Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory 

We came across a bullish thesis on Recursion Pharmaceuticals, Inc. on Emil Hartela Investing’s Substack by Emil. In this article, we will summarize the bulls’ thesis on RXRX. Recursion Pharmaceuticals, Inc.’s share was trading at $4.6300 as of September 25th.

Recursion Pharmaceuticals (RXRX) is emerging as a pioneer at the intersection of biology, chemistry, and AI, with a mission to industrialize drug discovery through the creation of a “digital cell.” This revolutionary approach allows researchers to simulate and test thousands of genetic and chemical interventions computationally before touching a real human cell, dramatically reducing the time, cost, and risk of developing new therapies. By leveraging massive datasets and machine learning, Recursion can predict outcomes, identify side effects, and iterate potential cures at a scale previously unimaginable, positioning the company to address major unmet medical needs in areas like cancer, Alzheimer’s, and heart disease.

Founded in 2013 and headquartered in Salt Lake City, RXRX combines automated laboratories, proprietary high-content cellular imaging, and advanced AI to create a feedback loop that accelerates discovery. The company has built a biotech supercomputer in partnership with NVIDIA, which also holds an equity stake, providing both computing scale and external validation. With over 500 employees, a growing drug candidate pipeline, and partnerships with leading pharma companies, Recursion is strategically positioned to capitalize on the nascent techbio boom. The company’s strengths lie in its unique dataset, unparalleled compute power, and visionary leadership capable of attracting sustained capital investment.

While uncertainty remains—given the early stage of the industry, operational execution challenges, and competition from other data-rich players—the potential upside is substantial. If Recursion successfully commercializes a functioning digital cell, it could transform drug discovery economics, enable personalized, scalable cures, and capture extraordinary value in a massive, fast-growing market, offering investors a high-risk, high-reward opportunity at the forefront of the biotech revolution.

Previously we covered a bullish thesis on CRISPR Therapeutics AG (CRSP) by MADD-Scientis in March 2025, which highlighted the commercial potential of Casgevy, strong institutional ownership, and a robust pipeline including in vivo liver editing and CAR-T programs. The company’s stock price has appreciated approximately by 47.22% since our coverage. The thesis still stands. Emil shares a similar focus on transformative biotech but emphasizes Recursion Pharmaceuticals’ AI-driven digital cell platform, highlighting scalability, compute power, and dataset advantages.

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Disclosure: None.