$RXRX

ARK ETFs bought CoreWeave (CRWV) and Kratos (KTOS) for $19.68M and $9.15M, respectively, and sold Robinhood (HOOD) and Personalis (PSNL) for $17.01M and $12.01M. Other trades included Teradyne (TER), Recursion (RXRX), and smaller positions in several other companies.

Recursion Pharmaceuticals (RXRX) shares rose 13.1% today, driven by enthusiasm around its AI partnership with Tempus and commercial validation of its platform. The move was amplified by short interest and bullish options activity. Tempus extended its data license agreement with Recursion through 2029. Recursion reported $556.8M in cash as of June 30, 2026. Insiders have sold shares, while institutional investors have mixed activity. Analysts' price targets range from $5.5 to $10.0.

Recursion Pharmaceuticals (RXRX) reported positive Phase 1b/2 data for REC-4881 in treating familial adenomatous polyposis, with 75% of patients showing polyp burden reduction. Analysts maintained a $7.00 price target, adjusting assumptions slightly. The company plans FDA discussions in 2026 and pipeline expansion, citing AI-driven drug discovery advancements.

Recursion Pharmaceuticals (RXRX) disclosed a two-year, non-exclusive RNA model license agreement with Tempus AI, receiving $12M upfront and access to oncology data. This deal supports drug discovery and AI models, though it's seen as incremental. Analysts forecast $220.9M revenue and $35.5M earnings by 2028, with a 70% upside potential. The agreement aligns with Recursion's data-driven strategy and partnerships with major pharma companies.

Recursion Pharmaceuticals (RXRX) shares rose 16% pre-market after Q4 earnings beat estimates, with a loss of $0.21 per share on $35.5M revenue. CEO Najat Khan stated the company has reached an inflection point, highlighting AI-driven drug discovery milestones and a cash runway into early 2028. RXRX stock is down 14% YTD and 61% over the past year.

Tempus AI (TEM) and Recursion Pharmaceuticals (RXRX) extended their data license agreement to 2029. They also agreed to a new license for Recursion's RNA Foundation Model. The amended deal replaces potential $84M fees over two years with $42M in committed payments over three years. Recursion granted Tempus a non-exclusive license to its RNA sequencing model, TxFM.

Tempus and Recursion extended their data partnership until 2029, adjusting fees from a potential $84M over two years to $42M in committed payments over three years. They also added a new license for Recursion's RNA model, TxFM. Tempus aims to use AI to advance precision medicine.

RECURSION PHARMACEUTICALS, INC. (RXRX) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Recursion Pharmaceuticals, Inc. (the "Company") and Tempus AI, Inc. ("Tempus"), acknowledging the value of (i) Tempus’s library of multimodal data and (ii) Recursion’s proprietary foundational RNA sequencing model (the "TxFM

AbCellera (ABCL) and Recursion (RXRX) are AI-driven biotechs with divergent profiles. ABCL's stock surged 169.7% in a year but is overvalued by 44.4% according to fair value estimates, while RXRX fell 28.2% and is near fair value. ABCL's revenue is volatile, and RXRX's losses are accelerating. Analysts see 17.8% upside for ABCL and 97.7% for RXRX. Technical indicators suggest ABCL is overbought, while RXRX is range-bound.

Recursion Pharmaceuticals (RXRX) CEO Najat Khan sold 22,408 shares on 2026-09-08, retaining 2,072,890 shares. Over the past year, she sold 198,697 shares with no purchases. The company's stock traded at $3.52, with a market cap of $1.71 billion. GuruFocus values RXRX at $3.10, indicating fair valuation. Insider and guru activity shows caution, but clinical-stage status and pipeline success remain key for investors.