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Recursion Pharmaceuticals
Recursion Pharmaceuticals (RXRX) investor relations material
Recursion Pharmaceuticals Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved first AI-enabled clinical proof of concept in FAP with REC-4881, demonstrating significant and durable polyp burden reduction and favorable safety profile in a disease with no approved therapies.
Advanced diversified clinical and discovery portfolios, including five+ clinical and ~15 discovery programs, leveraging AI-driven biology, chemistry, and clinical development.
Secured over $500 million in partnership inflows, including $134 million from Sanofi and $30 million from Roche, with five milestones achieved and a robust joint pipeline.
Extended cash runway to early 2028 through disciplined execution, significant cost reductions, and operational efficiencies.
Delivered five milestone payments with Sanofi and advanced Roche/Genentech collaborations, highlighting platform value and partnership momentum.
Financial highlights
Year-end 2025 cash balance of $754 million, providing runway into early 2028 without additional financing.
2025 cash operating expense was $399 million, a ~35% year-over-year reduction and 10% below guidance.
Total revenue for Q4 2025 was $35.5 million; full-year 2025 revenue was $74.7 million, driven by milestone and collaboration payments.
Research and development expenses for 2025 were $475.3 million, reflecting acquisitions and expanded operations.
2026 cash operating expenses expected to be under $390 million (non-GAAP measure).
Outlook and guidance
Initial FDA engagement for REC-4881 planned for first half of 2026; additional clinical data expected first half of 2027.
Go/No Go decisions for PI3K, ENPP1, REC-7735, and REC-102 programs anticipated in the second half of 2026.
Multiple early safety, PK, and combo data readouts expected across the pipeline in 2026–2027.
Continued investment in AI platform and operational efficiency to drive further pipeline progress.
Cash runway projected into early 2028 without additional financing, reflecting disciplined capital allocation.
AI chemistry: compound synthesis efficiency metrics
Clinical AI: quantify trial enrollment/start speed
Sanofi partnership: future economic potential?
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Next Recursion Pharmaceuticals earnings date
TD Cowen 46th Annual Health Care Conference2 Mar, 2026
Recursion Pharmaceuticals
Next Recursion Pharmaceuticals earnings date
TD Cowen 46th Annual Health Care Conference2 Mar, 2026
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Frequently asked questions
Recursion Pharmaceuticals Inc is a biotechnology company leveraging machine learning and automation to discover and develop new therapeutics. The company focuses on using its technology platform to identify treatments across a range of diseases, including rare and complex conditions. Recursion Pharmaceuticals operates within the healthcare and biotechnology sectors. The company is headquartered in Salt Lake City, Utah, and its shares are listed on the NASDAQ.
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