Recursion(RXRX)宣布2亿美元增发摊薄，盘前一度跌超4%，但赛诺菲行权首个候选药及REC-4881积极数据支撑股价V型收复

Recursion ( RXRX ) lost more than 4% in the early premarket trading on Thursday after a $200M equity offering from the AI-driven drug discovery firm overshadowed a decision by Sanofi ( SNY ) to select its first development candidate under a research deal between the companies. Leading healthcare and institutional investors, including Janus Henderson Investors, Invus, Longaeva Partners, and ARK Invest, have participated in the underwritten common stock offering, Recursion ( RXRX ) said in a statement. The company added that as part of its multi-program research deal with Sanofi ( SNY ), the French drugmaker has optioned its first development candidate, an oral small molecule designed to act on a target associated with inflammatory disease. The candidate developed using Recursion’s ( RXRX ) AI-enabled drug design platform has been added to Sanofi’s ( SNY ) pipeline, with its Phase 1 clinical trials expected to start in 2027. The company has received a $10M milestone payment in connection with the option exercise, bringing its total payments from the deal to $144M so far. Recursion ( RXRX ) announced several other portfolio updates, including topline data from its Phase 1b/2 TUPELO study for REC-4881, an experimental therapy for a rare cancer-related condition known as familial adenomatous polyposis (FAP). Citing a Sept. 10 data cut, the company said that once-daily REC-4881 at 4 mg dosing reduced total polyp burden by 87% in adults with FAP after 12 weeks of therapy, demonstrating a favorable safety profile. A registrational trial for the oral MEK1/2 inhibitor is expected to start in H2 2027, subject to regulatory feedback.