Recursion Pharmaceuticals, Inc. (RXRX): Análisis PESTLE [Actualizado en enero de 2025]

En el panorama en rápida evolución de la innovación farmacéutica, la recursión farmacéutica se encuentra a la vanguardia de la transformación tecnológica, aprovechando la inteligencia artificial para revolucionar el descubrimiento y el desarrollo de fármacos. Al analizar meticulosamente las complejas dimensiones de la mano, esta exploración revela el intrincado ecosistema que da forma a la trayectoria estratégica de la Compañía, revelando cómo los paisajes políticos, la dinámica económica, los cambios sociales, los avances tecnológicos, los marcos legales y las consideraciones ambientales convergen para define la recursión potencial de los avances médicos para los forrajes para los usuarios médicos. .

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores políticos

Política de salud de los Estados Unidos Cambios de impacto Financiación del desarrollo de medicamentos

En 2023, los Institutos Nacionales de Salud (NIH) asignaron $ 45.1 mil millones para fondos de investigación biomédica. Para las compañías de descubrimiento de fármacos impulsadas por la IA como la recursión, los cambios potenciales en las políticas podrían afectar significativamente las corrientes de financiación.

Fuente de financiación	Asignación 2023	Impacto potencial en RXRX
NIH Subvenciones de investigación	$ 45.1 mil millones	Financiación potencial directa
Investigación de DARPA AI	$ 3.7 mil millones	Apoyo de descubrimiento de drogas impulsado por IA

Landscape regulatorio de la FDA para ensayos clínicos

La FDA aprobó 55 medicamentos novedosos en 2022, con un tiempo de aprobación de ensayo clínico promedio de 10.1 meses.

• Costos de cumplimiento regulatorio de ensayos clínicos: $ 19- $ 50 millones por medicamento
• Vías de aprobación aceleradas de la FDA: 25% de las nuevas solicitudes de medicamentos
• Marco regulatorio del descubrimiento de fármacos impulsado por la IA: aún evolucionando

Apoyo gubernamental para el descubrimiento de drogas impulsado por la IA

El presupuesto de 2024 propuesto por la administración Biden incluye $ 2.3 mil millones para iniciativas de investigación de IA biomédica.

Iniciativa de investigación de IA	Asignación de presupuesto 2024
Investigación de IA biomédica	$ 2.3 mil millones
IA en innovación en la salud	$ 750 millones

Precios farmacéuticos y debates de accesibilidad para la salud

La Ley de Reducción de Inflación de 2022 introdujo las disposiciones de negociación de precios de medicamentos de Medicare, que potencialmente afectan las estrategias de precios farmacéuticos.

• El programa de negociación de precios de medicamentos de Medicare se dirige a los primeros 10 medicamentos en 2026
• Ahorro estimado del gobierno: $ 265 mil millones en 10 años
• Impacto potencial en la inversión en desarrollo de fármacos: incertidumbre significativa

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores económicos

Volátil Biotecnología Inversión Influencia Financiación de la empresa

A partir del cuarto trimestre de 2023, Recurse Pharmaceuticals reportó efectivo total y equivalentes de efectivo de $ 409.4 millones. El panorama financiero de la compañía refleja una volatilidad significativa en las inversiones en biotecnología.

Año	Financiación total recaudada	Tipo de inversión
2022	$ 190.5 millones	Capital de riesgo
2023	$ 156.3 millones	Financiamiento de capital

Aumento de los costos de investigación y desarrollo en el sector farmacéutico

Los gastos de I + D de la recursión para 2023 totalizaron $ 180.2 millones, lo que representa un aumento del 22% de 2022.

Categoría de gastos de I + D	Costo de 2022	Costo de 2023
Personal	$ 85.6 millones	$ 102.7 millones
Infraestructura tecnológica	$ 45.3 millones	$ 53.9 millones
Ensayos clínicos	$ 39.4 millones	$ 47.6 millones

La recesión económica potencial puede afectar las inversiones de capital de riesgo

Biotechnology Venture Capital Investments disminuyó un 42% en 2023, de $ 29.4 mil millones en 2022 a $ 17.1 mil millones en 2023.

