Recursion Pharmaceuticals (RXRX) stock

Drug discovery , market cap $2.2B

Biotechnology company for drug discovery

Worth $2.2B

$3.55

-6.70%

As of Tuesday's close · Live for Pro members at the open

Why is RXRX down?

Down 6.7% today, more than its biotech peers' 1.4%; no story names it yet.

Fell on Nov 3

Down 4% on Nov 3 while the S&P 500 rose 0.3%.

Its Nov 2 results: net cash used in operating activities was $77.4M, from $117.4M a year before. It fell 4% on Nov 3.

Sources: Price history, Nov 3, 2026; Company release, Nov 2, 2026

−2Volatility moves 10.0% a day on a $476M loss over four quarters, with no positive free cash flow

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1 more reason, free with an account →1 more reason why RXRX fell on Nov 3, from its filings, with the other side, how the business stands, the timeline, and its peers, for Pro members.

Quality Score

Below Average

In its industry

#136of 281

Biotech

Checks firing

2of 14

Trending down

From 52-week high

-32.3%

under its best in a year

RXRX's Quality Score fell 3 points on Tue, Nov 10, to 0. Its week-by-week trend stopped pointing up (2 chart checks stopped).

Follow RXRX's trial news. Pro members can get an alert when Recursion Pharmaceuticals files news, and see its trials, share raises, and its CEO's filings.

Get an alert when RXRX files news on its trialsSee it live, free until Thursday morning. No account. No card. Then keep going with a free account.

We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.

Next2H 2026“…Mono – early safety and PK Solid tumors >80,0003 2H26: IND cleared, FIH in 2H 2026 Hypophosphatasia (HPP)…”Filing with regulators · SEC filing · Aug 5

Key facts on RXRX

Key facts on RXRX
Since its Dec 2021 high	Down 82% a $186.5M loss → a $475.7M loss
Latest filing	8-K, Nov 2 Reported its quarterly results and reported a change of officers or directors

1 more reason behind RXRX's 0, free with an account →3 more reasons behind RXRX's 0, for Pro members.

RXRX in the news

TodayNo story names it yet.

Big story

Leadership

Recursion Pharmaceuticals filed an 8-K reporting a change of board chair

RXRX closed −3.9% the next session (Nov 3).

From the company's SEC filing

Get an alert on RXRX's next big story →

What's next

Expected to report Wed Feb 24, after the close

After its last 4 reports it closed +0.1% on average, higher 2 of 4 times.

Tested. Our top-scored stocks returned 2.2x the average stock over the next month. Reconstructed after the fact; recorded live since Sep 9, 2026. How we tested it

RXRX catalysts

Coming up

5 more coming up and 23 past catalysts since 2021, with sizes and sources, for Pro members.

What's next for RXRX, and how long its cash lasts

Next step the company has named

2H 2026“…tumors & hematology oncology ~45,000 2H27: Mono – early safety and PK Solid tumors >80,0003 2H26: IND cleared, FIH in 2H 2026 Hypophosphatasia (HPP) >7,800 2H26: Completion of…”Filing with regulators · SEC filing · Aug 5

What it means: a filing asks regulators to approve a drug for sale. Once it is complete and accepted, the FDA sets a decision date, and we show it here.

A trial underway: TUPELOPhase 1/2 · Recruiting · 67 people · main data estimated Jun 2027 · NCT05552755

2 more trials, 5 more milestones and 50 filings, for Pro members.

Cash runway

The company says its cash lasts into 2029 (8-K, Nov 2).

That is the company's estimate. Our arithmetic on its latest balance sheet reads differently, so we show its words, not ours.

For Pro members: the cash on hand, the cash used each quarter, and the math.

Dilution on the horizon

Shelf registration (S-3ASR, filed Feb 12, 2025)
At-the-market share sales program (424B5, filed Feb 25, 2026)

For Pro members: 4 raises and their amounts, and the share count against a year ago.

Insiders

Director Blake Borgeson sold 40,000 shares on Nov 3, under a planned sale. 28 more insider trades this year.

From Form 4: open-market buys and sales only.

Get an alert when Najat Khan buys or sells

For Pro members: every trade, and Najat Khan’s 22 filings and quotes.

Get an alert when RXRX files news on its trialsA free account. No card.

See every upcoming FDA date →

FDA dates in the next 60 days

Decision dates and advisory committee meetings the companies have announced in their filings, soonest first and small companies first.

