Core Insights - Recursion announced preliminary safety and efficacy results from its Phase 1b/2 TUPELO trial of REC-4881, an investigational MEK1/2 inhibitor for Familial Adenomatous Polyposis (FAP) [1][5] Company Overview - Recursion is a clinical-stage TechBio company focused on decoding biology to improve lives, utilizing its Recursion OS platform to analyze biological and chemical datasets [23] - The company has received Fast Track and Orphan Drug designations from the U.S. FDA for REC-4881, which is aimed at treating FAP, a rare inherited disorder [2] Clinical Trial Details - The TUPELO trial is evaluating the safety, tolerability, pharmacokinetics, and preliminary efficacy of REC-4881 in patients with FAP [6][8] - The Phase 1b portion was a randomized, double-blind, placebo-controlled safety run-in, while the ongoing Phase 2 portion is open-label [7][8] Efficacy Results - As of March 17, 2025, REC-4881 treatment led to a preliminary median 43% reduction in polyp burden at Week 13 among six efficacy-evaluable patients [3][10] - Five out of six patients (83%) experienced reductions in polyp burden ranging from 31% to 82%, while one patient showed a 595% increase from baseline [3][10] - Three of six patients (50%) achieved a ≥1-point reduction in Spigelman stage, indicating improvement in disease severity [11] Safety Profile - Among 19 safety-evaluable patients, 79% experienced at least one treatment-related adverse event (TRAE), with the majority being Grade 1 or 2 [4][16] - The most frequent TRAEs included acneiform rash, diarrhea, and decreased left ventricular ejection fraction (LVEF) [4][17] - Grade 3 TRAEs occurred in 16% of patients, with no Grade ≥4 events reported [4][18] Next Steps - Patient enrollment in the TUPELO trial is ongoing, with additional efficacy and safety analyses anticipated in the second half of 2025 [21]

Core Insights - Recursion will host a public earnings call on May 5, 2025, to provide business updates and report its Q1 2025 financial results [1][2] - The earnings call will be accessible via live stream on Recursion's social media platforms, allowing investors and the public to submit questions [2] - Recursion is a clinical stage TechBio company focused on decoding biology to improve lives, utilizing a platform that generates extensive biological and chemical datasets [3] Company Overview - Recursion is headquartered in Salt Lake City and is a founding member of BioHive, a collective for the Utah life sciences industry [4] - The company operates multiple offices in major cities including Toronto, Montréal, New York, London, Oxford, and the San Francisco Bay area [4] - Recursion employs advanced machine-learning algorithms to analyze its vast datasets, conducting millions of wet lab experiments weekly and operating one of the world's most powerful supercomputers [3]

Core Insights - Recursion is set to present preliminary data from its Phase 1b/2 clinical trial, TUPELO, evaluating the safety and preliminary activity of REC-4881 for treating familial adenomatous polyposis (FAP) at the 2025 Digestive Disease Week meeting [1][2] - FAP is a rare hereditary condition affecting approximately 50,000 individuals across the US and Europe, with no FDA-approved therapies currently available [2][4] - REC-4881 is a non-ATP-competitive allosteric small molecule MEK 1/2 inhibitor identified through Recursion's AI-powered platform [3][4] Clinical Trial Details - The TUPELO trial is a multicenter, open-label study assessing REC-4881's efficacy, safety, and pharmacokinetics in patients with FAP post-colectomy/proctocolectomy [5] - As of February 7, 2025, 13 patients received 4 mg of REC-4881 daily, with 84.6% experiencing at least one treatment-related adverse event, primarily mild rashes [4] - Among 5 efficacy-evaluable patients, there was a greater than 30% median reduction in total polyp burden after 12 weeks of treatment [4] Upcoming Presentation - The presentation titled "Ongoing Phase 1b/2 Trial of the Allosteric MEK1/2 Inhibitor REC-4881 as Monotherapy in Familial Adenomatous Polyposis (FAP): Preliminary Safety and Efficacy Data" is scheduled for May 4, 2025, from 9:15 AM to 9:30 AM PDT [5] Company Overview - Recursion is a clinical stage TechBio company focused on decoding biology to improve lives, utilizing its Recursion OS platform to analyze vast biological and chemical datasets [7][8] - The company operates one of the most powerful supercomputers globally, enabling extensive experimental and computational capabilities [8] - Recursion is headquartered in Salt Lake City and has multiple offices across North America and Europe [9]

