmaceuticals, Inc. to Report Q4, 2024 Results on Feb 28, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 28, 2025業績と収益の成長予測BMV:RXRX * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028220-451150-240212/31/2027123-466-227-317812/31/202666-462-193-21373/31/202666-560-328-321N/A12/31/202575-645-380-372N/A9/30/202544-716-450-441N/A6/30/202565-649-396-383N/A3/31/202560-575-401-389N/A12/31/202459-464-376-359N/A9/30/202465-378-336-318N/A6/30/202450-375-346-332N/A3/31/202446-354-331-317N/A12/31/202345-328-300-288N/A9/30/202347-293-277-258N/A6/30/202350-260-266-240N/A3/31/202347-249-273-234N/A12/31/202240-239-121-84N/A9/30/202229-247-134-100N/A6/30/202218-234-113-78N/A3/31/202213-212-75-50N/A12/31/202110-186-198-159N/A9/30/202110-147-129-89N/A6/30/20219-124-106-75N/A3/31/20216-99-84-58N/A12/31/20204-87-52-45N/A12/31/20192-62N/A-57N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RXRX *今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: RXRX *今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: RXRX *今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: RXRX *の収益 ( 39% ) MX市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: RXRX *の収益 ( 39% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RXRX * 3 年以内に赤字になると予測されています。成長企業の発掘7D1Y7D1Y7D1YPharmaceuticals-biotech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 10:45終値2026/05/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Recursion Pharmaceuticals, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Gal MundaBerenbergGaurav GoparajuBerenbergAlec StranahanBofA Global Research10 その他のアナリストを表示
Reported Earnings • May 06First quarter 2026 earnings released: US$0.22 loss per share (vs US$0.50 loss in 1Q 2025)First quarter 2026 results: US$0.22 loss per share (improved from US$0.50 loss in 1Q 2025). Revenue: US$6.47m (down 56% from 1Q 2025). Net loss: US$117.5m (loss narrowed 42% from 1Q 2025). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Global Biotechs industry.
お知らせ • May 04Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 17, 2026Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 17, 2026.
お知らせ • Apr 29Recursion Pharmaceuticals, Inc. to Report Q1, 2026 Results on May 06, 2026Recursion Pharmaceuticals, Inc. announced that they will report Q1, 2026 results Pre-Market on May 06, 2026
お知らせ • Mar 25Recursion Pharmaceuticals Announces Executive Changes, Effective April 6, 2026Recursion Pharmaceuticals announced that Vicki Goodman, M.D., will become Recursion’s Chief Medical Officer effective April 6, 2026 as David Mauro, M.D., Ph.D. transitions out of the role. Dr. Goodman is a seasoned physician executive with more than two decades of experience in oncology drug development and medical leadership. Most recently, she served as Chief Medical Officer of Mural Oncology, where she built and led the development organization and advanced a portfolio of novel cytokine assets. Previously, she was Executive Vice President, Product Development and Medical Affairs and Chief Medical Officer at Exelixis, where she oversaw early- and late-stage clinical development, regulatory affairs, pharmacovigilance, and biometrics across a multi-asset pipeline. She has held senior oncology leadership roles at Merck, where she served as Vice President of Clinical Research and Therapeutic Area Head of Late-Stage Oncology, overseeing key elements of the company’s late-stage portfolio, including KEYTRUDA® (pembrolizumab), across a broad range of tumor types. Prior to that, at Bristol Myers Squibb, she was a member of the Oncology Senior Leadership Team and led cross-functional development for OPDIVO® (nivolumab) and YERVOY® (ipilimumab) in melanoma and genitourinary cancers. Earlier in her career at GlaxoSmithKline, Dr. Goodman led development of dabrafenib from early clinical expansion through regulatory approval, and contributed to the advancement of multiple oncology assets entering clinical development. Before she began her career as a Medical Officer in the U.S. Food and Drug Administration, Dr. Goodman received her M.D. from Albert Einstein College of Medicine and completed her clinical training in internal medicine and hematology/oncology at the University of Michigan. Recursion Pharmaceuticals’ current CMO, David Mauro, M.D., Ph.D. will be transitioning from his role after approximately three years.
