Recursion Pharmaceuticals, Inc. (RXRX): Analyse du pilon [Jan-2025 Mise à jour]

Dans le paysage en évolution rapide de l'innovation pharmaceutique, Recursion Pharmaceuticals se tient à la pointe de la transformation technologique, tirant parti de l'intelligence artificielle pour révolutionner la découverte et le développement de médicaments. En analysant méticuleusement les dimensions complexes du pilon, cette exploration dévoile l'écosystème complexe qui façonne la trajectoire stratégique de l'entreprise, révélant comment les paysages politiques, la dynamique économique, les changements sociétaux, les percées technologiques, les cadres juridiques et les considérations environnementales convergent pour définiter le potentiel de la récursion pour les avions médicaux réchaus .

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs politiques

Les changements de politique de santé aux États-Unis ont un impact sur le financement du développement des médicaments

En 2023, les National Institutes of Health (NIH) ont alloué 45,1 milliards de dollars pour le financement de la recherche biomédicale. Pour les sociétés de découverte de médicaments contre l'IA comme Recursion, les changements de politique potentiels pourraient avoir un impact significatif sur les flux de financement.

Source de financement	2023 allocation	Impact potentiel sur RXRX
Subventions de recherche NIH	45,1 milliards de dollars	Financement potentiel direct
Darpa AI Research	3,7 milliards de dollars	Support de découverte de médicaments dirigée par AI

Paysage réglementaire de la FDA pour les essais cliniques

La FDA a approuvé 55 nouveaux médicaments en 2022, avec un temps d'approbation d'essai clinique moyen de 10,1 mois.

• Essais cliniques Coûts de conformité réglementaire: 19 à 50 millions de dollars par médicament
• FDA Pathways d'approbation accélérée: 25% des nouvelles demandes de médicament
• Cadre réglementaire de la découverte de médicaments dirigés par AI: toujours en évolution

Soutien du gouvernement à la découverte de médicaments dirigés par l'IA

Le budget de 2024 proposé par l'administration Biden comprend 2,3 milliards de dollars pour les initiatives de recherche biomédicale sur l'IA.

Initiative de recherche sur l'IA	2024 Attribution du budget
Recherche biomédicale d'IA	2,3 milliards de dollars
IA dans l'innovation des soins de santé	750 millions de dollars

Prix ​​pharmaceutique et débats d'accessibilité aux soins de santé

La loi sur la réduction de l'inflation de 2022 a introduit les dispositions de négociation de la négociation des prix des médicaments Medicare, ce qui a un impact sur les stratégies de tarification pharmaceutique.

• Le programme de négociation des prix des médicaments Medicare cible les 10 premiers médicaments en 2026
• Épargne du gouvernement estimé: 265 milliards de dollars sur 10 ans
• Impact potentiel sur l'investissement du développement des médicaments: incertitude significative

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs économiques

Climat d'investissement de biotechnologie volatile influence le financement de l'entreprise

Au quatrième trimestre 2023, Recursion Pharmaceuticals a déclaré des équivalents en espèces et en espèces de 409,4 millions de dollars. Le paysage de financement de l'entreprise reflète une volatilité importante dans les investissements en biotechnologie.

Année	Financement total collecté	Type d'investissement
2022	190,5 millions de dollars	Capital-risque
2023	156,3 millions de dollars	Financement par actions

Augmentation des coûts de recherche et de développement dans le secteur pharmaceutique

Les dépenses de R&D de Recursion pour 2023 ont totalisé 180,2 millions de dollars, ce qui représente une augmentation de 22% par rapport à 2022.

Catégorie de dépenses de R&D	2022 coût	2023 coût
Personnel	85,6 millions de dollars	102,7 millions de dollars
Infrastructure technologique	45,3 millions de dollars	53,9 millions de dollars
Essais cliniques	39,4 millions de dollars	47,6 millions de dollars

Un ralentissement économique potentiel peut avoir un impact sur les investissements en capital-risque

Les investissements en capital-risque en biotechnologie ont diminué de 42% en 2023, passant de 29,4 milliards de dollars en 2022 à 17,1 milliards de dollars en 2023.

