secwatch.observer — SEC 8-K summary ====================================== Issuer: RECURSION PHARMACEUTICALS, INC. (RXRX) CIK: 0001601830 Form: 8-K Filed at: 2026-08-05T10:31:36+00:00 Accession: 0001601830-26-000097 Event type: earnings Sentiment: neutral Materiality: 0.80 Item codes: 2.02, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Recursion Pharmaceuticals Reports Q2 2026 Results; Genentech Options First Neuroscience Target -------------------------------------------------------------------------------- - Genentech exercised first Validated Target Option under neuroscience collaboration, advancing a previously unexplored target into early discovery program. - REC-4881 Phase 2 FAP data to be presented at CGA-IGC Presidential Plenary in November 2026; FDA discussions initiated for registrational path. - REC-7735 IND cleared; Phase 1/2 ZINNIA trial for PIK3CA H1047R-mutant solid tumors to start in 2H26. - Revenue was $7.7M in Q2 2026, down from $19.2M in Q2 2025; net loss improved to $131.0M from $171.9M. - Cash operating expense guidance reduced to <$375M for 2026; cash runway extends into early 2028. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1601830/000160183026000097/0001601830-26-000097-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1601830/000160183026000097/rxrx-20260805.htm HTML page: https://secwatch.observer/filing/0001601830-26-000097 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer