Jan. 12 at 4:56 PM
$TEM 🚀 Big Pharma is leaning in!
Total Contract Value >
$1.1B
Net revenue retention ~126%
FY2025 revenue ~
$1.27B, +83% YoY
Diagnostics
$955M (+111%), Data & Apps
$316M (+31%)
70+ pharma partners including AZ, GSK, BMY, Pfizer, Novartis, Merck, AbbVie, Eli Lilly… multi-year, sticky contracts.
Tempus is embedding AI into drug discovery & trials. Customers keep expanding usage. High switching costs = durable growth.
This is why
$TEM is my 2nd largest position—2026 looks explosive! 🔥
$ABAT $BIDU $U
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