Recursion

Recursion is headed to #AACR26 - April 17-22 in San Diego - to share our breakthroughs in leveraging data and AI to drive new cancer discoveries and treatments. 🔹 On April 18, 12:30pm, Teeru Bihani, VP of Translational Strategy at Recursion, will present as part of an educational session on "AI in Biomarker Discovery and Translational Drug Development" along with Jorge Reis-Filho, Chief of AI for Science Innovation at @AstraZeneca. She’ll share details of Recursion’s AI-enabled cancer programs, including REC-1245, in which we used Recursion’s AI platform to discover the relationship between RBM39 and DNA damage response, and to design a potentially first-in-class degrader which is being developed for the treatment of biomarker-enriched solid tumor indications and lymphoma. The session will be moderated by Jakob N. Kather of Dresden Graduate School for Interdisciplinary Life Sciences. 🔹 On April 20, 9am-12pm, we’ll present a poster on CellNeighbor, a transcriptional atlas of patient tumors and cell line models to inform preclinical model selection. CellNeighor addresses the translational gap between cell line models selected for compound activity assays based on molecular profiles and the in vitro cell culturing that can influence genetic changes in these models. We built CellNeighbor by integrating transcriptomic profiles from DepMap with patient tumor data from The Cancer Genome Atlas and deidentified patient tumor data from @TempusAI, creating a unified transcriptomic map of cell lines and tumors.

At the @LeerinkPartners 2026 Global Healthcare Conference last week, CEO and President Najat Khan, and CFO Ben Taylor shared our key focus areas – from pipeline and partnerships to the critical importance of people. They emphasized how we are moving past hype into the era of value realization. A few key takeaways: 🧬 "Simulate More, Make Less": By leveraging our AI platform, we are drastically shifting timelines and costs associated with traditional drug discovery. 🤝 Partnership Value: “The most important thing is not partnership announcements but partnership value realization,” Najat said. We are incredibly proud of our progress with partners like @sanofi and @Roche, and as Najat noted “we just crossed over half a billion in upfront and milestones." 📊 Disciplined Capital Allocation & Portfolio Management: We treat our pipeline with an investor mindset, establishing rapid, data-driven go/no-go decisions for every program. 🧠 The "Bilingual" Talent Moat: Our success is built on a culture that equally values and integrates technology and biology, breaking down legacy pharma silos. "Innovation comes from the intersection of the two,” Najat said. “We hire folks that have the openness, like a drug hunter that has the openness to understand AI... And then AI scientists that actually want to learn about drug discovery." 👉 Watch the full webcast here: event.summitcast.com/view/mT9poctHD…

At @siliconslopes, Recursion Chief Business Officer Matt Kinn spoke to @Nasdaq's @kristinaayanian about Recursion’s differentiated approach and strategic advantages. 🔹 Three highlights: 1️⃣ Recursion’s end-to-end platform is a major differentiator. Matt noted that Recursion has been focused on creating proprietary data because “there are not very many well-curated data sets for biology and chemistry that exist” and “AI is only as good as the data that it's trained on.” In addition, the company has a leading supercomputer and “bilingual” experts who can navigate biology, chemistry and tech. He added that Recursion has deployed those advantages “across drug discovery – how we design molecules, and how we push programs into the clinic.” 2️⃣ The platform has delivered numerous proof points, including recent Phase 1b/2 clinical trial results for FAP, a rare disorder characterized by polyps in the GI tract. “The clinical trial readout showed that our molecule was able to rapidly and durably reduce overall polyp burden. It's an incredible benefit for patients.” 3️⃣ He called out Recursion’s three key priorities: “translating more insights into impact in the clinic,” “doubling down on places where our platform is showing real advantage,” and “pairing our big ambition with discipline.”

