Conference Highlights: Social media chatter focused on recent updates from the Morgan Stanley Medical conference, where Recursion shared advancements in its AI-enabled drug discovery platform. Observers noted the potential for accelerated candidate identification through large-scale biological data analysis. Interest grew around how these tools could streamline early-stage research efforts.
Partnership News: Discussions emphasized Genentech exercising its first target option, delivering a substantial cash payment to the company. This infusion supports operations well into 2028 amid quarterly burn rates near $106 million. Participants pointed to existing collaborations with major pharmaceutical players as a sign of external validation for the technology.
Platform Outlook: Users described the firm's approach to generating extensive datasets for AI modeling, while stressing that clinical success remains key to long-term value. The overall tone reflected measured engagement with the biotech's innovative methods.
Note: This discussion summary was generated from an AI condensation of post data.
Recursion Pharmaceuticals Insider Trading Activity
Recursion Pharmaceuticals insiders have traded $RXRX stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $RXRX stock by insiders over the last 6 months:
- CHRISTOPHER GIBSON has made 0 purchases and 5 sales selling 200,000 shares for an estimated $666,400.
- BLAKE BORGESON has made 0 purchases and 6 sales selling 190,000 shares for an estimated $665,200.
- NAJAT KHAN (CEO and President) has made 0 purchases and 2 sales selling 45,996 shares for an estimated $163,281.
- NAMANDJE BUMPUS has made 0 purchases and 2 sales selling 8,349 shares for an estimated $28,128.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Recursion Pharmaceuticals Revenue
Recursion Pharmaceuticals had revenues of $7.7M in Q2 2026. This is a decrease of -60.1% from the same period in the prior year.
You can track RXRX financials on Quiver Quantitative's RXRX stock page.
You can access data on RXRX stock through the Quiver Quantitative API.
Recursion Pharmaceuticals Hedge Fund Activity
We have seen 176 institutional investors add shares of Recursion Pharmaceuticals stock to their portfolio, and 177 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NOVO HOLDINGS A/S removed 7,929,835 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $24,344,593
- BLACKROCK, INC. added 7,112,385 shares (+16.5%) to their portfolio in Q2 2026, for an estimated $26,102,452
- STATE STREET CORP added 6,215,492 shares (+21.8%) to their portfolio in Q2 2026, for an estimated $22,810,855
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 4,138,286 shares (+inf%) to their portfolio in Q2 2026, for an estimated $15,187,509
- UBS GROUP AG added 3,845,865 shares (+75.4%) to their portfolio in Q2 2026, for an estimated $14,114,324
- LINGOTTO INVESTMENT MANAGEMENT LLP removed 3,675,077 shares (-62.5%) from their portfolio in Q2 2026, for an estimated $13,487,532
- CITADEL ADVISORS LLC removed 3,605,340 shares (-85.2%) from their portfolio in Q1 2026, for an estimated $11,068,393
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Recursion Pharmaceuticals Price Targets
Multiple analysts have issued price targets for $RXRX recently. We have seen 3 analysts offer price targets for $RXRX in the last 6 months, with a median target of $8.0.
Here are some recent targets:
- Vikram Purohit from Morgan Stanley set a target price of $5.5 on 05/14/2026
- Gil Blum from Needham set a target price of $8.0 on 05/07/2026
- Priyanka Grover from JP Morgan set a target price of $10.0 on 04/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