Métrico de inversión	Valor 2022	Valor 2023	Cambio porcentual
Inversión total de VC	$ 29.4 mil millones	$ 17.1 mil millones	-42%
Tamaño de trato promedio	$ 18.6 millones	$ 12.3 millones	-33.9%

Estrategias de expansión del mercado global para el desarrollo innovador de medicamentos

Recursion Pharmaceuticals informó ingresos por asociación internacional de $ 22.7 millones en 2023, con colaboraciones estratégicas en América del Norte, Europa y Asia.

Región geográfica	Ingresos de la asociación	Número de colaboraciones
América del norte	$ 12.5 millones	7
Europa	$ 6.8 millones	4
Asia	$ 3.4 millones	3

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores sociales

Creciente demanda de medicina personalizada y atención médica de precisión

El tamaño del mercado de la medicina de precisión global fue de $ 67.36 mil millones en 2022 y se proyectó que alcanzará los $ 217.56 mil millones para 2030, con una tasa compuesta anual del 12.4%.

Segmento de mercado	Valor 2022	2030 Valor proyectado	Tocón
Mercado de medicina de precisión	$ 67.36 mil millones	$ 217.56 mil millones	12.4%

El envejecimiento de la población aumentando el interés en los tratamientos médicos avanzados

La población global de 65 años y más se esperaba que alcanzara 1.600 millones para 2050, lo que representa el 17% de la población total.

Grupo de edad	2023 población	2050 población proyectada	Aumento porcentual
65 y más	771 millones	1.600 millones	107.5%

Percepción pública de tecnologías de descubrimiento de fármacos impulsados ​​por la IA

La IA en el mercado de descubrimiento de fármacos valoraba en $ 1.1 mil millones en 2022, que se espera que alcance los $ 7.7 mil millones para 2030.

Tecnología	Valor de mercado 2022	2030 Valor proyectado	Tocón
Ai en descubrimiento de drogas	$ 1.1 mil millones	$ 7.7 mil millones	26.5%

Defensión del paciente para un desarrollo más rápido de fármacos y tratamientos de enfermedades raras

Se espera que el mercado de enfermedades raras alcance los $ 402.92 mil millones para 2028, con más de 7,000 enfermedades raras conocidas que afectan a 300 millones de personas en todo el mundo.

Métrica de enfermedad rara	Estado actual	Proyección 2028
Valor comercial	$ 262.15 mil millones (2022)	$ 402.92 mil millones
Pacientes globales afectados	300 millones	N / A
Enfermedades raras conocidas	7,000+	N / A

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores tecnológicos

Plataformas avanzadas de IA y aprendizaje automático para el descubrimiento de fármacos

Recursion Pharmaceuticals utiliza Plataforma RDOCK AI Con las siguientes especificaciones computacionales:

Métrica de plataforma	Valor cuantitativo
Experimentos computacionales totales	2.2 millones de experimentos biológicos
Modelos de aprendizaje automático	Más de 14 billones de puntos de datos
Procesamiento computacional anual	1.5 petabytes de datos de imágenes biológicas

Capacidades de investigación de biología computacional de alto rendimiento

Las inversiones de infraestructura de investigación incluyen:

• $ 68.3 millones invertidos en infraestructura de investigación computacional en 2023
• 193 Petaflops de capacidad de procesamiento computacional
• 422 Servidores de investigación de biología computacional especializada

Tecnologías de detección digital para desarrollo farmacéutico rápido

Métrica de tecnología	Indicador de rendimiento
Velocidad de detección del candidato de drogas	48,000 compuestos moleculares por semana
Precisión de predicción de aprendizaje automático	87.3% Predicción de interacción molecular
Rendimiento de detección digital	3.6 millones de interacciones moleculares analizadas mensualmente

Inversión continua en infraestructura computacional y algoritmos

Desglose de inversión tecnológica:

• Gasto de I + D: $ 174.2 millones en 2023
• Presupuesto de desarrollo de algoritmo de IA: $ 42.6 millones
• Expansión de infraestructura computacional: crecimiento de 27% año tras año

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores legales

Protección de patentes para algoritmos de descubrimiento de fármacos patentados

A partir de 2024, la recursión farmacéutica se mantiene 14 patentes otorgadas directamente relacionado con su plataforma de descubrimiento de fármacos impulsada por la IA. La compañía ha presentado 23 solicitudes de patentes adicionales Revisión pendiente.

