Recursion posts positive Phase 2 FAP data and options first drug candidate to Sanofi
What's the deal? Recursion, an AI-enabled drug discovery company, reported third-quarter 2026 results on 2 November 2026 alongside updates to its clinical pipeline and partnerships. New data from the Phase 2 TUPELO trial of REC-4881 — an investigational oral MEK1/2 inhibitor for familial adenomatous polyposis (FAP), a rare inherited condition that causes many polyps in the bowel and a very high risk of bowel cancer — showed deep, durable reductions in polyp burden across the gastrointestinal tract, including in larger, higher-risk polyps. After 12 weeks of treatment, 87% of patients (13 of 15) had reduced total polyp burden, with a median reduction of 47%; 12 weeks after stopping treatment, 85% of evaluable patients remained below their baseline. Two patients achieved reductions of 98% or more in upper-gastrointestinal polyp burden. No new safety signals were observed. Recursion plans to start a registrational trial in the second half of 2027, pending discussions with the FDA.
Why it matters: The update also brought early data from the Phase 1 DAHLIA study of REC-1245, a potential first-in-class oral molecular glue for hard-to-treat solid tumours: two confirmed and one unconfirmed partial responses in heavily pre-treated patients with endometrial or liver cancer, and a 91.7% disease control rate at doses of 45 mg and above. Separately, Sanofi optioned the first development candidate from its multi-program collaboration with Recursion — a potential first-in-class oral small molecule against a dual target in inflammatory disease, expected to enter Phase 1 in 2027. The option triggered a $10 million milestone payment and brought total payments achieved under the collaboration to $144 million, with more than $300 million in further milestones potentially available. Genentech also exercised its first Validated Target Option under the companies' neuroscience collaboration. Recursion reported Q3 revenue of $18.6 million and, including proceeds from its October 2026 offering, expects its cash runway to extend into 2029.
Read more: Recursion, 02 November 2026
