Recursion Leads the Charge: Decoding Biology to Revolutionize Biopharma
At Recursion's recent [Learnings] Call, Co-Founder and CEO Chris Gibson welcomed investors and analysts to share exciting updates on the company's progress in decoding biology to change the way drugs are discovered and developed. As a leader in this field, Recursion is at the frontier of an "inevitable future" that promises to revolutionize the biopharma industry.
Gibson set the stage for a pivotal year in 2024, highlighting key achievements and setting expectations for the coming year. The company's clinical data readouts on REC-617 and REC-994 programs provided early signals of efficacy, with REC-617 demonstrating a reduction in tumor size that was sustained for six months or more. REK-994 showed robust chronic safety and encouraging trends in functional improvement.
These results were just the beginning of an impressive list of accomplishments. Recursion launched multiple additional trials, including the REC-1245 trial for RBM39 degradation in solid tumors, and advanced its pipeline with CTA and IND updates for several programs, including LSD1 in small cell lung cancer and MALT-1 in B-cell malignancies.
Moreover, the company continued to advance its platform, which has enabled early new indications that are being advanced. One such example is REC-7735, a mutant-selective PI3-kinase inhibitor that has shown promising results, including tumor regression on par with the SDX compound in preclinical models.
The Lilly Scorpion deal has raised expectations for this molecule, and Recursion's early programs like REC-7735 have garnered attention due to their potential impact. As Gibson emphasized, "We're at the frontier of this exciting opportunity to decode biology," and Recursion is leading the charge towards a future where biopharma companies can discover and develop drugs more efficiently.
With a robust pipeline and advanced platform, Recursion is poised for continued growth in 2025. Investors and analysts are eagerly awaiting further updates on the company's progress, as its early indicators suggest that this "inevitable future" may be closer than expected.