Categoría de patente	Número de patentes	Valor estimado
Algoritmos de descubrimiento de drogas de IA	8	$ 42.3 millones
Técnicas de aprendizaje automático	6	$ 31.7 millones

Cumplimiento de los requisitos reglamentarios de la FDA para los ensayos clínicos

Recursion Pharmaceuticals tiene actualmente 5 ensayos clínicos activos registrado con la FDA. Los costos de cumplimiento para estos ensayos se estiman en $ 18.6 millones anualmente.

Fase de ensayo clínico	Número de pruebas	Presupuesto de cumplimiento regulatorio
Fase I	2	$ 5.2 millones
Fase II	3	$ 13.4 millones

Desafíos de propiedad intelectual en la investigación farmacéutica impulsada por la IA

La compañía ha invertido $ 12.7 millones en protección de propiedad intelectual y estrategias legales para la investigación impulsada por la IA en 2024.

• Tamaño del equipo legal: 7 abogados de IP especializados
• Presupuesto anual de protección de IP: $ 4.3 millones
• Gestión continua de disputas de IP: 3 casos activos

Privacidad de datos y consideraciones éticas en la investigación médica

Recursion Pharmaceuticals asigna $ 3.9 millones anualmente a los mecanismos de privacidad y cumplimiento ético de datos.

Área de cumplimiento	Inversión anual	Personal dedicado
Cumplimiento de HIPAA	$ 1.6 millones	4 especialistas
Protección de datos	$ 2.3 millones	6 expertos en ciberseguridad

Recursion Pharmaceuticals, Inc. (RXRX) - Análisis de mortero: factores ambientales

Prácticas de investigación sostenibles en desarrollo farmacéutico

Recursion Pharmaceuticals ha implementado una estrategia integral de sostenibilidad ambiental centrada en reducir la investigación y el impacto en el desarrollo. La plataforma de biología computacional de la compañía utiliza 9,500 pies cuadrados de espacio de laboratorio con infraestructura de eficiencia energética.

Métrica ambiental	Rendimiento actual	Objetivo de reducción anual
Consumo de energía	387,000 kWh	5.2%
Uso de agua	42,500 galones	3.7%
Desperdicio de laboratorio	6.3 toneladas métricas	4.8%

Impacto ambiental reducido a través de métodos de descubrimiento de fármacos digitales

La plataforma de descubrimiento de fármacos de recursión de AI permite habilitar Reducción del 87% en los requisitos de pruebas de laboratorio tradicionales. El enfoque de detección digital minimiza el consumo de recursos físicos y acelera los procesos de investigación.

Eficiencia energética en la infraestructura de investigación computacional

La infraestructura computacional de la compañía funciona con las siguientes especificaciones de eficiencia energética:

• Clúster informático de alto rendimiento que consume 215 kW
• Abastecimiento de energía renovable: 42% de la energía total
• Eficiencia de enfriamiento del servidor: 1.4 Pue (efectividad del uso de energía)

Reducción potencial de la huella de carbono a través de procesos impulsados ​​por la IA

Métrica de reducción de carbono	2023 rendimiento	Impacto proyectado 2024
Emisiones de CO2 evitadas	78.6 toneladas métricas	92.4 toneladas métricas
Eficiencia de detección virtual	Reducción del 63% en las pruebas físicas	71% de reducción proyectada
Ahorro de recursos de investigación digital	$ 2.3 millones	$ 2.7 millones

Recursion Pharmaceuticals, Inc. (RXRX) - PESTLE Analysis: Social factors

Public trust hinges on transparency and avoiding algorithmic bias in clinical trial patient selection.

The core of Recursion Pharmaceuticals' business model, the Recursion Operating System (OS), is built on leveraging sophisticated machine-learning algorithms to decode biology. This reliance on artificial intelligence (AI) is a double-edged sword for public trust, especially when it comes to clinical trials and patient selection.

