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🔹 AI drug discovery, validated. Recursion recently announced the first clinical validation of its AI-enabled drug discovery platform – positive Phase 1b/2 data for the ongoing TUPELO study evaluating its AI-identified drug, REC-4881, in Familial Adenomatous Polyposis (FAP). This progressive rare disease affects more than 50,000 people in the...

255,879 Aufrufe • vor 10 Monaten •via X (Twitter)

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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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NEW episode! Drug development has never been more expensive, in terms of output per dollar spent. This trend, called Eroom’s law, is surprising, considering the incredible technological advances in drug discovery, from genome sequencing to engineering to microscopy. On a new episode of the Works in Progress podcast, Ben Southwood and I talk to Ruxandra Teslo 🧬 about why this has happened and what can be done about it. We discuss how: • AI isn’t a magic bullet for drug discovery. Predictive models lack the physical human data, like individual variation and rare side effects, that can only be generated by actually running real-world clinical trials. • As scientists invent more effective drugs, it becomes harder to discover new treatments that can surpass past successes. This is known as the "Better than the Beatles" problem. • Biotech companies are increasingly moving their "first-in-human" trials to Australia because its simpler regulations allow researchers to test drug safety faster and cheaper than in the US. • Clinical trials can be made more efficient with various reforms including: embracing platform trials, allowing researchers to select from independent ethics boards, expanding the funding and validation of surrogate endpoints, increasing transparency by releasing regulatory correspondence from failed companies, and much more. Timestamps: 00:00:00 Eroom’s law and the paradox of drug development 00:08:03 How clinical trials actually work 00:10:23 The power and controversy of surrogate endpoints 00:14:01 How historical patent laws influenced trial timelines 00:22:46 The Australia advantage and regulatory drag 00:29:08 Institutional review boards (IRBs) and bureaucratic drag 00:32:21 Open science and successful reforms 00:41:49 Our wishlist for clinical trial reforms, and which reforms we *don’t* like 00:53:48 Why AI isn’t a magic bullet for drug discovery

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Demis Hassabis, the Nobel Prize winner who runs Google DeepMind just described the most consequential project on earth, and most people have no idea it exists. The project is called Isomorphic Labs and the goal is to end the way drugs have been developed for the last century. Here is the problem it is trying to solve. Developing a single drug today takes an average of 10 years, costs billions of dollars, and fails 90 percent of the time before it ever reaches a patient. Of every 10 drugs that enter clinical trials, only one makes it through. The other nine years of work, the other billions of dollars, the other scientific careers, gone. Hassabis believes AI can collapse that entire process from identifying a disease target to designing a compound that binds to it, predicts how it behaves in the body, and minimizes side effects , end to end, on a computer, before a single experiment is run. The foundation is AlphaFold, the AI system that solved one of biology's hardest problems predicting the 3D structure of every protein in the human body and won him the Nobel Prize in Chemistry in 2024. But knowing a protein's shape is only one part of designing a drug. Isomorphic is building what Hassabis describes as adjacent systems , AlphaFold 3, AlphaFold 4, and now a unified model called IsoDDE , that take the next steps. From designing the actual chemical compound that binds to the protein, predicting its binding strength, identifying new pockets to target that no one has ever found before. IsoDDE more than doubles the accuracy of AlphaFold 3 on the hardest protein-ligand prediction benchmarks that exist. Isomorphic is already running 18 to 19 live drug programs, cardiovascular disease, cancer, immunology in partnership with Eli Lilly, Novartis, and Johnson and Johnson. The first human clinical trial of a fully AI-designed drug is expected by the end of 2026. If that trial succeeds, it will be the first time in history that a drug put into a human body was designed not by a team of chemists working for a decade but by an AI working for months. Hassabis's long-term vision is even more direct, one day you describe a disease, click a button, and a drug blueprint comes out the other side. AI will solve almost all diseases within 10 years.

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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 Aufrufe • vor 27 Tagen