$Recursion Pharmaceuticals, In-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Recursion Pharmaceuticals, Inc.(RXRX)$

Recursion Pharmaceuticals:

1. AI-Driven Drug Discovery Leadership

Recursion’s proprietary AI platform integrates biology, chemistry, and clinical data to accelerate drug discovery. Post-merger with Exscientia, the company has solidified its position as a pioneer in industrializing drug development. Recent collaborations with Sanofi (generating $7M in milestone revenue) validate its platform’s potential to disrupt traditional R&D timelines.

2. Streamlined Pipeline with Near-Term Catalysts

Recursion has strategically deprioritized non-core programs to focus on high-probability oncology and rare disease candidates:

REC-4881 (Phase 1b/2 for Familial Adenomatous Polyposis): Preliminary data show promising safety/efficacy, with Fast Track and Orphan Drug designations.

REC-2302 (Phase 2 for Neurofibromatosis Type 2): Data expected late 2025.

REC-3599 (Preclinical for GM2 Gangliosidosis): IND submission targeted for 2026.

3. Financial Resilience

Operational Efficiency: Q1 2025 net loss narrowed sequentially to -$0.50/share (vs. -$0.39 in Q1 2024), reflecting cost discipline post-pipeline rationalization.

4. Institutional Confidence & Valuation Upside

ARK Invest holds 8.56% of shares (+2.47M shares added recently).

Analyst Targets: Mean PT $7.00 (+51% upside from $4.62), with high PT $10.00.

5. Risks Mitigated by Strategic Focus

While short interest (peaking at 17.81% in April) reflects skepticism, Recursion’s narrowed pipeline, AI-driven efficiency, and upcoming clinical catalysts de-risk the investment. The stock trades at a forward P/S of 31.44—premium justified by its disruptive tech and rare disease focus.

