Recursion Pharmaceuticals

RXRX

Last Price
04/24/26, 09:30 AM
 EDT
$
3.51
(
0.3
%)
(
+
0.3
%)
Margin of Safety
+
-37.0
%
Modeled Fair Value
$
2.21
Modeled Fair Value
$1.032 billion
Allocation Group
Future Compounder
Allocation Tier
Coming soon!

Investment Thesis

An icon graphic of Gouldy the Finch.
#protectYourAssets

Solt DB will launch asset deep dives for all companies in the coverage ecosystem by the end of 2026. These will seamlessly integrate into company-specific financial models, allowing members to determine a company's fair value when specific assets are included or excluded.

Want me to prioritize a specific company or asset? Let me know on Discord or through the contact page.

Last Refined

May 5, 2025
The current model INCLUDES the following assets and assumptions:
The current model is based on operating metrics, including:
  • REC-617 in advanced solid tumors driven by CDK7 (phase 1/2)
  • REC-4881 in familial adenomatous polyposis (phase 1/2)
The current model EXCLUDES the following assets:
  • REC-1245 in solid tumors (phase 1)
  • REC-3565 in B-cell malignancies (phase 1)
  • REC-4539 in small-cell lung cancer (SCLC) (phase 1)
  • REC-7735 in PI3K-alpha kinase mutant HR+/HER2- breast cancer (preclinical)
  • REC-102 in hypophosphatasia (preclinical)

SEC Filings