Recursion Pharmaceuticals Drops 40% After Exscientia Integration and Program Cuts
Recursion Pharmaceuticals fell 40% in 2025 after discontinuing several low-activity drug programs and integrating its Exscientia acquisition. A new CEO took charge in January 2026 and partnerships with Roche and Genentech aim to leverage its biological datasets into high-conviction clinical candidates.
1. Performance and Portfolio Changes
Recursion Pharmaceuticals posted a 40% share decline in 2025 following a strategic portfolio rationalization that led to the discontinuation of several clinical programs with limited activity and the integration of its Exscientia acquisition.
2. Leadership and Strategic Partnerships
A new CEO assumed leadership in January 2026 as Recursion deepens collaborations with Roche and Genentech to translate its expansive biological datasets into high-conviction clinical candidates, forming the core of its turnaround strategy.