In a recent insider transaction dated January 20, 2026, Christopher Gibson, who serves as a director at Recursion Pharmaceuticals Inc (NASDAQ: RXRX), sold 40,000 shares of the company's Class A Common Stock. Each share was sold at $4.47, resulting in gross proceeds of $178,800 from the sale.
On the same day, Gibson undertook a conversion of 40,000 shares held as Class B Common Stock into Class A Common Stock without any associated purchase price. This maneuver altered the composition of his holdings but did not generate an immediate financial exchange.
After completing these transactions, Gibson's direct ownership consists of 913,839 shares of Class A Common Stock in Recursion Pharmaceuticals. Beyond this, he maintains indirect control over substantial Class B Common Stock stakes: 386,000 shares via LAHWRAN-3 LLC, 388,000 shares through LAHWRAN-4 LLC, and an additional 50,000 shares held under the Gibson Family Trust.
Parallel to insider movements, Recursion Pharmaceuticals announced favorable outcomes from its ongoing clinical development efforts. The TUPELO trial, a Phase 1b/2 study investigating the investigational agent REC-4881, a MEK1/2 inhibitor, has demonstrated encouraging efficacy in patients with familial adenomatous polyposis (FAP).
The trial data highlighted a median 43% reduction in total polyp burden after 12 weeks of therapy, with a remarkable 75% of evaluable participants experiencing a decrease in polyp numbers. Impressively, 82% of patients maintained lasting reductions 12 weeks post-therapy cessation, reflecting ongoing benefit with a 53% median reduction relative to baseline measurements.
Recognizing these significant clinical advancements and the broader patient population eligible for REC-4881 treatment, JPMorgan revised its recommendation for Recursion Pharmaceuticals from Neutral to Overweight. In conjunction, the price target was elevated to $11.00, underscoring increased confidence in the company’s prospects.
Additionally, Recursion Pharmaceuticals has announced plans to share updated clinical data from the TUPELO trial during a webinar scheduled for December 8, 2025. This session is expected to offer a more comprehensive examination of the safety profile and therapeutic efficacy of REC-4881 when administered as a monotherapy for FAP.