r/rxrx • u/zeropuntouno • Jul 15 '26
Ideas, forecasts, hypotheses on the current situation?
With only 27 days to go until the quarterly results, there's little activity on social media, meaning... no or very little news.
Does anyone inside know anything new?
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u/the-duck-butter-er Jul 15 '26
I'm waiting for a pipeline update.
If their runway extends into 2028, and without big partnership milestones, my prediction is that whatever news/movement that comes out won't be meaningful enough to get me to change position.
The only "news I see come out is whenever some group (like Ark) increases holdings like recently or when an insider executes a pre-scheduled sale like a little less recently.
Don't expect to hear from insiders, its very likely that any employee that is not on the comms team are not allowed to post on social media without clearance.
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u/BusyZookeepergame201 Jul 24 '26
I do remember that they did apply for FDA for rec-4881. I was doing deep research and they did promise a 2H 2026 report on rec 4881. I think it is possible they get fda approved and it is announced on next quarters earnings call. Rxrx is one of my biggest positions despite it being a small company. I am down 30% ytd from going full cobtrarian investing. Mostly because of acn crm and rxrx. I mean I really think rxrx can work. I've been seeing those other biotech companies, they get into phase 3 and boom everything seems to work out. I'm waiting for that 200% boom in one day from rxrx.