Métrique d'investissement	Valeur 2022	Valeur 2023	Pourcentage de variation
Investissement total de VC	29,4 milliards de dollars	17,1 milliards de dollars	-42%
Taille moyenne de l'accord	18,6 millions de dollars	12,3 millions de dollars	-33.9%

Stratégies d'expansion du marché mondial pour le développement innovant des médicaments

Recursion Pharmaceuticals a déclaré des revenus de partenariat international de 22,7 millions de dollars en 2023, avec des collaborations stratégiques en Amérique du Nord, en Europe et en Asie.

Région géographique	Revenus de partenariat	Nombre de collaborations
Amérique du Nord	12,5 millions de dollars	7
Europe	6,8 millions de dollars	4
Asie	3,4 millions de dollars	3

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs sociaux

Demande croissante de médecine personnalisée et de soins de santé de précision

La taille du marché mondial de la médecine de précision était de 67,36 milliards de dollars en 2022 et devrait atteindre 217,56 milliards de dollars d'ici 2030, avec un TCAC de 12,4%.

Segment de marché	Valeur 2022	2030 valeur projetée	TCAC
Marché de la médecine de précision	67,36 milliards de dollars	217,56 milliards de dollars	12.4%

La population vieillissante augmente l'intérêt pour les traitements médicaux avancés

La population mondiale âgée de 65 ans et plus devrait atteindre 1,6 milliard d'ici 2050, ce qui représente 17% de la population totale.

Groupe d'âge	2023 Population	2050 Population projetée	Pourcentage d'augmentation
65 et plus	771 millions	1,6 milliard	107.5%

Perception du public des technologies de découverte de médicaments dirigés sur l'IA

L'IA sur le marché de la découverte de médicaments d'une valeur de 1,1 milliard de dollars en 2022, devrait atteindre 7,7 milliards de dollars d'ici 2030.

Technologie	2022 Valeur marchande	2030 valeur projetée	TCAC
IA dans la découverte de médicaments	1,1 milliard de dollars	7,7 milliards de dollars	26.5%

Plaidoyer pour les patients pour le développement de médicaments plus rapide et les traitements de maladies rares

Le marché des maladies rares devrait atteindre 402,92 milliards de dollars d'ici 2028, avec plus de 7 000 maladies rares connues affectant 300 millions de personnes dans le monde.

Métrique de maladies rares	État actuel	2028 projection
Valeur marchande	262,15 milliards de dollars (2022)	402,92 milliards de dollars
Patients mondiaux touchés	300 millions	N / A
Maladies rares connues	7,000+	N / A

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs technologiques

AI avancée et plateformes d'apprentissage automatique pour la découverte de médicaments

Recursion Pharmaceuticals utilise Plateforme RDOCK AI avec les spécifications de calcul suivantes:

Métrique de la plate-forme	Valeur quantitative
Expériences de calcul totales	2,2 millions d'expériences biologiques
Modèles d'apprentissage automatique	Plus de 14 billions de points de données
Traitement informatique annuel	1,5 pétaoctets de données d'imagerie biologique

Capacités de recherche en biologie informatique haute performance

Les investissements d'infrastructure de recherche comprennent:

• 68,3 millions de dollars investis dans l'infrastructure de recherche informatique en 2023
• 193 Petaflops de capacité de traitement informatique
• 422 serveurs de recherche en biologie informatique spécialisés

Technologies de dépistage numérique pour le développement pharmaceutique rapide

Métrique technologique	Indicateur de performance
Vitesse de dépistage des candidats de médicament	48 000 composés moléculaires par semaine
Précision de la prédiction d'apprentissage automatique	87,3% de prédiction d'interaction moléculaire
Débit de dépistage numérique	3,6 millions d'interactions moléculaires analysées mensuelles

Investissement continu dans les infrastructures de calcul et les algorithmes

Répartition des investissements technologiques:

• Dépenses de R&D: 174,2 millions de dollars en 2023
• Budget de développement de l'algorithme AI: 42,6 millions de dollars
• Expansion des infrastructures informatiques: croissance de 27% en glissement annuel

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs juridiques

Protection des brevets pour les algorithmes de découverte de médicaments propriétaires

Depuis 2024, Recursion Pharmaceuticals tient 14 brevets accordés directement lié à leur plate-forme de découverte de médicaments dirigée par l'IA. La société a déposé 23 demandes de brevet supplémentaires examen en attente.

