Also known as: Recursion, Recursion Pharmaceuticals
Recursion Pharmaceuticals is a clinical-stage biotechnology company that applies machine learning and automation to industrialize drug discovery. The company was founded in 2013, is headquartered in Salt Lake City, and is listed on Nasdaq as RXRX.
Servier agreed to acquire Day One for $2.5B, gaining an approved childhood brain tumor drug and pipeline assets. SCRI and MSD launched a collaboration to expand community oncology trial access, while Recursion took full ownership of REC-102 as Nvidia and Novo exited.
AI is transforming drug discovery across target ID, molecule design and trial optimization. Milestones include regulatory qualification of digital-twin controls and positive Phase 2a data, though 90-95% of candidates still fail.
AI drug discovery is moving from hype to proof in 2026, with multi-billion-dollar partnerships, new joint initiatives, and major investments accelerating AI-native biotech pipelines and data-driven deals.
U.S. biotech IPOs have returned 55% on average this year, crushing the broader IPO market. Nvidia exited Recursion as ARK Invest bought shares, while Revolution Medicines gained 132% on strong pancreatic cancer data.
Healthcare AI companies are making bold claims, but many have not brought treatments to market. One article said human testing remains the key measure, citing trial timelines, costs, and current programs.
NVIDIA and Eli Lilly announced a $1 billion AI co-innovation lab as AI drug discovery expands across research, trials and manufacturing. Companies including Recursion and Tempus are using large biological and clinical datasets to speed development and support precision medicine.
Recursion reported Q4 2025 financial results with $754 million in cash providing runway into early 2028. The company achieved clinical validation of its AI platform with REC-4881 showing meaningful polyp reductions in FAP patients and received its fifth Sanofi milestone payment. Full-year revenue reached $74.7 million while net loss widened to $644.8 million.
The FDA announced major policy changes including requiring only one study for drug approvals instead of two, and offering performance bonuses to reviewers who complete work ahead of schedule while maintaining thoroughness.
Roche deployed 2,176 new NVIDIA Blackwell GPUs, bringing its total above 3,500 chips across on-premise and cloud infrastructure. The expansion follows Eli Lilly's 1,016-GPU supercomputer launch and Recursion's 504-GPU system unveiled in 2024.
Juvenescence, a clinical-stage AI-enabled biotech company, has appointed Eileen Jennings-Brown as Chief Technology Officer and established new research offices at Masdar City in Abu Dhabi to advance its longevity therapeutics pipeline.
