Recursion

Recursion executives will present at two upcoming investor conferences: ▪️ Monday, April 13: the 25th Annual Needham Virtual Healthcare Conference ▪️ Tuesday, May 12: @BankofAmerica Health Care Conference 2026 👉 Check out the webcasts in the events section of the Recursion Investor Relations website at ir.recursion.com

Recursion at #AACR:  AI in Biomarker Discovery and Drug Development On April 18, 12:30pm Teeru Bihani, VP of Translational Strategy at Recursion, will present an educational session with Jorge Reis-Filho, Chief of AI for Science Innovation at @AstraZeneca. The session will be chaired by Jakob Nikolas Kather of the Dresden International Graduate School for Interdisciplinary Life Sciences. Teeru will share how we’re applying AI in practice to improve decision-making across the drug development lifecycle — from early biological insight through clinical strategy. Drawing on real examples from across our portfolio, she’ll highlight how these approaches better align preclinical findings with patient outcomes and ultimately close the translational gap in oncology R&D. 👉 Learn more: abstractsonline.com/pp8/#!/21436/s…

💊 The data differentiator in AI drug discovery. A new article in @GENbio looks at the critical role of data infrastructure in AI drug discovery to address three interconnected challenges: “capturing molecular complexity in machine-readable formats, implementing FAIR (Findable, Accessible, Interoperable, and Reusable) data principles at scale, and preparing datasets through collaboration-centric platforms.” Referencing @xiaofei_lin’s interview with Najat Khan, the story notes that Recursion is focused on delivering clinical value via “superior preclinical execution” and an AI-enabled platform that supports the “Design-Make-Test-Analyze (DMTA) cycle—the fundamental, iterative four-stage workflow in pharmaceutical R&D to progress therapeutic intellectual property into drugs.” High-quality, fit-for-purpose data is critical. “Machine learning models learn from data, and their effectiveness depends entirely on the quality of that input,” the story notes. “Feed them clean, well-structured data, and they can identify subtle SAR patterns that complement human intuition.” 👉 Read more: genengnews.com/topics/artific…

🧬Solving the scale mismatch in AI drug discovery. TechBio is very good at measuring and simulating biology at the single-cell level, from predicting protein structures, to mapping transcriptomic shifts, to modelling cellular responses. But it’s much more challenging to connect those insights to the full complexity of patients, and design drugs more likely to succeed in the clinic. At the upcoming @SynBioBeta Synthetic Biology Summit, May 4-7 in San Jose, leading experts in pharma and TechBio will tackle the translation gap in modern drug development in a panel called “From Cells to Patients: Solving the Scale Mismatch in Virtual Biology” happening on the mainstage May 5, 11am. 🔹 Speakers include:  ▪️ Dave Hallett - CSO, Recursion ▪️ Marc Tessier-Lavigne - CEO, @Xaira_Thera ▪️ Kim Branson, SVP Global Head, AI & ML, @GSK ▪️ @Ronalfa, Cofounder & CEO, @NOETIK_ai 🔹 They’ll address:  ▪️ How to connect single-cell dynamics to organ-level physiology and actual patient outcomes. ▪️ How to leverage spatial and high-dimensional phenotypic data to preserve biological context. ▪️ How to build integrated computational-experimental loops that turn cellular signals into clinically meaningful biomarkers. 👉 Learn more and register at: syntheticbiologysummit.com

💊 Where AI is delivering in drug discovery today. A recent story by Peter Sullivan in @axios looked at how AI-led drug discovery and design is changing everything from pharma to federal policies. He notes that its being applied to “shorten development times, lower costs and predict chemical properties that humans don't have time to examine.” Recursion CEO and President Najat Khan shared that drug discovery is actively moving from an artisanal “to a much more systematic approach." The story notes that Recursion “reported positive data in December from a trial of its drug candidate to treat a rare genetic condition that can lead to colon cancer” – the first clinical validation of our AI platform. And it’s only the beginning, as the @US_FDA adjusts its guidelines to meet the AI moment, and companies like Recursion continue to integrate new data layers and uncover new biology using AI and machine learning. As Najat said: "There's going to be some skeptics, but they will come around once they see data.” 👉 Read more: axios.com/newsletters/ax…

Expanding our ClinTech platform with real-world data and evidence. We’re announcing an expanded partnership with @Citeline to further integrate real-world data and evidence capabilities into our AI-enabled ClinTech platform within the Recursion OS. This integration will enable more precise trial design, improved site selection, and faster, more informed development decisions. Citeline’s data and evidence capabilities are already supporting our pipeline, including the contextualization of single-arm data from our REC-4881 Phase 1b/2 study in FAP. More broadly, we’re seeing investment in our ClinTech platform yield results across our portfolio, including 30–60% improvements in enrollment. This expanded partnership further accelerates our AI-informed clinical development process. Together, we’re building a more predictive, connected, and patient-centered approach to accelerate the path from pipeline to patient. 👉 Read the full announcement here: citeline.com/en/resources/r…

🚀AI’s current proof points in drug discovery – and the next frontier In an interview with The @BioCentury Show, Recursion CEO and President Najat Khan, PhD talked to executive editor @SelinaMKoch about the differentiators to look for as the TechBio industry matures. “The bar and the standard is evolving around ‘what is the endgame?’” Najat says. “And the endgame is to make differentiated medicines that matter…no matter what dataset you have, what model you have, or what approaches you’re using.” She points out that while many early stage companies are focused on building models, Recursion is in the next stage of its evolution: delivering proof points. That requires an end-to-end approach, she says. “It's not enough to be better in just biology, chemistry, or the clinic. You have to use AI across the entire vertical tech stack.” Najat shares how she sees AI’s most measurable early advantages emerging in chemistry and clinical trial execution. In ClinTech, Najat notes that Recursion is applying AI to improve patient stratification, drive smarter trial design, and accelerate enrollment. The next frontier, she says, is “out-of-domain” prediction — the ability for models to make useful inferences in less-charted biological terrain. 👉 Listen to the full podcast here: lnkd.in/eeDsbAZB

We’re excited to announce that industry veteran Vicki Goodman, M.D., will join Recursion as Chief Medical Officer effective April 6, 2026. Vicki is an accomplished physician-executive with 20+ years in oncology drug development, beginning as a Medical Officer at the U.S. FDA and later serving in senior roles at @Merck (contributing to programs such as KEYTRUDA), @bmsnews (OPDIVO, YERVOY), @GSK (leading dabrafenib through approval), and as CMO at Exelixis and @MuralOncology. She brings deep, practical regulatory strategy and development experience from start to finish with a clear regulatory vision to help Recursion translate scientific insight into disciplined, high-quality clinical programs as we advance our pipeline. We’re thrilled to have Vicki join the team and look forward to accelerating our progress to deliver medicines to patients. Read more: ir.recursion.com/news-releases/…

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/