Mike Yong

    • Mike YongMike Yong
      ·2025-09-17
      $Recursion Pharmaceuticals, Inc.(RXRX)$   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 deli
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    • Mike YongMike Yong
      ·2025-07-10
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    • Mike YongMike Yong
      ·2025-05-14
      $Recursion Pharmaceuticals, Inc.(RXRX)$   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
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    • Mike YongMike Yong
      ·2025-01-18
      $Recursion Pharmaceuticals, Inc.(RXRX)$   Faro Health and Recursion Partner To Advance AI-powered Clinical Trial Design PRESS RELEASE FROM FARO HEALTH SAN DIEGO — Faro Health Inc., the leading AI-powered platform for data-driven clinical protocol design, today announced it has partnered with Recursion (NASDAQ: RXRX) to accelerate and optimize clinical protocol design for Recursion’s portfolio of clinical-stage drug candidates. Read More At: https://www.biopharmadive.com/press-release/20250114-faro-health-and-recursion-partner-to-advance-ai-powered-clinical-trial-desi-1/
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    • Mike YongMike Yong
      ·2025-01-08
      $Recursion Pharmaceuticals, Inc.(RXRX)$   the whole market is red today. An opportunity to load up more. Waiting for it to hit below $7 [Cool]  
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    • Mike YongMike Yong
      ·2025-01-07
      $Recursion Pharmaceuticals, Inc.(RXRX)$   Looking forward to the JPMorgan Healthcare Conference [Cool] . With partnerships with outstanding tech companies  like $NVIDIA(NVDA)$  and $Alphabet(GOOGL)$ who specialise in Supercomputers and Cloud, Recursion will definitely be worth the investment. Positive outlooks in the coming months.
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    • Mike YongMike Yong
      ·2025-01-04
      $Recursion Pharmaceuticals, Inc.(RXRX)$   Will RXRX hit ATH in 2025? In the year of 2024, most AI applications like PLTR and SOUN have popped to a new ATH.  Even though RXRX dwells in the biotech domain, it has managed to set up biohive-2, the fastest Pharma-owned supercomputer in its industry and Recursion OS with the best data-centric biology and chemistry database. As the new generation of AI applications software emerges, RXRX along with its steadily increasing market share is expected to increase as well. And with high caliber partnerships like Google, Nvidia, Bayer, Roche, Merck, Tempus and more, RXRX differentiate Itself from other competitors. $CRISPR The
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    • Mike YongMike Yong
      ·2025-01-01
      $Recursion Pharmaceuticals, Inc.(RXRX)$   Developed in collaboration with Nvidia, BioHive-2 ranks No. 35 on the TOP500 list of the world’s most powerful supercomputers. BioHive-2 operates four times faster than its predecessor, BioHive-1, and consists of an NVIDIA DGX SuperPOD AI supercomputer, powered by 63 DGX H100 systems with a total of 504 NVIDIA H100 Tensor Core GPUs interconnected by NVIDIA Quantum-2 InfiniBand networking. With BioHive-2, Recursion plans to accelerate its AI-driven drug discovery processes. The company has generated and aggregated one of the largest biological and chemical datasets globally, which is used to train new AI models. The increased computational power of BioHive-2 allows Recur
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    • Mike YongMike Yong
      ·2025-01-01
      $Recursion Pharmaceuticals, Inc.(RXRX)$   Source: Recursion Pharmaceuticals, Inc The combined company’s therapeutic partnerships represent more than 10 partnered programs in areas such as oncology and immunology. The combined company has received approximately $450M in upfront and milestone payments from partnerships to date. Through these partnerships, the company has the potential to receive more than approximately $20B in additional milestone payments before royalties.
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    • Mike YongMike Yong
      ·2024-12-30
      $Recursion Pharmaceuticals, Inc.(RXRX)$   $NVIDIA(NVDA)$   Any price below 7 is definitely worth. Time to load up more. With better processing power supported by Nvidia and its massive datasets, Recursion OS has unlimited potential in becoming a breakthrough technology that will support others in the same industry.  Improving efficiency and enabling researchers to reach conclusions faster than ever. Look out for more achievements in 2025 [Cool]  
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