Added to YB: 2026-07-24
Pitch date: 2026-07-22
RXRX [bullish]
Recursion Pharmaceuticals, Inc.
+2.91%
current return
Author Info
FJ Research is an independent research platform grounded in deep conviction, long-term perspective, and a fundamental belief in ownership-driven decision-making. Sign up for the newsletter.
Company Info
Recursion Pharmaceuticals, Inc., a clinical-stage biotechnology company, engages in the decoding biology and chemistry by integrating technological innovations across biology, chemistry, automation, data science, and engineering to industrialize drug discovery in the United States and the United Kingdom.
Market Cap
$1.6B
Pitch Price
$2.92
Price Target
60.00 (+1913%)
Dividend
N/A
EV/EBITDA
-2.19
P/E
-2.64
EV/Sales
15.85
Sector
Biotechnology
Category
growth
Recursion Pharmaceuticals ($RXRX): A Deep Dive into Why This Platform Bet Is My Highest-Conviction Position in AI + Biology.
RXRX (added to position): AI+biology platform bet ('Recursion OS') w/ automated labs, petabyte multimodal data, generative chemistry via Exscientia merger. End-to-end drug discovery at ~20% traditional cost. REC-4881 positive Ph2; partners Roche/Sanofi/Bayer. Cash into 2028. Multiple shots on goal vs binary bets; 10-20x upside if OS becomes standard. Avg cost $3, adding monthly.
Read full article (3 min)