The company explicitly states that its platform distills trillions of searchable relationships across biology and chemistry that are unconstrained by human bias. This is a powerful claim aimed at building trust, suggesting their drug discovery process avoids the systemic prejudices that can plague traditional research. However, the complexity of AI (a 'black box' problem) demands extreme transparency in how their algorithms select patient populations for trials, like the ongoing Phase 2 study for REC-4881 in Familial Adenomatous Polyposis, or the Phase 1/2 trial for REC-617 in advanced solid tumors, which started in the first half of 2025. If the algorithm's criteria for inclusion are not clear, the public and regulatory bodies will defintely question the fairness and generalizability of the results.

A restructuring in June 2025 resulted in layoffs of a fifth of the workforce to streamline the pipeline.

In June 2025, Recursion Pharmaceuticals executed a significant workforce reduction to streamline its drug pipeline and extend its cash runway. This is a major social event that impacts employee morale and the company's reputation as a stable employer, even if it is a necessary financial move in a challenging biotech capital market.

The restructuring saw the company lay off approximately 20% of its staff. This decision followed a pipeline shakeup in May 2025, where the company deprioritized several programs, including three clinical-stage assets. The quick math shows the sheer scale of the change:

Metric	Value (2025 Fiscal Year)	Source/Context
Workforce at Start of 2025	Approximately 800 employees	Following the 2024 acquisition of Exscientia
Percentage of Workforce Laid Off	Approximately 20%	A fifth of the total staff
Estimated Number of Employees Affected	Approximately 160 individuals	The human cost of streamlining operations
Estimated Severance/Related Charges	Approximately $11 million	Expected to be incurred substantially in 2025
Projected Cash Runway Extension	Into the fourth quarter of 2027	The financial benefit of the restructuring

The total cash burn for 2025, excluding partnership inflows or one-time severance costs, is now expected to be less than $450 million. It's a tough, but clear, trade-off: cutting staff to extend the company's financial life by several months.

The company committed to roughly equal gender representation (50/50) across all levels by 2030 in its 2025 ESG Report.

Diversity and inclusion are critical social metrics for modern technology and life science companies. Recursion Pharmaceuticals has set an ambitious, public-facing target for gender parity, outlined in their 2025 Environmental, Social, and Governance (ESG) Report.

The commitment aims for roughly equal representation of female and male genders, a 50/50 split (after considering non-binary representation), by the year 2030. This goal applies to two specific areas:

• The whole company workforce.
• The Vice President level and above.

This focus on parity at the executive level is particularly noteworthy, as it addresses the well-documented lack of female leadership in the biotech sector. Achieving this goal will significantly enhance the company's social standing and appeal to a broader talent pool.

Community engagement is supported by the Recursion Foundation and the Altitude Lab incubator.

Recursion Pharmaceuticals demonstrates its commitment to its community and the broader life science ecosystem through its non-profit arm, the Recursion Foundation, established in 2019. The company plans to direct 1% of its equity into the Foundation to ensure its long-term impact.

A key initiative under the Foundation is Altitude Lab, a life sciences incubator launched in 2020 in Salt Lake City. Altitude Lab focuses on fostering a diverse and equitable environment for the next generation of healthcare entrepreneurs. This is a tangible commitment to social impact, not just philanthropy.

Here are the key metrics for Altitude Lab's impact as of early 2025:

• Startups have collectively raised $154 million in early-stage funding since 2020.
• 70% of the incubating startups are led by at least one underrepresented founder.
• In February 2025, Altitude Lab launched a pre-seed venture fund to support startups affected by federal funding cuts, offering pre-seed investments between $100,000 and $250,000.

This initiative not only supports job creation and economic productivity in the Utah BioHive but also actively addresses the social issue of funding disparity for diverse founders in biotech.

Recursion Pharmaceuticals, Inc. (RXRX) - PESTLE Analysis: Technological factors

The Recursion Operating System (Recursion OS) 2.0 rollout integrates Exscientia's AI-driven chemistry capabilities.

