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Recursion

@RecursionPharma • 17,681 subscribers

Decoding biology to radically improve lives. The industrial revolution of drug discovery is here.

Shorts

Today, Recursion reports its second quarter financial results and business updates, showing demonstrated progress across partnerships, clinical programs, and financial goals. 🚀 Highlights include: ▪️Genentech advanced the collaboration's first neuroscience target into a joint early discovery program, providing early evidence that Recursion's platform can generate novel, biologically validated targets for drug discovery ▪️ REC-4881 (MEK1/2 inhibitor): Additional Phase 2 data in Familial Adenomatous Polyposis (FAP) to be presented at the Presidential Plenary session at leading hereditary GI annual meeting in November 2026 ▪️ REC-7735 (PI3Kα H1047R inhibitor): IND cleared, Phase 1/2 trial start in 2H26; a >100× mutant-selective PI3Kα H1047R inhibitor designed to improve therapeutic index by enabling deep suppression of the most common activating PI3Kα mutation while sparing wild-type PI3Kα ▪️Reduced 2026 cash operating expense guidance to <$375 million (from <$390 million) "Recursion has reached a pivotal point where our AI-native engine is translating unique data into potential first-in-class therapeutic opportunities," said Recursion CEO Najat Khan, PhD. "The advancement of the first unexplored neuroscience target from our collaboration with Roche and Genentech into an early discovery program is an important proof point. Finding new targets in neuroscience has historically been challenging, and this milestone highlights our ability to uncover novel biology in areas where conventional approaches have struggled." 💠 Recursion will host an Earnings Call today, August 5, 2026, at 8:00 am ET / 6:00 am MT / 1:00 pm BST. Join on: ▪️X: ▪️YouTube: ▪️LinkedIn: Analysts, investors, and the public have the opportunity to ask questions of the Company by submitting questions here:

Today, Recursion reports its second quarter financial results and business updates, showing demonstrated progress across partnerships, clinical programs, and financial goals. 🚀 Highlights include: ▪️Genentech advanced the collaboration's first neuroscience target into a joint early discovery program, providing early evidence that Recursion's platform can generate novel, biologically validated targets for drug discovery ▪️ REC-4881 (MEK1/2 inhibitor): Additional Phase 2 data in Familial Adenomatous Polyposis (FAP) to be presented at the Presidential Plenary session at leading hereditary GI annual meeting in November 2026 ▪️ REC-7735 (PI3Kα H1047R inhibitor): IND cleared, Phase 1/2 trial start in 2H26; a >100× mutant-selective PI3Kα H1047R inhibitor designed to improve therapeutic index by enabling deep suppression of the most common activating PI3Kα mutation while sparing wild-type PI3Kα ▪️Reduced 2026 cash operating expense guidance to <$375 million (from <$390 million) "Recursion has reached a pivotal point where our AI-native engine is translating unique data into potential first-in-class therapeutic opportunities," said Recursion CEO Najat Khan, PhD. "The advancement of the first unexplored neuroscience target from our collaboration with Roche and Genentech into an early discovery program is an important proof point. Finding new targets in neuroscience has historically been challenging, and this milestone highlights our ability to uncover novel biology in areas where conventional approaches have struggled." 💠 Recursion will host an Earnings Call today, August 5, 2026, at 8:00 am ET / 6:00 am MT / 1:00 pm BST. Join on: ▪️X: ▪️YouTube: ▪️LinkedIn: Analysts, investors, and the public have the opportunity to ask questions of the Company by submitting questions here:

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🚀 A better, faster co-folding-based binding affinity model. Predicting how tightly a drug candidate binds to its target is critical in drug discovery. It also requires massive computational resources. State-of-the-art models can take 20 seconds to a minute per prediction, impractical for the demands of large scale early-stage programs . 💠 Today, Recursion’s Valence Labs is releasing Nesso-1: the fastest open-source co-folding-based binding affinity model available. At 1 second per prediction, it’s roughly 20x faster than our previous collaboration on Boltz-2 while matching or surpassing its accuracy across public and internal benchmarks. By leveraging NVIDIA Healthcare cuEquivariance, we’ve been able to further accelerate both training and inference by an additional 2-3x. We look forward to continuing to improve Nesso-1 in collaboration with NVIDIA. Weights and code are fully open-sourced. The core architectural ideas behind Nesso-1 build on the insight that coarse-grained co-folding representations can match full-atom models for affinity prediction at a fraction of the cost. Nesso-1 is the first open implementation of this approach with no proprietary dependencies, trained entirely on public data, built to be reproducible and extensible. We’re already using Nesso-1 internally in active drug discovery programs. Fast, reliable affinity prediction at scale is foundational to the kind of autonomous design loops that define our vision for Autonomous Precision Design and Nesso-1 is a meaningful step toward that. 👉 Report: 👉 Github: 👉 HF:

