secwatch.observer — SEC 8-K summary
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Issuer:     RECURSION PHARMACEUTICALS, INC. (RXRX)
CIK:        0001601830
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001601830-26-000077
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Recursion Q1 net loss narrows to $117.5M; REC-1245 safety data positive, REC-4539 dosed
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- Net loss of $117.5M vs $202.5M YoY; revenue $6.5M, down 56% YoY on lower Roche milestone phasing.
- Cash & equivalents $665.2M; 2026 cash burn guidance <$390M, runway into early 2028 without financing.
- REC-1245 (RBM39 degrader): No DLTs in 16 patients; well-tolerated with dose-dependent PK; dose escalation ongoing.
- REC-4881 (MEK1/2) in FAP: 43% median polyp burden reduction at Week 13; FDA engagement for registrational path begun.
- REC-4539 (LSD1 inhibitor): First patient dosed in Phase 1 ENLYGHT study; reversible design to reduce platelet toxicity.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1601830/000160183026000077/0001601830-26-000077-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1601830/000160183026000077/rxrx-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001601830-26-000077

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer