What does RXRX do?

``` The deep research logic is organized as follows: Okay, let's tackle the user's question: "What does RXRX do?" The user is asking about Recursion Pharmaceuticals, so I need to provide a clear and concise answer based on the provided references and background. First, I'll start by checking the references. There's a query result (Number 9 and 17) that directly answers the company's business overview and mission statement. According to these, Recursion is a clinical-stage biotech company focused on drug discovery using AI. The mission statement mentions developing technologies to enable drug discovery, which aligns with their use of AI platforms. Next, looking at the other references, there's a lot about their partnerships, AI models like Boltz-2, and collaborations with companies like Bayer, Sanofi, and Merck. These partnerships are crucial for their pipeline expansion and funding. Also, their focus areas include oncology, rare diseases, and fibrosis, as mentioned in the pipeline details (Number 13 and 15). The user's profile mentions interest in high-growth tech stocks like Figma and Adobe. So, I should highlight Recursion's tech-driven approach, especially their AI platform, which sets them apart from traditional biotech companies. The user might appreciate the comparison to tech companies they follow, emphasizing innovation and scalability. I need to structure the answer with a conclusion first, then detailed sections. The conclusion should summarize their core business. Then, break down into sections like mission, AI platform, therapeutic focus, partnerships, and financials. Using tables and bullet points will make it clear and engaging. Also, include the visualization as per the query result (Number 9 and 17). Make sure to cite the references correctly using [^Number]. Avoid any unsupported claims. The user is likely looking for a comprehensive overview, so cover all key aspects without being too technical. Highlight their strategic moves and market position to align with the user's interest in growth opportunities. ``` ### Conclusion 🧠 Recursion Pharmaceuticals (NASDAQ: RXRX) is a clinical-stage biotechnology company leveraging **AI-driven drug discovery** to develop innovative therapies for **oncology, rare diseases, and fibrosis**. Its core mission is to **industrialize drug discovery** by combining advanced AI platforms, large-scale biological data, and high-throughput experimentation to accelerate the development of first-in-class and best-in-class treatments. Below is a detailed breakdown of its operations, focus areas, and strategic positioning. --- ### 📊 **Key Details About Recursion Pharmaceuticals** #### 1. **Mission & Core Business** - **Mission:** Decode biology to industrialize drug discovery and improve lives through AI-powered therapeutics . - **Focus:** High-unmet-need diseases like **familial adenomatous polyposis (FAP)**, **hypophosphatasia**, and **fibrotic diseases** . - **Pipeline:** Over 20 clinical-stage assets targeting **oncology, rare diseases, and immunology** . | Metric | Data | Implication | |--------|------|-------------| | Stock Code | RXRX.O | Clinical-stage biotech with AI focus . | | Last Price | $5.95 | Recent volatility due to operational challenges . | | Company Type | TechBio | Combines technology (AI) with biopharma expertise . | #### 2. **AI-Driven Drug Discovery Platform** - **Recursion OS:** Proprietary AI platform analyzing trillions of biological and chemical relationships to identify novel drug targets . - **Boltz-2:** Open-sourced AI model improving molecular binding predictions for faster drug development . - **BioHive-2:** Supercomputer enabling high-throughput screening of small molecules . | Platform | Key Features | Strategic Advantage | |----------|--------------|---------------------| | Recursion OS | Maps of Biology & Chemistry | Reduces drug discovery costs by 90% . | | Boltz-2 | Molecular binding predictions | Accelerates timelines for IND-enabling studies . | | BioHive-2 | High-performance computing | Scales AI-driven drug discovery at industrial scale . | #### 3. **Therapeutic Focus Areas** - **Oncology:** Targets **CDK7 inhibitors** (REC-617) for advanced solid tumors and **MALT1 inhibitors** (REC-3565) for B-cell malignancies . - **Rare Diseases:** Developing **MEK inhibitors** (REC-4881) for FAP and **ENPP1 inhibitors** (REV102) for hypophosphatasia . - **Fibrosis:** Collaborates with Bayer on novel compounds targeting immuno-mesenchymal dysfunction . | Disease Area | Key Pipeline Assets | Clinical Stage | |--------------|----------------------|----------------| | Oncology | REC-617 (CDK7), REC-3565 (MALT1) | Phase 1/2 . | | Rare Diseases | REC-4881 (MEK), REV102 (ENPP1) | Phase 1b/2, Phase 2 . | | Fibrosis | Bayer Collaboration | Preclinical . | #### 4. **Strategic Partnerships** - **Pharma Collaborations:** Bayer ($1.5B+ milestone payments), Sanofi (AI-driven oncology/immunology pipeline), Merck (neuroinflammation) . - **Tech Partnerships:** NVIDIA (BioHive-2 upgrade), Google Cloud (AI infrastructure) . - **Acquisitions:** Exscientia (20+ programs added to pipeline, $20B+ milestone potential) . | Partner | Collaboration Focus | Financial Impact | |---------|----------------------|------------------| | Bayer | Fibrosis, oncology | $1.5B+ milestones . | | Sanofi | AI-driven drug discovery | $1B+ milestones . | | Exscientia | Clinical pipeline | $20B+ milestone potential . | #### 5. **Financial Health & Risks** - **Revenue:** $58.49M (2024), with $1.59B enterprise value . - **Losses:** EBIT margin of -959.9%, free cash flow of -$117.08M . - **Risks:** High burn rate, competition from AI peers (Relay Therapeutics, Schrödinger) . | Metric | 2024 Data | Concerns | |--------|-----------|----------| | Revenue | $58.49M | Reliance on partnerships . | | Cash Flow | -$117.08M | Liquidity risks . | | EBIT Margin | -959.9% | Operational inefficiency . | --- ### 📊 **Why This Matters for Investors** Recursion Pharmaceuticals represents a **high-risk, high-reward** opportunity in the AI-driven biotech sector. Its **proprietary AI platform** and **strategic partnerships** position it for long-term growth, but **financial losses** and **competitive pressures** pose significant risks. For tech-savvy investors (e.g., those interested in Figma or Adobe), Recursion’s **scalable AI infrastructure** and **innovative drug discovery** align with high-growth themes in the biotech space. Stay vigilant on **clinical trial results** and **partnership milestones**! 🚨