Recursion stock has seen quite a bit of hype after NVIDIA announced an ownership stake in the AI drug discovery firm last summer. We happen to like RXRX stock, so we decided to take a look under the hood and see if the company is living up to the hype.

What we uncovered is a very capital-intensive business model that has so far been funded by injections from pharma partners like Roche, or by dilution of shareholders in the form of stock offerings. With their current cash balance and burn rate, Recursion is looking at a runway of just over one year before something needs to change. Our plan for RXRX stock involves waiting for a drug discovered using Recursion's platform to clear clinical trials, then waiting a bit more for the dust to settle. Patience is key for long-term, risk-averse investors.


Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/54yk528JH0A.

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