Recursion Sets $100 Million Partnership Goal by 202

Recursion RXRX just laid out a roadmap that balances science and cash, and it looks promising. CEO Christopher Gibson talked up how the Exscientia tech and the Boltz-2 partnership with MIT and Nvidia have supercharged their end-to-end platformfrom pinpointing targets to simulating trials. That boost in efficiency shines through in their finances.

CFO Ben Taylor confirmed they finished Q2 with $533 M in the bank and expect to keep burn under $390 M next year. Even better, they're targeting over $100 M in partnership inflows by the end of 2026, which should carry them all the way through Q4 2027 without needing extra financing.

On the science side, six internal programs are nearing key milestones. Oncology dose-escalation data should roll in by year-end and rare-disease updates are due early next year. The ClinTech AI platform now promises roughly 50 % faster enrollment projections, and they've hit a fourth Sanofi milestone while rolling out neuronal phenomaps with Roche and Genentech.