Tempus AI

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Tempus AI Extends Recursion Data Partnership Through 2029, Licenses RNA Foundation Model - $Tempus AI(TEM.US) $Recursion Pharmaceuticals(RXRX.US)

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗲𝗺𝗽𝘂𝘀 𝗔𝗜 and 𝗥𝗲𝗰𝘂𝗿𝘀𝗶𝗼𝗻 extend their data partnership through November 2029.

➤ Collaboration was initially established in 𝟮𝟬𝟮𝟯 to advance precision medicine.

➤ Revised agreement replaces up to $𝟴𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in discretionary license fees.

➤ Recursion will instead make $𝟰𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in committed payments.

➤ Committed payments will be made over the next 𝘁𝗵𝗿𝗲𝗲 𝘆𝗲𝗮𝗿𝘀.

➤ 𝗧𝗲𝗺𝗽𝘂𝘀 will license Recursion's proprietary RNA foundation model, 𝗧𝘅𝗙𝗠.

➤ TxFM license is 𝗻𝗼𝗻-𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 and worldwide under a separate agreement.

➤ Partnership focuses on foundation models supporting 𝗽𝗿𝗲𝗰𝗶𝘀𝗶𝗼𝗻 𝗺𝗲𝗱𝗶𝗰𝗶𝗻𝗲 and therapeutics.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Extension provides Tempus with $𝟰𝟮 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 in committed license payments.

➤ 𝗧𝘅𝗙𝗠 adds specialized RNA modeling capabilities to Tempus' AI ecosystem.

➤ Agreement deepens collaboration between two major 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 biotech platforms.

➤ Partnership could expand foundation-model applications across drug discovery and precision medicine.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗥𝘆𝗮𝗻 𝗙𝘂𝗸𝘂𝘀𝗵𝗶𝗺𝗮, CEO, Data & Apps at Tempus:

"We are thrilled to extend our collaboration with Recursion beyond the initial committed period, demonstrating the ongoing value of this partnership," said Ryan Fukushima, CEO, Data & Apps at Tempus. “We look forward to continuing our work together to use emerging technologies to bring better therapeutics to patients.”

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Publishes PRISM2 Cancer Pathology AI Study in Nature Medicine

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗲𝗺𝗽𝘂𝘀 AI published 𝗣𝗥𝗜𝗦𝗠𝟮 study results in Nature Medicine.

➤ 𝗣𝗥𝗜𝗦𝗠𝟮 was developed with researchers from 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁.

➤ Model matched or outperformed existing pathology foundation models.

➤ PRISM2 performs 𝗱𝗶𝗮𝗴𝗻𝗼𝘀𝘁𝗶𝗰, biomarker, and patient outcome prediction tasks.

➤ Fine-tuned PRISM2 achieved strong performance predicting 𝗰𝗼𝗹𝗼𝗿𝗲𝗰𝘁𝗮𝗹 𝗰𝗮𝗻𝗰𝗲𝗿 recurrence-free survival.

➤ Model enables diagnostic-grade precision for 𝗰𝗮𝗻𝗰𝗲𝗿 detection and prognosis.

➤ PRISM2 was trained on 𝟮.𝟯 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 whole-slide pathology images.

➤ Training included 𝟭𝟰 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 diagnostic question-answer pairs.

➤ Dataset was derived from nearly 𝟳𝟬𝟬,𝟬𝟬𝟬 pathology reports.

👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

➤ Advances AI-powered precision medicine and cancer diagnostics.

➤ Could improve biomarker detection and patient prognosis prediction.

➤ Demonstrates growing use of multimodal AI in clinical pathology research.

➤ Strengthens Tempus' position in AI-driven healthcare innovation.

👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:

𝗥𝗮𝘇𝗶𝗸 𝗬𝗼𝘂𝘀𝗳𝗶, Senior Vice President and General Manager of AI Products at Tempus:

“PRISM2 represents a true leap forward both in terms of scale and multi-modal AI capabilities. Our Pathology Foundation Models allow us to have a detailed understanding of tissue, unlocking clinical-grade precision and novel research applications capable of predicting patient outcomes and biomarker status. PRISM2 builds on this by aligning whole-slide pathology images with the language of clinical diagnosis through clinical dialogue training. It can seamlessly handle complex diagnostic and prognostic research tasks without requiring specialized fine-tuning, offering a powerful tool to advance precision oncology.”

$Tempus AI(TEM.US) | H.C. Wainwright 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗧𝗲𝗺𝗽𝘂𝘀 𝗔𝗜 𝗜𝗻𝗰, cuts PT to $𝟱𝟲 from $𝟲𝟰

Analyst sees solid topline growth, but flags deceleration and a multi-year path to consistently positive operating cash flow.

$Tempus AI(TEM.US) Q2 EARNINGS

Adj. EPS: $(0.04) vs $(0.14) est

Sales: $382.486M vs $379.743M est

Raised FY2026 Sales Guidance

🟥 -0.63%

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Launches OneOme Pharmacogenomics Testing Nationwide

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗲𝗺𝗽𝘂𝘀 𝗔𝗜 launches 𝗢𝗻𝗲𝗢𝗺𝗲 pharmacogenomics testing nationwide.

➤ Launch follows the company's 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟱 acquisition of OneOme.

➤ 𝗥𝗶𝗴𝗵𝘁𝗠𝗲𝗱 𝗖𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 analyzes 𝟮𝟳 inherited genes.

