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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.

ARK Funds

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30,583 次观看 • 7 个月前 •via X (Twitter)

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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:

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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:

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