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RXRX.NASDAQ
Recursion Pharmaceuticals
Health Care · Biotechnology

Biotechnology company using AI and cellular imaging to discover novel drugs through proprietary technology platform.

HQ: United StatesListed: United States

Historical AI Opinions

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Historical AI Opinions

Recursion Pharmaceuticals Inc (RXRX.NASDAQ) AI OPINIONS & ADVISOR ANALYSIS

Read the selected AI Advisor’s complete report, scenarios and forecast. Select Consensus for its investment thesis and a preview of advisor weights. Eligible access unlocks all 12 advisor reports and comparisons.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts
AI ThinkerAdvisor config deprecated

Investment Expert AI

Investment framework Framework

Model rating

Buy

5-Year Return Est.

+590.8%

RXRX.NASDAQ does not currently pay dividends

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.-0.9710.5622.133.6445.18Apr 2021Sep 2023Feb 2026Jul 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
Quarterly Events ForecastPrice targets, total returns and complete scenario reasoning

Forecast prices in USD. Returns are cumulative from the forecast anchor. Swipe horizontally to read every column.

QuarterForecastTotal returnScenario
$5.85+32.7%Not Generated this time
$7.20+63.4%Not Generated this time
$9.50+115.5%Not Generated this time
$12.00+172.1%Not Generated this time
$14.50+228.7%Not Generated this time
$16.99+285.3%Not Generated this time
$19.98+353.1%Not Generated this time
$23.5+432.4%Not Generated this time
$27.0+511.7%Not Generated this time
$30.5+591.2%Not Generated this time
ADVISOR CONFIGURATION DEPRECATED

1. Investment Thesis — Base Case

The most reasonable scenario projects a volatile but upward trajectory. While not every clinical program will succeed, the diversified pipeline and industrial-scale dataset generation offer enough 'shots on goal' to achieve at least one commercial approval by 2027-2028. The company likely transitions from a purely speculative clinical-stage entity to a commercial biotech with a validated discovery engine. Partnerships provide a financial floor, preventing catastrophic dilution, though periodic capital raises will dampen stock price appreciation compared to the pure bull case. The convergence of AI hype and tangible biological data creates a compelling entry point at current depressed levels, offering asymmetric upside with manageable risk over a 5-year horizon.

2. Scenarios & Signals

2.1. Bull Case

The bull case predicates on the successful validation of the Recursion OS as a repeatable drug discovery engine. By late 2026, positive readouts from lead assets like REC-994 (cerebral cavernous malformation) and REC-2282 (NF2) provide clinical proof-of-concept, driving a massive re-rating of the platform valuation. The strategic partnership with Nvidia accelerates the 'TechBio' narrative, positioning RXRX as the premier AI-biology infrastructure play. Commercial milestones from the Roche and Bayer collaborations begin to contribute significant non-dilutive revenue by 2027, reducing cash burn. As interest rates stabilize or decline, the market aggressively prices in the optionality of the vast early-stage pipeline, sending the stock toward multi-bagger returns reminiscent of early platform technology companies.

2.2. Bear Case

The bear case envisions a scenario where the proprietary AI platform generates interesting biological insights that fail to translate into clinical efficacy. Early readouts for REC-994 or REC-4881 disappoint or show mixed results, causing the market to discount the entire platform's value to near zero. High cash burn necessitates toxic financing rounds at depressed valuations, significantly diluting existing shareholders. The departure of key partners or a lack of milestone payments from Roche/Bayer signals a loss of confidence in the technology. Recursion becomes a 'zombie biotech' trading near cash value, struggling to fund operations amidst a high-cost of capital environment for speculative growth stocks.

4. References & Context

Search behavior, retained evidence, supplied context, and response token details.
Prompt Tokens: 512Thinking Tokens: 2,487Response Tokens: 7,400Total Tokens: 10,399
Thinker modeThinker · no external search

This Thinker run did not use external web search. The model relied on the supplied research context and its internal reasoning.

Context supplied to the model

Public-safe inputs retained with this immutable forecast publication.

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    Market data

    Input Prompt Market Equity Balanced System Instruction Driven Equity H5y S6m Brief Invest Thesis Ts Num Rsk Drv Var1

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    Global context in this run

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    Fundamental data in this run

    Not used

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    Forecast output requested

    Output Json Equity H5y S6m Brief Invest Thesis Ts Num Rsk Drv Var1

Original published forecast

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