RXRX Recursion Pharmaceuticals, Inc.

RXRX Recursion Pharmaceuticals, Inc.

Healthcare · Biotechnology

Desk view

PassedLOTTERY (pre-commercial): clinical-stage AI drug-discovery platform; the desk's biotech capital-cycle section files it among the 'lottery tickets' (cash-burning, needs ROI proof). Latest 10-Q on file (quarter ended 2026-03-31, unreconciled EDGAR key-financials): revenue $6.5M against an operating loss of $128.5M. Tape: vwap reclaim verified (price +1.0% vs VWAP, 30D +35.4%) but 1Y -26.2% (alpha vs SPY -42.2%), 3Y -35.5%: no durable uptrend to hold. (2026-10-09)
Basis Logged decision
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 bear converging

POC $3.41 · VWAP $4.17 · -16.9% vs 12m avg buyer

pullback vol: expandinggaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director + 1 other sold $367K, Oct 7

Coverage

2 watchlists

Watchlists @biotech-capital-cycle@biotech-scan

RXRX Price Structure

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Peers

Every watchlist RXRX belongs to, members best 30-day change first — RXRX highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@biotech-capital-cycle
View watchlist →
NAUT+111.9% -4.6%1d -8.4%7d QSI+53.4% -14.5%1d -26.8%7d DNA+45.5% -12.7%1d -21.0%7d PACB+29.1% -11.7%1d -25.8%7d MTD+17.7% -1.0%1d +4.7%7d CERT+15.3% -3.0%1d +2.6%7d ILMN+14.7% -2.0%1d -5.6%7d FTRE+12.6% -1.1%1d +7.9%7d A+12.5% -1.5%1d +1.4%7d DHR+9.9% -1.1%1d +4.2%7d CRL+9.8% -2.0%1d -0.5%7d RXRX+8.8% -16.6%1d -20.4%7d SEER+6.8% -0.5%1d -7.3%7d TMO+6.4% -0.9%1d +4.9%7d AVTR+5.2% +2.0%1d +4.8%7d RVTY+4.7% -1.3%1d -1.0%7d WAT+4.4% -1.6%1d +0.7%7d ABSI+2.6% -7.1%1d -18.8%7d RGEN+1.4% -4.8%1d +0.9%7d ABCL+1.1% -6.9%1d -6.0%7d MEDP+0.3% -1.6%1d +1.1%7d IQV-0.7% -1.5%1d +2.7%7d QTRX-1.4% -6.5%1d -12.5%7d ICLR-2.2% -2.8%1d +3.7%7d TXG-3.9% -3.5%1d -13.4%7d AGIO-5.0% -3.1%1d -1.5%7d SDGR-5.6% -11.3%1d -17.2%7d XBI-6.4% -3.6%1d -6.2%7d TWST-7.2% -8.1%1d -16.9%7d CDXS-7.5% -8.8%1d -12.1%7d TEM-7.5% -9.0%1d -8.8%7d BRKR-9.7% -3.1%1d -6.9%7d LAB-11.3% -4.5%1d -8.8%7d ALMR-14.0% -7.8%1d 0.0%7d VKTX-14.7% -8.0%1d -11.7%7d GENB-22.9% -7.4%1d -15.7%7d
@biotech-scan
View watchlist →
GRAL+56.9% -13.0%1d -16.2%7d MRNA+49.7% -7.8%1d -3.1%7d DNA+45.5% -12.7%1d -21.0%7d AMGN+14.9% -0.3%1d +4.3%7d ILMN+14.7% -2.0%1d -5.6%7d RARE+12.9% -4.2%1d -6.1%7d A+12.5% -1.5%1d +1.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d DHR+9.9% -1.1%1d +4.2%7d RXRX+8.8% -16.6%1d -20.4%7d ABBV+8.7% +0.7%1d +3.2%7d LEGN+8.7% -6.7%1d -0.8%7d BIIB+7.7% -1.1%1d +3.1%7d TMO+6.4% -0.9%1d +4.9%7d GILD+5.8% -0.8%1d +3.3%7d MDT+2.3% -0.7%1d +7.1%7d REGN+2.1% -0.7%1d +5.9%7d BEAM+1.6% -5.1%1d -8.7%7d IBB-0.2% -2.6%1d -2.2%7d NTLA-0.6% +0.7%1d -12.6%7d IQV-0.7% -1.5%1d +2.7%7d DXCM-1.5% -1.9%1d +2.3%7d IBBQ-1.9% -2.7%1d -2.6%7d VRTX-2.6% -1.8%1d -2.0%7d ALNY-3.1% -0.9%1d -0.4%7d IONS-4.2% -2.7%1d -5.2%7d CRSP-5.7% -4.4%1d -7.8%7d XBI-6.4% -3.6%1d -6.2%7d NVO-6.9% -1.0%1d +0.5%7d BNTX-8.5% -2.8%1d -9.5%7d COGT-9.3% 0.0%1d -4.8%7d INCY-9.4% -0.2%1d +0.3%7d PTGX-9.9% -5.7%1d -10.4%7d KYMR-9.9% -3.1%1d -6.8%7d EDIT-13.3% -3.7%1d -19.0%7d SRPT-13.5% -3.9%1d -4.2%7d BMRN-15.5% -2.4%1d -0.2%7d IMVT-26.5% -2.8%1d -12.3%7d NKTR-46.9% -5.1%1d -13.1%7d

Desk commentary

Authored analysis and challenge notes tied to RXRX.

