NASDAQ$RXRX

Recursion Pharmaceuticals Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported business updates and financial results for the third quarter ending September 30, 2024.

Recursion Pharmaceuticals reported its Q3 2024 financial results, with a focus on the anticipated closing of the business combination with Exscientia. The company highlighted multiple clinical trial milestones and an expanded collaboration with Google Cloud. Total revenue increased to $26.1 million, driven by the Roche & Genentech partnership and a $30 million acceptance fee for a neuroscience phenomap.

  • Multiple clinical trial milestones were achieved, including Phase 2 data for CCM and first patient dosed for C. difficile infection Phase 2 trial.
  • First neuroscience phenomap was optioned by Roche-Genentech for $30 million, potentially exceeding $500 million.
  • Expanded collaboration with Google Cloud to support the drug discovery platform.
  • Business combination with Exscientia is advancing towards close, with a special shareholder meeting on November 12, 2024.

Headline financials

Total Revenue

$26.1M

Previous: $10.5M+147.6%
EPS

-$0.34

Previous: -$0.43+20.9%
R&D Expenses

$74.6M

No prior period
G&A Expenses

$37.8M

No prior period
Capital Expenditures

-$12.4M

Previous: -$9.89M-25.4%
Free Cash Flow

-$108M

Previous: -$103M-5.2%
Net Income

-$95.8M

Previous: -$93M-3.0%
Operating Income

-$98.4M

Previous: -$99.6M+1.2%
Gross Profit

$14M

Previous: -$344K+4170.6%
Cash & Equivalents

$428M

Previous: $387M+10.4%
Total Assets

$726M

Previous: $631M+15.2%
R&D Expense

$70.5M

Previous: $66.6M+5.8%
Stock-Based Comp

$18.3M

Previous: $16.8M+8.7%

Revenue & EPS history

Recursion Pharmaceuticals · Revenue · Quarterly

$26.1M

Q3 2024+147.6%vs Q3 2023
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Recursion Pharmaceuticals · $1 total across 1 segment · Q2 2023

  • Grant Revenue
    $1

Forward guidance

Recursion expects to host an Update Call around the date of the scheme of arrangement which is expected to be Nov 20, 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-3.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+7.2%

Avg return

30 days after

32%

8 / 25 earnings

Positive

+11.6%

Q1 2023

Best reaction

-16.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-3.3%-1.8%
Q4 2025+6.5%+2.8%-16.7%
Q3 2025-0.6%-9.8%-5.8%
Q1 2025-16.5%-24.0%-13.9%
Q4 2024-12.3%-16.9%-29.6%
Q3 2024+1.6%+15.0%+17.4%
Q2 2024-1.3%+2.7%-7.1%
Q1 2024+0.1%+17.0%-0.9%
Q4 2023-12.3%-13.2%-32.5%
Q3 2023-3.0%+14.7%+35.0%
Q2 2023-0.5%-13.2%-24.2%
Q1 2023+11.6%+2.5%+75.8%
Q4 2022+7.1%+11.4%-11.3%
Q3 2022+8.9%+32.8%-0.6%
Q2 2022+4.4%+27.4%+35.8%
Q1 2022-9.4%+1.4%+34.4%
Q4 2019-0.7%-1.7%-14.2%
Q4 2021-0.7%-1.7%-14.2%
Q3 2020-9.1%-4.3%-3.2%
Q3 2021-9.1%-4.3%-3.2%
Q2 2020-10.8%-17.2%+23.1%
Q2 2021-10.8%-17.2%+23.1%
Q1 2020-7.1%-3.6%+37.8%
Q1 2021-7.1%-3.6%+37.8%
Q4 2020-7.1%-3.6%+37.8%

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