🚀 A better, faster co-folding-based binding affinity model. Predicting how tightly a drug candidate binds to its target is critical in drug discovery. It also requires massive computational resources. State-of-the-art models can take 20 seconds to a minute per prediction, impractical for the demands of large scale early-stage programs . 💠 Today, Recursion’s Valence Labs is releasing Nesso-1: the fastest open-source co-folding-based binding affinity model available. At 1 second per prediction, it’s roughly 20x faster than our previous collaboration on Boltz-2 while matching or surpassing its accuracy across public and internal benchmarks. By leveraging NVIDIA Healthcare cuEquivariance, we’ve been able to further accelerate both training and inference by an additional 2-3x. We look forward to continuing to improve Nesso-1 in collaboration with NVIDIA. Weights and code are fully open-sourced. The core architectural ideas behind Nesso-1 build on the insight that coarse-grained co-folding representations can match full-atom models for affinity prediction at a fraction of the cost. Nesso-1 is the first open implementation of this approach with no proprietary dependencies, trained entirely on public data, built to be reproducible and extensible. We’re already using Nesso-1 internally in active drug discovery programs. Fast, reliable affinity prediction at scale is foundational to the kind of autonomous design loops that define our vision for Autonomous Precision Design and Nesso-1 is a meaningful step toward that. 👉 Report: 👉 Github: 👉 HF:

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Videos

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"Our integrated system narrows millions of molecules down to a short list that's synthetically accessible. Not just promising in silico, but actually makeable before a single one is sent to the labs." Traditional drug design often leans on decades of precedent and familiar chemistry. In Part 6 of our platform series, SVP of Drug Design Donovan Chin, Ph.D., explains how Recursion breaks that mold by getting a full computational design cycle up and running in about a day. Our AI-native engine vastly increases the aperture for our chemists. Instead of relying solely on known binding pockets, they can efficiently explore entirely novel and complex chemical space. By leveraging our integrated data, the team can forecast non-obvious design hypotheses and predict how to synthesize molecules even when nothing like them currently exists. This process begins by scoring binding affinity using advanced 3D structural models like Nesso-1. From there, the team runs hundreds of integrated models covering ADME, potency, advanced simulations, and AI retrosynthesis. This unified system rapidly filters millions of potential molecules down to a precise shortlist of high-quality candidates that are physically ready for the lab. 🚀 Follow along over the coming weeks as we continue this series, covering how Recursion maps biology, optimizes precision drug design, and closes the gap between patient and discovery. #TechBio #DrugDesign #ComputationalChemistry #DrugDiscovery #MachineLearning

Recursion

1,091,744 views • 29 days ago

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"Across our programs, we've advanced quality novel candidates after synthesizing only around 300 compounds, roughly 90% fewer than the industry average." Now that we have mapped the biology, we need to design the exact molecule to target it. In Part 5 of our platform series, SVP of Drug Design Donovan Chin, Ph.D., and VP of Pharmacology Martin Redhead, Ph.D., break down how we transition from biological target discovery to navigating complex chemical space. Just like our approach to biology, we solve chemistry problems through a continuous feedback loop between computation and experimentation. Before a single molecule is ever synthesized in the lab, our team uses Centaur, our integrated drug design environment. By combining hundreds of machine learning and physics-based models into a single platform, we can iteratively design novel molecular structures starting directly from target properties. This generative de novo design approach automatically updates our models so they improve with every single cycle. Our AI-native product engine has already produced over 10 development candidates. By holding our chemistry to the same rigorous standards as our biology, we can synthesize a fraction of the traditional compound volume while delivering superior novel molecules. We believe this focus on quality and novelty over sheer volume will define the true impact of AI on drug development. 🚀 Follow along over the coming weeks as we continue this series, covering how Recursion maps biology, optimizes precision drug design, and closes the gap between patient and discovery. #TechBio #DrugDesign #AIDrugDiscovery #DrugDiscovery #Chemistry