The core of Recursion Pharmaceuticals' value proposition is its technology platform, the Recursion Operating System (Recursion OS). You should see this platform as the company's factory floor, and it just got a massive upgrade. The business combination with Exscientia, completed in November 2024, was the catalyst for the Recursion OS 2.0 evolution, integrating a full-stack small molecule discovery platform. This merger brought in Exscientia's precision chemistry tools and automated small molecule synthesis capabilities, significantly augmenting Recursion's existing high-throughput biology and chemistry exploration.

The combined platform now leverages over 60 petabytes of proprietary biological, chemical, and patient-centric data. That's a huge, defintely unique data set. This technological expansion is visible in the financials; Research and Development expenses surged to $121.1 million in the third quarter of 2025, up from $74.6 million in Q3 2024, driven in part by the Exscientia integration and ongoing platform investment. Here's the quick math on the R&D cost of this technological push:

Metric	Q3 2025 Value	Q3 2024 Value	Change
R&D Expenses	$121.1 million	$74.6 million	+62.3%
Total Revenue	$5.2 million	$26.1 million	-80.1%

The partnership with NVIDIA strengthens access to the latest AI infrastructure and supercomputing power.

Recursion is a 'TechBio' company, meaning its success is fundamentally tied to its computing power and AI infrastructure. The multi-year collaboration with NVIDIA, initiated with a $50 million investment, is critical here. This partnership provides priority access to the latest NVIDIA GPUs for training large foundation models in biology and chemistry, which is essential for scaling the platform's capabilities.

NVIDIA's continued confidence is a strong endorsement; the chip giant notably maintained its 7.7 million share stake in Recursion in early 2025. Plus, Recursion's Phenom-Beta program became the first third-party addition to NVIDIA's BioNeMo platform, allowing other biopharma companies to use a version of Recursion's core programming. This validates the technology and creates a potential new revenue stream, though the primary value is the internal compute advantage.

Platform success remains unproven until AI-discovered candidates, like REC-617, achieve late-stage clinical validation.

The biggest risk is the long time horizon for validation. The Recursion OS has successfully identified and advanced drug candidates, but the ultimate proof of concept-a successful Phase 3 trial and regulatory approval-is still years away. REC-617, a precision-designed oral CDK7 inhibitor discovered by the platform, is the most advanced internal candidate.

As of Q3 2025, REC-617 is in the Phase 2 portion of its ELUCIDATE trial for advanced solid tumors. The monotherapy dose-escalation established the Maximum Tolerated Dose (MTD) at 10 mg once-daily in the 29 heavily pre-treated patients studied by September 29, 2025. Preliminary anti-tumor activity has shown one confirmed partial response and five cases of stable disease. But here's the limit: top-line results from the Phase 2 trial are not expected until 2028. The AI platform is only as good as its clinical outcomes.

Continued rapid advance of generative AI models (e.g., Boltz-2 for ligand design) requires constant platform updates.

The AI field moves fast, so Recursion's platform must constantly evolve just to keep pace. The company is actively deploying advanced generative AI models, such as Boltz-2, which is used to rapidly design ligands-the small molecules that bind to targets-for high-value targets. This capability is key to accelerating the discovery phase.

The need for constant, massive investment in technology is a structural risk. You have to keep spending to stay ahead. The company is actively working to expand its 'Virtual Cell' to better predict cellular behavior, which is a significant computational undertaking. The good news is that Recursion has a strong cash runway of approximately $785 million as of October 9, 2025, which is projected to last through the end of 2027. This cash reserve buys them the time needed to see if their technological bets pay off in the clinic, but it also highlights the capital-intensive nature of this TechBio model.

• Deploy Boltz-2 for rapid ligand design.
• Integrate Exscientia's automated synthesis.
• Expand the Virtual Cell model for better prediction.
• Maintain 60 petabytes of proprietary data.

Recursion Pharmaceuticals, Inc. (RXRX) - PESTLE Analysis: Legal factors

US patent law maintains that only a natural person can be an inventor, complicating IP for AI-generated discoveries.

The core of Recursion Pharmaceuticals, Inc.'s business-AI-driven drug discovery-runs headlong into a bedrock principle of US patent law: an inventor must be a natural person. The US Patent and Trademark Office (USPTO) reiterated this stance in its February 2024 guidance, a position firmly established by the Thaler v. Vidal court decision. This is not a theoretical risk; it's a structural legal constraint on your key asset: the AI platform itself.

