Recursion's CEO Najat Khan argues that the key to success in tech-bio is not just hiring scientists and engineers, but cultivating a 'bilingual' culture. This requires scientists who understand AI's limitations and AI experts who appreciate the humility needed for science. This integrated talent and culture is a core competitive advantage that is difficult for larger, more siloed organizations to replicate.
Instead of viewing partnerships like Nvidia and Eli Lilly as a competitive threat, Recursion's CEO sees it as powerful validation for the AI drug discovery space. This activity shifts the industry conversation from skepticism ('Will this work?') to urgency ('Who will win?'), benefiting pioneering companies like Recursion by confirming their founding thesis and attracting more investment and attention to the field.
While most focus on AI for drug discovery, Recursion is building an AI stack for clinical development, where 70% of costs lie. By using real-world data to pinpoint patient locations and causal AI to predict responders, they are improving trial enrollment rates by 1.5x. This demonstrates a holistic, end-to-end AI strategy that addresses bottlenecks across the entire value chain, not just the initial stages.
Recursion's CEO outlines a two-pronged pipeline strategy. The first prong uses phenomics to uncover novel biological insights for new targets, like their FAP program. The second uses their AI-driven small molecule design platform to improve the therapeutic index for known but historically 'hard-to-drug' targets, like CDK7. This balanced portfolio approach de-risks development by leveraging different strengths of their end-to-end platform.
Instead of promoting AI as a magical drug discovery engine, Recursion's CEO Najat Khan focuses on concrete efficiency metrics. She highlights designing drug candidates with 90% fewer compounds (330 vs. an industry average of 5,000) and in less than half the time (17 vs. 42 months). This frames AI's value in terms of measurable process improvements rather than unprovable hype.