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HealthcareRXRX
Recursion Pharmaceuticals
50+ PB biological database linked to drug response profiles. ClinTech initiative applies AI to clinical trial design. REC-1245 went from AI-identified target to IND in under 18 months. Seven clinical programs active.
AI Impact Score
7.6/10
↑ Positive
Scoring Breakdown
Sector Base
7
AI Revenue Exposure
9
Moat Durability
7
Disruption Risk (lower=better)
3
AI Adoption Maturity
8
Scenarios
Bull Case
Seven programs in trials is unparalleled pipeline density for this size. Exscientia merger created 30+ active programs with Roche/Bayer relationships. Single Phase 2 success re-rates entire company.
Bear Case
Drug discovery AI has credibility problem — multiple companies failed to translate AI candidates to clinical success. Revenue still from partnerships, cash burn continuous.
Key Factors to Watch
- ●REC-1245: target ID to IND in under 18 months — benchmark-setting
- ●7 programs in human trials; ClinTech applies AI to trial design itself
- ●Roche and AstraZeneca partnerships validate platform
Score History
| Date | Score | Direction | Note |
|---|---|---|---|
| 2026-03-08 | 7.6 | Positive | Score 7.5→7.6 (are 8→9, dr 2→3). External research cross-ref: entire platform is AI-driven (are up); >90% drug failure rate + program terminations (dr up) |
| 2026-03-08 | 7.5 | Positive | Initial assessment from batch 8 research |
Healthcare Peers
Last researched: 2026-04-01
This is research and analysis, not financial advice. Scores reflect AI impact potential, not investment recommendations.