Source: Financial Modeling Prep · peers by sector/industry
Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 24.6× sales vs its 50.8× historical median P/S.
Fair value ≈ $10.00 · price $4.84 today
Undervalued · 52% below
Loading valuation…
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
$RXRX added 500 more shares, sub $8/share post $EXAI MERGER to me is an easy no 🧠’r. If Bill Gates Foundation invested $160 million in Exscientia before the merger. Consider why Exscientia chose Recursion.
$IBIO Astral Bio — IBIO’s Hidden Gem in a Red-Hot AI Biotech Market 🔬🤖
• $IBIO owns 100% of Astral Bio, its AI antibody discovery engine
• Platforms like Recursion ($RETX), AbCellera ($ABCL) & Exscientia ($EXAI) trade at $500M–$2B+ valuations
• Astral Bio uses generative AI & ML to design next-gen biologics — powering IBIO’s obesity, oncology, and fibrosis programs
• The market is on fire for AI x Biotech — VC firms, Big Pharma, and Wall Street are hunting for scalable, IP-rich AI discovery tools
• $IBIO’s entire market cap is just ~$15M — yet it owns a platform that rivals others worth 20–100x more
• With Dr. Brenner’s pharma pedigree and a tight float, this sleeper tech asset could spark serious upside
• Astral Bio alone could justify a major re-rate — and it’s not even the only catalyst in play…
The AI biotech gold rush is here — and IBIO already owns the pickaxe.
#IBIO #AstralBio #AIDrugDiscovery #BiotechAI #UndervaluedGem #BrennerEffect 🚀💻🧬
$IBIO Astral Bio — IBIO’s Hidden Gem in a Red-Hot AI Biotech Market 🔬🤖
• $IBIO owns 100% of Astral Bio, its AI antibody discovery engine
• Platforms like Recursion ($RETX), AbCellera ($ABCL) & Exscientia ($EXAI) trade at $500M–$2B+ valuations
• Astral Bio uses generative AI & ML to design next-gen biologics — powering IBIO’s obesity, oncology, and fibrosis programs
• The market is on fire for AI x Biotech — VC firms, Big Pharma, and Wall Street are hunting for scalable, IP-rich AI discovery tools
• $IBIO’s entire market cap is just ~$15M — yet it owns a platform that rivals others worth 20–100x more
• With Dr. Brenner’s pharma pedigree and a tight float, this sleeper tech asset could spark serious upside
• Astral Bio alone could justify a major re-rate — and it’s not even the only catalyst in play…
The AI biotech gold rush is here — and IBIO already owns the pickaxe.
#IBIO #AstralBio #AIDrugDiscovery #BiotechAI #UndervaluedGem #BrennerEffect 🚀💻🧬
$EXAI $ONCO Not in but just an idea
Exscientia: This company uses AI to develop novel oncology treatments, with its AI-driven platform predicting new drug candidates for cancer therapy.
https://www.globenewswire.com/news-release/2024/08/08/2926843/0/en/Recursion-and-Exscientia-Enter-Definitive-Agreement-to-Create-a-Global-Technology-Enabled-Drug-Discovery-Leader-with-End-to-End-Capabilities.html
$RXRX and $EXAI 2 shitcos combine. $RXRX the slow painful bleedout to 2-4 has begun will be painful and suck life out of longs now on this as range breaks. I will be buying much much lower from here - no position yet going lower
$RXRX: Recursion Pharmaceuticals and and Exscientia ($EXAI) have officially combined to advance the industrialization of drug discovery https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20241120070844RXRX&utm_campaign=inplay&utm_medium=social&utm_source=st&utm_content=view_page
$RXRX $6.39 bid. DAC (dollar average cost) $6.50 (8.8.24). EXIT $10.00.
RETAIN POSITION.
UPDATE: The business combination of Recursion and Exscientia has been completed, with Exscientia becoming a wholly owned subsidiary of Recursion creating a vertically-integrated and technology-enabled drug discovery platform. Exscientia ADSs (Nasdaq: $EXAI) ceased trading and will be delisted from Nasdaq.
“I believe the combination of the incredible teams and platforms at Exscientia and Recursion position us as the leader of the AI-enabled drug discovery and development space,” said Chris Gibson, Ph.D., Co-Founder and CEO of Recursion. “With more than 10 clinical and preclinical programs in the internal pipeline, more than 10 partnered programs and over $450M in upfront and realized milestone payments received from partners to date out of more than $20B possible, we are advancing a flywheel of discovery and creating value in our pipeline through technology.”
M&A
Exscientia Plc $EXAI to merge with Recursion Pharmaceuticals $RXRX
- EXAI shareholders to receive 0.7729 shares of RXRX for every share of Exscientia owned
- Shares of EXAI are expected to be delisted after the close of extended hours trading, on November 19th
More Information :
https://www.sec.gov/Archives/edgar/data/1865408/000110465924107445/tm2424015d6_ex99-1.htm
@iriepett I think it's a mixed bag. $RXRX and $EXAI were both focused on areas of medicine that are genetic, cancerous, or rare, mostly with low prevalence. It's uncontroversial that we should have treatments for those diseases.
If he makes it easier to get from IND to market, or forces big pharma to give more royalties to biotech, that's a net positive. Nobody will be throwing more compounds with more ADMET data more quickly than AI-based drug discovery.
If he makes it harder to get from IND to market, which is more likely, or cripples big pharma to the point where it can't pay out milestones, that's a net negative.
I suspect he's a net neutral, if he's approved. You take the good with the bad...
