Tempus AI has a data moat no one has replicated: a multimodal, patient-linked genomic, clinical and imaging dataset at scale. It holds over 8 million imaging files, 1.5 million matched clinical and molecular profiles and 4.5 million sequencing samples, which drug companies leaning on AI increasingly need. It is expanding from oncology into cardiology, neuropsychiatry and radiology. Revenue grows 25% and gross margin rose from 32% in 2021 to 64%, though last quarter's profit was a one-time item. … Show more

The new licenses strengthen Tempus AI's long-term $50-100B bull case by monetizing its clinical data in neurology as well as oncology. Per Tempus, Pathos agreed to pay $55M over five years to license a neurology dataset Tempus plans to build from hundreds of thousands of patient records. Tempus also says Bristol Myers Squibb expanded oncology data licensing through 2031 and will gain access to Lens. x.com  x.com  x.com 

Tempus AI is a second- or third-tier genomic lab whose AI story is marketing mumbo jumbo, and its management team are promoters. x.com 

Tempus AI could be a picks-and-shovels play on AI pharma, since its data was reportedly used in Moderna's cancer cure development process. It is a speculative holding: whether the company is legitimate is hard to tell. x.com 

Tempus AI's new pharma contracts put cash payments behind its data and AI platform, beyond diagnostics. Bristol Myers Squibb renewed and expanded oncology-data and Lens access for $137.5M in fixed payments through 2031; Pathos agreed to pay up to $55M for 500,000 neurology records and updates over five years, depending on delivery. Together the deals total up to $192.5M, meaningful validation though not an enormous sum. x.com 

Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.com 

Tempus AI's acquisition of Personalis gives it the technology platform behind Moderna's and Merck's recent cancer-vaccine advances. x.com 

Tempus AI's latest news is good, even if that sounds crazy. x.com 

Tempus AI may go lower near term because of valuation, leadership reputation and insider selling, despite an amazing business. With about 25% growth expected and profitability uncertain, it is not obviously cheap. Glassdoor reviews matter in medicine's high-trust setting, and ongoing insider sales echo founder patterns that ended badly. The data piece, about 5% of market cap, can earn a high multiple, so the stock looks reasonably priced if adoption continues. x.com 

Tempus AI is applying Palantir's playbook to US healthcare. Proprietary data from more than 5,000 hospitals and two-thirds of US academic centers let it train a healthcare AI no one else can. At 4x sales it is priced like a lab, though it is an AI company. x.com