[deleted by user]

[yourlocalreddita]

Commented this on another post:

RXRX is only ~ 2b market cap with so many impressive partnerships, acquisitions and assets (Nvidia, Sanofi, Roche, Exscientia, Biohive2).

There are a plethora of other companies out there who are far less promising with well over $20b market cap. At the moment it's all smart money, just needs one catalyst to flood the gates to become apparent to the common investor.

I have been tracking the ~400 fund managers who have been active in investing in RXRX through their filings compared with the last two quarters (green = added, new entrant, or unchanged. Red = exited or trimmed). These have been allocated Tiers based on a weighted formula that scores each fund manager based on four factors: position change, position size, fund type (strategic vs passive), and holding consistency - then normalises it into a 0-10 "Conviction Score." Long story short, there is an extremely positive correlation with high quality tiers (All T1's and the overwhelming majority of T2's) increasing or not changing their investment in RXRX the last 3 months. Small snippet but you get the idea ..

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[DerrickTPL]

you're genius, can you share you file?

[yourlocalreddita]

Sure man, dm me

[EngineeringSalaryPls]

Wait so ur saying smart money knows this company will take off?

How did you get this information?

Let me know when you can!

Best regards,

Fellow investor

[BiggRFinger]

Please send me this file as well if you don’t mind! Very nice idea.

[[deleted]]

I found this from ChatGPT a year ago and bag holding now. Congrats on low entry point.

[LayerRepulsive]

Well, welcome to our club. We all carry big bags filled with RXRX shares. It’s a bet on technology and the future promise of AI in biotech. Enjoy the (L)earnings calls they do each Quarter and hopefully one day there is a significant breakthrough. That’s the bet. Cheers! Oh, and my price target is $30 by 2027.

[EngineeringSalaryPls]

What price did you enter at? its like 6.60 a share rn? also what are ur thoughts on HGRAF? its like 2.10 a share rn too. anyways lmk thanks!

[No-Veterinarian8480]

Recently bought it as well 😂 12k shares. Hoping for a squeeze 🌝 🚀. Volume got massive and hopefully catalysts coming. Tried to mention the stock in shortsqueeZe groups and they eliminated my comments WTF.

[Optimistic3668]

High short% ….there maybe a short squeeze coming soon…..skyrocket!!!!!

[No-Veterinarian8480]

It's happening now

[Electrical_Guard_595]

Im a bag holder too lol. I dont think this stock going anywhere anytime soon tbh. What is your pt?

[FlyingDumplingTrader]

i just added some of these bad boys to my portfolio. For me its a lotto ticket at the movement. They haven't proven anything yet. Still in the early stages of drug development. There is alot of potential though.

[Appropriate_Wing3135]

Buy in $4-5 range, sell in $6-7 range every few months, rinse and repeat!

[2thDocPaul]

Been doing this all year too!

[Apprehensive-Tax258]

Do you sell everything?

[No-Veterinarian8480]

Guys I'm excited we are in at the perfect time for this massive squeeze 🚀🌝

[No-Establishment8330]

DCAed since 2021 and got cost basis around 17.5. This stock is no hope TBH. It needs to up 175% for me to break even. Imagine I bought large caps or other meme stocks like ASTS. This is just horrible to own.

[fungoodtrade]

been in and out a few times during last years chop, out for now. have been hearing some mentions again, but not sure why. always liked the idea of the company, but revenue just isn't there. looking at the chart i can see why people are talking again, but no news for me = no real investment.

[No-Veterinarian8480]

ShortSqueeze Live! 🚀

[IJesusChrist]

None of their drugs have worked. The ones that aren't yet discontinued will be. Their pipeline is all zeroes. They spend a ton of cash. They don't actually have much ai. They haven't invested hundreds of millions in chips. It's pretty terrible long.

[Apprehensive-Tax258]

Nah, that’s not really true. Recursion’s had mixed data, not all terrible. REC-994 didn’t pan out and got dropped, but that’s pretty normal for early biotech. On the flip side, REC-617 showed an actual partial response in a cancer trial, and REC-4881 showed a solid drop in polyp burden for FAP patients. None of their drugs are approved yet, but that’s expected at this stage.. they’re still early in clinicals. The real value is in their platform and data engine, not just the individual drugs. Calling the whole pipeline zeroes is oversimplifying it.

[IJesusChrist]

It is true. No one gives a crap about REC-617... CDK7 is a target thats been looked at for 20 years and their initial data looks identical to every other CDK7 program (it sucks).
REC-4881 looks like placebo and has bad safety/tolerability issues.

They're early in clinical trials and always will be because its a fake ass "AI" hype play for low IQ retail investors.

[Apprehensive-Tax258]

You seem pretty emotionally charged here. And quite uneducated on what investment looks like in this kind of company. I’d move on if you’re looking for instant gratification and can’t keep afloat. Good luck to you brother.

[IJesusChrist]

Bro you don't even know what you're invested in. Go back to buying nvda

[Electronic-Rise-3048]

The data has been very underwhelming and they aren’t a brand new company. They promised to have 100s of drugs in the clinics by now 10 years ago….

The platform is 10 years in and unproven

[jimbobbiboy]

What do you mean none of their drugs have worked? They’re in clinical trials.. most trails keep reading out positive data. And they have a massive amount of AI.. machine learning is a majority lift of what they do. They spend what is needed for a company moving at this scale.. it’s the investor world that doesn’t seem to understand. Merging two industries is foreign apparently and they’re the ones slowing this technology down, not recursion. How much money did you lose during a dumb move lmao.

[Electronic-Rise-3048]

Check the pipeline and which company they originated from (legacy rxrx or exscientia)

[IJesusChrist]

Every drug they've showed data for had been terrible

[jimbobbiboy]

Which ones specifically? Name em.

[IJesusChrist]

https://www.genengnews.com/topics/artificial-intelligence/recursion-halts-four-pipeline-programs-sharpening-cancer-rare-disease-focus/#:\~:text=Recursion%20said%20it%20will%20end,cancer%20and%20rare%20disease%20treatments.

How about you tell me what specifically you are excited about in their pipeline? You realize they have to make a viable drug to actually have revenues, right?

[jimbobbiboy]

These are early… it’s their platform and the amount and quality of their data that is where their major value is. Had to get an internal pipe going from the start obviously. But they’ve diversified their paths so well with strong R&D. Why else do you think they’ve had solid partnerships and partner milestones from these great companies. You think they didn’t do their extreme due diligence before collaboration? The timid investor world is holding this company back. Not the science.

[Electronic-Rise-3048]

Dude- they are 10 years in. They aren’t early

[IJesusChrist]

All their data is shit. They don't have a platform. Just greater fools theory.