The future of drug discovery requires an integrated, disciplined, data-driven, end-to-end approach. Last week, Recursion CFO Ben Taylor sat down at the 46th Annual TD Cowen Health Care Conference to discuss Recursion’s evolution, pipeline, and partnerships. 💡 A few key takeaways: 🌐 The Evolution of the Recursion OS: We’ve transitioned from a single-point solution focused on phenotypic screening to a fully integrated platform spanning biology, chemistry, and clinical trial design. ▪️ Ben: "Across the company we're saying, 'What can I use to better understand the biology, the patient, the chemistry, the clinical trial so that I'm incorporating better predictive modeling and have a lower failure rate in the clinic?'" ⚡ Accelerating Clinical Trials with ClinTech: By leveraging real-world evidence and our ClinTech platform, we are identifying the right patients and sites with unprecedented speed. ▪️ Ben: "We've seen enrollment going 30% to 50% faster than the baseline that we had previously... we're able to dive in and understand every one of the clinical sites, the patient population, and design our outreach to reach those sites that have the most potential." 🔬 Scientific & Financial Discipline: Under the leadership of CEO Najat Khan, we have reduced our operating expenses significantly while expanding our pipeline — driven by a strict, portfolio-management approach to our assets. ▪️ Ben: "Everything has a near-term go, no-go decision that will be data-driven. If we don't see the data supporting what we want, it will be terminated tomorrow. And that is something that we will hold to." 🤝 The Power of Partnerships: We’re not only developing an internal pipeline, but generating significant value alongside partners like Roche and Sanofi. ▪️ Ben: "If you look at our partnership business, we've crossed the $500 million mark in inflows coming into the company. That's really making a dramatic difference in how we're able to build and invest in the platform." 👉 Listen to the full webcast: ir.recursion.com/events/event-d…

A story in @GeneOnlineNews looks at the new “show the proof” era of AI drug discovery and how Recursion is delivering. “The question confronting AI drug discovery companies is no longer whether algorithms can generate hypotheses, but whether they can deliver clinical outcomes.” The story looks at Recursion’s REC-4881 program for the rare disease Familial Adenomatous Polyposis (FAP), which is demonstrating meaningful results in patients in the ongoing Phase 2 trial. “In a sector often defined by computational ambition and platform potential, such data offers a more concrete measure of clinical progress.” It highlights the critical role of the Recursion platform in making the initial discovery. “Rather than beginning with a predefined molecular target, Recursion first engineered APC-deficient cells to computationally define the disease phenotype itself. High-content imaging captured subtle morphological changes invisible to the human eye, which were then translated into quantifiable disease signatures through proprietary computer vision systems and foundation models. Thousands of compounds were screened against this phenotype to determine which could restore cellular equilibrium.” “We weren’t looking for a specific pathway,” says Recursion CEO and President Najat Khan, PhD. “We were asking which compound could actually correct the disease state.” The article also highlights the importance of Recursion’s ClinTech approach to advancing and expanding the trial – leveraging more than 300 million de-identified patient lives in the U.S. and a custom LLM to scan 256,000 physician notes linked to roughly 1,000 FAP patients, establishing real-world standards of care in near real time. This was enhanced via a collaboration with Amsterdam UMC, tapping one of the most comprehensive FAP registries to create a robust natural history study for disease context. As the story notes, “Recursion’s integrated platform aims to do more than discover new molecules. It seeks to shorten the torching journey from a patient’s first symptom to effective treatment. Khan summarizes the mission succinctly and firmly: ‘Right diagnosis, right therapy, at the right time.’” 👉 Read more: geneonline.com/recursion-make…

💡 How Recursion is helping to solve a key drug discovery bottleneck: ADMET prediction  📣 We recently announced the launch of the ADMET Network with @apheris_AI – a federated data network designed for pharmaceutical companies to collaboratively train models for absorption, distribution, metabolism, excretion, and toxicity (ADMET) predictions without sharing proprietary data.  Other founding companies include: Lundbeck, Orion Pharma, and @Servier. Accurate ADMET modelling is one of the most challenging areas in drug discovery, accounting for an estimated 40–45% of clinical attrition. Developing accurate ADMET prediction models requires access to high-quality data spanning a broad and diverse chemical space.  The ADMET Network enables pharma companies to collaboratively train robust ADMET models with an expanded applicability domain, better reflecting industrial discovery needs. By bringing together highly diverse proprietary ADMET datasets across members, it is assembling one of the largest distributed ADMET data foundations in the industry.  “At Recursion, we apply AI end-to-end across drug discovery and development, with a deliberate focus on the bottlenecks in R&D where failure rates are highest,” says Najat Khan, CEO and President of Recursion. “ADMET remains one of the most persistent challenges in translating novel discoveries into successful medicines. By participating in the ADMET Network, we can materially improve the reliability of our early predictions by learning from a broader set of industry data—without compromising data ownership or IP. It’s a powerful example of how industry collaboration can accelerate innovation with real impact, helping deliver more medicines that matter.” 👉 Read about the ADMET Network in @GENbio: genengnews.com/topics/artific…

