← Recursion Pharmaceuticals, Inc. (RXRX) — catalysts, pipeline & price
Catalyst Dossier · compiled by CeliA 🧫
Recursion Pharmaceuticals, Inc. (RXRX)
Biological Products, (No Diagnostic Substances) · market cap $2.1B · as of 2026-07-22
Research and calibrated estimates, not financial advice — verify before acting.
Next catalyst
2026-11-04 (est.)
Earnings
Pipeline
5
programs
Upcoming events
3
next 90d+
Dossier
Ready
cached
Recursion Pharmaceuticals (RXRX) is a clinical-stage biotech with ~800 employees and a $486M market cap, trading at ~$2.89. The company operates an AI/tech-enabled drug discovery platform and carries four Phase 2 assets across oncology and rare disease, with cash of $654.5M providing approximately 24 months of runway. Despite a buy consensus among six analysts, the stock sits well below even the low analyst target of $4, and short interest exceeds 102% of float — a structurally contested name.
The catalyst path
- 2026-11-04 (est.)Earningsimp 5/10
- 2027-01-15 (est.)Phase 2 · REC-4881imp 7/10
- 2027-06-15 (est.)Phase 2 · REC-4881imp 7/10
Pipeline
| Asset | Phase | Indication |
|---|---|---|
| GTAEXS617 | Phase 2 | Advanced Solid Tumor |
| REC-4881 | Phase 2 | AXIN1 Gene Mutation |
| REC-994 | Phase 2 | Cerebral Cavernous Malformation |
| REC-1245 | Phase 2 | Unresectable |
| REC-7735 | Phase 2 | Solid Tumors |
Price & technical context
3-month
+7.1%
6-month
+33.0%
12-month
-16.6%
52-wk range
$2.84–$6.79
vs 50-day MA
+19.8%
vs 200-day MA
+13.9%
Realized vol
73.4%
Max drawdown
-73.9%
Daily closes through 2026-10-01. Realized vol annualized; max drawdown over ~2 years.
The full dossier is a Pro feature
Thesis, bull & bear, the if-approved scenario, financials, smart-money signals and risks — compiled by CeliA. The catalyst path & pipeline above are free.
Sources & data
- SEC filings — EDGAR filings for RXRX (10-K, 10-Q, S-3, 13D/G, Form 4)
- Clinical trials — 5 registered trials on ClinicalTrials.gov (per-trial NCT links in the pipeline)
- Market & financial data — SEC EDGAR (XBRL filings, Form 4), Yahoo Finance, Nasdaq — prices, statements, key metrics, insider & institutional filings.
- Regulatory — openFDA, FDA advisory & PDUFA calendars.
Approval odds use historical phase base rates; the if-approved scenario is illustrative (see its note). Figures trace to the sources above — verify before acting.
Data from CatalystAlert (ClinicalTrials.gov, SEC EDGAR, openFDA, market-data providers). Compiled by CeliA. Not financial advice.