Core Viewpoint - The FDA's decision to phase out animal testing in drug development in favor of AI-based methods presents a significant opportunity for Recursion Pharmaceuticals, a biotech company leveraging AI in its drug development processes [1][5]. Company Overview - Recursion Pharmaceuticals has developed the largest AI supercomputer in the pharmaceutical industry, in collaboration with Nvidia, which aids in predicting the effectiveness of clinical compounds against diseases [2]. - The company's operating system features a library of human genes, allowing for the identification of promising compounds that can advance to clinical trials [2]. Drug Development Efficiency - Recursion claims its AI-driven approach can significantly reduce the time and costs associated with moving drug programs to clinical studies, potentially leading to increased revenue for drugmakers as therapies spend more time on the market before patent expiration [3]. - Lower development costs could result in higher profits and margins for pharmaceutical companies [3]. Network Effect and Licensing - Recursion aims to create a network effect within its operating system by refining it based on the outcomes of clinical trials, which could enhance its predictive capabilities [4]. - The company plans to license its operating system to other pharmaceutical firms, a strategy that could yield higher margins compared to direct drug development [5]. Competitive Landscape - The FDA's shift towards AI in drug development may encourage other companies to invest in their own AI initiatives, potentially increasing competition for Recursion [8]. - Major pharmaceutical companies like Novo Nordisk are already making significant advancements in AI, which could pose challenges for Recursion [8]. Partnerships and Funding - Recursion has established partnerships with several major players in the pharmaceutical industry, including Roche Holding, Bayer, Merck, and Sanofi, which may mitigate funding risks [9]. - Despite these partnerships, the stock remains speculative, as Recursion has yet to bring any drugs to market or advance candidates to phase 3 studies [7][9].

Core Insights - HealthVerity has partnered with Recursion to license real-world data (RWD) to enhance clinical trial design and analytics [1][2] - Recursion will integrate HealthVerity's de-identified data covering over 340 million lives in the US into its data science and machine learning platforms, aiming to improve insights into patient populations and streamline clinical operations [2][4] - The partnership emphasizes the transformative potential of RWD in optimizing clinical trials and accelerating the development of novel therapeutics [3][4] Company Overview - HealthVerity is a leader in privacy-protected RWD exchange, facilitating connections and analysis of disparate patient data for healthcare and life sciences organizations [6] - Recursion is a clinical stage TechBio company focused on decoding biology to improve lives, utilizing its Recursion OS platform to generate extensive biological and chemical datasets [7] Strategic Goals - The collaboration aims to industrialize clinical development, reduce costs, and enhance trial design through in silico simulations and a patient-centric approach [2][4] - Recursion's integration of HealthVerity's data will strengthen its ability to predict patient responses and refine study designs, ultimately improving clinical trial enrollment [3][4]

Recursion Pharmaceuticals (RXRX) shares soared 27.7% in the last trading session to close at $5.76. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 24.1% loss over the past four weeks.Earlier this month, the company announced that it has dosed the first patient in its early-stage study of investigational candidate, REC-3565, for treating relapsed or refractory (R/R) B-cell lymphomas. REC-3565 is a selective MALT1 inhibitor develo ...

