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The Biotech Stock That's Too Risky for Most Investors
The Motley Fool· 2025-09-28 21:32
公司前景与市场定位 - 公司计划通过将人工智能应用于药物发现过程,以成为表现顶级的生物技术股票 [2] - 公司市值达到21亿美元,尽管尚未开始记录产品销售收入 [5] - 分析师平均预期公司股价在未来12个月内有望上涨53%,达到每股7.25美元 [4] 核心产品研发进展 - 公司最先进的新药候选物REC-617正处于其首次临床试验阶段 [6] - REC-617是一种新型CDK7抑制剂,若研究成功可能成为同类首创的癌症治疗方法 [6] - 该候选物已于今年进入正在进行的研究的第二阶段,顶线结果预计在2028年公布 [6] 行业背景与技术应用 - 人工智能革命有潜力显著改善几乎所有的商业运营,药物开发领域是投资者对生产力提升特别感兴趣的领域 [1] - 绝大多数进入临床试验的实验性药物最终未能成为可销售产品 [2] - 即使假设人工智能驱动的药物发现使公司挑选成功候选物的概率比同行高一倍,其领先候选物失败的可能性仍然很高 [7]
Jim Cramer Says This Financial Stock Is A 'Total Spec,' Likes Dutch Bros, - Dutch Bros (NYSE:BROS), American Bitcoin (NASDAQ:ABTC)
Benzinga· 2025-09-26 20:36
On CNBC's “Mad Money Lightning Round,” Jim Cramer said he likes Dutch Bros (NYSE: BROS). He recommended buying some now and then buying some of the stock in the $40s.On Sept. 24, RBC Capital analyst Logan Reich reiterated Dutch Bros with an Outperform and maintained a price target of $85.American Bitcoin Corp (NASDAQ: ABTC) is a “total spec,” Cramer said.As per the recent news, American Bitcoin, on Thursday, named KPMG as new auditor.Recursion Pharmaceuticals (NASDAQ: RXRX) has been a “bad stock. We need to ...
Jim Cramer Says This Financial Stock Is A 'Total Spec,' Likes Dutch Bros,
Benzinga· 2025-09-26 20:36
Dutch Bros (BROS) - Jim Cramer建议在40多美元价位买入Dutch Bros股票 [1] - RBC Capital分析师Logan Reich维持跑赢大市评级及85美元目标价 [1] - 公司股价周四下跌14%收于5336美元 [5] American Bitcoin Corp (ABTC) - Jim Cramer将公司定性为纯粹投机标的 [1] - 公司周四任命毕马威为新任审计师 [1] - 公司股价周四下跌43%收于669美元 [5] Recursion Pharmaceuticals (RXRX) - Jim Cramer认为需要看到积极信号才考虑投资 [2] - 公司第二季度营收1922万美元超过分析师预期的1623万美元 [2] - 第二季度每股亏损041美元逊于预期的034美元亏损 [2] - 公司股价周四下跌51%收于463美元 [5] Republic Services (RSG) - Jim Cramer表示需要观察股价反弹迹象 [3] - Barclays分析师William Grippin给予持股观望评级及240美元目标价 [3] - 公司股价周四下跌02%收于22686美元 [5]
Prediction: 2 Stocks That Will Be Worth More Than BigBear.ai 5 Years From Now
The Motley Fool· 2025-09-26 16:42
BigBear.ai is bigger than both of these AI-focused companies now. That could change.BigBear.ai (BBAI -6.00%) has taken investors on a rollercoaster ride in 2025. The good news, though, is that they're probably enjoying the ride these days. Shares of the artificial intelligence (AI) software company are up more than 70% year to date.Will BigBear.ai's momentum continue? Maybe. However, I think investors can do better. I predict that two stocks will be worth more than BigBear.ai five years from now. 1. Diebold ...
