Recursion Pharmaceuticals Beheer
Beheer criteriumcontroles 1/4
De CEO Recursion Pharmaceuticals is Najat Khan, benoemd in Jan2026, heeft een ambtstermijn van minder dan een jaar. De totale jaarlijkse vergoeding van { bedraagt $ 9.19M, bestaande uit 3.1% salaris en 96.9% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.008% van de aandelen van het bedrijf, ter waarde $ 137.24K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.5 jaar en 10.6 jaar.
Belangrijke informatie
Najat Khan
Algemeen directeur
US$9.2m
Totale compensatie
| Percentage CEO-salaris | 3.10% |
| Dienstverband CEO | less than a year |
| Eigendom CEO | 0.008% |
| Management gemiddelde ambtstermijn | 1.5yrs |
| Gemiddelde ambtstermijn bestuur | 10.6yrs |
Recente managementupdates
Recent updates
Analyse-artikel • May 04
News Flash: 9 Analysts Think Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Earnings Are Under Threat
Today is shaping up negative for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...
Analyse-update • May 03
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!Seeking Alpha • Apr 28
Recursion Pharmaceuticals May Be Losing Ground To Its Peers
Summary Recursion Pharmaceuticals, Inc. remains a Hold as competitive risks persist and the company is years away from meaningful pipeline revenue. RXRX's AI-driven Recursion OS platform shows strong potential but has yet to demonstrate a clear competitive edge or superior scalability versus well-funded peers. Share dilution and accelerating cash burn threaten RXRX shareholder value, with at least 18-24 months before potential pipeline revenue and likely further capital raises. Key near-term focus is on partnership revenue, milestone payments, and clinical progress, especially for REC-4881, as RXRX reports earnings May 5. Read the full article on Seeking Alpha
Analyse-update • Apr 19
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.Analyse-update • Apr 11
Recursion Pharmaceuticals! WTH is going on?
I was very pessimistic about RXRX! I am now extremely optimistic and here’s why!Analyse-update • Apr 03
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.Analyse-update • Mar 20
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.Analyse-update • Mar 06
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.Analyse-update • Mar 02
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!
Analyse-update • Feb 20
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).Analyse-update • Feb 05
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.Analyse-update • Jan 21
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.Analyse-update • Jan 07
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).Analyse-update • Dec 18
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).Analyse-update • Nov 28
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.Analyse-update • Nov 07
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).Analyse-artikel • Nov 07
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Just Reported Third-Quarter Earnings And Analysts Are Lifting Their Estimates
It's been a mediocre week for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the stock dropping 18...Seeking Alpha • Apr 11
Recursion: FDA To Replace Animal Testing With AI? - A Small But Necessary Win
Summary Recursion Pharmaceuticals' stock has been volatile, and is soaring today on news the FDA is planning on phasing out some animal testing, replacing it with AI. The company's Q4 FY24 earnings showed significant losses and high R&D expenses, with no near-term commercial revenues expected from its current pipeline. Despite partnerships with major pharma companies, Recursion's market cap seems inflated relative to its actual drug development progress and financial health. Upgrading Recursion to “Hold” due to potential AI-driven opportunities and goodwill, but caution remains due to high cash burn and uncertain long-term viability. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
Recursion: A Look At Near-Term Phase 1b And Phase 2 Catalysts
Summary RXRX's CDK7 inhibitor REC-617 has demonstrated activity but additional data from the ELUCIDATE trial in various solid tumors isn't expected until H2'25. Near-term catalysts include phase 2 TUPELO trial data for REC-4881 in Familial Adenomatous Polyposis and a futility analysis for REC-2282 in neurofibromatosis type 2, both in H1'25. The impact of TUPELO on the share price might be limited due to competition in that indication and uncertainty over whether a reduction in polyps will convert to cancer prevention. Read the full article on Seeking Alpha
Nieuwe analyse • Mar 22
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.Seeking Alpha • Mar 12
Recursion Pharmaceuticals: Stretched Thin And Chasing Unicorns
Summary Recursion Pharmaceuticals is a pioneer in AI-powered drug discovery but faces challenges in monetizing its innovations and aligning management's vision with sustainable revenue paths. The company's partnerships with big pharma and its proprietary AI platform show promise, but current revenue streams are not material. Governance uncertainty and accounting weaknesses raise concerns about internal controls, impacting investment confidence. Given the high volatility and cash burn, Recursion's current state presents significant risks, making it an unattractive investment opportunity. Read the full article on Seeking AlphaAnalyse-artikel • Mar 02
