Recursion Pharmaceuticals: Upgrading To Buy - My Most Surprising Call Of 2025

Impact · against what's priced in

Recursion Pharmaceuticals receives a positive catalyst from strong Phase 1b/2 clinical data for REC-4881 and projected near-term cash inflows. The data significantly derisks the lead FAP program, while the $100 million in expected milestone payments improves the company's liquidity profile.

RXRX+0.80

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In context

The 43% median polyp reduction in Phase 1b/2 data for REC-4881 derisks the lead program, and the expectation of $100 million in milestone payments by late 2026 provides a concrete near-term liquidity boost.

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• healthcare
• biotech
• RXRX
• analyst upgrade
• clinical trials
• drug development
• pharmaceuticals

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