The insider selling is immaterial and likely not indicative of adverse expectations. Monitor upcoming pipeline milestones (REC-4881 regulatory update in 2H26, REC-1245 dose escalation data in 2H26) for potential catalysts.
Price Chart
Executive Summary
Two directors sold a total of $240K in open-market stock following the Q1 earnings release, but this represents only 0.014% of RXRX's $1.7B market cap — trivial and routine insider activity. The earnings report highlighted pipeline progress but provided no material financial surprises.
Key Financial Metrics
Key Facts
- Directors Blake Borgeson and Christopher Gibson sold 30,000 and 40,000 shares respectively, totaling $240,400.
- The total open-market sale value is ~0.014% of RXRX's $1.7B market cap.
- Non-cash transactions include derivative conversions and a gift of 20,000 shares (no economic value).
- The cluster follows the company's Q1 2026 earnings release on May 6, which reiterated 2026 operational cash burn guidance of $390M and runway into early 2028.
Financial Impact
negligible insider selling ($240K vs $1.7B market cap)
Risk Factors
- No significant insider selling risk; however, any unexpected increase in selling volume from officers could signal reduced confidence.
- Pipeline execution risk remains; delays or negative clinical data could pressure the stock.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-RXRX-1778273991941 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 424B5 | $3.47 $3.58 | ▼ −3.32% | ▼ −3.23% | $3.80 (−9.67%) |
Oct 15, 2026 11d ago | 8-K | $4.16 $3.58 | ▼ −13.94% | ▼ −12.93% | $3.80 (−8.65%) |
Oct 15, 2026 11d ago | Press Release | $4.16 $3.58 | ▼ −13.94% | ▼ −12.93% | $3.80 (−8.65%) |
Oct 15, 2026 11d ago | Press Release | $4.16 $3.58 | ▲ +13.94% | ▲ +12.93% | $3.80 (+8.65%) |
Oct 15, 2026 11d ago | Press Release | $4.16 $3.58 | ▼ −13.94% | ▼ −12.93% | $3.80 (−8.65%) |
Oct 15, 2026 11d ago | 424B5 | $4.16 $3.58 | ▲ +13.94% | ▲ +12.93% | $3.80 (+8.65%) |
Oct 6, 2026 20d ago | 144 | $4.63 $3.84 | ▼ −17.17% | ▼ −17.03% | $3.80 (−17.93%) |
Oct 6, 2026 20d ago | 144 | $4.63 $3.84 | ▼ −17.17% | ▼ −17.03% | $3.80 (−17.93%) |
Sep 21, 2026 5w ago | 8-K | $3.97 $3.70 | ▼ −6.80% | ▼ −5.78% | $3.80 (−4.28%) |
Sep 10, 2026 6w ago | Insider Cluster | $3.20 $3.83 | ▲ +19.69% | ▲ +20.03% | $3.80 (+18.75%) |
US Market Status
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