Conclusion

At $4.62/share, RXRX offers asymmetric upside for investors bullish on AI’s role in biopharma. With catalysts in 2025-2026 and a cash-heavy balance sheet, Recursion is positioned to deliver transformative therapies—and shareholder value.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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AI-Driven Drug Discovery Leadership</p>\n<p>Recursion’s proprietary AI platform integrates biology, chemistry, and clinical data to accelerate drug discovery. Post-merger with Exscientia, the company has solidified its position as a pioneer in industrializing drug development. Recent collaborations with Sanofi (generating $7M in milestone revenue) validate its platform’s potential to disrupt traditional R&amp;D timelines.</p>\n<p>2. Streamlined Pipeline with Near-Term Catalysts</p>\n<p>Recursion has strategically deprioritized non-core programs to focus on high-probability oncology and rare disease candidates:</p>\n<p>REC-4881 (Phase 1b/2 for Familial Adenomatous Polyposis): Preliminary data show promising safety/efficacy, with Fast Track and Orphan Drug designations.</p>\n<p>REC-2302 (Phase 2 for Neurofibromatosis Type 2): Data expected late 2025.</p>\n<p>REC-3599 (Preclinical for GM2 Gangliosidosis): IND submission targeted for 2026.</p>\n<p>3. Financial Resilience</p>\n<p>Operational Efficiency: Q1 2025 net loss narrowed sequentially to -$0.50/share (vs. -$0.39 in Q1 2024), reflecting cost discipline post-pipeline rationalization.</p>\n<p>4. Institutional Confidence &amp; Valuation Upside</p>\n<p>ARK Invest holds 8.56% of shares (+2.47M shares added recently).</p>\n<p>Analyst Targets: Mean PT $7.00 (+51% upside from $4.62), with high PT $10.00.</p>\n<p>5. Risks Mitigated by Strategic Focus</p>\n<p>While short interest (peaking at 17.81% in April) reflects skepticism, Recursion’s narrowed pipeline, AI-driven efficiency, and upcoming clinical catalysts de-risk the investment. The stock trades at a forward P/S of 31.44—premium justified by its disruptive tech and rare disease focus.</p>\n<p>Conclusion</p>\n<p>At $4.62/share, RXRX offers asymmetric upside for investors bullish on AI’s role in biopharma. With catalysts in 2025-2026 and a cash-heavy balance sheet, Recursion is positioned to deliver transformative therapies—and shareholder value.</p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/RXRX\">$Recursion Pharmaceuticals, Inc.(RXRX)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p>Recursion Pharmaceuticals:</p>\n<p>1. AI-Driven Drug Discovery Leadership</p>\n<p>Recursion’s proprietary AI platform integrates biology, chemistry, and clinical data to accelerate drug discovery. Post-merger with Exscientia, the company has solidified its position as a pioneer in industrializing drug development. Recent collaborations with Sanofi (generating $7M in milestone revenue) validate its platform’s potential to disrupt traditional R&amp;D timelines.</p>\n<p>2. Streamlined Pipeline with Near-Term Catalysts</p>\n<p>Recursion has strategically deprioritized non-core programs to focus on high-probability oncology and rare disease candidates:</p>\n<p>REC-4881 (Phase 1b/2 for Familial Adenomatous Polyposis): Preliminary data show promising safety/efficacy, with Fast Track and Orphan Drug designations.</p>\n<p>REC-2302 (Phase 2 for Neurofibromatosis Type 2): Data expected late 2025.</p>\n<p>REC-3599 (Preclinical for GM2 Gangliosidosis): IND submission targeted for 2026.</p>\n<p>3. Financial Resilience</p>\n<p>Operational Efficiency: Q1 2025 net loss narrowed sequentially to -$0.50/share (vs. -$0.39 in Q1 2024), reflecting cost discipline post-pipeline rationalization.</p>\n<p>4. Institutional Confidence &amp; Valuation Upside</p>\n<p>ARK Invest holds 8.56% of shares (+2.47M shares added recently).</p>\n<p>Analyst Targets: Mean PT $7.00 (+51% upside from $4.62), with high PT $10.00.</p>\n<p>5. Risks Mitigated by Strategic Focus</p>\n<p>While short interest (peaking at 17.81% in April) reflects skepticism, Recursion’s narrowed pipeline, AI-driven efficiency, and upcoming clinical catalysts de-risk the investment. The stock trades at a forward P/S of 31.44—premium justified by its disruptive tech and rare disease focus.</p>\n<p>Conclusion</p>\n<p>At $4.62/share, RXRX offers asymmetric upside for investors bullish on AI’s role in biopharma. With catalysts in 2025-2026 and a cash-heavy balance sheet, Recursion is positioned to deliver transformative therapies—and shareholder value.</p></body></html>","text":"$Recursion Pharmaceuticals, Inc.(RXRX)$ Recursion Pharmaceuticals: 1. AI-Driven Drug Discovery Leadership Recursion’s proprietary AI platform integrates biology, chemistry, and clinical data to accelerate drug discovery. Post-merger with Exscientia, the company has solidified its position as a pioneer in industrializing drug development. Recent collaborations with Sanofi (generating $7M in milestone revenue) validate its platform’s potential to disrupt traditional R&D timelines. 2. Streamlined Pipeline with Near-Term Catalysts Recursion has strategically deprioritized non-core programs to focus on high-probability oncology and rare disease candidates: REC-4881 (Phase 1b/2 for Familial Adenomatous Polyposis): Preliminary data show promising safety/efficacy, with Fast Track and Orphan Drug designations. REC-2302 (Phase 2 for Neurofibromatosis Type 2): Data expected late 2025. REC-3599 (Preclinical for GM2 Gangliosidosis): IND submission targeted for 2026. 3. Financial Resilience Operational Efficiency: Q1 2025 net loss narrowed sequentially to -$0.50/share (vs. -$0.39 in Q1 2024), reflecting cost discipline post-pipeline rationalization. 4. Institutional Confidence & Valuation Upside ARK Invest holds 8.56% of shares (+2.47M shares added recently). Analyst Targets: Mean PT $7.00 (+51% upside from $4.62), with high PT $10.00. 5. Risks Mitigated by Strategic Focus While short interest (peaking at 17.81% in April) reflects skepticism, Recursion’s narrowed pipeline, AI-driven efficiency, and upcoming clinical catalysts de-risk the investment. The stock trades at a forward P/S of 31.44—premium justified by its disruptive tech and rare disease focus. Conclusion At $4.62/share, RXRX offers asymmetric upside for investors bullish on AI’s role in biopharma. With catalysts in 2025-2026 and a cash-heavy balance sheet, Recursion is positioned to deliver transformative therapies—and shareholder value.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/435044258513584","repostId":0,"isVote":1,"tweetType":1,"viewCount":852,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["RXRX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1669,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435044258513584"}