Core Insights - Recursion Pharmaceuticals (RXRX) has initiated dosing for the first patient in its early-stage study of REC-3565, aimed at treating relapsed or refractory B-cell lymphomas, utilizing its AI-driven Recursion OS platform [1][2] - The unique mechanism of REC-3565 is anticipated to reduce the risk of drug-drug interactions and hyperbilirubinemia, potentially allowing for safer dose escalation and improved clinical efficacy [2] - RXRX's shares have decreased by 41.3% year-to-date, contrasting with a 14.6% decline in the industry [3] Pipeline Development - The Phase I EXCELERIZE study will evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics, and preliminary efficacy of REC-3565, structured in two parts: monotherapy and combination therapy [5] - REC-3565 is positioned to address the limited treatment options available for relapsed or refractory B-cell lymphomas, with the potential to enhance patient outcomes [6] Other Pipeline Candidates - RXRX is also developing REC-994 for cerebral cavernous malformation (CCM), affecting approximately 360,000 symptomatic individuals in the US and EU, with a broader global impact potentially exceeding one million patients [7] - The company has met primary safety endpoints in mid-stage studies for REC-994 and plans to consult with the FDA for further development pathways [8] - Other mid-stage candidates include REC-2282 (neurofibromatosis type II), REC-4881 (familial adenomatous polyposis), REC-3964 (recurrent Clostridioides difficile infection), and REC-1245 (biomarker-enriched solid tumors and lymphoma) [9] Collaborations - RXRX has established collaboration agreements with major pharmaceutical companies such as Roche, Bayer, Merck, and Sanofi to develop candidates for various oncology indications [10]

Core Insights - Recursion and Enamine have collaborated to create 10 enriched screening libraries from over 15,000 newly synthesized compounds aimed at accelerating drug discovery against 100 key drug targets in challenging biological areas [1][3] - Enamine's REAL Space contains 64.9 billion make-on-demand molecules, providing a vast chemical library that enhances the drug discovery process when combined with Recursion's AI/ML platform [2][8] - The partnership allows for the development of smaller, focused libraries that outperform traditional high-throughput screening methods, thereby improving the efficiency of drug discovery [2][4] Company Overview - Recursion is a clinical stage TechBio company that utilizes its Recursion OS platform to generate one of the world's largest proprietary biological and chemical datasets, enabling advanced drug discovery [5][6] - Enamine is a Contract Research Organisation with a unique focus on integrated discovery services, offering access to 4.5 million screening compounds and 350,000 building blocks to accelerate drug discovery efforts [7] Technological Advancements - The collaboration leverages Recursion's sophisticated machine-learning algorithms to predict small molecule compatibility with protein targets, enhancing the selection process for promising drug candidates [2][3] - Enamine's REAL Space has been utilized in ultra-large virtual screening campaigns, and this partnership aims to explore its potential across multiple targets at scale [4][9]

Core Insights - REC-3565 is a promising MALT1 inhibitor aimed at treating relapsed or refractory B-cell lymphomas, with the first patient dosed in the Phase 1 EXCELERIZE clinical study [1][2] - The drug is designed to minimize the risk of hyperbilirubinemia, a common side effect associated with other MALT1 inhibitors, enhancing its safety profile [1][3] - The EXCELERIZE study will evaluate the safety, tolerability, pharmacokinetics, pharmacodynamics, and preliminary efficacy of REC-3565 in two parts, focusing on both monotherapy and combination therapies [2][3] Company Overview - Recursion is a clinical stage TechBio company that utilizes AI-driven approaches to enhance drug discovery, operating one of the largest proprietary biological and chemical datasets [4] - The company is headquartered in Salt Lake City and is a founding member of BioHive, a collective for the Utah life sciences industry [5] Market Potential - Approximately 41,000 relapsed and/or refractory patients with chronic lymphocytic leukemia (CLL) and B-cell lymphomas in the U.S. and EU5 are eligible for treatment annually, indicating a significant market opportunity for REC-3565 [3]

Company Overview - Recursion is a clinical stage TechBio company focused on decoding biology to enhance drug discovery and improve lives [2] - The company operates the Recursion OS, a platform that generates one of the largest proprietary biological and chemical datasets globally [2] - Recursion employs advanced machine-learning algorithms to identify trillions of relationships in biology and chemistry, free from human bias [2] Operational Scale - Recursion conducts up to millions of wet lab experiments weekly, showcasing its massive experimental scale [2] - The company owns and operates one of the most powerful supercomputers in the world, enabling significant computational capabilities [2] Location and Presence - Recursion is headquartered in Salt Lake City and is a founding member of BioHive, a collective for the Utah life sciences industry [3] - The company has additional offices in Toronto, Montréal, New York, London, Oxford area, and the San Francisco Bay area [3] Upcoming Events - Recursion will participate in the Needham 24th Annual Virtual Healthcare Conference on April 7, 2025 [1]