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Recursion Pharmaceuticals (RXRX)
NASDAQ:RXRX
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.26Last Year’s EPS
-0.5Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful progress across clinical proof-of-concept (notably REC-4881 in FAP), strong platform and discovery efficiency metrics, and material partnership inflows that collectively extend runway and validate the AI-enabled strategy. Offsetting these positives are concentration of important catalysts in the near term, industry-wide high failure probabilities, outstanding clinical validation needs for tolerability claims, and reliance on future partner milestones to sustain funding beyond early 2028. On balance, the highlights (clinical proof of concept, cash runway extension, 35% cost reduction, platform scale, and repeatable partner milestones) meaningfully outweigh the program and funding risks cited, supporting an overall positive tone while acknowledging near-term binary execution risks.Company Guidance
First AI-enabled clinical proof of concept (REC-4881) in FAP
Phase 2 showed a 43% median polyp burden reduction at 4 mg QD with 75% of patients responding; durable responses observed after a three-month off-treatment period. FDA engagement on registrational pathway on track for 2026 and 18+ cohort enrollment underway.
Material partnership cash inflows and Sanofi milestone progress
Recorded over $500 million in cumulative partner upfronts and milestones to date. Sanofi collaboration delivered $100M upfront plus ~$34M in milestones accepted (total ~$134M); each small-molecule program carries potential >$300M in milestones plus tiered royalties (some up to double digits).
Extended cash runway and year-end cash balance
Year-end cash of $754 million and updated guidance extending runway to early 2028; 2026 cash operating expense guidance expected under $390 million (non-GAAP cash measure).
Significant operating expense efficiency
Achieved a 35% pro forma reduction in operating expenses year-over-year (2024 to 2025) and delivered results ~10% below prior guidance, attributed to portfolio focus, G&A optimization, and platform efficiency gains.
Chemistry and discovery throughput improvements
Synthesizing ~90% fewer compounds versus industry benchmarks (about 300–330 compounds versus ~2,500), shortening target-to-advanced-candidate timelines to ~17 months versus ~40+ months industry average (2x faster). Generated >100 million molecules in silico and produced over 10 internal development candidates.
Rapid design cycles and PI3K preclinical performance
Designed 242 compounds across 13 cycles in 10 months for the PI3K H1047 mutant-selective program; preclinical data showed dose-dependent tumor regression comparable or superior to competitors and no hyperglycemia/metabolic signals in naïve and obese diabetic animal models; IND-enabling studies ongoing with go/no-go decision in H2 2026.
Platform scale and clinical operations impact
Platform has >50 petabytes of multimodal data and 300M+ real-world lives integrated; clinical development AI platform improved enrollment rates by ~1.3x–1.6x and can accelerate study starts by up to three months through precision site/patient heat maps.
Repeatable discovery signal with Sanofi and Roche Genentech collaborations
Five lead packages delivered/accepted by Sanofi so far, illustrating repeatability; two biology maps with Roche Genentech accepted and being translated into new programs.
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 |
|---|---|---|---|
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% |
May 05, 2025 | $5.70 | $4.76 | -16.49% |
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 (RXRX) report earnings?
Recursion Pharmaceuticals (RXRX) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Recursion Pharmaceuticals (RXRX) earnings time?
Recursion Pharmaceuticals (RXRX) earnings time is at May 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is RXRX EPS forecast?
RXRX EPS forecast for the fiscal quarter 2026 (Q1) is -0.26.