This Just In: Analysts Are Boosting Their Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Outlook for This Year
Celebrations may be in order for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Seeking Alpha • Feb 14
Recursion Pharmaceuticals Needs A Clinical Breakthrough To Pique Interest
Summary Despite near-significant Phase 2 data, Recursion's lead drug REC-994 for CCM remains unconvincing as a validation of their AI platform, being a repurposed compound. Pipeline expansion in oncology shows promise with early REC-617 data, but enters crowded markets with multiple competitors in CDK7 inhibition. Post Exscientia merger provides a strong $850M cash position through 2027, but monthly burn rate of $20M demands clear clinical success. Their C. difficile candidate enters a competitive market against established players like Merck and Nestlé, limiting commercial potential. Maintain hold rating: while pipeline diversity offers speculative appeal, high cash burn and lack of definitive clinical wins warrant caution. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Recursion: Investors Will Need To Be Patient
Summary Recursion's share price continues to be volatile, despite its pipeline maturing and the injection of significant cash through its merger with Exscientia. While early clinical data has been marginal, these assets do not reflect the current capabilities of Recursion's platform. Recursion continues to acquire more data and evolve its lab infrastructure. The impact of these changes on drug development remain to be seen though. Recursion likely needs to advance 5-10 new chemical entities through trials to validate its approach, requiring investor patience and a leap of faith. Read the full article on Seeking AlphaAnalyse-artikel • Dec 25
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Stock Rockets 27% As Investors Are Less Pessimistic Than Expected
Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shares have had a really impressive month, gaining 27% after a shaky...Seeking Alpha • Dec 09
Recursion: Undruggable CDK12 Protein Target Might Be Possible With REC-1245
Summary Recursion Pharmaceuticals, Inc. expects to meet with the FDA to discuss the potential of advancing REC-994 for the treatment of patients with cerebral cavernous malformation. REC-1245 is a CDK12-adjacent target being developed in a phase 1/2 study for the treatment of patients with biomarker-enriched solid tumors and lymphomas. Data from the phase 1/2 study, exploring the use of REC-1245 for the treatment of patients with biomarker-enriched solid tumors/lymphomas, is expected by the end of 2025 or 1st half of 2026. The global solid tumor treatment market size is projected to reach $532.42 billion by 2032. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
Recursion: No News Isn't Good News When It Comes To Vanilla Pipeline
Summary Recursion's stock has been consistently rated as "Hold" by this analyst due to skepticism about its AI-driven drug discovery approach and its financial instability. The company's IPO raised over $500 million, but the stock has struggled, currently trading at $6.3 with a market cap of $1.8 billion. Recursion's recent financials show significant losses and a high cash burn rate, putting pressure on the company to secure new funding or revenue streams. The merger with Exscientia brings additional cash but also increased R&D costs, making it likely that the combined company will need to raise more funds soon. The pipeline has few compelling catalysts in view, and revenues from that source in the next five years looks unlikely. The best hope for the future is survival, and attracting more investment from semiconductor giant Nvidia. Read the full article on Seeking AlphaAnalyse-artikel • Nov 10
Analysts Are Betting On Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) With A Big Upgrade This Week
Celebrations may be in order for Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) shareholders, with the analysts...Analyse-artikel • Nov 08
Recursion Pharmaceuticals, Inc.'s (NASDAQ:RXRX) Share Price Could Signal Some Risk
You may think that with a price-to-sales (or "P/S") ratio of 29.9x Recursion Pharmaceuticals, Inc. ( NASDAQ:RXRX ) is a...Seeking Alpha • Sep 11
Recursion: AI Is Only As Good As The Data
Summary Recursion's share price has dropped in recent weeks due to poor clinical trial data, but its most mature assets are not reflective of its current capabilities. Recursion probably needs to advance 5-10 new chemical entities through phase II/III trials before the merits of its approach are better understood. The acquisition of Exscientia should enhance Recursion's platform and pipeline, but near-term benefits may be limited. AI in drug discovery remains promising but unproven; success in any clinical program could justify Recursion's current valuation. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$560m |
| Dec 31 2025 | n/a | n/a | -US$645m |
| Sep 30 2025 | n/a | n/a | -US$716m |
| Jun 30 2025 | n/a | n/a | -US$649m |
| Mar 31 2025 | n/a | n/a | -US$575m |
| Dec 31 2024 | US$9m | US$285k | -US$464m |
Compensatie versus markt: De totale vergoeding ($USD 9.19M ) Najat } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.50M ).
Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Najat te vergelijken met de prestaties van het bedrijf.
CEO
Najat Khan (41 yo)
less than a year
Tenure
US$9,194,804
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 12.5yrs | US$8.50m | 1.04% $ 18.4m | |
| CEO, President & Director | less than a year | US$9.19m | 0.0077% $ 137.2k | |
| CFO & President of Recursion UK | 1.5yrs | US$8.59m | 0.049% $ 867.4k | |
| Advisor | 2.9yrs | US$1.93m | 0.014% $ 251.2k | |
| Chief Operating Officer | 1.5yrs | geen gegevens | geen gegevens | |
| Chief Technology Officer | 6.3yrs | geen gegevens | geen gegevens | |
| Chief Scientific Officer | 1.5yrs | geen gegevens | 0.072% $ 1.3m | |
| Chief Legal Officer & Corporate Secretary | 2.6yrs | geen gegevens | geen gegevens | |
| Chief Communications Officer | no data | geen gegevens | geen gegevens | |
| Chief People and Impact Officer | 1.5yrs | geen gegevens | geen gegevens | |
| Chief Business Officer | 1.5yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Clinical Development & Data Science | less than a year | geen gegevens | geen gegevens |
1.5yrs
Gemiddelde duur
45yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van RXRX wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.5 jaar), wat duidt op een nieuw team.
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 12.5yrs | US$8.50m | 1.04% $ 18.4m | |
| CEO, President & Director | 2.1yrs | US$9.19m | 0.0077% $ 137.2k | |
| Member of Business Advisory Panel | 11.5yrs | geen gegevens | geen gegevens | |
| Member of Business Advisory Panel | 11.9yrs | geen gegevens | geen gegevens | |
| Chairman of Therapeutics Advisory Board | 4.8yrs | geen gegevens | geen gegevens | |
| Vice-Chairman & Lead Independent Director | 6.2yrs | US$316.48k | 0.0098% $ 174.3k | |
| Director | less than a year | US$296.73k | 0.61% $ 10.8m | |
| Independent Director | 13.3yrs | US$294.98k | 1.18% $ 20.9m | |
| Member of Scientific and Technical Advisory Board | 12.1yrs | geen gegevens | geen gegevens | |
| Member of Scientific & Technical Advisory Board | 12.1yrs | geen gegevens | geen gegevens | |
| Independent Director | 9.7yrs | US$304.23k | 0.024% $ 422.0k | |
| Independent Director | 1.2yrs | geen gegevens | geen gegevens |
10.6yrs
Gemiddelde duur
57.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van RXRX zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/06 08:21 |
| Aandelenkoers aan het einde van de dag | 2026/05/06 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Recursion Pharmaceuticals, Inc. wordt gevolgd door 13 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Gal Munda | Berenberg |
| Gaurav Goparaju | Berenberg |
| Alec Stranahan | BofA Global Research |