Tempus AI's Moderna and Merck collaboration puts its oncology data and algorithms to work on cancer vaccines and immuno-oncology drugs, supporting the commercial value of its pharma data platform. The multiyear agreement adds to its licensing case; Q2 revenue rose more than 21.6% to $382 million, and the EPS loss of $0.04 beat the expected $0.20 loss. Sustained profitability remains prospective. Tempus AI could reach $145. x.com 

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 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 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 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'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 becoming a bigger health-tech player as pharma deals add a new services revenue stream beyond selling tests. BTIG's Mark Massaro raised his target to $80 from $70 with a Buy rating, mainly because Tempus will be the sequencing provider for Moderna and Merck's cancer vaccine program. The Personalis deal and MRD momentum add to a strengthening long-term AI and precision-oncology story, despite near-term volatility. x.com 

Tempus AI's 2025 growth was less impressive than it looks: only half was organic, with the other half coming from the Ambry acquisition. x.com 

Tempus AI has quietly built a data moat the market hasn't figured out. It holds 45 million de-identified patient records and 500+ petabytes of clinical data, partners with AstraZeneca, GSK and Merck, and has FDA approval for its xT CDx test. With 20% short interest, a bottom is forming at $42-46, and a buy signal triggered at $55.87. x.com