Recursion

Recursion

Data-driven drug discovery platform leveraging datasets

Overview

Recursion uses hardware, software, and data to accelerate drug discovery in the TechBio space, running thousands of wet-lab experiments weekly to profile genes and compounds across many cell types. It combines a massive proprietary dataset (about 50 petabytes) with a powerful computing platform, BioHive 1, to map billions of gene–compound relationships and generate actionable drug candidates. Its approach blends high-throughput experimentation with large-scale data science to create learning loops and partnerships with pharmaceutical companies, research institutions, and healthcare providers. Its goal is to decode biology at scale and discover and commercialize medicines that can improve patient lives.

About Recursion

Simplify's Rating
Why Recursion is rated
C
Rated B on Competitive Edge
Rated C on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

AI & Machine Learning

Biotechnology

Company Size

501-1,000

Company Stage

IPO

Headquarters

Salt Lake City, Utah

Founded

2013

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Simplify's Take

What believers are saying

  • REC-4881 achieved 53% median polyp reduction at Week 25, validating the AI platform clinically.
  • FDA Fast Track and Orphan Drug designations accelerate the regulatory pathway for REC-4881 in FAP.
  • $665.2 million cash runway supports operations into early 2028 despite recent revenue declines.

What critics are saying

  • Roche partnership completion caused a 56% Q1 2026 revenue drop, exposing acute customer concentration risk.
  • $378.3 million negative free cash flow in FY 2025 creates existential dilution risk if Phase 3 fails.
  • Schrödinger's $255.9 million revenue and positive cash flow expose Recursion's inferior unit economics.

What makes Recursion unique

  • Recursion OS integrates biology, chemistry, automation, and AI to industrialize drug discovery at scale.
  • The company generates 50 petabytes of proprietary data via 2.2 million weekly wet lab experiments.
  • BioHive 1 supercomputer processes six trillion gene-compound relationships within the custom Recursion Map.

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Funding

Total Funding

$1.3B

Above

Industry Average

Funded Over

17 Rounds

Notable Investors:
Grant funding comparison data is currently unavailable. We're working to provide this information soon!
Grant Funding Comparison
Coming Soon

Benefits

Performance Bonus

Company Equity

Hybrid Work Options

Stock Price

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