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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Recursion Pharmaceuticals
Recursion Pharmaceuticals (RXRX) investor relations material
Recursion Pharmaceuticals Morgan Stanley 24th Annual Global Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley 24th Annual Global Healthcare Conference summary15 Sep, 2026
Industry trends and competitive positioning
Emphasis on novel biology and first-in-class targets as the next frontier, reinforced by global innovation trends, especially in China.
Proprietary data and AI-driven discovery are central to maintaining a competitive edge.
Recent partnerships and deals highlight the value of unique biological insights.
Strategic transformation and productivity
Transitioned from a platform-focused to an end-to-end AI-driven drug discovery and development company over the past 12-18 months.
Achieved a 40% reduction in cost base post-Exscientia integration by leveraging AI, automation, and focused capital allocation.
Demonstrated repeatability and productivity in both internal pipeline and partnerships.
Pipeline highlights and clinical progress
REC-4881, a first-in-class oral drug for FAP, showed rapid and durable polyp reduction, with regulatory clarity expected in the second half of the year.
REC-1245 targets RBM39, discovered through the same AI engine, with potential in genomically unstable and pediatric tumors.
Multiple programs advancing, including PI3Kα H1047R and IND-enabling programs, with catalysts expected over the next 12-18 months.
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Latest events from Recursion Pharmaceuticals
- Upstart showcased record profits and AI-driven growth, emphasizing capital efficiency and new products.RXRX
Bank of America SMID Cap Virtual Conference - AI-driven drug discovery advances with $556.8M cash and major clinical milestones ahead.RXRXQ2 2026
- Proprietary AI-driven platform and strategic partnerships drive clinical progress and upcoming catalysts.RXRXCiti's Biopharma Back to School Conference
- All proposals passed, including board elections and auditor ratification, with no stockholder questions.RXRXAGM 2026
- Recursion and Exscientia to merge in a stock-for-stock deal, forming a leading tech-enabled drug discovery company.RXRXProxy Filing
- AI-driven platform advances multiple clinical programs with major data readouts expected soon.RXRXGoldman Sachs 47th Annual Global Healthcare Conference 2026
- AI-driven pipeline and partnerships drive clinical progress and capital efficiency.RXRXBank of America Global Healthcare Conference 2026
- Leadership transition, robust partnerships, and key clinical milestones drive future growth.RXRXGuggenheim Securities 2nd Annual Healthcare Innovation Conference
- AI-powered platform advances oncology pipeline with strong validation and disciplined growth.RXRXGoldman Sachs 46th Annual Global Healthcare Conference 2025
Next Recursion Pharmaceuticals earnings date
Q3 2026 & Study Update3 Nov, 2026
Recursion Pharmaceuticals
Next Recursion Pharmaceuticals earnings date
Q3 2026 & Study Update3 Nov, 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.