Recursion Pharmaceuticals: I'm Still Bearish Despite Recent Genentech News

Robert J. Lake 1.26K Followers Follow Summary Recursion Pharmaceuticals, Inc. remains a Hold as competitive advances and slow revenue growth challenge its AI-driven drug discovery ambitions. RXRX's partnerships, notably with Genentech/Roche and Sanofi, have delivered $500M+ in milestone payments, but further commercial validation is pending. The internal pipeline, led by REC-4881 for FAP, potentially lags competitors (more data is required) and is unlikely to generate significant revenue before 2030. Persistent cash burn, dilution risk, and rising OpEx overshadow incremental pipeline and partnership progress, keeping RXRX stock rangebound. BlackJack3D/E+ via Getty Images Recursion Pharmaceuticals, Inc. ( RXRX ) was founded in 2013 and is based in Salt Lake City, Utah. The company describes its approach as "the future of AI drug discovery." It is one of several companies in This article was written by Robert J. Lake 1.26K Followers Follow I have been investing in the stock market since I was 17 years old, and over the 25+ years since I have learned the joy of compounding, the value of dividend reinvesting, and the principle that patient investing through good times and bad brings the greatest rewards. I believe the key to creating wealth is the slow accumulation of high quality equities, and the key to enjoying the process of investing is to mix this steady approach with some high risk/high reward opportunities, underappreciated turnaround plays, and transformative technologies. I invest with integrity, only putting my money into companies and industries that aim to make the world a better place. I only analyze companies that embrace this same principal too.I am entirely self-taught, with no formal education in investing or business, but I'm smart at figuring out who is worth listening to. I read widely and embrace the notion that my own growth comes from learning from others. In my other life, I have been teaching at the college/university level for over 20 years. I have a PhD from Brunel University and am an accomplished academic writer and editor. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.