MarketBeat
21 Sept 2026, 01:02 UTC · 2h ago
Verdict
Headline takes no side. We score RXRX +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 83% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 3 new · 2 priced in
Recursion is in active discussions with the FDA regarding a registrational pathway for REC-4881 in familial adenomatous polyposis (FAP).
Newdisclosed at Morgan Stanley Conference on 2026-09-21
More positive than 98% of claims this week
The company reduced its pro forma cost base by approximately 40% following the integration with Exscientia.
New
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Scored by the NIS engine · methodology.
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So whatLowered opex improves the cash runway and reduces the probability of dilutive financing before the next major data readouts.
More positive than 85% of claims this week
Recursion has received over $525 million in upfront payments and milestones from partnerships, including $250 million from Roche.
Priced indiscussion of total payments received to date
So whatWith only $125 million of the total being milestones, the bulk is upfront capital which anchors the valuation floor.
More positive than 62% of claims this week
The company's Sanofi collaboration provides for over $300 million in milestones per program and teen-level royalties.
Priced instanding agreement terms mentioned at conference
So whatReaching the development-candidate milestone would trigger a significant cash infusion for the 2027 fiscal year.
More positive than 62% of claims this week
REC-1245, a novel degrader targeting RBM39, is expected to produce additional data later in the year.
Newdisclosed at Morgan Stanley Conference on 2026-09-21
More positive than 49% of claims this week
Which stocks this story touches
More positive than 83% of ticker scores this week
Company reported a 40% cost base reduction, positive Phase II data for REC-4881, and strong partnership progress with milestone payments.
More positive than 53% of ticker scores this week
Partnered with Recursion on high-potential immunology and oncology programs with five milestones already achieved.
More positive than 53% of ticker scores this week
Confirmed as a strategic partner with significant financial commitments and active target discovery programs.
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Reuters
3d ago
More positive than 78% of relationship scores this week
[mutual] Recursion has a collaboration with Sanofi focused on small molecules for immunology, inflammation, and oncology.
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RXRX hasn't traded since this ran. Last close $3.83 (Sep 18); the reaction starts at the next open.
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