Recursion Pharmaceuticals, Inc. (RXRX)
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
$3.50-9.79%
Close 2026-11-05 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-11-05
QuarterlyIQ Insights · RXRX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Based on current operating plans with no additional financing, the Company expects its cash runway to extend into 2029.
Stated in 3 of 3 supplied quarters. Management reported: “The Company is lowering its cash operating expense guidance for the full year 2026 by $15 million to $375 million based on additional identified operating efficiencies.” “Based on current operating plans with no additional financing, the Company expects its cash runway to extend into 2029.” Operating income was $-123.176 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 29% of the time over the next year (vs 52% for the rest of the cohort, n=10118).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Based on current operating plans with no additional financing, the Company expects its cash runway to extend into 2029.”
“The Company is lowering its cash operating expense guidance for the full year 2026 by $15 million to $375 million based on additional identified operating efficiencies.”
“Document Exhibit 99.1 Recursion Reports First Quarter Financial Results and Provides Business Update • Multiple milestones achieved or on track across wholly owned and partnered programs • REC-1245 (…”
As announced in October 2026, given the promising data in REC-4881 and REC-1245, Recursion plans to continue to focus resources on its high-impact partnerships and internal programs including REC-488…
Stated in 3 of 3 supplied quarters. Management reported: “As announced in October 2026, given the promising data in REC-4881 and REC-1245, Recursion plans to continue to focus resources on its high-impact partnerships and internal programs including REC-4881 (MEK1/2 - familial adenomatous polyposis), REC-1245 (RBM39 - endometrial cancer and other solid tumors), REC-4539 (LSD1 - solid tumors and hematology), REC-7735 (PI3Kα H1047R - solid tumors) and REC-102 (ENPP1 - hypophosphatasia).” “The Company anticipates initiating a registrational trial in the second half of 2027, pending ongoing FDA discussions, and will provide additional details later this year.”
“As announced in October 2026, given the promising data in REC-4881 and REC-1245, Recursion plans to continue to focus resources on its high-impact partnerships and internal programs including REC-488…”
“Key updates: • Discussions with FDA were initiated in 1H26 and an update to define the registrational path is expected in 2H26 • TUPELO now enrolling patients ages 18 and older, as well as a cohort w…”
“Document Exhibit 99.1 Recursion Reports First Quarter Financial Results and Provides Business Update • Multiple milestones achieved or on track across wholly owned and partnered programs • REC-1245 (…”
The candidate has now been added to Sanofi’s development pipeline and is expected to enter Phase 1 clinical trials in 2027, with Sanofi funding and leading further development and commercialization t…
Stated in 3 of 3 supplied quarters. Management reported: “The option triggered a $10 million milestone payment to Recursion, bringing total upfront and milestone payments received from Sanofi under the collaboration to $144 million; Recursion is eligible for more than $300 million in additional milestones under the program, with double digit royalties on net product sales, if approved.” “The candidate has now been added to Sanofi’s development pipeline and is expected to enter Phase 1 clinical trials in 2027, with Sanofi funding and leading further development and commercialization to advance the program toward patients.”
“The candidate has now been added to Sanofi’s development pipeline and is expected to enter Phase 1 clinical trials in 2027, with Sanofi funding and leading further development and commercialization t…”
“Advancing joint portfolio with Sanofi across I&I and oncology Recursion, in collaboration with Sanofi, made significant progress toward development candidate milestones over the past 12 months.”
“In AI-enabled chemistry, Sanofi and Recursion joint programs continue progressing toward development candidate designation and earlier-stage milestones over the next 12 months, including programs des…”
Reduce cash operating expense through identified efficiencies while maintaining the stated cash runway outlook.
Progress wholly owned drug candidates through clinical studies and key development milestones.
Over the trailing year it converted 0.77x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
26 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated volatile grew net income 45% of the time over the next year (vs 45% for the rest of the cohort, n=10076).
Not investment advice. As of 2026-11-05.