Reported Earnings • Feb 26Full year 2025 earnings released: US$1.44 loss per share (vs US$1.69 loss in FY 2024)Full year 2025 results: US$1.44 loss per share. Revenue: US$74.7m (up 27% from FY 2024). Net loss: US$644.8m (loss widened 39% from FY 2024). Revenue is forecast to grow 33% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Global Biotechs industry.
お知らせ • Feb 25Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $300 million.Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $300 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Feb 18Recursion Pharmaceuticals, Inc. to Report Q4, 2025 Results on Feb 25, 2026Recursion Pharmaceuticals, Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 25, 2026
お知らせ • Dec 11Recursion Pharmaceuticals, Inc. announces Positive Phase 1b/2 Results from Ongoing REC-4881 TUPELO Trial Demonstrate Rapid and Durable Reductions in Polyp Burden in Familial Adenomatous Polyposis (FAP) at 25 WeeksRecursion Pharmaceuticals, Inc. announced positive Phase 1b 2 data from the ongoing TUPELO trial of REC-4881, an investigational allosteric MEK1 2 inhibitor for familial adenomatous polyposis (FAP). REC-4881 (4 mg QD) achieved rapid clinical activity, with 75% of evaluable patients showing reductions in total polyp burden and a 43% median reduction after 12 weeks of treatment (n 12). After 12 weeks off therapy (week 25 of the study), 82% of evaluable patients (9 of 11) maintained a durable reduction in total polyp burden, with a 53% median reduction observed from baseline Natural history analysis showed that 87% of untreated FAP patients - who resembled the inclusion criteria of TUPELO - had annualized polyp-burden increase, 10% remained stable, and 3% showed modest decrease underscoring the disease's progressive trajectory (n 55); 40% of patients (4 out of 10) achieved a 1-point improvement in Spigelman stage a clinically meaningful measure of upper GI disease severity to assess surveillance and clinical management; REC-4881 (4 u mg QD) has a safety profile consistent with MEK1 2 inhibition, with the majority of treatment-related adverse events being Grade 1 or 2, Grade 3 events occurring in 15.8% of the safety-evaluable patients, and no Grade 4 TRAEs reported to date; First clinical validation of the Recursion OS, demonstrating how unbiased phenotypic and mechanistic insights such as MEK12 rescue of APC loss-of-function can translate to novel, differentiated therapeutics for diseases like FAP with no approved therapy and high prevalence of 50,000 patients in U.S. and EU5 next steps Engage the FDA in the 1H26 to define a potential registration pathway, and in parallel, expand the population from 55 to 18 years old, and further optimize dosing schedule; and Engage the FDA in the firstH26 to define a potential registered pathway, and in parallel, expanded the population from 55 to 18 year old, and further optimize dosed schedule; and further optimize dosing schedule. Recursion OS 2.0: Efficiently delivering novel insights, precision design, and optimized clinical trials; and Supported by BioHive-2 The fastest, most powerful supercomputer wholly-owned and operated by a pharma or biotech company ~65PB of data including 40PB of proprietary data; and Causal AI Patient Selection & RWD Clinical Trial Design AI-powered Recruitment; REC-4881: In-licensed based on novel insights from Recursion OS V0.1; now leveraging V2.0 platform to advance clinical development; Design Workflow Automated Chemistry Automated Chemistry Automated Biology 3D Protein & Atomistic Models; Molecular Property Prediction & Design Scientific Agents Transcriptomics Assay & Models; ML-based Patient Connectivity (RWD) LLMs & Graphs MOA Deconvolution Scaled Binding Affinity Predictions; ClinTech Workflow AI-enabled Precision Design Clinical Development; Scientific Agents Nomination Workflow Scientific Agents Nomination workflow Scientific Agents Nomination Workflows Scientific Agents Supported by BioHive- 2.0: The fastest, most powerful super computer wholly-owned and operated by an pharma or biotech company ~ 65PB of data including 40PB.