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1,018,443 views • 1 month ago

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Recursion Announces New Clinical Data Across Two Potential First-in-Class Programs, Sanofi Partnership Milestone, and Oversubscribed $200M Offering Today, we announced important progress across our clinical pipeline, partnerships, and capital position—reflecting growing evidence of what our integrated AI-enabled drug discovery platform can deliver. 🚀 REC-4881 | Deep, durable polyp reductions in FAP In an expanded adult population (18+), 87% of patients achieved polyp burden reductions after 12 weeks (47% median), with 85% remaining below baseline after 12 weeks off treatment. In the upper GI—the area of greatest unmet need—92% achieved reductions (55% median), including two patients with near-complete reductions (≥98%). Of those with reductions, 92% remained below baseline after 12 weeks off treatment. With no approved pharmacologic therapies for FAP, we are targeting registrational trial initiation in 2H 2027, pending FDA discussions. Full data will be presented November 2 at CGA-IGC. 🚀 REC-1245 | Encouraging early activity in heavily pretreated cancer patients Our potential first-in-class oral RBM39 degrader demonstrated three partial responses (two confirmed in endometrial cancer; one unconfirmed in liver cancer) and 91.7% disease control (11/12) at doses ≥45 mg. No dose-limiting toxicities or treatment-related serious adverse events were observed at the selected 45 mg expansion dose. 🚀 Sanofi | First development candidate optioned Two challenging targets, one oral molecule. A potential first-in-class candidate for inflammatory disease, enabled by Recursion’s AI platform and small-molecule chemistry capabilities alongside Sanofi’s expertise. Phase 1 expected in 2027, marking the sixth progress-based milestone across our collaboration. 🚀 $200M Oversubscribed Follow-On Offering | Extending Runway Into 2029 Broad demand from leading healthcare specialists, long-only institutions, and growth investors, including Janus Henderson Investors, Invus, Longaeva Partners, ARK Invest, and Driehaus Capital Management. The financing supports advancement of our clinical pipeline, continued AI engine innovation, and strategic partnerships. Multiple independent proof points. Across diseases, programs, and partnerships. Powered by one integrated AI-enabled engine. Thank you to our employees, collaborators, clinical investigators, patients, and investors who make this progress possible. Links below 👇 Business Update: Sanofi announcement: Public offering:

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636,399 views • 27 days ago

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Today, we announce our Q1 2026 business updates and financial results – demonstrating continued momentum across our internal portfolio and partnered programs, with multiple value-driving milestones on track. 🚀 Key proof points include: ▪️ REC-1245 (RBM39 degrader): Early clinical data demonstrate a well-tolerated safety profile and predictable, dose-dependent PK (n=16); dose escalation ongoing with no dose-limiting toxicities observed to date. ▪️ REC-4539 (LSD1 inhibitor): First patient dosed in Phase 1; platform-derived, selective, brain-penetrant profile with a reversible mechanism and shorter predicted half-life aimed at reducing on-target platelet toxicity, supporting differentiation in solid tumors and AML. ▪️ REC-4881 (MEK1/2 inhibitor): Strong Phase 2 efficacy signals and a safety profile consistent with the MEK inhibitor class, with FDA engagement initiated to define a potential registrational pathway and an update expected in 2H26. ▪️ Our joint programs with Sanofi continue advancing towards development candidate designation and earlier stage program milestones in the next 12 months, and we expect to continue to translate biological insights from maps delivered to Roche and Genentech into potential target validation milestones over the next 12 months. As CEO and President Najat Khan says, this “represents a growing set of proof points that demonstrate our ability to translate platform insights into clinical programs. This progress reflects the strength of both our internal pipeline and partnerships, with multiple differentiated programs advancing through our end-to-end AI platform.” Our Q1 Earnings report also highlights our disciplined capital execution: reiterating the 2026 guidance of <$390M operational cash burn, and supporting runway into early 2028 without additional financing. 👉 Join our Earnings Call on Wed., May 6 at 8:00 am ET / 6:00 am MT / 1:00 pm BST, here on X and on: ▪️ YouTube: ▪️ LinkedIn: 👉 Analysts, investors, and the public can submit questions here: 👉 Read the full report:

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23,615 views • 6 months ago

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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: 🔹 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: ▪️ LinkedIn:

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11,878 views • 8 months ago