Recursion: Nvidia Sells Out, Collaboration Still Alive, Data Ahead

Biotech Beast9.17K FollowersFollow5ShareSavePlay(12min)CommentsSummaryNVDA's exit from its Recursion Pharmaceuticals equity position weighed on sentiment, though the technical collaboration is still ongoing.Milestone payments from partners like SNY and RHHBY/Genentech have not been enough to offset RXRX's expenses. However, future milestone payments could be larger or more frequent.Early phase 1 data for REC-1245 in H1'26 is expected in H1'26, although initial insights could be too minor to trigger a rally. Andy Andrews/DigitalVision via Getty Images Recursion Pharmaceuticals (RXRX) stock hasn't had a strong start to 2026, with the name down over 12% year-to-date and Nvidia Corporation (NVDA) selling its position in the stock. My previous article on RXRX in January ratedThis article was written byBiotech Beast9.17K FollowersFollowScientist and trader of biotech stock. Focus on trading around events such as trial results and NDA/BLA approvals. Also covering companies in industries regulated by the FDA. Articles present my opinion on stocks, but don't constitute investment advice.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.