What this means practically is that for any novel compound or method discovered by the Recursion Operating System (OS), a human scientist must demonstrate a 'significant contribution' to the invention's conception. Merely setting the problem for the AI or recognizing the results it generates is not enough to secure the patent. You must defintely invest in rigorous, auditable documentation to trace the human inventive step, protecting the intellectual property (IP) that underpins your valuation.

FDA's risk-based guidance for AI models could require transparency that jeopardizes trade secret protection of the core algorithms.

The US Food and Drug Administration (FDA) is moving quickly to regulate AI in drug development. In January 2025, the FDA released draft guidance proposing a risk-based framework for AI models used to support regulatory decisions-anything impacting a drug's safety, effectiveness, or quality. For high-risk applications, the agency will require sponsors to disclose details about the model architecture, training data, and governance protocols.

Here's the quick math on the risk: full transparency to the FDA on a high-impact AI model will likely expose the proprietary algorithms (the trade secrets) that give Recursion Pharmaceuticals, Inc. its competitive edge. If a model is used only for early-stage discovery, it might be shielded. But if the Recursion OS is used to inform clinical trial design or patient cohort selection-which directly impacts safety and efficacy-the required disclosure could compromise the very algorithms you spent millions to develop. This is a classic legal-regulatory Catch-22.

Compliance with data privacy laws like HIPAA is critical for utilizing patient-centric multimodal data from partners like Tempus.

To train its causal AI models, Recursion Pharmaceuticals, Inc. relies on massive, real-world patient data, notably through its collaboration with Tempus. This partnership grants access to Tempus's extensive library of de-identified, multimodal data, which includes clinical and molecular information. Compliance with the Health Insurance Portability and Accountability Act (HIPAA) is paramount, even though the data is de-identified.

The scale of this operation is immense, and so is the compliance cost. Tempus's database stands at over 350 petabytes of connected clinical and molecular data. Recursion Pharmaceuticals, Inc.'s commitment to compliant data use is reflected in its 2025 fiscal year financial statements, where the company recognized $22.7 million in non-cash expenses in the second quarter of 2025 for the use of Tempus's patient-centric multimodal oncology data. That's a clear, concrete cost of maintaining legal data access.

Data Compliance Metric	2025 Fiscal Year Data Point	Legal Implication
Q2 2025 Non-Cash Expense for Tempus Data Use	$22.7 million	Direct, significant cost of HIPAA-compliant, de-identified data access.
Total Connected Data Volume (Tempus)	>350 petabytes	Scale of data requires continuous, stringent compliance and security protocols.
USPTO Inventorship Requirement (2025)	Natural Person (Human) only	Requires meticulous documentation of human 'significant contribution' to AI-generated IP.

Licensing agreements must clearly define IP ownership for compounds generated by the AI platform.

The final legal challenge centers on the complex web of intellectual property ownership in your high-value collaboration agreements. When the Recursion OS discovers a novel compound, the licensing agreement must explicitly define who owns the patent-Recursion Pharmaceuticals, Inc., or the partner (like Sanofi or Bayer)-and under what conditions.

These agreements carry enormous financial weight, so clarity is not optional. For example, the strategic research collaboration with Sanofi, which covers up to 15 targets, included an upfront cash payment of $100 million to Recursion Pharmaceuticals, Inc., with the potential for up to $5.2 billion in total aggregate milestone payments plus tiered royalties. Similarly, the updated collaboration with Bayer for precision oncology programs offers potential future payments of up to $1.5 billion plus royalties on net sales. These multi-billion-dollar figures are directly contingent on the enforceability and clear ownership of the AI-generated IP.

Key IP clauses to watch in these agreements:

• Define ownership of the underlying AI model (Recursion Pharmaceuticals, Inc. retains this).
• Specify ownership of the compounds discovered by the model (often licensed exclusively to the partner).
• Detail who is responsible for filing and maintaining patents (a critical, costly task).

Any ambiguity in these clauses could lead to costly litigation that puts billions in potential milestone payments at risk. Get the IP language right from the start.

