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Early data suggests Recursion (RXRX)’s AI-native platform is dramatically reducing the time and cost of drug discovery. Will it turn the stock around? Shea Wihlborg shares her thoughts in our March webinar.

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30,583 görüntüleme • 2 ay önce •via X (Twitter)

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Tesla’s next year hinges on two main things. With political headwinds and economic forces seeming to impact demand, we believe the launch of a low-cost EV and robotaxis would provide a resolution. Cathie Wood shares her thoughts in our March webinar. April webinar coming soon!
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Tesla’s next year hinges on two main things. With political headwinds and economic forces seeming to impact demand, we believe the launch of a low-cost EV and robotaxis would provide a resolution. Cathie Wood shares her thoughts in our March webinar. April webinar coming soon!

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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 U.S. and EU and has no FDA-approved treatments. It results in hundreds to thousands of polyps developing in the colon, and requires a lifetime of invasive surveillance and surgery. Recursion used AI not only to deliver the first potential treatment for this disease but also to quantify – for the first time at scale – the true natural progression of polyp burden in the trial-relevant population. It demonstrates the incredible breakthroughs that can come from merging proprietary data and AI – and the tangible impact on patient lives. 👉 See the full study results here:
1:29

🔹 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 U.S. and EU and has no FDA-approved treatments. It results in hundreds to thousands of polyps developing in the colon, and requires a lifetime of invasive surveillance and surgery. Recursion used AI not only to deliver the first potential treatment for this disease but also to quantify – for the first time at scale – the true natural progression of polyp burden in the trial-relevant population. It demonstrates the incredible breakthroughs that can come from merging proprietary data and AI – and the tangible impact on patient lives. 👉 See the full study results here:

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Research Analyst Shea Wihlborg shares her top 3 takeaways from the Multiomics section of ARK's Big Ideas 2026 report.
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Research Analyst Shea Wihlborg shares her top 3 takeaways from the Multiomics section of ARK's Big Ideas 2026 report.

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🇺🇸 CATHIE WOOD: AI WILL COLLAPSE DRUG DISCOVERY COSTS AND SHIFT US TO CURING DISEASES “AI is going to collapse the cost of drug discovery and development. The time to discover and launch a new drug will shrink from 13 years to eight years. We’ll move from sick care spending—which is 85% of U.S. health care—to therapies that actually cure.” Source: Cathie Wood Bloomberg
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🇺🇸 CATHIE WOOD: AI WILL COLLAPSE DRUG DISCOVERY COSTS AND SHIFT US TO CURING DISEASES “AI is going to collapse the cost of drug discovery and development. The time to discover and launch a new drug will shrink from 13 years to eight years. We’ll move from sick care spending—which is 85% of U.S. health care—to therapies that actually cure.” Source: Cathie Wood Bloomberg

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MIT CSAIL, MIT Jameel Clinic for AI & Health, & Recursion have released a protein-binding affinity model called "Boltz-2" that could expand the role of AI in drug discovery. The system predicts how molecules interact — & how tightly they bind — in record time:
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MIT CSAIL, MIT Jameel Clinic for AI & Health, & Recursion have released a protein-binding affinity model called "Boltz-2" that could expand the role of AI in drug discovery. The system predicts how molecules interact — & how tightly they bind — in record time:

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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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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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"AMD is helping Absci really push that frontier of AI drug discovery." - @Abscibio Founder and CEO, Sean McClain shares a deeper dive into our collaboration to impact healthcare through AI.
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"AMD is helping Absci really push that frontier of AI drug discovery." - @Abscibio Founder and CEO, Sean McClain shares a deeper dive into our collaboration to impact healthcare through AI.

