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State Street (RXRX) discloses 28.49M-share, 5.5% stake in Recursion
▲ 12 r/rxrx

State Street (RXRX) discloses 28.49M-share, 5.5% stake in Recursion

Key details of the investment include:

  • Significant Acquisition: As of September 30, 2024, State Street Corp added 12,870,272 shares to its investment portfolio.
  • Continued Increase: State Street Corp increased its holdings in Recursion Pharmaceuticals by 38.7% in the fourth quarter of 2025/early 2026.
  • Context: This investment is part of Recursion Pharmaceuticals' (a clinical-stage TechBio company) efforts to industrialize drug discovery through AI, which has recently seen renewed focus and clinical progress.

 

State Street Corporation reports beneficial ownership of 28,490,638 shares of Recursion Pharmaceuticals Inc. The filing states 03/31/2026 and reports ownership equal to 5.5% of the outstanding common stock. The filing lists shared voting power of 27,368,965 and shared dispositive power of 28,490,638.

The report names several State Street-affiliated investment adviser subsidiaries as relevant holders. The signature block shows the filing was signed on 05/12/2026 by a State Street officer.

Source: https://www.stocktitan.net/sec-filings/RXRX/schedule-13g-recursion-pharmaceuticals-inc-passive-investment-disclos-5e95149c6481.html

u/zeropuntouno — 9 days ago
▲ 10 r/rxrx

On May 7, 2026, analyst Gil Blum from Needham maintained a 'Buy' rating for Recursion Pharmaceuticals (RXRX). The price target remains unchanged at $8.00, reflecting the analyst's confidence in the company's performance.

  • GF Value™ verdict: $5.12 vs Current Price $3.27 = 36.1% undervalued
  • GF Score™: 75/100, indicating strong potential for long-term returns
  • Key financial signal: Insider activity shows $1.4M in sales over the last 3 months

Source: https://www.gurufocus.com/news/8843812/rxrx-reiterates-by-needham-price-target-maintained-at-800

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u/zeropuntouno — 14 days ago
▲ 10 r/rxrx

Yesterday (April 30, 2026), Recursion’s 2025 Annual Report was released via the SEC Filings section and on Nasdaq.

For those who have been following the story closely, much of what the report outlines will feel familiar. Several of the key points and conclusions had already surfaced in earlier discussions—some of which I explored in a previous (admittedly more spirited) post:
https://www.reddit.com/r/rxrx/comments/1shk14d/enthusiasm_and_cheering_are_fine_but_are_we_being/

One detail that now appears clearer, however, is the timing of the $300M dilution. What had initially been somewhat ambiguous is now explicit: the process effectively began in February 2026, as stated in the report (page 74), with the company entering into an at-the-market offering agreement for up to $300 million in Class A common stock:

'In February 2026, we entered into a sales agreement for an at-the-market offering for the sale of up to $300 million in Class A common stock (see “Part II - Item 9B - Other Information” for further details). '

On a more strategic note, the decision to establish a New York office aimed at attracting AI talent is understandable and, in many ways, sensible. That said, one might still wonder whether Silicon Valley—despite its costs and chaos—remains the more “natural habitat” for this kind of recruitment. Then again, perhaps proximity to talent now outweighs proximity to venture capital clichés.

Beyond that, the broader picture remains largely unchanged: development timelines are long, very long, and operating expenses, while slightly decreasing, remain structurally high.

Revenues, for now, continue to rely on collaborations rather than product commercialization.

Personally, I have no particular attachment to being “right.” If anything, being proven wrong would likely be the most bullish signal available. That said, the core observations from my earlier analysis still appear to hold true:
https://www.reddit.com/r/rxrx/comments/1shk14d/enthusiasm_and_cheering_are_fine_but_are_we_being/

And finally, to reiterate one small but telling point: the New York expansion is clearly intended to strengthen access to AI and Bio-AI talent. Whether that proves more effective than a Silicon Valley base remains an open question—but at the very least, it spares employees from having to justify Bay Area rent prices at dinner parties.

Luca

Document Source (PDF Only): https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=320002682&type=PDF&symbol=RXRX&cdn=63b2c8ee19636101f8252d3869663b33&companyName=Recursion+Pharmaceuticals+Inc.&formType=ARS&formDescription=Annual+Report+to+Security+Holders&dateFiled=2026-04-30

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u/zeropuntouno — 21 days ago
▲ 6 r/rxrx

TxPert is one of several models at Recursion to model transcriptomics and close the translation gap between cell responses and patients in the clinic.

TxPert address this translational gap through:

Graph Neural Networks (GNNs): Rather than treating genes as isolated lines of code, TxPert uses an advanced Exphormer-MG architecture to map genetic perturbations across multiple, massive knowledge graphs, forcing the model to understand both the physical (phenomic) and molecular (transcriptomic) realities of a cell simultaneously.

Simulating the "latent shift": By mathematically applying a "perturbation embedding" to a cell's baseline state, TxPert can accurately predict the entire post-perturbation transcriptomic profile—without anyone ever having to touch a pipette.

Predicting unseen biology: TxPert successfully predicts the transcriptomic outcomes of completely unseen single perturbations, complex combinatorial therapies (Double Perturbations), and even how known drugs will act in entirely new, unseen cell lines.

The Paper (full publication in Nature Biotech): https://www.nature.com/articles/s41587-026-03113-4

u/zeropuntouno — 21 days ago
▲ 0 r/ipad

I'll start by saying I'm waiting until June to figure out what processor will be in the base iPad, whether it's an A18, A18 Pro, or even an A19 versus the "old" M3 found in refurbished iPad Airs at a decent price right now (April 2026).

