Recursion Validates AI Drug Platform with 43% Polyp Reduction, $754M Cash Runway
Recursion’s REC-4881 achieved clinical validation of its AI Operating System in FAP, with 75% of evaluable patients showing polyp burden reductions and a 43% median fall after 12 weeks. The company holds $754 million in cash supporting runway into early 2028 and has earned $134 million from Sanofi milestones.
1. AI-Enabled Clinical Proof in FAP
Recursion delivered the first clinical validation of its AI Operating System in familial adenomatous polyposis (FAP) via REC-4881, where 75% of evaluable patients saw reductions in total polyp burden and a 43% median decrease after 12 weeks, with 82% durability at week 25 off therapy.
2. Partnership Milestones with Sanofi
The company achieved its fifth program milestone with Sanofi, totaling $134 million in partner payments and surpassing $500 million in cumulative milestone revenues from five joint discovery programs in immunology and oncology.
3. Strong Cash Runway and Capital Allocation
Recursion ended 2025 with $754 million in cash and cash equivalents, exceeded cost savings targets, and expects its financial runway to extend into early 2028 without additional financing, supporting continued platform and program investments.