Buy Or Sell Opportunity • Nov 21Now 23% overvaluedOver the last 90 days, the stock has fallen 21% to Mex$78.00. The fair value is estimated to be Mex$63.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has declined by 10%. Revenue is forecast to grow by 266% in 2 years. Earnings are forecast to grow by 38% in the next 2 years.
Reported Earnings • Nov 07Third quarter 2025 earnings released: US$0.36 loss per share (vs US$0.34 loss in 3Q 2024)Third quarter 2025 results: US$0.36 loss per share (further deteriorated from US$0.34 loss in 3Q 2024). Revenue: US$5.18m (down 80% from 3Q 2024). Net loss: US$162.3m (loss widened 69% from 3Q 2024). Revenue is forecast to grow 38% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Global Biotechs industry.
お知らせ • Nov 06+ 1 more updateRecursion Pharmaceuticals, Inc. Announces Management Changes, Effective January 1, 2026On November 4, 2025, the Board of Directors of Recursion Pharmaceuticals, Inc. appointed Najat Khan, Ph.D., the Company’s Chief Research and Development Officer and Chief Commercial Officer, as the Company’s President, and appointed Christopher Gibson, Ph.D., the Company’s President, as Chair of the Board, both effective as of January 1, 2026. Also on November 4, 2025, Dr. Gibson stepped down as the Company’s President, effective as of January 1, 2026. Dr. Khan, age 42, has served as the company’s Chief Research and Development Officer and Chief Commercial Officer since July 2024 and as a member of as the company’s Board since April 2024. Prior to joining the Company, Dr. Khan was Chief Data Science Officer and Senior Vice President, Global Head of Strategy, Portfolio & Operations for R&D at Johnson & Johnson Innovative Medicine from June 2023 to June 2024, where she helped to triple pipeline value and built a data science organization — positioning J&J as one of the first major pharma companies to strategically scale AI across its R&D portfolio. She previously held the following roles with Johnson and Johnson: Chief Data Science Officer and Senior Vice President/Global Head, Strategy and Operations, R&D, from May 2020 to June 2023; Chief Operating Officer, R&D Data Science and Global Head, Strategy and Operations, R&D, from November 2019 to May 2020 and April 2019 to May 2020, respectively; and Head of R&D Strategic Initiatives from March 2018 to March 2019. She was also Co-chair of Johnson and Johnson’s Data Science Council from February 2020 to June 2024. Earlier in her career, Dr. Khan was a Senior Principal and Partner with The Boston Consulting Group (BCG), working with leading biopharma, biotech, payer, and provider organizations on strategy and operations. Dr. Khan holds a Ph.D. in Organic Chemistry from the University of Pennsylvania, an AI/ML Certification from MIT’s Computer Science and Artificial Intelligence Laboratory (CSAIL), and a B.A. in Computational Chemistry from Colgate University. On November 4, 2025, and in connection with the appointment of Dr. Gibson as Chair of the Board, the Board appointed Robert Hershberg, M.D., Ph.D. to serve as its Vice Chair and Lead Independent Director, effective as of January 1, 2026. Dr. Hershberg has served as a member of the Board since May 2020 and as the Chair of the Board since June 2024. Dr. Hershberg will continue serving as the chair of the Board’s Compensation Committee, as a member of the Research and Development Committee, as a member of the Strategic Transactions and Finance Committee, and as a member of the ATM Pricing Committee. In connection with Dr. Gibson’s appointment as Chair of the Board, he stepped down from the Board’s Strategic Transactions and Finance Committee and ATM Pricing Committee and Dr. Khan was appointed to the Strategic Transactions and Finance Committee, in each case effective as of January 1, 2026. Dr. Gibson will continue serving on the Board’s Corporate Social Responsibility Committee.
お知らせ • Oct 28Recursion Pharmaceuticals, Inc. to Report Q3, 2025 Results on Nov 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 05, 2025
Recent Insider Transactions • Aug 22Chief R&D Officer recently sold Mex$3.8m worth of stockOn the 18th of August, Najat Khan sold around 37k shares on-market at roughly Mex$104 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 06Second quarter 2025 earnings released: US$0.41 loss per share (vs US$0.40 loss in 2Q 2024)Second quarter 2025 results: US$0.41 loss per share (further deteriorated from US$0.40 loss in 2Q 2024). Revenue: US$19.2m (up 33% from 2Q 2024). Net loss: US$171.9m (loss widened 76% from 2Q 2024). Revenue is forecast to grow 41% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Biotechs industry.
