Recursion CEO Najat Khan 4Q/FY25 Earnings Recap

Recursion
3,742 views February 26, 2026

This is the era of proof points. In this video, Recursion CEO and President Najat Khan shares key highlights from Recursion’s recent 4Q/FY25 earnings call. They include: 🔹 Positive Phase 2 data in FAP, a rare disease with no approved medicines. Our platform identified MEK1/2 inhibition as a novel mechanism and therapeutic entry point. We took that insight into the clinic, and the data we shared in December shows meaningful patient outcomes. 🔹 A 5th milestone with Sanofi, generating a $4 million payment to Recursion, and over $134 million in milestone and upfront payments to date. This collaboration leverages our generative chemistry platform to establish a growing joint portfolio of novel AI-driven small molecules for immunology and oncology. 🔹 New preclinical data from one of our oncology programs, REC-7735, a potentially best-in-class PI3Kα inhibitor. This compound was precision-designed using our generative chemistry platform to maximize selectivity and limit potential tolerability issues. We’re pairing bold ambition with operational rigor and financial discipline – and extended our cash runway into early 2028, with $754 million in cash. 👉 Check out the full earnings presentation: https://ir.recursion.com/static-files/6f8975ea-9c4f-4aff-b71c-ec4e870bc50e #earnings #financial #TechBio #AI #drugdiscovery

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