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Forget 2025: These 2 Growth Stocks Could Soar in 2026
Yahoo Finance· 2026-01-29 11:15
For several high-profile growth stocks, share price performance in 2025 ended up being forgettable. These stocks didn't just underperform. They lost ground. However, if you can take a step back and look at the bigger picture, there are at least a couple of these cases where this weakness is likely only a temporary setback. Indeed, these pullbacks offer an opportunity for investors to get in front of a recovery in 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are ...
Can This Beaten-Down AI Stock Bounce Back in 2026?
Yahoo Finance· 2026-01-29 02:21
Recursion Pharmaceuticals (NASDAQ: RXRX) is a small-cap biotech with a mission. The company is looking to revolutionize the way we develop drugs through the use of artificial intelligence (AI). However, the company has had little success so far. Last year, Recursion Pharmaceuticals' shares fell significantly. Could the company bounce back this year? Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when yo ...
Is Recursion Pharmaceuticals Inc. (RXRX) The Best Overlooked Penny Stock to Invest In?
Yahoo Finance· 2026-01-24 08:35
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is among the overlooked penny stocks to invest in. On January 12, Alec Stranahan, an analyst at Bank of America Securities, maintained a Hold rating on Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX), while setting a price target of $7. In line with the consensus 1-year median price target, the stock boasts an upside potential of 51.84%. On the same day, Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) disclosed a revised investor presentation ahead of its use at ...
Recursion Pharmaceuticals, Inc. (RXRX) Presents at 28th Annual Needham Growth Conference Transcript
Seeking Alpha· 2026-01-22 19:54
PresentationRyan MacDonaldNeedham & Company, LLC, Research Division Yes. Thanks for coming. All right. So for those who are joining us, first of all, thanks for joining us. And second, we are going to have about a 35-minute fireside chat conversation here. I've got a number of questions and topics that Ben and I are going to run through. But if any of you have questions for Ben that are listening in, please put into the chat box, and we'll make sure to get that asked and answered if there's some time at the ...
Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory
Yahoo Finance· 2026-01-20 15:14
We came across a bullish thesis on Recursion Pharmaceuticals, Inc. on r/stocks by  Antique-Reference585. In this article, we will summarize the bulls’ thesis on RXRX. Recursion Pharmaceuticals, Inc.'s share was trading at $4.67 as of January 16th. Morgan Stanley Lifted GE HealthCare Target to $80 in Late October, Citing Strong Orders and Backlog Wichy/Shutterstock.com Recursion Pharmaceuticals, Inc. operates as a clinical-stage biotechnology company, engages in the decoding biology and chemistry by inte ...
JPMorgan Upgrades Recursion Pharmaceuticals, Inc. (RXRX) on FAP Treatment Prospects
Yahoo Finance· 2026-01-18 17:30
Core Viewpoint - Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) has been upgraded by JPMorgan to Overweight due to promising clinical trial results for its drug REC-4881, which targets Familial Adenomatous Polyposis (FAP) [1][2]. Group 1: Clinical Trial Results - The TUPELO trial for REC-4881 demonstrated that 75% of evaluable patients experienced a significant reduction in total polyp burden [2]. - The sustained effect of REC-4881 was particularly noted at Week 25, 12 weeks post-therapy completion, which is encouraging for the FAP community [3]. Group 2: Market Potential - JPMorgan estimates that REC-4881 has peak sales potential exceeding $1 billion [4]. - Recursion Pharmaceuticals has also highlighted another candidate drug, REC-617, which is a CDK7 inhibitor showing early anti-tumor activity in platinum-resistant ovarian cancer [4]. Group 3: Financial Performance - The company has generated over $400 million in milestone payments from pharmaceutical partnerships, supporting its long-term prospects [4]. Group 4: Company Overview - Recursion Pharmaceuticals is a clinical-stage company that leverages artificial intelligence (AI), automation, and experimental biology to expedite drug discovery and development [5].