Looking for the Next Big Pop? Here’s Why Recursion Pharmaceuticals (RXRX) Could Do a Dead-Cat Bounce
Yahoo Finance· 2025-09-25 21:15
股票技术表现 - Barchart技术观点指标将RXRX股票评为72%的强烈卖出 [1] - 年初至今RXRX股价下跌近28% [2] - 过去六个月RXRX股价下跌25% [3] - 当前股价低于5美元 被视为低价股 [3] 公司业务与行业背景 - 公司为临床阶段生物技术企业 专注于生物学、化学、自动化、数据科学和工程领域的创新 [2] - 更广泛的医疗保健生态系统存在不确定性 影响行业表现 [2] - 药品定价等问题导致即使如礼来和辉瑞等大型制药公司今年也未能为股东带来回报 [2] 市场交易特征 - RXRX股票空头兴趣占其流通股的31.55% 意味着约三分之二的公开流通股与空头交易有关 [4] - 所有空头头寸本质上是基于信用的交易 [4] - 存在由尾部风险驱动的空头挤压可能性 [5]
Recursion Pharmaceuticals, Inc. (RXRX) Secures $12.5M Milestone From Rallybio as REV102 Advances
Yahoo Finance· 2025-09-21 21:26
In this article, we will be taking a look at the Top 10 AI-Powered Biotech Stocks to Buy Now. Recursion Pharmaceuticals, Inc. is one of them. Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX), a clinical-stage biotech, is pioneering the use of artificial intelligence and machine learning to accelerate drug discovery, with a focus on rare diseases and oncology. Its proprietary Recursion OS combines high-throughput biology and multimodal datasets to streamline therapeutic development. In September 2025, Recurs ...
“生物科技大牛股猎手”Needham押宝这家“AI+新药研发”领军者 押注股价将狂飙68%
智通财经网· 2025-09-16 12:29
公司评级与目标价 - Needham维持Recursion Pharmaceuticals买入评级 目标价8美元 较当前4.77美元有68%上行空间[1] - 摩根士丹利和美国银行维持持有评级 目标价分别为4.8美元和8美元[3] - 华尔街分析师平均目标价为6.5美元 隐含34.58%上涨空间[3] 公司核心优势 - 拥有AI驱动的Recursion OS操作系统 整合高通量生物实验、成像与机器学习技术[4][5] - 通过收购Cyclica和Valence强化生物化学大模型与AI算力能力[5] - 专有数据集覆盖数万亿级生物化学关系 处于行业领先地位[1][4] 财务状况与管线进展 - 现金可支撑运营至2027年第四季度[2] - 核心管线REC-617(CDK7抑制剂)处于实体瘤I/II期阶段[5] - REC-1245(RBM39降解剂)针对实体瘤和淋巴瘤处于I/II期[5] 行业前景 - AI医疗保健市场规模将从2022年104亿美元增长至2030年1899亿美元 年复合增速43.7%[7] - 生成式AI在药物发现、基因编辑、医疗诊断等领域取得突破性进展[6] - 英伟达CEO黄仁勋称AI+医药是"下一场技术革命"[6] 机构背书 - Needham曾成功挖掘Tempus AI、Axsome Therapeutics等生物科技牛股[2] - Recursion被列为"华尔街对冲基金最看好的12只纳斯达克便士股之一"[1] - 公司通过行业会议和论坛持续整合买方/卖方资源[2]
Needham Retains Buy Rating on Recursion Pharmaceuticals, Maintains PT at $8
Yahoo Finance· 2025-09-15 20:17
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) is one of the 12 Best NASDAQ Penny Stocks to Buy According to Hedge Funds. On September 10, Needham retained its Buy rating on Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX), maintaining the price target at $8. Gil Blum from Needham reaffirmed the rating on RXRX due to various factors, pointing out the company’s strong position in the AI-driven drug discovery sector. Being a leader in this space, the company is backed by its extensive and proprietary dataset. ...
Recursion Pharmaceuticals, Inc. (RXRX) Presents At Morgan Stanley 23rd Annual Global Healthcare Conference (Transcript)
Seeking Alpha· 2025-09-09 08:03
会议介绍 - 摩根士丹利举办全球医疗健康会议 由美国中型生物科技股票研究主管Sean Laaman主持[1] - 会议设置研究披露网站为www morganstanley com/researchdisclosures[1] 参会人员 - Recursion公司参会高管包括联合创始人兼首席执行官Chris Gibson 首席研发官兼首席商务官Najat Khan[2] - 公司首席财务官未出席本次会议环节[2]
Recursion Pharmaceuticals, Inc. (RXRX) Presents At Citi's Biopharma Back To School Conference Transcript
Seeking Alpha· 2025-09-04 06:51
公司使命与战略 - 公司成立13年来持续致力于解决药物研发失败问题 通过构建预测模型改善生物关联性预测、化学设计及临床试验设计 [1] - 核心目标是从药物发现阶段系统性解决科学理念无法转化为患者用药的障碍 [1] 技术平台特点 - 平台通过多维度解决方案应对不同研发阶段的挑战 包括化学问题、生物学问题及患者选择问题 [2] - 采用项目定制化模型设计方法 针对特定研发程序构建专属预测模型 [2] 研发方法论 - 整合性方法覆盖药物发现全流程 同时处理化学设计、生物机制发现和临床试验优化的复合型问题 [2] - 预测模型专注于发现未被揭示的生物关联性和药物反应机制 [1]