DateStockDrug

In 12 daysFDA decisionIn 12 days · FDA decisionCAPRCapricor TherapeuticsDeramiocelCAPRCapricor Therapeutics · $500MDeramiocelFDA decision due (PDUFA)
In 12 daysFDA decisionIn 12 days · FDA decisionSVRASavaraMolgramostimSVRASavara · $900MMolgramostimFDA decision due (PDUFA)
In 42 daysFDA decisionIn 42 days · FDA decisionMLYSMineralys TherapeuticsLorundrostatMLYSMineralys Therapeutics · $1.3BLorundrostatFDA decision due (PDUFA)

14 more FDA dates and 103 trial data dates in the next 60 days, each on the FDA calendar. Pro members see whether each company's cash lasts past its date, with an optional alert before it. See all 151 dates, ranked →

How RXRX ranks in Biotech

RXRX is #136 of 281 by Quality Score.

How RXRX ranks in Biotech
Rank	Stock	Checks	Quality Score
1	ONCBeOne Medicines	8/14	24
2	VCELVericel	8/14	22
3	ETONEton Pharmaceutcials	9/14	20
	RPRXRoyalty Pharma		Open for its score
	RVMDRevolution Medicines		Open for its score
	RYTMRhythm Pharmaceuticals		Open for its score
	SCTXScribe Therapeutics		Open for its score
136	RXRXRecursion Pharmaceuticals	2/14	0

Free cash flow over four quarters: RXRX -$312M, ADMA $133M.

When does RXRX report earnings, and what happens after?

Expected to report Wed Feb 24, after the close (in 106 days).

What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.

What RXRX reported on Nov 2, 2026

The quarter

Sales of $18.6M, 258% more than a year ago; a loss of $0.22 a share, from $0.36.

“The increase was driven primarily by the Company's collaboration with Sanofi, under which the Company achieved a $10.0 million milestone for an immunology small molecule program during the quarter.”

The quarter that ended Sep 30, from the company's press release

The press release The filing on EDGAR

Where the sales came from

Where the quarter's sales came from
Line	Q3 2026	Q2 2026	Q3 2025
By product
License and Serviceup 262%	$18.1M97%	$7.3M95%	$5M96%

Each quarter's sales and their share of its total. Figures as filed (SEC filing, Nov 2)

1 more line, for Pro members.

The outlook

The outlook the company gave, by period
Measure	Figure
Full year 2026
Cash operating expense	less than $375 millionkept

Figures as filed (SEC filing, Nov 2)

1 more outlook line, for Pro members.

In the company's words

“Based on current operating plans with no additional financing, the Company expects its cash runway to extend into 2029.”

From its results filing (SEC filing · Nov 2)

The numbers

Market value: $2.2B; today
Sales: $68.2M; up 56.2% on the year
Free cash flow: -$312M; last 12 months

3 more figures, for Pro members.

No analyst estimates on Breakaway: every figure here is filed.

The whole report on RXRX: every line of its sales, every outlook beside the one it replaced, and the company's words, for Pro members.

Close after the report, last 4

+6.8%+1.8%-4.2%-3.9%

Feb 25May 6Aug 5Nov 2

Reported	When	Gap	Reaction	5 days
Nov 2, 2026After close	After close	+0.7%	-3.9%	-0.7%
Aug 5, 2026Before open	Before open	-7.0%	-4.2%	+1.2%
May 6, 2026Before open	Before open	-5.3%	+1.8%	-6.5%
Feb 25, 2026Before open	Before open	+10.8%	+6.8%	+0.3%

RXRX closed higher after 2 of its last 4 reports.

RXRX sales and profit by year

Sales and profit by year

Sales grew every year from 2019 to 2025, to $74.7M. It lost money in each of the seven years.

RXRX has 2 of 14 chart checks firing

Trend1 of 5 shown

MA FAN 21 EMA W.EMA HH/HL 52W HI

Volume1 of 3 shown

VOL VDU U/D VOL

Tight range1 of 3 shown

ATR SQZ SQUEEZE NR7

Buying1 of 3 shown

OBV+CLOSE HI SPRING

The other 10 checks on RXRX, and all 14 on every stock.Get in free →

RXRX RSI today: 45.3, below its 50-day, above its 200-day

Not scored

RSI 45.3, MACD below signal, below its 50-day, above its 200-day. Not scored.13 readings