🚀This is the era of proof points. Recursion CEO and President Najat Khan shares key highlights from Recursion’s recent earnings call. They include: 🔹 Positive Phase 2 data in FAP, a rare disease with no approved medicines. Our platform identified MEK1/2 inhibition as a novel mechanism and therapeutic entry point. We took that insight into the clinic, and the data we shared in December shows meaningful patient outcomes. 🔹 A 5th milestone with @sanofi, generating a $4 million payment to Recursion, and over $134 million in milestone and upfront payments to date. This collaboration leverages our generative chemistry platform to establish a growing joint portfolio of novel AI-driven small molecules for immunology and oncology. 🔹 New preclinical data from one of our oncology programs, REC-7735, a potentially best-in-class PI3Kα inhibitor. This compound was precision-designed using our generative chemistry platform to maximize selectivity and limit potential tolerability issues. We’re pairing bold ambition with operational rigor and financial discipline – and extended our cash runway into early 2028, with $754 million in cash. 👉 Check out Najat's full recap video: youtube.com/watch?v=FeM6OH… 👉 Check out the full earnings presentation: ir.recursion.com/static-files/6…

Today, Recursion reported our 4Q/FY25 business updates and financial results. As CEO and President Najat Khan said, “Recursion has reached an inflection point: moving from proving that AI can participate in drug discovery to demonstrating that an AI-native operating system can generate clinical proof and durable value.” This includes: 🚀 A 5th milestone with @sanofi for a first-in-class Sanofi-partnered oncology program against a historically difficult and novel biological space. This brings the total upfront and progress-based milestones to $134 million to date. Five Recursion discovery program packages have been accepted to date, establishing a growing joint portfolio of novel AI-driven small molecules for immunology and oncology. 🚀 The first AI-enabled clinical validation of the Recursion OS platform in our FAP program, demonstrating translation from AI-driven biological insight to meaningful patient outcomes. We also have multiple clinical and preclinical programs advancing with defined milestones. 🚀 New preclinical efficacy data for REC-7735, a potential best-in-class PI3K⍺ H1047R inhibitor, precision designed with 242 compounds synthesized from first novel hit to REC-7735 in 10 months using the Recursion OS platform. REC-7735 demonstrates >100-fold selectivity for the H1074R mutation over WT PI3K⍺ suggesting potential improved tolerability over current inhibitors and is currently in IND-enabling studies. 🚀 $754 million of cash and cash equivalents. We exceeded our original cost savings guidance and now expect runway into early 2028, without additional financing. 👉 Read the full business updates here: ir.recursion.com/news-releases/… 🔹 Tune in to our Earnings Call today, February 25, 2026 at 8:00 am ET / 6:00 am MT / 1:00 pm GMT, here on X, or on: ▪️ YouTube: youtube.com/watch?v=wtk81u… ▪️ LinkedIn: linkedin.com/feed/update/ur…

Recursion announced yesterday that the company will participate in a number of upcoming investor conferences. These include: ▪️ TD Cowen 46th Annual Healthcare Conference - Monday, March 2, 2026 ▪️ @LeerinkPartners 2026 Global Healthcare Conference - Monday, March 9, 2026 ▪️ @Jefferies 2026 Biotech on the Beach Summit — Wednesday, March 11, 2026 ▪️ KeyBanc Capital Markets 2026 Healthcare Forum — Tuesday, March 17, 2026 👉 Check out the webcasts at ir.recursion.com.

Recursion’s automated, integrated wet-dry lab operations will be featured as part of a Lightning Talk at @NVIDIAGTC March 16-19 in San Jose. Moderated by Stacie Calad-Thomson, PhD, Business Development Lead for Healthcare and Life Sciences at @nvidia, the talk, “AI Agents, Robotics, and Digital Twins: The Full Stack of Self-Driving Labs and Biomanufacturing,” will showcase how AI, automation, and robotics are driving the new era of drug discovery and development. Presenter Ira Hoffman, CEO of @HighResBio, will share how they are collaborating with us on the potential for self-driving, high-throughput labs with technologies including robotic perception, digital twins of lab environments, and natural language–driven lab orchestration. Other presenters include Fred Parietti, Co-Founder and CEO of @multiplylabs and Olga Ovchinnikova of Product Management, Digital Labs, at @thermofisher. “Recursion continues to push the frontier of drug discovery through the power of accelerated computing and AI,” says Rory Kelleher, Senior Director, Global Head of Business Development, Healthcare and Life Sciences at NVIDIA.  “This year at GTC, we’re collaborating across the ecosystem to move Physical AI from concept to reality, unlocking a new era of biological insight and therapeutic speed.” 👉 Learn more: ir.recursion.com/news-releases/… 👉 Check out the session at GTC: nvidia.com/gtc/session-ca…

