Recursion Pharmaceuticals reports Q1 EPS (22c), consensus (26c)

Reports Q1 revenue $6.47B, consensus $15.78M. Cash, cash equivalents and restricted cash were $665.2M vs. $753.9M as of December 31, 2025. Continues to expect its cash runway to extend into early 2028. “We are seeing strong momentum and execution across our portfolio, with increasing evidence that our full stack platform can translate biological and chemical insights into differentiated clinical programs,” said Najat Khan, Ph.D., Chief Executive Officer and President of Recursion. “Recent progress, including encouraging initial safety and PK data in REC-1245 and the first patient dosed in REC-4539, represents a growing set of proof points that demonstrate our ability to translate platform insights into clinical programs. This momentum reflects the strength of our end-to-end AI platform, with multiple differentiated internal and partnered programs advancing into and through the clinic.”