Rallybio to sell interest in REV102 to Recursion Pharmaceuticals for up to $25M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 08 2025
0mins
Should l Buy RXRX?
Rallybio's Agreement with Recursion Pharmaceuticals: Rallybio has agreed to sell its interest in the preclinical ENPP1 inhibitor REV102 to Recursion Pharmaceuticals for up to $25 million, which includes an upfront payment of $7.5 million and potential milestone payments.
Financial Impact and Future Prospects: The deal is expected to extend Rallybio's cash runway into mid-2027, and they will also receive royalties on future sales of REV102 by Recursion, along with additional payments tied to the program's development milestones.
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Analyst Views on RXRX
Wall Street analysts forecast RXRX stock price to rise
6 Analyst Rating
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 3.580
Low
5.00
Averages
7.75
High
11.00
Current: 3.580
Low
5.00
Averages
7.75
High
11.00
About RXRX
Recursion Pharmaceuticals, Inc. is a clinical-stage TechBio company decoding biology and chemistry to industrialize drug discovery. Its Recursion Operating System (OS), a platform built across diverse technologies, enables the Company to map and navigate trillions of biological and chemical relationships within the Recursion Data Universe. The Company integrates physical and digital components as iterative loops of atoms and bits, scaling wet lab biology and chemistry data organized into virtuous cycles with computational tools to rapidly translate silico hypotheses into validated insights and novel chemistry. Its clinical programs in oncology and rare diseases include REC-617, REC-1245, REC-3565 and REC-4539. Its REC-617 is an orally bioavailable, cyclin-dependent kinase 7 (CDK7) inhibitor for the treatment of advanced solid tumors. Its REV102 program targets ectonucleotide pyrophosphatase/phosphodiesterase 1 (ENPP1), an enzyme implicated in the pathogenesis of HPP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth Expectations: Analysts anticipate Recursion's revenue will increase from last year's $62 million to $83 million this year, with projections reaching $163 million by 2028, primarily driven by R&D milestone payments from pharmaceutical partners.
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