earnings
confidence high
sentiment positive
materiality 0.75
Recursion Q4 revenue $35.5M; first AI-driven clinical validation in FAP; cash runway to 2028
RECURSION PHARMACEUTICALS, INC.
2025-FY EPS reported
-$1.44
revenue$74,681,000
- Q4 revenue $35.5M (up from $4.5M YoY); net loss $108.1M vs $178.9M; cash $753.9M.
- REC-4881 (MEK1/2) in FAP: 75% evaluable patients had reduced polyp burden at 12 weeks; 43% median reduction.
- Fifth Sanofi milestone ($4M) achieved Feb 2026; total $134M milestone payments received from Sanofi.
- 2026 cash operating expense guidance <$390M; cash runway into early 2028 without additional financing.
- REC-7735 (PI3Kα H1047R) shows >100-fold selectivity over WT; IND-enabling studies ongoing.