Accelerating AI adoption in the UK. Recursion Chief Scientific Officer Dave Hallett was recently appointed as an AI Champion by the UK government. He’s one of 8 AI Champions and will be representing the life sciences industry, helping to inform, guide, and accelerate AI adoption plans in that space. The 8 AI sector champions (other industries include clean energy, advanced manufacturing, professional and business services, digital and technology, advanced manufacturing, creative industries, and financial services) are responsible for: ▪️ Setting a clear national vision for how AI should be adopted in their sector ▪️ Building on the AI actions in their sector's Industrial Strategy plan ▪️ Identifying practical steps to remove barriers and unlock investment The champions will meet twice a year to report on progress and their activities will be published online. 👉 Learn more: delivery.ai.gov.uk/48/

📣 Announcing our 4Q/FY 2025 (L)earnings Call on February 25, 2026 at 8:00 am ET / 6:00 am MT / 1:00 pm GMT. Tune in here on X or on our LinkedIn or YouTube. 👉 Investors, analysts, and the public may submit questions here: forms.gle/TQ4vgUTLKsFmik… twitter.com/i/broadcasts/1…

🚀 How Recursion used AI to identify a novel approach for potentially treating the rare disease Familial Adenomatous Polyposis (FAP). A new video shares the story of Recursion’s investigational drug REC-4881 for the rare disease FAP which affects more than 50,000 people in the US and EU5 and has no approved medicines. Patients with this disease develop hundreds to thousands of polyps in their early teens to 20s that, if left untreated, have a nearly 100% risk of developing into colon cancer. ⬇️ Here’s how we did it: ▪️ Using the Recursion OS platform to analyze cell morphology, we tested thousands of compounds to find drugs that restored FAP-diseased cells to a healthy state. ▪️ This led us to REC-4881 — a drug that blocks a biological pathway called MEK1/2 – a new approach for treating FAP that had not been investigated clinically before. ▪️ Now, we’re using the full Recursion OS 2.0 platform — including our ClinTech real-world evidence –  to fully understand disease burden and guide our clinical strategy, allowing us to expand patient eligibility for our trial. 💡 The takeaway: This program is the first clinical validation of the Recursion OS, and demonstrates our ability to translate unbiased phenotypic insights into potentially differentiated treatments for diseases with high unmet need. 👉 Read the full summary data in our December 8, 2025 press release here: ir.recursion.com/news-releases/…

See you at #SLAS2026! Two of our AI drug discovery experts are presenting at the SLAS (Society for Laboratory Automation and Screening) International Conference & Exhibition Feb. 7-11 in Boston. 🔹 In a talk titled “Industrializing Drug Discovery with ML: From Single-Task Models to Integrated Research Platforms,” Peter McLean, Director of Data Science & Applied ML at Recursion, will share how we are leveraging state-of-the-art models in high-content phenomics, molecular property prediction, and patient connectivity, to improve drug discovery -- and moving beyond point solutions toward a more integrated discovery engine. 👉 Learn more: events.rdmobile.com/Speakers/Detai… 🔹 Safiye Celik, Director of Data Science at Recursion, will present on “Leveraging AI to Map Cellular Morphology Across Imaging Modalities,” showing how our large foundation models, trained on extensive data from fluorescent and brightfield imaging, capture high-dimensional representations of cellular morphology, revealing subtle phenotypic features and better capturing known relationships between cellular states. 👉 Learn more: events.rdmobile.com/Speakers/Detai…

