Recursion Pharmaceuticals: Upgrading To Buy - My Most Surprising Call Of 2025
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Edmund InghamInvesting Group LeaderFollow5ShareSavePlay(16min)CommentsSummaryRecursion Pharmaceuticals, Inc. is upgraded to Buy, supported by promising REC-4881 data and strong institutional backing.REC-4881's Phase 1b/2 data in FAP show a 43% median polyp reduction, derisking the lead program ahead of pivotal studies.RXRX's $2.44bn market cap is justified by FAP opportunity, robust partnerships, and over $100m in milestone payments expected by end-2026.While pipeline progress is slow and losses persist, AI-driven drug discovery and strategic collaborations offer asymmetric upside potential for RXRX shareholders. QunicaStudio/iStock via Getty Images Investment Overview When I last covered the self-styled TechBio company Recursion Pharmaceuticals, Inc. (RXRX) in early October, I was attempting to find reasons why the company's share price was on the rise, up from ~$4.5This article was written byEdmund Ingham14.45K FollowersFollowEdmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth. The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in RXRX over 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.