➤ Standalone 𝗗𝗣𝗬𝗗 and 𝗨𝗚𝗧𝟭𝗔𝟭 pharmacogenomics tests are also available.

➤ Results are delivered in under 𝟱 days on average.

➤ FDA updated fluoropyrimidine safety labeling to recommend 𝗗𝗣𝗬𝗗 testing.

➤ Study estimates nearly 𝟯𝟬% of patients experience severe or fatal toxicities.

➤ Testing is integrated with Tempus's tissue and liquid biopsy platform.

➤ Platform enables clinicians to evaluate 𝗱𝗿𝘂𝗴-𝗴𝗲𝗻𝗲 interactions at the point of care.

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Tempus AI to Acquire Personalis in $𝟏.𝟓 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 Deal - $Tempus AI(TEM.US) $Personalis(PSNL.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐓𝐞𝐦𝐩𝐮𝐬 𝐀𝐈 will acquire 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐬 in a $𝟏.𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 transaction.

➤ Personalis shareholders will receive $𝟏𝟔.𝟐𝟓 per common share.

➤ Acquisition expands Tempus' 𝐦𝐢𝐧𝐢𝐦𝐚𝐥 𝐫𝐞𝐬𝐢𝐝𝐮𝐚𝐥 𝐝𝐢𝐬𝐞𝐚𝐬 (𝐌𝐑𝐃) capabilities.

➤ Deal combines Personalis' MRD technology with Tempus' 𝐀𝐈 and multimodal data platform.

➤ Tempus says MRD represents a $𝟐𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 market opportunity.

➤ Companies have partnered since 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 𝟐𝟎𝟐𝟑.

➤ Personalis' NeXT Personal® test offers 𝐮𝐥𝐭𝐫𝐚𝐬𝐞𝐧𝐬𝐢𝐭𝐢𝐯𝐞 cancer recurrence monitoring.

➤ Medicare currently covers the test in 𝐭𝐡𝐫𝐞𝐞 indications.

➤ Acquisition aims to expand personalized cancer monitoring and biomarker discovery.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭𝐬:

𝐄𝐫𝐢𝐜 𝐋𝐞𝐟𝐤𝐨𝐟𝐬𝐤𝐲, CEO of Tempus:

“MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs. Through our existing collaboration with Personalis, we have already demonstrated the strength of combining highly sensitive MRD technology with our commercial infrastructure. With clinical adoption and reimbursement momentum building, we are collectively well positioned to capture this opportunity, which makes this acquisition particularly exciting."

𝐂𝐡𝐫𝐢𝐬 𝐇𝐚𝐥𝐥, CEO of Personalis:

“We believe this transaction represents an exciting next chapter for Personalis. Combining with Tempus gives us the scale, complementary capabilities and resources to accelerate innovation and deliver even greater value to patients, clinicians and biopharma partners. After conducting an exhaustive process, we are confident Tempus’ offer provides the most value to our shareholders and the fastest path to bringing Personalis’ industry-leading tests to patients suffering from cancer.”

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Tempus AI(TEM.US) Tempus Study Shows AI Improves Prostate Cancer Diagnosis and Lab Efficiency

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐫𝐭𝐢𝐜𝐮𝐥𝐚𝐭𝐞 𝐏𝐫𝐨 study results published in 𝐍𝐚𝐭𝐮𝐫𝐞 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐌𝐞𝐝𝐢𝐜𝐢𝐧𝐞.

➤ 𝐏𝐚𝐢𝐠𝐞 𝐏𝐫𝐨𝐬𝐭𝐚𝐭𝐞 assisted pathologists in updating diagnoses for 𝐒% of patients.

➤ 𝐈.𝟑% of AI-assisted changes could potentially alter clinical management.

➤ Study evaluated biopsies from more than 𝐈,𝟎𝟎𝟎 patients across three UK NHS trusts.

➤ AI improved 𝐝𝐢𝐚𝐠𝐧𝐨𝐬𝐭𝐢𝐜 consistency by detecting subtle cancer lesions.

➤ Laboratories reported results delivered nearly 𝐨𝐧𝐞 𝐝𝐚𝐲 sooner.

➤ AI reduced requests for additional 𝐢𝐦𝐦𝐮𝐧𝐨𝐡𝐢𝐬𝐭𝐨𝐜𝐡𝐞𝐦𝐢𝐬𝐭𝐫𝐲 (𝐈𝐇𝐂) staining.

➤ Findings indicate improved 𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐨𝐫𝐲 efficiency and resource utilization.

➤ Paige Prostate Suite is part of the 𝐓𝐞𝐦𝐩𝐮𝐬 intelligent diagnostics ecosystem.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

𝐑𝐚𝐳𝐢𝐤 𝐘𝐨𝐮𝐬𝐟𝐢, Senior Vice President and General Manager of AI Products at Tempus:

"The rigorous, real-world results in the Articulate Pro study are a massive step forward for the global adoption of digital pathology. Integration of the Paige Prostate Suite directly into routine workflows shows that AI doesn't just work in a sandbox; it can actively alleviate the immense pressure on overstretched laboratories, cut down reporting times and give pathologists an extra layer of confidence when making critical diagnostic decisions."

$Tempus AI(TEM.US) | Guggenheim reiterates 𝐁𝐮𝐲 on 𝐓𝐞𝐦𝐩𝐮𝐬 𝐀𝐈, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟔𝟓 𝐟𝐫𝐨𝐦 $𝟔𝟎

Analyst raises PT after meeting management, citing adjusted oncology volumes and improved ASP outlook from the recent investor day leading to higher estimates.