Dashboard/RXRX/REC-994/event

ReadoutTopline Readout

REC-994 Recurrent Glioblastoma Phase 2 Topline

RXRX·REC-994·Recurrent Glioblastoma·

Phase 2

·NCT05085197

current best date

'26

QTR6 months

Takeaway

Phase 2 efficacy readout for REC-994 — Recursion’s first AI-discovered clinical asset — in recurrent glioblastoma. First efficacy test of the Recursion platform. Watch: overall survival vs. historical control, PFS-6.

What’s at stake

market · comparables · base rate · prior moves

Market opportunity

—

company filings

Peer comparables

1 readout

ClinicalTrials.gov

Stage base rate

~14%

BIO Industry Analysis 2023 (2011–2020)

Avg prior-readout move

—

historical price reactions

MoAoxidative stress modulator (CCM)

REC-994 is Recursion Pharmaceuticals' investigational small-molecule drug for cerebral cavernous malformation (CCM) — a rare neurological condition in which clusters of abnormally formed blood vessels in the brain or spinal cord bleed unpredictably, causing seizures, headaches, and focal neurological deficits. Identified by Recursion's AI phenomics platform, the compound is believed to modulate oxidative stress pathways that contribute to CCM lesion formation and vascular leakage. REC-994 is Recursion's most clinically advanced asset and represents the first Phase 2 efficacy test of a drug discovered through a purely computational, image-based AI approach.

Indication

Oncology - Solid

Recurrent Glioblastoma

MeSH · D005909

No primer in glossary yet.

Trial

recruiting

NCT05085197 ↗

REC-994 Phase 2 in Recurrent Glioblastoma

Sector base rates · reference data

historical record · not prediction

of 1 historical Phase 2 readouts in Oncology - Solid: 1 positive, 0 mixed, 0 negative.

Positive

1/ 1

100%

Mixed

0/ 1

Negative

0/ 1

positive rate 100% · primary endpoint hit rate 100%

Reference data · comparable readouts

How Ph2 readouts in Oncology - Solid have landed.

Reference, not prediction. We surface the historical record so you can read it yourself. We never extrapolate to the upcoming event.

Positive

1/1

100% in record

Primary endpoint hit

100%

across 1 readouts

Drug · sponsorPhase · yearOutcomeKey metricSource

tarlatamab

AMGN · SCLC 2L+

Ph2 · Oct 2023positiveORR 40% — first BiTE in SCLCconference

datopotamab deruxtecan

AZN · NSCLC 2L

Ph3 · Jan 2024mixedPFS hit, OS not stat-sig8-K

tislelizumab (RATIONALE-303)

BGNE · NSCLC 2L

Ph3 · Apr 2023positiveOS 17.2 vs 11.9 moPR

sotorasib

AMGN · KRAS-G12C NSCLC

Ph3 · Sep 2022mixedPFS hit; OS HR 0.91 (n.s.)conference

enhertu (DESTINY-Breast03)

AZN · HER2+ Breast

Ph3 · Sep 2021positivemPFS 25.1 vs 7.2 moconference

sorted by phase match, then recency · sources span PR wires, CT.gov, FDA notices, and conference presentations · we never editorialize the outcome label

Competitive landscape

1 peer in Oncology - Solid · ranked by indication + modality match

Drug	Company	Modality	Mechanism	Phase	Next catalyst
AYVAKITavapritinib	BPMC	small molecule	KIT/PDGFRα inhibitor		CONFERENCE · May 26

Prior RXRX reactions to Readout events

1 historical event · base rate, not prediction

Median 1W move

+35.5%

Median 1M move

-29.9%

Positive outcomes

0/ 1

Negative outcomes

0/ 1

Date	Headline	Outcome	1W	1M	6M
Dec 2024	REC-994 — Phase 3 Topline — Mixed Result	mixed	+35.5%	-29.9%	-30.8%

Historical RXRX stock reaction to past Readout catalysts. Past performance is not a forecast — base rates anchor expectations, not outcomes. Positive rate 0%.

Disclosure trail

1 observation · sorted by confidence

Mar 19, 2026·1mo agopinned · highest confidence
MED confPR
top claim
Q4'26
QTR
“Recursion expects topline Phase 2 data for REC-994 in recurrent glioblastoma in late 2026.”
conf 79%via llm

MethodologyEvery catalyst date is anchored to a primary source. Disclosures with confidence ≥ 0.85 auto-publish; the rest are reviewed by a human within 24 hours. We never interpret data — we organize public information.