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
B-
Rated A on Competitive Edge
Rated B 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 showed 43% median polyp reduction at 12 weeks and 53% at Week 25, proving durable efficacy in FAP.
  • REC-4881 received Fast Track and Orphan Drug designations, accelerating regulatory pathways toward Phase 3 development.
  • Recursion's AI platform identified REC-4881 as a top rescue hit, demonstrating platform-driven discovery and strong clinical validation.

What critics are saying

  • Roche dependency caused 56% revenue drop in Q1 2026, with high risk of further collapse if no new milestones secured.
  • Cash burn of $390M annually leaves runway only into early 2028; dilution or bankruptcy likely if trials fail or funding stalls.
  • Clinical trial failure of REC-4881 or REC-1245 could erase investor confidence and trigger stock collapse to under $1.97 valuation.

What makes Recursion unique

  • Recursion is the only end-to-end AI-native biotech company decoding biology via its proprietary Recursion OS.
  • The company industrializes drug discovery using 50 petabytes of data, 2.2M weekly wet lab experiments, and BioHive 1 supercomputer.
  • Recursion identified MEK1/2 as APC rescue through unbiased phenotypic screening, validating its platform's ability to discover novel biology.

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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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