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Recursion Pharmaceuticals (RXRX) investor relations material
Recursion Pharmaceuticals Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Najat Khan will become CEO, President, and Director effective January 1, 2026, with Chris Gibson transitioning to Chairman and executive advisor roles, supporting the next phase of growth.
The company is positioned as a tech bio leader, leveraging AI-driven drug discovery and development, and blending technology and science for pipeline advancement.
Advanced six high-potential clinical and preclinical programs in oncology and rare diseases, with notable progress in the ELUCIDATE Phase 1/2 trial for REC-617 and nomination of REC-7735 as a development candidate.
Achieved over $500 million in milestone and upfront payments from partnerships, including a $30 million milestone from Roche and Genentech for a neuroscience phenomap.
Completed the acquisition and integration of Exscientia, enhancing AI-driven drug discovery capabilities and expanding the pipeline.
Significant events and developments
Achieved a $30 million milestone payment from Roche/Genentech for delivery of a whole genome neuromap, bringing total partnership inflows to over $500 million.
Delivered a second whole genome map in microglial cells, advancing neuroscience research.
Completed business combination with Exscientia in November 2024, impacting R&D and G&A expenses.
Announced a 20% workforce reduction in June 2025, incurring $9.5 million in restructuring charges and $7.7 million in severance payments.
Sold Exscientia GmbH, recording a $4.5 million loss and a 49% equity interest in Alpha Biotechnology.
Financial highlights
Cash and cash equivalents stood at $785 million as of October 9, 2025, with $667.1 million as of September 30, 2025, providing runway through end of 2027 without additional financing.
Total revenue for Q3 2025 was $5.2 million, down 80% year-over-year, primarily due to milestone timing.
Net loss for Q3 2025 was $162.3 million, up 70% year-over-year; nine-month net loss was $536.6 million, up 88%.
Expense base reduced by 35% from 2024, equating to over $200 million in savings; 2025 expense guidance reaffirmed at less than $450 million, and 2026 at less than $390 million.
Partnership inflows for 2025 YTD nearly $40 million; total partnership inflows now exceed $500 million.
Detail the path to $10B+ partner milestones
What makes REC-7735 best-in-class?
What is the strategy for cash runway post-2027?
How will Najat's leadership impact platform translation?
What is the long-term capital strategy post-ATM?
How are Roche/Genentech maps converting to programs?
How does platform evolution enhance new asset quality
Assess the long-term impact of ATM financing strategy
Detail CDK7's competitive differentiation strategy
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Next Recursion Pharmaceuticals earnings date
Guggenheim Securities 2nd Annual Healthcare Innovation Conference11 Nov, 2025
Next Recursion Pharmaceuticals earnings date
Guggenheim Securities 2nd Annual Healthcare Innovation Conference11 Nov, 2025
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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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