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"It's our goal to prove that this kind of approach - about whether there's a better way to do drug discovery - that ultimately it will be faster to market, less expensive, more efficient," says Recursion CEO on using AI for pharmaceutical development:
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"It's our goal to prove that this kind of approach - about whether there's a better way to do drug discovery - that ultimately it will be faster to market, less expensive, more efficient," says Recursion CEO on using AI for pharmaceutical development:

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20 companies that will dominate the next decade: 1/ Nebius $NBIS is redefining cloud computing for the age of AI, offering an infrastructure platform designed specifically for building and running AI models. Nebius services will help both large and small AI companies build innovative AI solutions in robotics, healthcare, finance, military, agriculture, drug discovery, material sciences, and many more. The company just signed a massive 5-year $17.4B contract with Microsoft. It is currently expanding the data center business in: - Finland - Iceland - New Jersey - Alabama - UK - France - Israel

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🚀 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:
2:23

🚀 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:

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In the early morning hours of March 3, a lunar eclipse will turn the Moon red. Totality will be visible in eastern Asia, Australia, the Pacific, North & Central America & western South America. Noah Petro shares what's behind (and in front of!) the show:
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In the early morning hours of March 3, a lunar eclipse will turn the Moon red. Totality will be visible in eastern Asia, Australia, the Pacific, North & Central America & western South America. Noah Petro shares what's behind (and in front of!) the show:

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WH National Science & Technology advisor Director Michael Kratsios goes in-depth on The Genesis Mission: "It will be the single largest marshaling of federal resources of scientific discovery since the Apollo program." "It will bring all the data the national labs have collected over the last 70 years and put it to use to train LLMs to dramatically accelerate the pace of scientific discovery."
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WH National Science & Technology advisor Director Michael Kratsios goes in-depth on The Genesis Mission: "It will be the single largest marshaling of federal resources of scientific discovery since the Apollo program." "It will bring all the data the national labs have collected over the last 70 years and put it to use to train LLMs to dramatically accelerate the pace of scientific discovery."

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🚨 INSANE: Bill Gates predicts that AI-based drug discovery will enable the creation of an Alzheimer's vaccine "over the next five to ten years". "AI's ability to take large amounts of data and find meaning in that data means that this research is going to go a lot faster." "Understanding the biology of Alzheimer's and then seeing, okay, is there a drug? Is there a vaccine?" "Over the next five to ten years, we'll come up with tools so that this looming cost and tragedy can largely be avoided."
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🚨 INSANE: Bill Gates predicts that AI-based drug discovery will enable the creation of an Alzheimer's vaccine "over the next five to ten years". "AI's ability to take large amounts of data and find meaning in that data means that this research is going to go a lot faster." "Understanding the biology of Alzheimer's and then seeing, okay, is there a drug? Is there a vaccine?" "Over the next five to ten years, we'll come up with tools so that this looming cost and tragedy can largely be avoided."

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🚀 It’s finally time: the Data Lake App is now publicly available at Built in alignment with the core values of the DeSci movement, our App is the first blockchain-based patient recruitment & consent management platform that will democratize medical research! And there’s more to it: Data Lake is also proud to unveil its Grant Program to empower researchers and organizations such as DAOs with $LAKE tokens to access the Data Lake App and leverage our revolutionary platform to drive impactful change in the realm of healthcare! 📄 Learn everything about the App and the Grant with our latest blog article: 👉Apply to the Grant program from here - do it before the end of March: 💬 Have questions? Come say hi to our Telegram Community:
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🚀 It’s finally time: the Data Lake App is now publicly available at Built in alignment with the core values of the DeSci movement, our App is the first blockchain-based patient recruitment & consent management platform that will democratize medical research! And there’s more to it: Data Lake is also proud to unveil its Grant Program to empower researchers and organizations such as DAOs with $LAKE tokens to access the Data Lake App and leverage our revolutionary platform to drive impactful change in the realm of healthcare! 📄 Learn everything about the App and the Grant with our latest blog article: 👉Apply to the Grant program from here - do it before the end of March: 💬 Have questions? Come say hi to our Telegram Community:

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Autonomous delivery is finally coming to the US! 10x as fast as a car, half the cost, and dramatically reduces traffic in our neighborhoods. We’re launching Platform 2, our next gen system, in Dallas in the coming days 🚀🌎
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Autonomous delivery is finally coming to the US! 10x as fast as a car, half the cost, and dramatically reduces traffic in our neighborhoods. We’re launching Platform 2, our next gen system, in Dallas in the coming days 🚀🌎

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