Recursion Pharmaceuticals, Inc. (RXRX): Análise de Pestle [Jan-2025 Atualizado]

Na paisagem em rápida evolução da inovação farmacêutica, a recursão farmacêutica fica na vanguarda da transformação tecnológica, alavancando a inteligência artificial para revolucionar a descoberta e desenvolvimento de medicamentos. Ao analisar meticulosamente as complexas dimensões do pilão, essa exploração revela o intrincado ecossistema que molda a trajetória estratégica da empresa, revelando como paisagens políticas, dinâmica econômica, mudanças sociais, avanços tecnológicos, abrangentes matículas, e considerações ambientais convergentes para definir o potencial de riscos para o potencial de riscos de potencial para o potencial de contornos, e as considerações ambientais, para definir o potencial de riscos para o potencial de riscos para o potencial da contorção do Recursion para o potencial da contorção do Recursion. .

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores Políticos

As mudanças de política de saúde dos EUA impactam o financiamento do desenvolvimento de medicamentos

Em 2023, o National Institutes of Health (NIH) alocou US $ 45,1 bilhões em financiamento de pesquisa biomédica. Para empresas de descoberta de medicamentos orientadas pela IA, como a recursão, possíveis mudanças políticas podem impactar significativamente os fluxos de financiamento.

Fonte de financiamento	2023 Alocação	Impacto potencial no RXRX
Subsídios de pesquisa do NIH	US $ 45,1 bilhões	Financiamento potencial direto
Darpa AI Research	US $ 3,7 bilhões	Apoio à descoberta de medicamentos orientada pela IA

Cenário regulatório da FDA para ensaios clínicos

O FDA aprovou 55 novos medicamentos em 2022, com um tempo médio de aprovação de ensaios clínicos de 10,1 meses.

• Custos de conformidade regulatória de ensaios clínicos: US $ 19 a US $ 50 milhões por droga
• FDA aceleraram as vias de aprovação: 25% das novas aplicações de medicamentos
• Estrutura regulatória de descoberta de medicamentos orientada pela IA: ainda evoluindo

Apoio ao governo para descoberta de medicamentos orientada pela IA

O orçamento proposto para 2024 do governo Biden inclui US $ 2,3 bilhões para iniciativas de pesquisa de IA biomédica.

Iniciativa de pesquisa de IA	2024 Alocação orçamentária
Pesquisa de IA biomédica	US $ 2,3 bilhões
IA em inovação em saúde	US $ 750 milhões

Debates de preços farmacêuticos e acessibilidade à saúde

A Lei de Redução da Inflação de 2022 introduziu disposições de negociação de preços de medicamentos do Medicare, potencialmente impactando estratégias de preços farmacêuticos.

• O Programa de Negociação de Preços de Drogas do Medicare tem como objetivo os primeiros 10 medicamentos em 2026
• Economia estimada do governo: US $ 265 bilhões em 10 anos
• Impacto potencial no investimento em desenvolvimento de medicamentos: incerteza significativa

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores econômicos

O clima volátil de investimento biotecnológico influencia o financiamento da empresa

A partir do quarto trimestre 2023, a Recursion Pharmaceuticals relatou dinheiro total e equivalentes em dinheiro de US $ 409,4 milhões. O cenário de financiamento da empresa reflete uma volatilidade significativa nos investimentos em biotecnologia.

Ano	Financiamento total arrecadado	Tipo de investimento
2022	US $ 190,5 milhões	Capital de risco
2023	US $ 156,3 milhões	Financiamento de ações

Custos de pesquisa e desenvolvimento crescentes no setor farmacêutico

As despesas de P&D da Recursion em 2023 totalizaram US $ 180,2 milhões, representando um aumento de 22% em relação a 2022.

Categoria de despesa de P&D	2022 Custo	2023 Custo
Pessoal	US $ 85,6 milhões	US $ 102,7 milhões
Infraestrutura de tecnologia	US $ 45,3 milhões	US $ 53,9 milhões
Ensaios clínicos	US $ 39,4 milhões	US $ 47,6 milhões

A crise econômica em potencial pode afetar os investimentos em capital de risco

A Biotechnology Venture Capital Investments caiu 42% em 2023, de US $ 29,4 bilhões em 2022 para US $ 17,1 bilhões em 2023.