Catégorie de brevet	Nombre de brevets	Valeur estimée
Algorithmes de découverte de médicaments IA	8	42,3 millions de dollars
Techniques d'apprentissage automatique	6	31,7 millions de dollars

Conformité aux exigences réglementaires de la FDA pour les essais cliniques

Recursion Pharmaceuticals a actuellement 5 essais cliniques actifs enregistré auprès de la FDA. Les frais de conformité pour ces essais sont estimés à 18,6 millions de dollars annuellement.

Phase d'essai clinique	Nombre de procès	Budget de conformité réglementaire
Phase I	2	5,2 millions de dollars
Phase II	3	13,4 millions de dollars

Défis de la propriété intellectuelle dans la recherche pharmaceutique dirigée par l'IA

L'entreprise a investi 12,7 millions de dollars dans la protection de la propriété intellectuelle et les stratégies juridiques pour la recherche axée sur l'IA en 2024.

• Taille de l'équipe juridique: 7 avocats IP spécialisés
• Budget annuel de protection IP: 4,3 millions de dollars
• Gestion des litiges IP en cours: 3 cas actifs

Confidentialité des données et considérations éthiques dans la recherche médicale

Recursion Pharmaceuticals alloue 3,9 millions de dollars annuellement aux mécanismes de confidentialité et de conformité éthique des données.

Zone de conformité	Investissement annuel	Personnel dédié
Compliance HIPAA	1,6 million de dollars	4 spécialistes
Protection des données	2,3 millions de dollars	6 experts en cybersécurité

Recursion Pharmaceuticals, Inc. (RXRX) - Analyse du pilon: facteurs environnementaux

Pratiques de recherche durable dans le développement pharmaceutique

Recursion Pharmaceuticals a mis en œuvre une stratégie complète de durabilité environnementale axée sur la réduction de l'impact de la recherche et du développement. La plate-forme de biologie informatique de l'entreprise utilise 9 500 pieds carrés d'espace de laboratoire avec une infrastructure économe en énergie.

Métrique environnementale	Performance actuelle	Cible de réduction annuelle
Consommation d'énergie	387 000 kWh	5.2%
Utilisation de l'eau	42 500 gallons	3.7%
Déchets de laboratoire	6,3 tonnes métriques	4.8%

Impact environnemental réduit grâce à des méthodes de découverte de médicaments numériques

La plate-forme de découverte de médicaments à base de l'IA de Recursion permet Réduction de 87% des exigences traditionnelles de tests de laboratoire. L'approche de dépistage numérique minimise la consommation physique des ressources et accélère les processus de recherche.

Efficacité énergétique dans l'infrastructure de recherche informatique

L'infrastructure informatique de l'entreprise fonctionne avec les spécifications d'efficacité énergétique suivantes:

• Cluster informatique haute performance consommant 215 kW
• Approvisionnement en énergie renouvelable: 42% de l'énergie totale
• Efficacité de refroidissement du serveur: 1.4 PUE (Efficacité de la consommation d'énergie)

Réduction potentielle de l'empreinte carbone à travers les processus axés sur l'IA

Métrique de réduction du carbone	Performance de 2023	Impact prévu en 2024
Les émissions de CO2 évitées	78,6 tonnes métriques	92.4 tonnes métriques
Efficacité de dépistage virtuel	Réduction de 63% des tests physiques	Réduction de 71% projetée
Économies de ressources de recherche numérique	2,3 millions de dollars	2,7 millions de dollars

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.