▪️ 1 in 5 people will develop cancer. ▪️ 1 of 9 men and 1 of 12 women will die from cancer. ▪️ 90% of drugs that go into clinical trials fail. Statistics like these are what fuel all of us at Recursion to create a better way to make new medicines. A new episode of @Google's podcast Where the Internet Lives called “Mapping New Medicines” looks at the approach we’re taking – one that relies on massive proprietary datasets spanning biology, chemistry and patient data; supercomputing; and an end-to-end AI platform. “I was frustrated by this slow, one-at-a-time approach” of traditional medicine, says co-founder and Board Chair @RecursionChris. “It felt like there had to be a better way.” As he explains, each one of our cells contains about 20,000 genes that express around 400,000 proteins, with trillions of interactions inside the cells – “and we are made up of trillions of those cells.” That’s why biology is so complex and why, as CEO and President Najat Khan says, experts understand just 10-15% of biology. “How are we going to find a medicine if we don’t understand what’s driving a disease?” she asks. Using that as a starting place, Recursion began employing a Google Maps approach to understanding biology – using data and AI to uncover how to take someone from disease state (Point A) to healthy state (Point B) in the fastest, best way possible. The video takes you inside Recursion’s high throughput lab where we run millions of experiments each week, capturing cell images that are fed to @googlecloud and our supercomputer – moving more data per second through this platform than some of the leading social platforms. As Recursion founding fellow and cancer survivor Mike Genin says, all of us love patients, are patients, or will be patients. “To dedicate our lives to changing the way drugs are discovered, to changing the future of medicine, there’s no greater pursuit.” 👉 Watch the full episode here: youtube.com/watch?v=o-8WCN… #WhereTheInternetLives #GoogleDataCenters #TechBio #data #medicine #AI #future #biology

Our TechBio Talks Live event at #JPM26 offered real insights about the state of AI drug discovery and the broader healthcare ecosystem. Award-winning journalist, filmmaker, podcaster, and co-founder of @SUTCANCER, @katiecouric led the discussions – including a fireside chat with Recursion CEO and President Najat Khan, PhD and a panel discussion with some of the people leading what Najat called “this new era of AI translation.” As she said: “It's no longer, can we do this? It's around what value does this actually create? And how does this show up in the lives of patients that are waiting?” 💡 Insights included: ▪️ From Renee Gala, President and CEO of @JazzPharma: “When you think about patient identification, there are so many advances now coming through AI that allow us to better identify patients, better identify what the biomarkers are.” ▪️ From @reidhoffman, Co-founder, @LinkedIn, @The_Manas_AI & Inflection AI: “The idea when you have a target is not to spend 10 years seeing if it works,” but “how do you have AI help you actually force rank targets vis-à-vis feasibility, give you lots of variation of answers that you then cycle on very quickly?” ▪️ From @lefkofsky, Founder & CEO, @TempusAI: “We’ve just built this giant self-learning machine that collects longitudinal clinical data, on about half the United States population who have cancer” and are “sequencing as many patients as we can...to figure out over time how to move from really targeted therapeutics to precision medicine.” ▪️ From @EricTopol, MD, Chair, Department of Translational Medicine, @scrippsresearch: Although “Physicians are squeezed” and “clinicians are heading towards burnout and disenchantment,” but AI is leading to a real flip – “And that's what's so exciting right now. Because we're seeing for the first time, this is where AI, the near term, is really kicking in.” Look for full versions of the talks on our YouTube channel: 👉Najat’s Opening Remarks: youtube.com/watch?v=SAbZ3d… 👉Fireside Chat with Najat Khan and Katie Couric: youtube.com/watch?v=Iyd6ET… 👉TechBio Talks Live panel discussion: youtube.com/watch?v=KEhX0U…

@EricTopol @katiecouric @reidhoffman @lefkofsky @ReneeGala Terrific discussion - wonderful to have you @EricTopol !

An interesting panel discussion on AI last week w/ @katiecouric @reidhoffman @lefkofsky @ReneeGala @RecursionPharma vimeo.com/reviews/b8a8f2…

At JPM, Recursion CEO and President Najat Khan, PhD spoke with @bradloncar of @BiotechTV about her vision for the company, Recursion’s competitive advantages, and the pipeline programs providing the clinical proof points for our platform’s novel insights. 🔹 Some highlights: ▪️ How do you want people to think about Recursion going forward? “Fundamentally, Recursion is here to build differentiated medicines at scale for patients who are waiting. How we do it is different. We are the only AI native company that is end-to-end, leveraging AI across discovering novel biology, designing small molecules, and accelerating clinical development.” ▪️ You mentioned in your company presentation that your MEK inhibitor was the first example of finding something with the platform that surprised you. Tell us what that is. “We found that this allosteric MEK 1/2 inhibitor actually reversed the disease to a healthy state in cellular models of FAP on our platform. That was that first biological insight. There was no connection back then that MEK inhibition could lead to rescuing APC loss of function. We then did all of the great in vivo work. We licensed that asset from a pharma company that had shelved it after studying it in solid tumors. And now we’re seeing the clinical data and what we see is rapid and durable polyp burden reduction – higher than what others have seen to date.” 👉 Watch the full interview: biotechtv.com/post/recursion…