I've looked for benchmarks now, but the situation is confusing... in some areas, the A18 outperforms the M3.

Furthermore, the difference between the A18 and the A18 Pro is already +20%.

So I'm wondering:

A18 vs M3

A18 Pro vs M3

A19 vs M3

And I can't figure out which is better.

Then, to add to the confusion, if it's available on the market, there's also the old 12.9-inch Pro with M2, if it's still available.

I'll add:

This iPad isn't for me; I have an 11-inch Pro M4 and I'm fine with it.

This new future iPad will replaces my (elderly) mother's i7 MacBook Air, which she used less and less... and only for banking, reading emails, and occasionally watching YouTube videos. She's used to her iPhone now and wants to do everything on the screen, even wanting something more portable, like in bed to watch a movie or read.

When she had to stay in the hospital, I was sad I couldn't bring her an iPad for entertainment or watching a movie; the MacBook was too complicated... with cables, power adapters, sheets, it was a mess. Mine was to customized /messy for her.

Furthermore, thanks to me and despite her age, now that she's well and back home, she's become passionate about artificial intelligence, and I've noticed she uses it quite a bit, like for recipes, instructions for things she doesn't know how to use, or in place of Siri to ask for traffic and weather. (She still drives almost every day.)

She also uses social media and messaging a lot, which are a bit complicated to implement on the MacBook as they are on the iphone.

Any suggestions?

reddit.com
u/zeropuntouno — 25 days ago
▲ 11 r/rxrx

Today (2026-04-24) was published SCHEDULE 13G on Nasdaq SEC filings.

Schedule 13G is an SEC filing required for investors who acquire more than 5% of a company’s voting stock and are classified as passive investors.

https://preview.redd.it/iq22rvqdxaxg1.png?width=3002&format=png&auto=webp&s=761d5a4976e031ae1814ed605ae2829587ced6bf

As you can see above BlackRock is increasing its position on RXRX

➡️ SEC Filing Source: https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=319978248&type=HTML&symbol=RXRX&cdn=ac2c929839b2e6b32d4b389c68a59973&companyName=Recursion+Pharmaceuticals+Inc.&formType=SCHEDULE+13G%2FA&formDescription=%5BAmend%5D+Statement+of+acquisition+of+beneficial+ownership+by+individuals&dateFiled=2026-04-24

Luca

reddit.com
u/zeropuntouno — 27 days ago
▲ 14 r/rxrx

As of late April 2026, Recursion Pharmaceuticals $RXRX is frequently highlighted as a top AI-driven biotech penny stock, trading around the $3.60–$3.80 range. It is described as a "must-buy" or "multibagger" candidate, despite high volatility and significant net losses

(Source Yahoo Finance https://finance.yahoo.com/sectors/healthcare/articles/recursion-pharmaceuticals-inc-rxrx-ai-112559046.html )

Here some *updated* data:

Recursion Pharmaceuticals (RXRX) ($3.73 - April 23, 2026):

Focus: Uses machine learning and automated experiments to accelerate drug discovery, with a focus on mapping cellular biology.

Highlights: Recently expanded its AI partnership with Citeline. It reported significant quarterly revenue growth (671.7% YoY) in Feb 2026.

Risk/Reward: Trading near a 52-week low ($2.80–$7.18 range). Analysts have a mixed "Hold" rating, but some models suggest a potential fair value significantly higher, near $9.22, suggesting a 60% discount.

Why Recursion (RXRX) is in Focus

Massive Data: The company accelerates drug discovery by running over 100,000 experiments per week, using AI to analyze complex biological datasets.

Partnerships: It has high-profile collaborations with firms like Citeline and tech partnerships that enhance its "ClinTech" platform. (here is the partnership: https://www.citeline.com/en/resources/recursion-partnership )

Valuation: Despite high short interest or negative sentiment, some analysts see the current $3–$4 price as a massive discount to its long-term potential, creating a "buy-the-dip" scenario for risk-tolerant investors. 

Key Considerations

  • High Cash Burn: Many of these companies, including RXRX, are heavily unprofitable (RXRX reported a negative net margin of -863% in early 2026).
  • Volatility: These stocks are highly susceptible to "narrative risk"—rising or falling on AI hype rather than immediate profitability.
  • Dilution: Smaller AI firms often raise capital by issuing new shares, which can decrease the value of existing holdings.

 

More data and civil + EDUCATE comments are appreciated, if you don't like this post just skip, thanks in advance.

One last thing, if you use social media like twitter / x, Bluesky or Facebook I noticed that recently they become (FINALLY) active again, so I encourage you to interact and share their post. As a former ADV Creative Director in Europe I know how much is important the evaluation of a company based on social media interaction and sentiment. Btw is not an advice just a suggestion.

Luca

u/zeropuntouno — 29 days ago
▲ 10 r/ProvenceFrance+1 crossposts

Social media accounts worth following to stay up-to-date on Nice and its surroundings

Ciao!

I'm looking for a sensible list of social media accounts related to:

- general news
- city news / politics
- offers and events

related to the city of Nice and surroundings.

Now I know that the social media landscape is fragmented and perhaps even divided by age or type. For example, I don't understand why bars and restaurants only use Instagram... anyway, I have: Facebook, Bluesky, Reddit and Instagram: I think I'm 90% covered LOL.

Obviously, spam and various scams are not welcome.

Thanks in advance to anyone who can point me to accounts, groups, or pages worth following.

Luca

reddit.com
u/TheWayToBeauty — 8 days ago