Recursion Pharmaceuticals, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−4.23%
vs ±14.1% implied · ×0.30
shaded = implied · ▲▼ = realized
Recursion has 10 disclosed suppliers and 4 disclosed customers in SEC filings.
Recursion Pharmaceuticals, Inc.
4.02
SentenceIn July 2025, we entered into a Membership Interest Purchase Agreement (the "ENPP1 Purchase Agreement") with Recursion Exscientia Ventures I, Inc., an indirect wholly-owned subsidiary of Recursion ("Buyer") and Rallybio IPB, LLC, a wholly-owned subsidiary of Rallybio Corporation to sell our interest in REV102, an ENPP1 inhibitor in preclinical development for the treatment of patients with HPP, to Buyer (a subsidiary of our joint venture partner Recursion) (the "JV Sale").
SentenceUnder the Recursion Agreement, we agreed to provide certain of our services and to license certain data to Recursion, including a limited right to access our proprietary database of de-identified clinical and molecular data for certain therapeutic product development purposes.
SentenceIn December 2025, we reported on a natural history analysis in collaboration with Amsterdam University Medical Centre to contextualize the single-arm efficacy TUPELO trial of REC-4881, and to better understand the natural history of FAP.
RXRX 10-Kaccession 0001601830-26-000039
SentencePursuant to the Asset Purchase Agreement, we shall pay Apeiron a single digit royalty, net of any applicable withholding taxes, if we or a third party commercializes REC-617.
RXRX 10-Kaccession 0001601830-26-000039
SentenceIn April 2025, we entered into a license agreement with HealthVerity to access de-identified records for over 340M covered lives in the US.
RXRX 10-Kaccession 0001601830-26-000039
SentenceIn May 2024, we entered into a multi-year agreement with Helix to access hundreds of thousands of de-identified records including Helix's Exome+® genomic data and data from longitudinal health records.
RXRX 10-Kaccession 0001601830-26-000039
SentenceIn exchange for these rights, the Company paid Tempus an initial license fee in an amount equal to $22.0 million, or the Initial License Fee and agreed to pay annual license fees during the Term ranging between $22.0 million and $42.0 million, which, together with the Initial License Fee, totals up to $160.0 million over the Term, subject to the Company's early termination, which may be triggered only following the third anniversary of the Master Agreement's effective date, and payment by the Company of an early termination fee (as further discussed below).
RXRX 10-Kaccession 0001601830-26-000039
SentenceUnder the Restated Agreement, Bayer has the first option to license potential candidates; each such license could potentially result in option exercise fees and development and commercial milestones paid to Recursion with an aggregate value of up to approximately $210.0 million for one license and up to approximately $1.5 billion if each program is licensed, as well as tiered royalties for each such license, ranging from low- to mid-single digit percentages of sales, depending on commercial success.
RXRX 10-Kaccession 0001601830-26-000039
SentenceMerck KGaA, Darmstadt, Germany made an upfront cash payment of $20 million to us on signing the RCA, and we remain eligible to receive up to $674 million in discovery, development, regulatory and sales-based milestones, if all milestones for all three initial programs are achieved.
RXRX 10-Kaccession 0001601830-26-000039
SentenceIn September 2024, we received a Phenomap acceptance fee of $30.0 million from our collaboration with Roche.
RXRX 10-Kaccession 0001601830-26-000039
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Expected move
Inputs8Q avg ±4.7%·×1.92·rich
straddle ±12.8%
spot 4.03exp Nov 6ATM strike 4ATM straddle 0.61IV 136%