お知らせ • Jul 29Recursion Pharmaceuticals, Inc. to Report Q2, 2025 Results on Aug 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 05, 2025
お知らせ • Jun 07MIT and Recursion Release Boltz-2: Next Generation Ai Model to Predict Binding Affinity At Unprecedented Speed, Scale, and AccuracyRecursion announced the open-source release of Boltz-2, a first of its kind biomolecular foundation model. Powered by Recursion's NVIDIA supercomputer for its training and validation, this next-generation AI model achieves best-in-class accuracy in jointly modeling complex structures and binding affinity. Boltz-2 represents the next step beyond existing biomolecular structure prediction models like AlphaFold3 and its predecessor, Boltz-1. Specifically, Boltz-2 marks a new era for in silico screening, in standard benchmarks approaching the accuracy of physics-based free energy perturbation (FEP), an industry-standard computational method used to predict the binding affinity of molecules, at speeds up to1000x faster. The decrease in cost and increase in speed and scale makes large-scale and accurate virtual screening more practical than previously possible, directly addressing a critical bottleneck in small molecule discovery. Specifically, Boltz- 2 marks a new era for in Silico screening, in standard benchmarks approaches the accuracy of physics-basedfree energy perturbation (F EP), an industry-standard computational methods used to predict the binding affinity the binding affinity of molecules, At speeds up to1000x faster; The decrease in cost and increase In speed and scale makes large- scale and accurate virtual screening more practical that previously possible, directly addressing acritical bottleneck in small molecule discovery. In line with MIT and Recursion's commitment to making AI tools accessible for drug developers, Boltz-2 will be open-sourced under an MIT license, making the model, weights, and training pipeline available for both academic and commercial use. Boltz-2's development was led by the Boltz team at MIT under the supervision of Professors Regina Barzilay and Tommi Jaakkola alongside a team of researchers from MIT and Recursion.
Reported Earnings • May 08First quarter 2025 earnings released: US$0.50 loss per share (vs US$0.39 loss in 1Q 2024)First quarter 2025 results: US$0.50 loss per share (further deteriorated from US$0.39 loss in 1Q 2024). Revenue: US$14.7m (up 6.9% from 1Q 2024). Net loss: US$202.5m (loss widened 122% from 1Q 2024). Revenue is forecast to grow 39% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Biotechs industry.
お知らせ • May 05Recursion Announces Preliminary Phase 1b/2 Data for REC-4881 in Familial Adenomatous Polyposis (FAP) Demonstrates Reduced Polyp BurdenRecursion announced preliminary safety and efficacy results from its ongoing Phase 1b/2 TUPELO trial of REC-4881, an investigational, allosteric MEK1/2 inhibitor in development for Familial Adenomatous Polyposis (FAP). These data were presented in a late-breaking oral presentation at Digestive Disease Week (DDW) 2025 in San Diego, California. FAP is a rare, inherited disorder caused by mutations in the APC gene, leading to the growth of hundreds to thousands of gastrointestinal polyps and a near 100% lifetime risk of colorectal cancer if left untreated. Despite this significant burden, there are currently no FDA-approved treatments. FAP affects an estimated 50,000 individuals across the US and EU5 (France, Germany, Italy, Spain, and the UK). REC-4881 has received Fast Track and Orphan Drug designations from the U.S. FDA, as well as Orphan Drug designation from the European Commission. As of the March 17, 2025 data cutoff in the open-label Phase 2 portion of the TUPELO trial, treatment with REC-4881 (4 mg QD) led to a preliminary median 43% reduction to date in polyp burden at the Week 13 assessment among six efficacy-evaluable patients. The Efficacy Evaluable Population includes patients who had measurable disease at baseline, received 75% of the study drug, and completed at least one post-baseline endoscopic assessment.
