Recursion Pharmaceuticals, Inc.

NasdaqGS:RXRX 株式レポート

時価総額：US$1.8b

Recursion Pharmaceuticals マネジメント

マネジメント 基準チェック /14

Recursion Pharmaceuticalsの CEO はNajat Khanで、 Jan2026年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 9.19Mで、 3.1%給与と96.9%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.008%を直接所有しており、その価値は$ 137.24K 。経営陣と取締役会の平均在任期間はそれぞれ1.5年と10.6年です。

主要情報

Najat Khan

最高経営責任者

US$9.2m

報酬総額

CEO給与比率3.10%
CEO在任期間less than a year
CEOの所有権0.008%
経営陣の平均在職期間1.5yrs
取締役会の平均在任期間10.6yrs

経営陣の近況

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

CEO報酬分析

Recursion Pharmaceuticals の収益と比較して、Najat Khan の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Najatの 総報酬 ($USD 9.19M ) は、 US市場 ($USD 5.48M ) の同規模の企業の平均を上回っています。

報酬と収益: Najatの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Najat Khan (41 yo)

less than a year
在職期間
US$9,194,804
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 Officer1.5yrsデータなしデータなし
Benjamin Mabey
Chief Technology Officer6.3yrsデータなしデータなし
David Hallett
Chief Scientific Officer1.5yrsデータなし0.072%
$ 1.3m
Nathan Hatfield
Chief Legal Officer & Corporate Secretary2.6yrsデータなしデータなし
Ryan Kelly
Chief Communications Officerno dataデータなしデータなし
Erica Fox
Chief People and Impact Officer1.5yrsデータなしデータなし
Matthew Kinn
Chief Business Officer1.5yrsデータなしデータなし
Sid Jain
Senior Vice President of Clinical Development & Data Scienceless than a yearデータなしデータなし
1.5yrs
平均在職期間
45yo
平均年齢

経験豊富な経営陣: RXRXの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。

取締役

名称ポジション在職期間報酬所有権
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 Panel11.5yrsデータなしデータなし
H. Fell
Member of Business Advisory Panel11.9yrsデータなしデータなし
Joseph Miletich
Chairman of Therapeutics Advisory Board4.8yrsデータなしデータなし
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 Board12.1yrsデータなしデータなし
Kirk Thomas
Member of Scientific & Technical Advisory Board12.1yrsデータなしデータなし
Zavain Dar
Independent Director9.7yrsUS$304.23k0.024%
$ 422.0k
Elaine Sun
Independent Director1.2yrsデータなしデータなし
10.6yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: RXRXの 取締役会 は経験豊富で 経験豊富 です ( 10.6年の平均在任期間)。

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2026/05/06 21:49
終値2026/05/06 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 MundaBerenberg
Gaurav GoparajuBerenberg
Alec StranahanBofA Global Research