Métrica de investimento	2022 Valor	2023 valor	Variação percentual
Investimento total em VC	US $ 29,4 bilhões	US $ 17,1 bilhões	-42%
Tamanho médio de negócios	US $ 18,6 milhões	US $ 12,3 milhões	-33.9%

Estratégias de expansão do mercado global para desenvolvimento inovador de medicamentos

A Recursion Pharmaceuticals reportou receitas de parceria internacional de US $ 22,7 milhões em 2023, com colaborações estratégicas na América do Norte, Europa e Ásia.

Região geográfica	Receita de parceria	Número de colaborações
América do Norte	US $ 12,5 milhões	7
Europa	US $ 6,8 milhões	4
Ásia	US $ 3,4 milhões	3

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores sociais

Crescente demanda por medicina personalizada e assistência médica de precisão

O tamanho do mercado global de medicina de precisão foi de US $ 67,36 bilhões em 2022 e projetado para atingir US $ 217,56 bilhões até 2030, com um CAGR de 12,4%.

Segmento de mercado	2022 Valor	2030 Valor projetado	Cagr
Mercado de Medicina de Precisão	US $ 67,36 bilhões	US $ 217,56 bilhões	12.4%

Envelhecimento da população que aumenta o interesse em tratamentos médicos avançados

A população global com 65 anos ou mais deve atingir 1,6 bilhão até 2050, representando 17% da população total.

Faixa etária	2023 População	2050 População projetada	Aumento percentual
65 e acima	771 milhões	1,6 bilhão	107.5%

Percepção pública das tecnologias de descoberta de medicamentos orientadas pela IA

A IA no mercado de descoberta de medicamentos, avaliada em US $ 1,1 bilhão em 2022, que deve atingir US $ 7,7 bilhões até 2030.

Tecnologia	2022 Valor de mercado	2030 Valor projetado	Cagr
AI em descoberta de drogas	US $ 1,1 bilhão	US $ 7,7 bilhões	26.5%

Defesa do paciente para desenvolvimento mais rápido de medicamentos e tratamentos de doenças raras

O mercado de doenças raras deve atingir US $ 402,92 bilhões em 2028, com mais de 7.000 doenças raras conhecidas afetando 300 milhões de pessoas em todo o mundo.

Métrica de doença rara	Status atual	2028 Projeção
Valor de mercado	US $ 262,15 bilhões (2022)	US $ 402,92 bilhões
Pacientes globais afetados	300 milhões	N / D
Doenças raras conhecidas	7,000+	N / D

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores tecnológicos

A IA avançada e plataformas de aprendizado de máquina para descoberta de medicamentos

Os produtos farmacêuticos de recursão utilizam Plataforma RDOCK AI com as seguintes especificações computacionais:

Métrica da plataforma	Valor quantitativo
Experimentos computacionais totais	2,2 milhões de experimentos biológicos
Modelos de aprendizado de máquina	Mais de 14 trilhões de pontos de dados
Processamento computacional anual	1.5 Petabytes de dados de imagem biológica

Recursos de pesquisa de biologia computacional de alto desempenho

Os investimentos em infraestrutura de pesquisa incluem:

• US $ 68,3 milhões investidos em infraestrutura de pesquisa computacional em 2023
• 193 Petaflops de capacidade de processamento computacional
• 422 servidores especializados de pesquisa de biologia computacional

Tecnologias de triagem digital para desenvolvimento farmacêutico rápido

Métrica de tecnologia	Indicador de desempenho
Velocidade de triagem de candidatos a drogas	48.000 compostos moleculares por semana
Precisão de previsão de aprendizado de máquina	87,3% de previsão de interação molecular
Taxa de transferência de triagem digital	3,6 milhões de interações moleculares analisadas mensalmente