お知らせ • Apr 29Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 18, 2025Recursion Pharmaceuticals, Inc., Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 28Recursion Pharmaceuticals, Inc. to Report Q1, 2025 Results on May 05, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q1, 2025 results Pre-Market on May 05, 2025
お知らせ • Apr 23Recursion to Present Preliminary Clinical Data from the Ongoing Phase 1b/2 Trial of REC-4881 in FAP at Digestive Disease Week 2025Recursion will present preliminary data during the 2025 Digestive Disease Week (DDW) meeting from its ongoing Phase 1b/2 clinical trial, TUPELO, which is evaluating the safety and preliminary activity of REC-4881 for the treatment of familial adenomatous polyposis (FAP). The data will be presented as a late-breaking oral presentation during the Research Forum session on Hereditary GI cancer syndromes on Sunday, May 4, 2025 in San Diego. Currently, there are no FDA-approved therapies for FAP, a rare hereditary autosomal dominant colorectal cancer predisposition syndrome, affecting approximately 50,000 people in the US, France, Germany, Italy, Spain, and the UK. REC-4881 has been granted Fast Track and Orphan Drug designation by the U.S. Food and Drug Administration as well as Orphan Drug designation by the European Commission. REC-4881 is an orally bioavailable, non-ATP-competitive allosteric small molecule MEK 1/2 inhibitor. The platform analyzed cellular models of APC gene loss--the root cause of FAP--to identify compounds that suppress the disease-inducing effects of APC mutations. In the late-breaking abstract, Recursion presented preliminary data as of February 7, 2025, showing that 13 patients received 4 mg of REC-4881 QD, with 84.6% experiencing at least one treatment-related adverse event (TRAE). The most commonly reported TRAE was rash /dermatitis acneiform, primarily Grade 1 or 2.
お知らせ • Apr 16Healthverity Partners with Recursion to Enhance Clinical Trial Analytics with Real-World DataHealthVerity announced that Recursion has licensed its real-world data to enhance clinical trial design and analytics. Through this agreement, Recursion will integrate HealthVerity de-identified data for over 340M covered lives within the US into its advanced data science and machine learning platforms, the Recursion OS, allowing for deeper insights into patient populations, enhanced trial design and feasibility assessments, as well as clinical operations workflows. By leveraging these high-quality, linked data assets, Recursion seeks to industrialize clinical development, reduce costs, and accelerate the development of novel therapeutics. Recursion's proprietary AI-driven approach relies on integrating diverse datasets and AI/ML models to identify novel insights into human biology and molecule design. The incorporation of real-world data from HealthVerity Marketplace will further strengthen Recursion's ability to predict patient responses, refine study designs, and ensure clinical trial sites are positioned to meet enrollment goals.
お知らせ • Apr 10Recursion and Enamine Release New AI-Enabled Targeted Compound LibrariesRecursion announced the generation of screening libraries leveraging tools within its AI/ML platform, the Recursion OS, with Enamine's REAL Space. Together, the two companies have curated 10 enriched screening libraries from over 15,000 newly synthesized compounds designed to accelerate drug discovery against 100 key and clinically relevant drug targets in difficult to address biological areas. Enamine's REAL Space represents the continuously expanding chemical library built on insights from millions of parallel syntheses. While the chemical space offers incredible potential, the sheer volume of compounds, number in the tens of billions, makes it difficult to select the most promising candidates.
