RXRX Earnings Prediction
The chart below shows how RXRX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RXRX sees a +2.84% change in stock price 10 days leading up to the earnings, and a +0.07% change 10 days following the report. On the earnings day itself, the stock moves by -0.12%. This data can give you a slight idea of what to expect for the next quarter's release.
RXRX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
4.55M
-58.26%
-82.57%
Gross Margin
-181.43%
-2057.17%
-437.92%
Operating Margin
-4042.39%
345.02%
971.97%
Net Margin
-3935.44%
360.89%
970.98%
EPS
-0.53
-32.50%
55.88%
No Data Available
RXRX Earnings Analysis
Recursion Pharmaceuticals Inc Corporation (RXRX.O) Earnings Conference Call
Positive
TechBio Leadership in Drug Discovery: Recursion Pharmaceuticals is leading the TechBio field, indicating a strong position in drug discovery and development.
Clinical Program Efficacy: In 2024, Recursion reported efficacy in their first two clinical programs, REC-617 and REC-994, showcasing promising results.
CDK7 Inhibitor Efficacy: REC-617, a CDK7 inhibitor, showed early signals of efficacy with one patient experiencing a sustained tumor reduction for over six months.
Chronic Safety and Efficacy: REC-994 demonstrated robust chronic safety and encouraging trends in lesion size reduction and functional improvement in a Phase II study.
Clinical Trial Expansion: Recursion launched multiple additional trials, including REC-1245 for RBM39 degradation and REK-4881 for familial adenomatous polyposis, expanding their clinical reach.
Clinical Advancements in Oncology: The company advanced several molecules towards the clinic, including IND clearance for LSD1 in small cell lung cancer and CTA for MALT-1 in B-cell malignancies.
Ongoing Development Success: Recursion's robust pipeline continued to deliver throughout 2024 and early 2025, indicating strong ongoing development efforts.
Negative
Earnings Miss Report: Recursion Pharmaceuticals, Inc. missed earnings expectations with a reported EPS of $-0.53, compared to the expected $-0.44.
Commercial Success Delays: Despite advancements in clinical trials, the company has not yet achieved significant commercial success, indicating a potential delay in revenue generation.
Clinical Program Development Challenges: The company is still in the early stages of its clinical programs, which may lead to prolonged periods without substantial income.
Future Proofing Uncertainty: There is a reliance on future proof points to validate the company's approach, which introduces uncertainty regarding the timeline for success.
Financial Resource Concerns: The ongoing trials and studies may require significant financial resources, raising concerns about the company's cash flow and funding needs.
RXRX FAQs
How does RXRX typically perform around its earnings report dates?
Is Recursion Pharmaceuticals Inc (RXRX) Q4 2024 Earnings Call Summary positive or negative?
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RXRX Earning Call Sentiment
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Q4 2024 Earnings Call Transcript
RXRX.O
1.85%Positive
The earnings call highlighted an EPS miss, competitive pressures, and regulatory challenges, which are negative indicators. The lack of revenue expectations and no share buyback program further dampen sentiment. While there are positive developments in clinical programs and partnerships, the absence of clear guidance on milestone payments and the company's financial instability weigh heavily on the outlook. Considering the market cap and these factors, a negative stock price reaction is anticipated.
