Recursion Pharmaceuticals (RXRX): Valuation Check After Encouraging TUPELO Trial Data and Analyst Upgrades

Simply Wall St.12-19 21:24

Recursion Pharmaceuticals (RXRX) just put fresh clinical data on the table, and that is what has traders paying attention. The new TUPELO trial update for REC-4881 in familial adenomatous polyposis ...

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The new TUPELO trial update for REC-4881 in familial adenomatous polyposis ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-rxrx/recursion-pharmaceuticals/news/recursion-pharmaceuticals-rxrx-valuation-check-after-encoura\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Recursion Pharmaceuticals (RXRX): Valuation Check After Encouraging TUPELO Trial Data and Analyst Upgrades</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRecursion Pharmaceuticals (RXRX): Valuation Check After Encouraging TUPELO Trial Data and Analyst Upgrades\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-19 21:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-rxrx/recursion-pharmaceuticals/news/recursion-pharmaceuticals-rxrx-valuation-check-after-encoura><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recursion Pharmaceuticals (RXRX) just put fresh clinical data on the table, and that is what has traders paying attention. The new TUPELO trial update for REC-4881 in familial adenomatous polyposis ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-rxrx/recursion-pharmaceuticals/news/recursion-pharmaceuticals-rxrx-valuation-check-after-encoura\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4611","symbol_name":"AI医疗","start_time":0,"source_url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-rxrx/recursion-pharmaceuticals/news/recursion-pharmaceuticals-rxrx-valuation-check-after-encoura","article_id":"2592198813","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/6111000-choice1-main-header/1585186710114"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/pharmaceuticals-biotech/nasdaq-rxrx/recursion-pharmaceuticals/news/recursion-pharmaceuticals-rxrx-valuation-check-after-encoura","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592198813","pubTimestamp":1766150699,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Recursion Pharmaceuticals (RXRX) just put fresh clinical data on the table, and that is what has traders paying attention. The new TUPELO trial update for REC-4881 in familial adenomatous polyposis could reshape expectations around this AI driven pipeline.\nSee our latest analysis for Recursion Pharmaceuticals.\nEven with the upbeat TUPELO data and a wave of bullish commentary on its AI driven platform, Recursion’s 1 month share price return of 6.7% comes against a much weaker year to date...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"BK4611":"AI医疗","BK4139":"生物科技","BK4548":"巴美列捷福持仓","BK4543":"AI","AI":"C3.ai, Inc.","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","RXRX":"Recursion Pharmaceuticals, Inc.","BK4528":"SaaS概念","BK4609":"英伟达持仓股","BK4539":"次新股","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4023":"应用软件"},"translate_title":"Recursion Pharmaceuticals(RXRX)：鼓励图珀洛试验数据和分析师升级后的估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":0.82,"RXRX":1.96},"content_text":"Recursion Pharmaceuticals (RXRX) just put fresh clinical data on the table, and that is what has traders paying attention. The new TUPELO trial update for REC-4881 in familial adenomatous polyposis could reshape expectations around this AI driven pipeline. See our latest analysis for Recursion Pharmaceuticals. Even with the upbeat TUPELO data and a wave of bullish commentary on its AI driven platform, Recursion’s 1 month share price return of 6.7% comes against a much weaker year to date share price return and a 1 year total shareholder return of negative 27.1%. This suggests sentiment is only cautiously rebuilding around the story. If this kind of clinical momentum has you rethinking the space, it could be worth scanning other potential winners across healthcare stocks to see how they stack up on growth, risk, and valuation. With the stock still trading well below consensus targets despite rapid revenue growth and fresh TUPELO momentum, should investors view Recursion as a discounted AI biotech in transition, or has the market already priced in its next leg of growth? Most Popular Narrative: 36.6% Undervalued The most followed narrative pegs Recursion’s fair value around 7 dollars per share, comfortably above the 4.44 dollars last close, framing today’s TUPELO buzz inside a much bigger long term rerating story.  Automated, data driven approaches to drug discovery and clinical development are addressing industry wide needs to decrease development timelines and costs, positioning Recursion to capitalize on the pharma industry's widespread shift toward AI based R&D potentially leading to greater market share and improved long term earnings power.  Read the complete narrative. Curious how that vision turns into numbers? The narrative leans on breakneck revenue expansion, a dramatic margin swing, and a future earnings multiple usually reserved for market darlings. Want to see which assumptions do the heavy lifting in that 7 dollar fair value call? Result: Fair Value of $7 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story can unravel if key pharma partners pull back or if cash burn forces heavy dilution before TUPELO and other programs fully mature. Find out about the key risks to this Recursion Pharmaceuticals narrative.  Build Your Own Recursion Pharmaceuticals Narrative If you see the story differently or want to stress test the numbers yourself, you can build a custom view in just minutes: Do it your way. A great starting point for your Recursion Pharmaceuticals research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision. Looking for your next edge? Do not leave your next move to chance. Use the Simply Wall Street Screener to uncover focused opportunities other investors may be overlooking right now.  Target steady income by reviewing these 13 dividend stocks with yields > 3% that aim to balance yield with resilient business models and dependable cash flows. Spot early stage growth potential through these 3608 penny stocks with strong financials that pair smaller market caps with stronger balance sheets and improving fundamentals. Position ahead of powerful technology shifts by scanning these 24 AI penny stocks that are positioned to benefit from accelerating demand for intelligent software and automation.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.The New Payments ETF Is Live on NASDAQ:Money is moving to real-time rails, and a newly listed ETF now gives investors direct exposure. Fast settlement. Institutional custody. Simple access.Explore how this launch could reshape portfoliosSponsored ContentNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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