Recursion Pharmaceuticals: Stock Unresponsive To Clinical Updates (NASDAQ:RXRX)
Seeking Alpha· 2026-01-16 19:45
Recursion Pharmaceuticals ( RXRX ) provided clinical updates from two of its programs in late 2025, but the company's stock hasn't mounted a sustained rally. In my previous article in August 2025, I rated the stock a sell, noting that whileScientist 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 Disclosur ...
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference Transcript
2026-01-16 18:47
Recursion Pharmaceuticals FY Conference Summary Company Overview - Recursion Pharmaceuticals operates in the biotechnology sector, focusing on integrating AI and automation into drug discovery and development, differentiating itself from over 1,000 biotech companies by pursuing a balanced business model rather than a binary risk model [4][5] - The company has generated over 45 petabytes of proprietary data, which is a significant differentiator in its operations [5][6] Leadership Transition - A recent leadership transition occurred with Chris stepping down as CEO to become Chairman, succeeded by Najat Khan, who previously led R&D operations [7][10] - The mission and vision of the company remain unchanged, focusing on improving the probability of success in drug development [9][10] Cost Management and Efficiency - The company has implemented a 35% reduction in projected spending for 2024, amounting to over $200 million in cost savings [12] - Emphasis on operational discipline and cash management is a key focus under the new leadership [12][13] Market Dynamics - The biotechnology industry is evolving with a shift towards data-driven strategies, particularly in large pharmaceutical companies [14][15] - Recursion is positioned as a pioneer in utilizing AI to create and analyze data, addressing the vast untapped potential in the remaining 90% of biology [15][16] Data and Modeling Capabilities - Recursion has developed a unique in-house data generation capability, creating a consistent format for data that enhances its modeling systems [21][22] - The company emphasizes the importance of creating drug-like molecules that are manufacturable and cost-effective [24][25] Partnerships and Financials - Recursion has secured over $500 million from partnerships, with significant milestones achieved, particularly with Sanofi and Roche [6][28] - The company has favorable economics in its partnerships, with potential milestones and royalties structured to provide substantial revenue [30][31] Clinical Programs and Pipeline - The company is advancing several clinical programs, including REC-4881 for familial adenomatous polyposis (FAP), which has shown promising results in reducing polyp burden [34][36] - The REC-617 program is also highlighted, with multiple drugs expected to have important data points in the next 12-18 months [39][40] Regulatory Engagement - Positive discussions with the FDA are ongoing, with a focus on leveraging AI and data in regulatory processes [38] Cash Management and Operational Strategy - Recursion expects to end 2025 with $755 million in cash, providing a runway into 2027, with a focus on efficient cash use for program development [41][42] - The company employs an outcomes-based model to measure spending and resource allocation effectively [42][43] M&A Considerations - While Recursion does not need to pursue M&A, it remains open to opportunities that align with its platform and capabilities [49][51] Conclusion - Recursion Pharmaceuticals is at a pivotal point in its development, leveraging AI and data to drive innovation in drug discovery while maintaining a disciplined approach to cost management and operational efficiency [10][12][13]
Recursion Pharmaceuticals, Inc. (RXRX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript
Seeking Alpha· 2026-01-13 22:46
Group 1 - Recursion is experiencing significant momentum and is focused on translating insights into meaningful proof points, highlighted by their first platform-enabled clinical proof of concept [2][3] - The company is concentrating on specific areas within its platform that address bottlenecks in research and development, aiming for impactful outcomes [3] - Recursion emphasizes discipline in execution, financial stewardship, and operational practices to support its ambitious goals [3] Group 2 - The mission of Recursion is to decode biology to radically improve lives, maintaining a patient-centric approach [4]
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference Transcript
2026-01-13 19:32
Recursion Pharmaceuticals (NasdaqGS:RXRX) FY Conference January 13, 2026 01:30 PM ET Company ParticipantsNajat Khan - Chief R&D Officer and Chief Commercial OfficerBen Taylor - CFO and President of Recursion UKConference Call ParticipantsNone - AnalystModeratorHi, everyone. Let's get started. Welcome to the 44th Annual J.P. Morgan Healthcare Conference. My name is Priyanka Grover, and I'm part of the J.P. Morgan Biotech team. Today, our next presenting company is Recursion, and presenting on behalf of the c ...