Investimento contínuo em infraestrutura computacional e algoritmos

Redução de investimentos em tecnologia:

• Despesas de P&D: US $ 174,2 milhões em 2023
• Orçamento de desenvolvimento do algoritmo da IA: US $ 42,6 milhões
• Expansão da infraestrutura computacional: crescimento de 27% ano a ano

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores Legais

Proteção de patentes para algoritmos de descoberta de medicamentos proprietários

A partir de 2024, a Recursion Pharmaceuticals detém 14 patentes concedidas diretamente relacionado à sua plataforma de descoberta de medicamentos orientada pela IA. A empresa arquivou 23 pedidos de patente adicionais Revisão pendente.

Categoria de patentes	Número de patentes	Valor estimado
Algoritmos de descoberta de medicamentos da IA	8	US $ 42,3 milhões
Técnicas de aprendizado de máquina	6	US $ 31,7 milhões

Conformidade com os requisitos regulatórios da FDA para ensaios clínicos

Atualmente, os farmacêuticos de recursão têm 5 ensaios clínicos ativos registrado no FDA. Os custos de conformidade para esses ensaios são estimados em US $ 18,6 milhões anualmente.

Fase de ensaios clínicos	Número de ensaios	Orçamento de conformidade regulatória
Fase I.	2	US $ 5,2 milhões
Fase II	3	US $ 13,4 milhões

Desafios de propriedade intelectual na pesquisa farmacêutica orientada pela IA

A empresa investiu US $ 12,7 milhões em Proteção à Propriedade Intelectual e Estratégias Legais para pesquisas orientadas pela IA em 2024.

• Tamanho da equipe jurídica: 7 advogados de IP especializados
• Orçamento anual de proteção de IP: US $ 4,3 milhões
• Gerenciamento contínuo de disputa IP: 3 casos ativos

Privacidade de dados e considerações éticas em pesquisa médica

A recursão farmacêutica aloca US $ 3,9 milhões Anualmente, a privacidade de dados e mecanismos de conformidade ética.

Área de conformidade	Investimento anual	Pessoal dedicado
Conformidade HIPAA	US $ 1,6 milhão	4 especialistas
Proteção de dados	US $ 2,3 milhões	6 especialistas em segurança cibernética

Recursion Pharmaceuticals, Inc. (RXRX) - Análise de Pestle: Fatores Ambientais

Práticas de pesquisa sustentáveis ​​em desenvolvimento farmacêutico

A Recursion Pharmaceuticals implementou uma estratégia abrangente de sustentabilidade ambiental focada na redução de pesquisa e impacto no desenvolvimento. A plataforma de biologia computacional da empresa utiliza 9.500 pés quadrados de espaço de laboratório com infraestrutura com eficiência energética.

Métrica ambiental	Desempenho atual	Meta de redução anual
Consumo de energia	387.000 kWh	5.2%
Uso da água	42.500 galões	3.7%
Desperdício de laboratório	6,3 toneladas métricas	4.8%

Impacto ambiental reduzido através de métodos de descoberta de medicamentos digitais

A plataforma de descoberta de medicamentos orientada pela Recursão permite Redução de 87% nos requisitos tradicionais de teste de laboratório. A abordagem de triagem digital minimiza o consumo de recursos físicos e acelera os processos de pesquisa.

Eficiência energética em infraestrutura de pesquisa computacional

A infraestrutura computacional da empresa opera com as seguintes especificações de eficiência energética:

• Cluster de computação de alto desempenho consumindo 215 kW
• Fornecimento de energia renovável: 42% da energia total
• Eficiência de resfriamento do servidor: 1.4 PUE (eficácia do uso de energia)

Potencial redução de pegada de carbono através de processos orientados a IA

Métrica de redução de carbono	2023 desempenho	Impacto projetado 2024
As emissões de CO2 evitaram	78,6 toneladas métricas	92,4 toneladas métricas
Eficiência de triagem virtual	Redução de 63% nos testes físicos	71% Redução projetada
Economia de recursos de pesquisa digital	US $ 2,3 milhões	US $ 2,7 milhões

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.