The deep dive on RXRX

What it does and how it makes money9 findingsAn operating loss of $648M in fiscal 2025, on $74.7M of sales.Annual report, filed Feb 25, 2026"In the case that a therapeutic product resulting from the research collaboration is commercialized, we will also be eligible to receive tiered royalties on net sales ranging from high-single-digits to mid-teens." (10-K for fiscal 2025)SEC filing · Feb 25, 2026"Currently, we expect our licensed issued patents related to REC-4881 to generally expire in 2029, excluding any patent term extension, or other mechanisms for effecting patent term, and assuming payment of all appropriate maintenance, renewal, annuity or other governmental fee." (10-K for fiscal 2025)SEC filing · Feb 25, 2026
Where it stands2 findingsFor Pro members2 findings on where RXRX stands: its cash, debt, and share count, for Pro members
What changed in its filings7 findings"In September 2023, the Company filed claims in the Court against the landlord alleging, among other things, breach of contract and fraudulent misrepresentation (the Counterclaims)." (10-Q for the quarter to Sep 30, 2026)SEC filing · Nov 2, 2026A new heading in its "Risk Factors" this year: "Increasing scrutiny and changing expectations from governments, regulators, and third-parties relating to environmental, social and governance (ESG) policies and practices may cause us to incur additional costs …" (10-K for fiscal 2025; not in fiscal 2024's)SEC filing · Feb 25, 2026, against the one of Feb 28, 2025
Who holds and trades it1 findingFor Pro members1 finding on who holds and trades RXRX, for Pro members
Against its closest peers2 peersFree cash flow over four quarters: RXRX -$312M, ADMA $133M.

14 more findings on RXRX, each with its source, for Pro members.

RXRX share count over time

Shares: 21.5% more than a year ago (to Sep 30).

Shares of RXRX outstanding, as filed
Shares outstanding	As of
622.8M	Oct 26, 2026
535.3M	Jul 31, 2026
168.3M	Apr 30, 2021

Offerings, shelves, and splits of RXRX, from its filings
From its filings	Filed
Priced a sale of shares	Oct 15, 2026
Set up an at-the-market program for up to $300M of shares, about 14% of its market value	Feb 25, 2026
Set up an at-the-market program for up to $500M of shares, about 23% of its market value	Feb 28, 2025
Registered shares for a later sale (S-3ASR)	Feb 12, 2025

RXRX's officers and directors

Officers and directors with a Form 4 in the last 12 months.

Najat KhanCEO and President · 4 trades
Ben R. TaylorChief Financial Officer · 3 trades
David HallettChief Scientific Officer · no trades on file
Christopher GibsonDirector · 13 trades
Blake BorgesonDirector · 12 trades
Namandje BumpusDirector · 2 trades
Robert HershbergDirector · 1 trade
Dean Y. LiDirector · no trades on file

4 more officers and directors file at RXRX.

See insider trades by person

Which ETFs hold RXRX?

In ETFs: RXRX is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.

About Recursion Pharmaceuticals

Recursion Pharmaceuticals Inc is a clinical-stage biotechnology company. The company is decoding biology by integrating technological innovations across biology, chemistry, automation, data science, and engineering, with the goal of radically improving the lives of patients and industrializing drug discovery. Geographically, the company operates in United States, United Kingdom, and Others. It derives maximum revenue from United States.

600 employeesSalt Lake City, UTrecursion.com

What Recursion Pharmaceuticals says it competes with

“Several investigational CDK7 inhibitor programs have entered clinical development; however, the competitive landscape remains relatively limited, with only a small number of programs currently advancing in active clinical development.”

From its annual report, SEC filing · Feb 25, 2026

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What would turn RXRX's score around: 8 things
8 more filings explained, a plain line each
3 more things pulling RXRX's score down

See RXRX's 14 chart checks

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Straight AnswersStraight Answers

As of Nov 10, 2026: RXRX's Quality Score is 0 (Below Average), #136 of 281 in Biotech.

What does RXRX's Quality Score say?

RXRX scores 0 today, which Breakaway calls Below Average. It is #136 of 281 in Biotech by Quality Score, with 2 of 14 chart checks firing. Down 4% on Nov 3 while the S&P 500 rose 0.3%. Shares: 21.5% more than a year ago (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.

What is RXRX's Quality Score?

RXRX scores 0 today, which Breakaway calls Below Average (0 to 5). That is #136 of 281 in Biotech by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind RXRX's 0.

When does RXRX report earnings?

Expected to report Wed Feb 24, after the close, a date Breakaway expects from the company's usual timing; the company has not confirmed it. RXRX closed higher after 2 of its last 4 reports. Past behavior, not a forecast.

Are the prices delayed?

Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.