TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←

$RXRX

Recursion Pharmaceuticals
···
sign in to save

Recursion Pharmaceuticals develops advanced technologies for drug discovery and development using machine learning and biology.

sentiment mix
bull 88%bear 0%neu 12%

signal summary

latest high-conviction thesis
Kinnevik backs Recursion's drug discovery platform over pipeline candidates, betting on structural transformation▾

Kinnevik invests in Recursion's platform capability to fundamentally change drug discovery success rates over the long term, rather than focusing on near-term pipeline milestones like phase transitions that drive short-term investor attention.

georgi ganevT1In Good Company with Nicolai Tangen2024-09-04
confidence 88 / 100impact High
key themes
  • AI Drug Discovery100%
  • AI in Healthcare50%
  • AI Infrastructure50%
  • Longevity & Aging33%
  • Public Markets & Valuation33%

bull thesis · 7

85 / 100
  • •Kinnevik backs Recursion's drug discovery platform over pipeline candidates, betting on structural transformation
  • •Recursion maps physics and chemistry to biology via wet-lab AI to rescue toxic failed drugs
  • •Recursion Pharmaceuticals' AI-driven drug discovery platform demonstrates scalable, computable molecule optimization with big pharma validation

bear thesis · 0

—
  • — none —

mentions · 8

Antonio Linaresbiology stocks are the next frontier 2 mentions · 2▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
Antonio Linaresone of these two companies is the next palantir1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00
Antonio Linaresthis company is palantir for healthcare 1 mentions · 0▲ 0▼ 1○ · 4 months ago
0:006:0012:0018:0025:00
Antonio Linareswent long amd at $4. palantir at $7. this is the next one.2 mentions · 2▲ 0▼ 0○ · 4 months ago
0:007:0015:0022:0030:00
Antonio Linareswe have to talk about hims and duolingo...1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
In Good Company with Nicolai TangenKinnevik CEO Georgi Ganev and Chair James Anderson | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
0:003:007:0011:0015:00