Mike Yong
09-17
$Recursion Pharmaceuticals, Inc.(RXRX)$  


Recursion Pharmaceuticals (RXRX) is currently undervalued.


With analysts like Needham targeting $8.00. and ~$533M in cash and partnerships with Roche, Sanofi, and Bayer, RXRX is well-capitalized to fund its AI-driven drug discovery pipeline. Together with REC-4881 being a potential near-term catalyst and asset, RXRX is undervalued at below $5.

If revenue accelerates to $200M+ over 2–3 years and clinical programs (like REC-617) progress, RXRX could command EV/revenue multiples of 8–10x, supporting a $7–10/share valuation. 

The recent Exscientia acquisition strengthens their AI stack and expands opportunity. High risk, high reward — but if the pipeline delivers, the upside is compelling. This is a long-term biotech play with transformative AI potential.


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