Recursion Pharmaceuticals, Inc. (RXRX) - PESTLE Analysis: Environmental factors

The company aims for net-zero Greenhouse Gas (GHG) emissions from its operations by 2030.

Recursion Pharmaceuticals has set an ambitious, near-term target to achieve net-zero Greenhouse Gas (GHG) emissions from its operations by the year 2030. This commitment is a critical factor for long-term investor confidence, especially given the rising scrutiny on the environmental footprint of technology-intensive biotech firms. The company completed a detailed GHG emissions reduction roadmap in 2025, which is a defintely necessary step to move from a stated goal to an actionable plan. For the 2025 fiscal year, the company's direct and indirect emissions (Scope 1 and 2) were at 93% of its internal CO2 Budget of 4,216 tons of CO2 equivalent. Staying under the budget for controlled operations is a positive sign, but the real challenge lies in the supply chain, which is where most pharmaceutical emissions reside.

100% of the Salt Lake City headquarters' energy use is offset with Renewable Energy Credits (RECs).

In a direct move to mitigate its operational carbon footprint, Recursion Pharmaceuticals continued its investment in Renewable Energy Credits (RECs) to offset 100% of the energy consumed at its Salt Lake City headquarters in 2025. This strategy effectively neutralizes the Scope 2 emissions from purchased electricity at its primary facility. While RECs are a common and fast way to achieve carbon neutrality for electricity consumption, they do not reduce the actual energy demand, which remains a key area for long-term efficiency improvements.

Environmental impact remains a challenge, with total CO2 equivalent emissions (including supply chain) exceeding their internal budget.

The most significant environmental risk for Recursion Pharmaceuticals is the massive carbon intensity of its supply chain (Scope 3 emissions), which includes everything from chemical and reagent manufacturing to transportation. The internal CO2 Budget for the company's operations (Scope 1 and 2) is 4,216 tons of CO2 equivalent. However, when the supply chain is factored in, the total CO2 equivalent emissions are reported at 7.6x this budget. Here's the quick math: that translates to approximately 32,041.6 tons of CO2 equivalent from the supply chain alone, a substantial figure that far exceeds their internal target for total emissions.

This supply chain dependency is a common industry-wide issue, but for a company heavily reliant on high-throughput screening, it represents a strategic vulnerability that requires an aggressive supplier engagement program.

Environmental Metric (2025 Data)	Value/Amount	Target/Benchmark	Status
Operational GHG Emissions (Scope 1 & 2)	93% of CO2 Budget	Less than 100% of CO2 Budget	Met
Operational CO2 Budget (Scope 1 & 2)	4,216 tons of CO2 equivalent	N/A	Benchmark
Supply Chain GHG Emissions Multiplier (Scope 3)	7.6x the CO2 Budget	Less than 100% of CO2 Budget	Missed
Estimated Total Supply Chain Emissions	~32,041.6 tons of CO2 equivalent	N/A	Challenge
Salt Lake City HQ Energy Offset	100% with RECs	100%	Met
Waste Recycling Rate	44.4%	75%	Missed

High-throughput wet-lab experiments and massive supercomputing operations generate significant e-waste and energy demand.

The core of Recursion Pharmaceuticals' TechBio model-commanding massive experimental and computational scale-is inherently energy and resource-intensive. The company conducts up to millions of wet lab experiments weekly, generating significant quantities of biological and chemical waste, including single-use plastics and reagents. This is a huge operational footprint.

On the computational side, they own and operate one of the most powerful supercomputers in the world, BioHive-2, which was ranked #35 globally as of May 2024. The power draw from this massive supercomputing operation, essential for training large-scale machine learning models like Phenom-1, creates a constant, high-level energy demand. The environmental challenges are twofold:

• E-Waste and Lab Waste: The waste recycling rate is currently only 44.4%, falling short of their 75% target. This gap highlights a need for better lab material management and vendor partnerships.
• Energy Demand: The computational scale, while a competitive advantage, makes the net-zero goal harder to hit without major investment in renewable energy power purchase agreements (PPAs) that go beyond simple RECs.

The company must prioritize closing the recycling gap and finding more energy-efficient ways to run its supercomputer, because the high-throughput model is not going away.