1

Next earnings RXRX reports in 18 days Nov 4

Last report Aug 5

Reported the quarter ending 2026-06-30: revenue $8M, diluted EPS -$0.25, net income -$131M (SEC filing). Across the print the stock moved -3.9% (close before → first close after).

full note →

Against street estimates

How RXRX's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 16

Result
Aug 5 -0.23-0.25-6.8%Miss
May 6 -0.26-0.22+14.4%Beat
Feb 25 -0.32-0.21+33.3%Beat
Nov 5 '25 -0.38-0.36+5.7%Beat
Aug 5 '25 -0.35-0.41-16.0%Miss
May 5 '25 -0.52-0.50+3.1%Beat
Feb 28 '25 -0.42-0.53-27.2%Miss
Nov 6 '24 -0.33-0.34-2.1%Miss

Recent news

Headlines about RXRX from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 17

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

RXRX research tape

51 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The AI Trade Sold as One; Oil and Staples Took the Money scan Biotech Scan — October 16, 2026 scan Biotech Scan — October 9, 2026 brief Software and Power Took the AI Bid From the Chips; Starlink Knocked 10% Off the Carriers brief Megacaps Carry the Nasdaq to a Record While the Compute Landlords Sell
Types
Oct 16 Market Brief The AI Trade Sold as One; Oil and Staples Took the Money
AEHRAMBQAMDAMRAMZNARKWSLDESM +4 more
Oct 16 Scan Biotech Scan
IMVTBMRNNKTRINCYNVOCOGTIONSREGN +4 more
Oct 9 Scan Biotech Scan
IMVTBMRNNKTRINCYNVOCOGTIONSREGN +4 more
Oct 9 Market Brief Software and Power Took the AI Bid From the Chips; Starlink Knocked 10% Off the Carriers
AAPLACNADPTALSNAPDATRONVAXQSI +4 more
Oct 5 Market Brief Megacaps Carry the Nasdaq to a Record While the Compute Landlords Sell
ADMAMCEAPAARGXAVAX-USDPCVXDNARXRX +4 more
Oct 2 Scan Biotech Scan
NKTRBMRNNVOIMVTIONSINCYALNYREGN +4 more
Sep 25 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Sep 23 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Sep 23 Scan Washout Turn Scan
AAONAEISAIAIPAMKRAOSLAPLDBKKT +4 more
Sep 18 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Sep 17 Scan Washout Turn Scan
ACNAGIAIAVAX-USDCIFRCLSCOINDGXX +4 more
Sep 11 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Sep 8 Scan Washout Turn Scan
AAUCADA-USDAGIALNYALTARMPAVAX-USDBITO +4 more
Sep 4 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Sep 4 Scan Washout Turn Scan
AAUCADA-USDAGIALNYALTARMPASPIAVAX-USD +4 more
Aug 31 Scan Washout Turn Scan
AAAAUCACNAIALNYARMPBAHBBAI +4 more
Aug 28 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Aug 27 Scan Washout Turn Scan
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Aug 25 Scan Washout Turn Scan
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Aug 24 Scan Washout Turn Scan
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Aug 23 Scan Washout Turn Scan
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Aug 22 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Aug 22 Scan Washout Turn Scan
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Aug 21 Scan Washout Turn Scan
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Aug 20 Scan Washout Turn Scan
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Aug 19 Scan Washout Turn Scan
AAAAUCACHRACNADBEAGIAIALB +4 more
Aug 14 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Aug 8 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Aug 5 Catalyst RXRX earnings
RXRX
Jul 31 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Jul 28 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Jul 25 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Jul 17 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
Jul 11 Scan Biotech Scan
ABBVXBIIBBIBBQLABUMRNABIIBLLY +4 more
Jul 7 Scan Biotech Scan
ABBVXBIIBBIBBQLABUMRNABIIBLLY +4 more
Jun 26 Scan Biotech Scan
ABBVXBIIBBIBBQLABUMRNABIIBLLY +4 more
Jun 16 Scan Biotech Scan
ABBVGILDAMGNREGNBIIBLLYVRTXNVO +4 more
May 29 Scan Biotech Scan
AABBVALNYAMGNBEAMBIIBBMRNBNTX +4 more
May 6 Catalyst RXRX earnings
RXRX
May 5 Catalyst RXRX earnings
RXRX
Apr 28 Scan Biotech Scan
ABBVALNYAMGNBEAMBIIBBMRNBNTXCOGT +4 more
Apr 26 Scan Biotech Scan
ABBVALNYAMGNBEAMBIIBBMRNBNTXCOGT +4 more
Apr 20 Discord $IBRX and $RXRX ?
IBRXRXRX
Mar 31 Scan Biotech Scan
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Mar 26 Scan Biotech Scan
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Mar 20 Scan Biotech Scan
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Mar 13 Scan Biotech Scan
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Mar 12 Scan Biotech Scan
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Mar 11 Scan Biotech Scan
ABBVALNYAMGNBEAMBIIBBLUEBMRNBNTX +4 more
Mar 10 Scan Biotech Scan
ABBVALNYAMGNBEAMBIIBBLUEBMRNBNTX +4 more
Feb 2 Scan Biotech Universe
ABBVALNYAMGNBEAMBIIBBMRNBNTXDHR +4 more