Recursion Pharmaceuticals, Inc. (RXRX) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and thank you so much for joining us. I want to start by briefly framing where Recursion is today and its journey and evolution. Over the past decade, Recursion has built something truly special, a differentiated platform, pioneering the integration of large-scale biological data generation, machine learning, and compute to better understand the complexity of biology. We have also deliberately strengthened the foundation in chemistry and AI through the acquisitions of Excientia, Valence, and Ciclica, creating a truly powerful foundation. Today, we're at an important inflection point. We're harnessing everything that we've built to date to do two things. Number one, translating insights into evidence. Evidence that this platform, the use of AI end-to-end can generate medicines that matter. And we're doing this both across our wholly owned portfolio and through our partnerships with strong momentum across both fronts. I'm excited to share some of the updates today. In parallel, we're also continuing to advance the platform itself. You know, today we have what I like to call a trifecta that's required to make impactful medicines, AI-driven biology, AI-enabled chemistry, and AI applied to clinical development. We continue to invest to ensure we're defining the standard for how AI is applied across the full lifecycle of R&D. And look, as we look across the sector, we are encouraged by the broader momentum in the field, new models, new players, partnerships being announced, but the industry is clearly entering a new phase where value is being defined, not only by the models you build and the collaborations that are announced, but by actually translating those, this is the hard work, into capabilities, into real application and measurable impact. The...