Recursion Pharmaceuticals, Inc. (RXRX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · RXRX
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
by reference. The information furnished pursuant to Item 2.02 (including Exhibit 99.1) and 7.01 (including Exhibits 99.2 and 99.3) on this Form 8-K, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set f…
Results of Operations and Financial Condition. On November 2, 2026, Recursion Pharmaceuticals, Inc. (the “Company”) issued a press release announcing its results of operations and financial condition for the third quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Director — Fred Hassan: The filing discloses the appointment of a new director and board chair, which is a routine governance action and not the departure of a senior executive.
Entry into a Material Definitive Agreement. On October 15, 2026, Recursion Pharmaceuticals, Inc. (the “Company” or “Recursion”) entered into an underwriting agreement (the “Underwriting Agreement”) with Leerink Partners LLC, Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC and Evercore Group L.L.C. as representatives of the several underwriters named therein (collectively, the “Underwriters”), relating to the offering of 61,540,000 shares of its Class A common stock, par value $0.00001 per s…
Other Events. Offering Update The Company issued a press release on October 15, 2026 announcing the pricing of the Offering, which press release is attached as Exhibit 99.4 to this Current Report on Form 8-K and is incorporated herein by reference. Partner Update On October 15, 2026, Recursion announced that Sanofi has optioned the first development candidate from the two companies’ multi-program research collaboration. The potential first-in-class oral small molecule was designed to achieve…
Results of Operations and Financial Condition. Financial Update On October 15, 2026, the Company estimated that its cash, cash equivalents, and restricted cash balance as of September 30, 2026 was approximately $561 million. Following this offering, we expect our existing cash, cash equivalents and restricted cash will enable us to fund our operating expenses and capital expenditure requirements into 2029. The preliminary cash balance includes approximately $86 million in net proceeds from th…
Entry into a Material Definitive Agreement. Recursion Pharmaceuticals, Inc. (the "Company") and Tempus AI, Inc. ("Tempus"), acknowledging the value of (i) Tempus’s library of multimodal data and (ii) Recursion’s proprietary foundational RNA sequencing model (the "TxFM Model"), have entered into the following agreements: Amendment to Tempus Master Agreement On September 15, 2026, the Company entered into an Amendment to the Master Agreement (the “Amendment”) between the Company and Tempus, dat…
by reference. The information furnished pursuant to Item 2.02 (including Exhibit 99.1) and 7.01 (including Exhibits 99.2 and 99.3) on this Form 8-K, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set f…
Results of Operations and Financial Condition. On August 5, 2026, the Company issued a press release announcing its results of operations and financial condition for the second quarter June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
by reference. The information furnished pursuant to Item 2.02 (including Exhibit 99.1) and 7.01 (including Exhibit 99.2) on this Form 8-K, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by sp…
Results of Operations and Financial Condition. On May 6, 2026, the Company issued a press release announcing its results of operations and financial condition for the first quarter March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Chair of the Board of Directors — Christopher Gibson, Ph.D.: Dr. Gibson will not stand for re-election to the Board.
Chief Medical Officer — David Mauro, M.D., Ph.D.: Dr. David Mauro is transitioning out of the role as Chief Medical Officer with a named successor and advisory period.
Results of Operations and Financial Condition. On February 25, 2026, Recursion Pharmaceuticals, Inc. (the “Company”) issued a press release announcing its results of operations and financial condition for the fourth quarter and fiscal year ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Other Events. On November 26, 2025, Recursion Pharmaceuticals, Inc. (“Recursion”) filed a prospectus supplement dated November 26, 2025 (the “Tempus Prospectus Supplement”) and an accompanying base prospectus, which are part of Recursion’s automatic “shelf” Registration Statement on Form S-3ASR (File No. 333-284878) (the “Registration Statement”), which was previously filed on February 12, 2025 with the Securities and Exchange Commission (the “SEC”). The Tempus Prospectus Supplement was filed…
Results of Operations and Financial Condition. On November 5, 2025, the Company issued a press release announcing its results of operations and financial condition for the third quarter September 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Chief Executive Officer and President — Najat Khan, Ph.D.: Dr. Najat Khan was promoted to Chief Executive Officer and President.
Other Events. On October 29, 2025, Recursion Pharmaceuticals, Inc. (the “Company” or “Recursion”) announced the exercise of the option by Roche (as defined below) for a Microglia Map—a first-of-its-kind whole genome map of the brain’s immune cells—generated by Recursion under the Collaboration and License Agreement with Genentech, Inc. and F. Hoffmann-La Roche Ltd (collectively “Roche”) dated December 5, 2021 (the “Agreement”). Pursuant to the terms of the Agreement, Roche will pay to the Com…
of the Original Form 8-K is hereby supplemented as follows: On August 25, 2025, we initiated a GLP toxicology study and notified the Seller that the related milestone under the MIPA had been met. Pursuant to the terms of the MIPA, on August 27, 2025, the Company issued to the Seller an aggregate of 2,397,023 Contingent Shares at a per share price of $5.2148, calculated by dividing $12,500,000 by a per share price of $5.2148, which is the volume weighted average price of the Company’s Class A…
of the Original Form 8-K is hereby supplemented as follows: On August 29, 2025, the Company filed a prospectus supplement dated August 29, 2025 (the “Prospectus Supplement”) and an accompanying base prospectus, which are part of Recursion’s automatic “shelf” Registration Statement on Form S-3ASR (File No. 333-284878) (the “Registration Statement”), which was previously filed on February 12, 2025 with the Securities and Exchange Commission (the “SEC”). The Prospectus Supplement was filed to re…
Results of Operations and Financial Condition. On August 5, 2025, the Company issued a press release announcing its results of operations and financial condition for the second quarter June 30, 2025. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Other Events. On July 8, 2025, the Company filed a prospectus supplement dated July 8, 2025 (the “Prospectus Supplement”) and an accompanying base prospectus, which are part of Recursion’s automatic “shelf” Registration Statement on Form S-3ASR (File No. 333-284878) (the “Registration Statement”), which was previously filed on February 12, 2025 with the Securities and Exchange Commission (the “SEC”). The Prospectus Supplement was filed to register for resale 1,457,952 Shares that were issued…
Unregistered Sales of Equity Securities. On July 8, 2025, Recursion Pharmaceuticals, Inc. (the “Company”), Exscientia Ventures I, Inc., an indirect wholly-owned subsidiary of the Company (“Buyer Sub”), Rallybio Corporation (“Rallybio”), and Rallybio IPB, LLC, a wholly-owned subsidiary of Rallybio (the “Seller”), entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”). Pursuant to the Purchase Agreement, on July 8, 2025, Buyer Sub acquired 50% of the issued and outstan…
Costs Associated with Exit or Disposal Activities. On June 10, 2025, Recursion Pharmaceuticals, Inc. (“Recursion” or the “Company”), announced a reduction in personnel and infrastructure aligned with the Company’s previously announced streamlined operating strategy and post-integration employee transitions. Based on its revised expense profile and business plan, the Company now expects its projected cash runway to extend into the fourth quarter of 2027. These changes are expected to result in…
Other Events. On May 9, 2025, Recursion Pharmaceuticals, Inc. (“Recursion”) filed a prospectus supplement dated May 9, 2025 (the “Tempus Prospectus Supplement”) and an accompanying base prospectus, which are part of Recursion’s automatic “shelf” Registration Statement on Form S-3ASR (File No. 333-284878) (the “Registration Statement”), which was previously filed on February 12, 2025 with the Securities and Exchange Commission (the “SEC”). The Tempus Prospectus Supplement was filed to register…
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