Recursion Pharmaceuticals, Inc. shares were trading at $4.67 as of January 16th. A bullish thesis on the company was posted on the r/stocks forum by a user named Antique-Reference585.
The company operates as a clinical-stage biotechnology firm. It focuses on decoding biology and chemistry by integrating technological innovations across multiple fields to industrialize drug discovery in the United States.
The thesis presents RXRX as a compelling investment in the AI-driven pharmaceutical space. It notes that broader market turbulence exists due to macro uncertainties, including the ongoing Powell investigation and potential challenges to U.S. credit credibility.
While large-cap technology companies like Google continue to grow, the argument suggests the real upside lies with companies leveraging AI in high-growth niches. Recursion is described as fitting this profile.
Unlike peers such as Eli Lilly, which has partnered with Nvidia on a $1 billion AI pharmaceutical initiative, or Illumina, which has transformed into a high-margin AI data services provider, RXRX is said to offer both strategic positioning and an attractive valuation.
Recursion is a direct equity partner with Nvidia, serving as a core ally in AI-driven drug discovery. Its proprietary Recursion OS integrates vast biological imaging data into a closed-loop AI experimentation platform, a capability described as rare at petabyte scale.
Under CEO Chris Gibson, the company has focused on translating biology into search problems. It has built the BioHive-2 supercomputer, called the industry's most advanced AI platform. The company also has a substantial cash reserve reported to last through 2027.
Trading in RXRX is currently described as under the radar, offering a low-demand entry point. The thesis suggests potential for significant upside, including the possibility of the stock doubling if capital rotates into the AI pharmaceutical sector.
The post references a previous bullish thesis on CRISPR Therapeutics AG from March 2025. That coverage highlighted CRISPR's gene editing leadership and commercial potential, with the stock appreciating approximately 30.60% since. Antique-Reference585's focus is similarly on high-growth biotech but emphasizes Recursion and its AI-driven platform with Nvidia.
Recursion Pharmaceuticals is not on a list of the 30 Most Popular Stocks Among Hedge Funds. According to the referenced database, 19 hedge fund portfolios held RXRX at the end of the third quarter, down from 21 in the previous quarter.