Recursion Pharmaceuticals, Inc (RXRX)
NASDAQ:RXRX
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.24Last Year’s EPS
-0.41Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple clear positives: a clinical proof of concept (REC-4881), encouraging early clinical safety/PK/PD for REC-1245, first patient dosed for REC-4539, strong partnership traction (> $500M inflows, 10 milestones), platform efficiency gains (≈90% fewer compounds, ~2x faster candidate progression), and a 30% YoY reduction in cash operating expenses with $665M cash (runway into early 2028). The primary negatives are that the programs are still early (key readouts and registrational plans pending), regulatory uncertainty for first-in-disease indications, potential safety risks as dose escalation continues, and a finite runway that could be pressured by delays. Overall, the highlights materially outweigh the lowlights given the combination of clinical proofs, platform progress, partnership milestones, and cost discipline.Company Guidance
Clinical Proof of Concept for REC-4881
REC-4881 (allosteric MEK1/2 inhibitor) achieved a clinical proof of concept in FAP with significant reduction in precancerous polyps and durable responses; FDA engagement for a potential registrational path has been initiated (engagement started H1 2026).
Promising Early Clinical Profile for REC-1245 (RBM39 Degrader)
REC-1245 Phase I (DAHLIA) reported initial safety and PK from 16 patients across 4 dose levels: no dose-limiting toxicities, mostly grade 1-2 GI adverse events, one grade 3 nausea/vomiting, no treatment-related serious adverse events; predictable dose-dependent exposure supportive of daily dosing and early PD confirms target engagement; 7/16 patients were MSI-high/MMRd.
First Patient Dosed for REC-4539 (LSD1 Inhibitor)
REC-4539 (chemistry-derived LSD1 inhibitor) dosed first patient in Phase I (April); designed with a new scaffold to minimize thrombocytopenia risk (reversible, shorter predicted half-life) and is brain-penetrant; initial PK/safety expected H2 2027.
Platform Efficiency Gains: Fewer Compounds and Faster Timelines
Claimed synthesis of ~90% fewer compounds versus industry norms (≈330 compounds on average vs. 2,500–5,000 industry benchmark) and advancing development candidates roughly 2x faster; examples: RBM39 progressed from target ID to IND-enabling with ~200 compounds in ~18 months; REC-4539 developed in ~20 months with ~400 compounds.
Clinical Development and Enrollment Advantages
ClinTech capabilities delivered ~30%–60% faster trial enrollment where deployed, and increased eligible patient population from ~10% to ~40%, improving trial speed and potential signal generation.
Platform Scale and Proprietary Data
Integrated platform with >50 petabytes of proprietary multimodal data and >10 high-dimensional disease biology maps ( >50% produced with Roche/Genentech), plus published transcriptomics models (TxPert, TxFM) that the company says outperform larger-model competitors and are being deployed for target ID and patient stratification.
Partnership Traction and Milestones
Partner inflows exceeded $500 million to date with 10 milestones delivered; during the quarter the company received a fifth milestone from Sanofi advancing a potential first-in-class program; several partner programs approaching opt-in/development candidate decisions in the next 12–18 months.
Stronger Financial Discipline and Runway
Reported a 30% year-over-year reduction in cash operating expenses, closed the quarter with $665 million cash and equivalents, and expects runway into early 2028 without additional financing; 2026 cash operating expense guidance maintained at < $390 million.
RXRX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
RXRX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | $3.37 | $3.43 | +1.78% |
Feb 25, 2026 | $3.53 | $3.77 | +6.80% |
Nov 05, 2025 | $5.00 | $4.96 | -0.80% |
Aug 05, 2025 | $5.80 | $5.53 | -4.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Recursion Pharmaceuticals, Inc (RXRX) report earnings?
Recursion Pharmaceuticals, Inc (RXRX) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Recursion Pharmaceuticals, Inc (RXRX) earnings time?
Recursion Pharmaceuticals, Inc (RXRX) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What is RXRX EPS forecast?
RXRX EPS forecast for the fiscal quarter 2026 (Q2) is -0.24.