Thesis status
NEEDS_MORE_DATA → INTACT
Current stock research snapshot · 7/31/26 26 days old
RXRXRecursion Pharmaceuticals
Investment conviction●●○○○2 of 5 · current snapshot
Research target$10.49Current stock price target
Investment thesis statusINTACTLast reviewed 7/31/26
Market cap$1.58BSnapshot value · 7/31/26
Research history
See all RXRX changes ↗What changed
Healthspan taxonomy seed — see taxonomy_path
Recursion Pharmaceuticals Q2 2026 earnings; AI drug discovery pipeline milestone (clinical program advancement); partnership (Roche/Sanofi) progression; Phenomap platform updates
Thesis weakens if insider selling (Form 144/4s 08-07 to 08-21) becomes systematic, revenue -60% YoY stays lumpy/declining, -98% GM and $2.324B cumulative deficit persist, or $300M ATM dilution (19% of mkt cap) overhangs. (vault 2026-08)
Bullish — Bullish on AI genomics breakout with 373-379% upside to wedge top and 50WMA flip; noted in $RXRX +10% surge and genomics value capture list with $TEM/$ILMN peers (Aug 22-25 2026 posts). [X search Aug 2026]
Snapshot · 7/31/26🟡 Mixed · ins-$0.7M · 13F 21+/2-×0.5 · short↑0.3
Snapshot · 7/31/26