小摩上调Recursion(RXRX.US)评级至“增持”，核心管线REC-4881有望成为畅销药物

Core Viewpoint - Morgan Stanley upgraded Recursion Pharmaceuticals (RXRX.US) from "Neutral" to "Overweight," citing the sales potential of its core asset, REC-4881, which could become a blockbuster product [1] Group 1: Rating and Price Target - Morgan Stanley raised Recursion's target price from $10 to $11 [1] Group 2: Clinical Development and Market Potential - REC-4881 is currently in mid-stage trials for treating Familial Adenomatous Polyposis (FAP), with peak sales potential in the U.S. exceeding $1 billion and a success probability of 60% [1] - The company’s second advanced candidate, REC-617, is an oral CDK7 inhibitor showing anti-tumor potential in platinum-resistant ovarian cancer, with clinical development progressing steadily [1] Group 3: Financial Milestones - Recursion's AI-driven R&D pipeline has generated over $500 million in milestone payments, further validating its collaborations with pharmaceutical companies [1] Group 4: Stock Performance - As of Wednesday's close, Recursion's stock rose by 11.43%, reaching $4.68 [1]