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🇺🇸 SECRecursion Pharmaceuticals Inc. Class ACodex · 实盘不做把握 8/10
北京时间·🕒 发布 18:31:36时区推断·⟳ 抓取 18:33:49·⚡ 决策 08-05 21:51:12 +3h17m·83.0 天前

Recursion披露2026年二季度业绩材料,营收低于预期但现金支出下降并推进AI药物管线

这条SEC 8-K本身只是同一份二季度业绩新闻稿和投资者材料的披露入口,关键催化已在近时段由news_center处理。

📄 原文Recursion Pharmaceuticals Inc. Class A↗ 原文
0001601830 FALSE 0001601830 2025-11-04 2025-11-04 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 205…
不做 Recursion Pharmaceuticals(RXRX.US)
同一Q2财报催化已在2026-08-05 13:31 UTC由news_center处理为不做;本条SEC 8-K是同一业绩材料披露入口,不重复出交易或风险卡。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-08-05 · 扩散 medium · price-in 风险 medium ↗

消息传播链

  1. 2026-08-05 06:31 ET官方确认/否认SEC EDGAR一手源原文 ↗
    Recursion提交8-K,确认发布2026年二季度业绩新闻稿、更新公司展示材料和L(earnings) call材料。
    市场反应:截至约2026-08-05 09:47 ET,RXRX.US报3.115美元,较前收跌5.89%。
  2. 2026-08-05 13:31 UTC财经媒体扩散news_center/已处理消息库非一手
    系统已处理同一Q2财报催化,标题为Recursion二季度营收低于预期但削减现金支出并推进AI药物管线,结论为不做。

关键理由

  • 这条SEC 8-K本身只是同一份二季度业绩新闻稿和投资者材料的披露入口,关键催化已在近时段由news_center处理。
  • 已处理记录显示同一Q2财报事件为“营收低于预期但削减现金支出并推进AI药物管线”,净影响偏混合,不重复出交易卡。
  • RXRX盘中约3.115美元、较前收跌5.89%,市场已对财报信息作出初步负向重定价。

主要风险

  • 若后续电话会披露REC-1245、REC-617或Tempus协议的新增重大数据/商业条款,应作为新事实重新研判。

反向证据

  • 做空前查反向 · 来源 kb_search · 日期 2026-05-06 · 影响 weakens
    内部KB近期主要命中REC-1245早期数据和2026催化丰富的旧研报,未命中足以把本次混合财报升级为强空的新反证。
    检索:RXRX recent bearish risks clinical data downgrade dilution cash runway Q2 2026 原文 ↗
  • 做多前查反向 · 来源 kb_search · 日期 2026-05-06 · 影响 none
    内部KB未命中本次Q2财报的完整新数字,只显示早前REC-1245数据与一季度材料,无法支撑财报后追多。
    检索:Recursion Pharmaceuticals Q2 2026 results RXRX August 5 2026 cash runway EPS revenue REC-1245 REC-617 Tempus 原文 ↗
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 5,484 字
0001601830
FALSE
0001601830
2025-11-04
2025-11-04
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d)
of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported):
August 5, 2026
RECURSION PHARMACEUTICALS, INC.
(Exact name of registrant as specified in its charter)
Delaware
001-40323
46-4099738
(State or other jurisdiction of incorporation)
(Commission File Number)
(I.R.S. Employer Identification No.)
41 S Rio Grande Street
Salt Lake City,
UT
84101
(Address of principal executive offices) (Zip code)
(
385
)
269 - 0203
(Registrant’s telephone number, including area code)
Not Applicable
(Former name or former address, if changed since last report.)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading symbol(s)
Name of each exchange on which registered
Class A Common Stock, par value $0.00001 per share
RXRX
Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 2.02. Results of Operations and Financial Condition.
On August 5, 2026, the Company issued a press release announcing its results of operations and financial condition for the second quarter June 30, 2026. A copy of the press release is furnished as Exhibit 99.1 and is incorporated herein by reference.
Item 7.01. Regulation FD Disclosure.
On August 5, 2026, the Company released an updated corporate presentation to the investor section of the Company’s website. A copy of the presentation is attached hereto as Exhibit 99.2 to this Current Report on Form 8-K and incorporated into this Item 7.01 by reference.
Also on August 5, 2026, the Company released a presentation made in connection with its L(earnings) call on August 5, 2026. A copy of the presentation is attached hereto as Exhibit 99.3 to this Current Report on Form 8-K and incorporated into this Item 7.01 by reference.
The information furnished pursuant to Item 2.02 (including Exhibit 99.1) and 7.01 (including Exhibits 99.2 and 99.3) on this Form 8-K, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference into any other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing.
Forward Looking Statements
The Company cautions you that statements contained in this report includes or is based upon “forward-looking statements” within the meaning of the Securities Litigation Reform Act of 1995, including, without limitation, those regarding all actions and anticipated performance under the Tempus Agreement and the Restated Agreement, and all other statements that are not historical facts. Forward-looking statements may or may not include identifying words such as “plan,” “will,” “expect,” “anticipate,” “intend,” “believe,” “potential,” “continue,” and similar terms. These statements are subject to known or unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied in such statements such as those described under the heading “Risk Factors” in the Company’s filings with the SEC, including the Company’s most recent Annual Report on Form 10-K and all subsequently filed Quarterly Reports on Form 10-Q. All forward-looking statements are based on management’s current estimates, projections, and assumptions, and the Company undertakes no obligation to correct or update any such statements, whether as a result of new information, future developments, or otherwise, except to the extent required by applicable law.
Item 9.01. Financial Statements and Exhibits.
(d) Exhibits.
Exhibit Number
Description
99.1
Press release issued by the Company dated August 5, 2026
99.2
Investor presentation of Recursion Pharmaceuticals, Inc. dated August 5, 2026
99.3
L(earnings) call presentation of Recursion Pharmaceuticals, Inc. dated August 5, 2026
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized on August 5, 2026.
RECURSION PHARMACEUTICALS, INC.
By:
/s/ Ben Taylor
Ben Taylor
Chief Financial Officer

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