Tempus AI

Tempus AI's stock climbed about ten percent on Tuesday after founder and CEO Eric Lefkofsky emphasized that healthcare is likely to benefit most from AI. Tempus combines diagnostics and data services and uses extensive datasets and large AI models to improve diagnostics and help pharma companies develop drugs. The company has a market capitalization of roughly $12 billion and is aiming to grow in precision oncology with the planned acquisition of Personalis; a break above the August high would open up further upside potential. » More on deraktionaer.de

Tempus presented a growth strategy targeting roughly 25% annual growth over the next decade, supported by a rapidly expanding data-licensing business and higher‑paid diagnostic tests. The data business recently grew by about 36% and delivered total contract values above $100 million for three consecutive quarters (last quarter ~ $200 million); the database contains 50 million patient records. Management expects significant revenue boosts from anticipated FDA approvals (including liquid biopsy) and price increases — for example, the list price for the solid tumor test is planned to rise from $2,923 to $4,500, which could mean an additional $80–100 million in annual revenue. The acquisition of Personalis is expected to strengthen the MRD business and enable higher long‑term MRD prices (~$1,000+) as well as meaningful revenue growth. » More on de.investing.com

Tempus AI is announcing a research platform that provides a de-identified, multimodal dataset of 100,000 whole genomes and associated longitudinal clinical data. The dataset will be integrated into Tempus' existing data environment and, via Tempus Lens, give researchers model-ready access to genomes, medical records, imaging and pathology. Early users can access it through an early-adopter program; general availability is planned for mid-2027, and the company aims to expand to one million genomes over the long term. » More on de.investing.com