- The company touted milestones achieved across multiple programs, including the first AI-enabled proof-of-concept in Familial Adenomatous Polyposis with its drug candidate, REC-4881.
- Recursion stated that it has entered 2026 with five differentiated clinical programs advancing with defined next-stage milestones.
- The company added that its cash runway now extends into early 2028, based on its current operating plans and without additional financing.
Recursion Pharmaceuticals Inc. (RXRX) shares soared 16% in Wednesday’s pre-market trade after the company’s fourth-quarter (Q4) results beat Wall Street expectations.
Recursion reported a loss of $0.21 per share on revenue of $35.5 million, compared to Wall Street estimates of a loss of $0.32 per share on revenue of $24.6 million, according to Koyfin.
“Recursion has reached an inflection point: moving from proving that AI can participate in drug discovery to demonstrating that an AI-native operating system can generate clinical proof and durable value,” said Najat Khan, CEO & President of Recursion.
Retail sentiment on Stocktwits around Recursion Pharmaceuticals trended in the ‘bullish’ territory at the time of writing.
Recursion Touts Milestones
The company touted milestones across multiple programs, including the first AI-enabled proof-of-concept in Familial Adenomatous Polyposis (FAP) with its drug candidate, REC-4881, and the achievement of the fifth program milestone with Sanofi.
Recursion stated that this highlights the increasing maturity of its model that integrates biology, chemistry, and clinical development into a continuous learning system.
“We enter 2026 with five differentiated clinical programs advancing with defined next-stage milestones, a growing discovery portfolio informed by proprietary platform insights, and more than $500 million in upfront and progress-based milestone payments earned to date,” Khan added.
Recursion Says Cash Runway Extends Into Early 2028
The company added that its cash runway now extends into early 2028, based on its current operating plans and without additional financing.
Its cash, cash equivalents, and restricted cash were $753.9 million as of Dec. 31, 2025, compared to $603 million as of Dec. 31, 2024.
RXRX stock is down 14% year-to-date and 61% over the past 12 months.
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