お知らせ • Apr 09Recursion Announces First Patient Dosed in Phase 1 Clinical Study of REC-3565, a Selective MALT1 Inhibitor for Relapsed or Refractory B-cell LymphomasRecursion announced that the first patient has been dosed in the Phase 1 EXCELERIZE clinical study evaluating REC-3565 for the treatment of relapsed or refractory B-cell lymphomas. "REC-3565 showed durable tumor regressions in preclinical studies, both as a monotherapy and in combination with a BTK inhibitor. Leveraging AI-powered Recursion OS platform, which combines physics-based modeling with molecular dynamics and hotspot analysis. EXCELERIZE, the Phase 1, open-label, multicenter dose-escalation study will assess the safety, tolerability, pharmacokinetics, pharmacodynamics, and preliminary efficacy of REC-3565 in two parts. Part A will assess monotherapy dosing to identify a recommended dose for combination in Part B, which will evaluate combination regimens to inform future studies in B-cell cancers. REC-3565 is a mucosa-associated lymphoid tissue lymphoma translocation protein 1 (MALT1) inhibitor designed using Recursion’s AI-driven multi-parameter optimization approach. MALT1, a key protease in the NF-kB pathway, drives malignant B-cell proliferation in hematological cancers. While current therapies (e.g., BTK inhibitors) have advanced treatment, resistance remains a significant challenge. REC-3565 targets MALT1 to potentially overcome resistance and improve outcomes, either as a monotherapy or in combination with BTK and BCL2 inhibitors. Unlike other MALT1 inhibitors, REC-3565 significantly minimizes UGT1A1 inhibition, reducing the risk of drug-drug interactions and liver toxicity, potentially enabling safer dose escalation and higher target engagement for better clinical efficacy. Approximately 41,000 relapsed and/or refractory (R/R) patients with CLL and B-cell lymphomas in the U.S. and EU5 are eligible for treatment each year.
Board Change • Mar 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Chairman Rob Hershberg was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 18+ 1 more updateRecursion Announces Board of Director ChangesRecursion announced that Namandjé Bumpus, Ph.D, and Elaine Sun have been appointed to Recursion’s Board of Directors, effective as of March 15th. Dr. Namandjé N. Bumpus served as the FDA’s Principal Deputy Commissioner until December 31, 2024, after joining the agency in August 2022 as Chief Scientist. As Principal Deputy Commissioner she played a pivotal role in shaping the agency’s strategic direction and driving its day-to-day operations. She worked closely with the FDA Commissioner to spearhead key public health initiatives, strengthening regulatory frameworks, modernizing enterprise systems, and enhancing laboratory testing capabilities. She was also one of the foremost drivers of strategy for integration of AI into regulatory science at the agency. Prior to the FDA, Dr. Bumpus was an endowed professor and chair of the Department of Pharmacology and Molecular Sciences at Johns Hopkins University School of Medicine, where she also served as an associate dean. She earned a Ph.D. in pharmacology from the University of Michigan and completed a postdoctoral fellowship at The Scripps Research Institute. Her prior research has spanned across drug metabolism, drug-induced toxicity, mass spectrometry, and infectious disease pharmacology. Dr. Bumpus has received several honors, including the Presidential Early Career Award, the John J. Abel Award, and the Leon I. Goldberg Award, and is a fellow of the American Association for the Advancement of Science and a member of the National Academy of Medicine. Elaine Sun is a 30-year life sciences and financial industry veteran with a track record of building and creating value for early- to late-stage biopharmaceutical companies. She is currently the Chief Operating Officer and Chief Financial Officer at Mammoth Biosciences, an in vivo gene editing therapeutics company co-founded by Nobel laureate and CRISPR pioneer Jennifer Doudna. She previously was SVP and CFO at Halozyme Therapeutics, a commercial-stage biotechnology company, and served as CFO and Chief Strategy Officer at SutroVax (now Vaxcyte), a developer of innovative vaccines. Earlier in her career, she advised pharmaceutical, biotechnology and medical device companies on M&A and financing transactions valued in excess of $50 billion, including as Managing Director at Evercore Partners and Merrill Lynch. Ms. Sun currently serves on the Board of Dynavax Technologies, a commercial-stage vaccines company as well as Asher Biotherapeutics, a clinical-stage precision oncology company, and holds a BA from Wellesley College and an MBA from Harvard Business School.
New Risk • Mar 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 2.2% per year for the foreseeable future. Shareholders have been substantially diluted in the past year (71% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (US$486m net loss in 2 years).
お知らせ • Mar 01Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $500 million.Recursion Pharmaceuticals, Inc. has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Class A Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
お知らせ • Feb 24Recursion Pharmaceuticals, Inc. to Report Q4, 2024 Results on Feb 28, 2025Recursion Pharmaceuticals, Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 28, 2025