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Recursion Pharmaceuticals
Recursion Pharmaceuticals (RXRX) investor relations material
Recursion Pharmaceuticals 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary16 Jan, 2026
Business overview and differentiation
Integrates AI and automation in both dry lab (in silico) and wet lab operations, generating over 45 PB of proprietary data for modeling and experimentation.
Maintains both an internal drug development pipeline and a sizable partnership business, with over $500 million in partnership cash inflows, mainly from Roche, Genentech, and Sanofi.
Focuses on creating new ways to drug untapped biology, aiming to improve the probability of success in drug discovery.
75% of spend is directed toward pipeline programs and partnerships, emphasizing applied learning and platform growth.
Leadership transition and strategic focus
Recent CEO succession: Chris moved to chairman, Najat Khan (former J&J R&D and chief data science officer) became CEO.
Najat brings operational discipline, transparency, and a focus on efficient cash management, achieving a 35% cost reduction for 2024 without changing strategic objectives.
Transition described as smooth, with continued strategic guidance from Chris.
Market dynamics and competitive landscape
Pharma industry is shifting toward AI and data-driven strategies, with large players like Lilly and NVIDIA investing in supercomputing and open AI models.
Recursion’s defensibility lies in its proprietary, consistently formatted data and integrated end-to-end platform, which is difficult for others to replicate.
Partnerships are semi-exclusive, providing strong economics and strategic value.
Detail Najat's impact on 2024 spend reduction.
What makes Recursion's platform hard to replicate?
Explain partnership milestone financial impact.
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Next Recursion Pharmaceuticals earnings date
Q4 202527 Feb, 2026
Recursion Pharmaceuticals
Next Recursion Pharmaceuticals earnings date
Q4 202527 Feb, 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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