Added to YB: 2024-09-27
Pitch date: 2024-09-25
TEM [neutral]
Tempus AI, Inc.
+40.29%
current return
Author Info
Two Natural Capital writes about markets, particularly focused on life sciences/biotech. Sign up for the newsletter.
Company Info
Tempus AI, Inc. operates as a healthcare technology company. It engages in providing next generation sequencing diagnostics, polymerase chain reaction profiling, molecular genotyping, and other anatomic and molecular pathology testing to healthcare providers, pharmaceutical companies, biotechnology companies, researchers, and other third parties.
Market Cap
$12.5B
Pitch Price
$50.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
-82.74
P/E
-59.11
EV/Sales
11.84
Sector
Life Sciences Tools and Services
Category
growth
Tempus AI: A (Tentative) Short Thesis $tem
TEM (risky potential short): Oncology data leader, 531mm rev '23, 32% YoY growth. AI hype but only 1% AI rev. Mainly cancer diagnostics (363mm, 48% margin). Data business serves 19/20 top pharma. 10x EV/2025e sales. Bull: data asset for future AI. Bear: AI revenue far off, reimbursement issues. Short idea but timing risky due to AI hype.
Read full article (7 min)