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Tempus AI JPM 2026.pdf

上传人: 明**** 编号:1069815 2026-01-17 35页 5.78MB

1、144th Annual J.P.Morgan Healthcare Conference JANUARY 2026ERIC LEFKOFSKY2DisclaimerThis presentation contains forward-looking statements that reflect Tempus AI,Inc.s(the“Company”or“Tempus”)current expectations and projections with respect to,among other things,its preliminary,unaudited financial res

2、ults for the fourth quarter and full year 2025,its financial condition,results of operations,plans,objectives,future performance and business.Forward-looking statements include all statements that are not historical facts.Such forward-looking statements are subject to various risks and uncertainties

3、,including those set forth under“Risk Factors”in the Companys Annual Report on Form 10-K for the year ended December 31,2024,as supplemented by the Companys Quarterly Report on Form 10-Q for the period ended September 30,2025,and in subsequent reports Tempus files with the Securities and Exchange Co

4、mmision.Accordingly,there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements.Tempus does not undertake any obligation to publicly update or review any forward-looking statement,whether as a result of new informat

5、ion,future developments or otherwise.Moreover,the Company operates in very competitive and rapidly changing environments,and new risks may emerge from time to time.It is not possible for the Company to predict all risks,nor can it assess the impact of all factors on its business or the extent to whi

6、ch any factor,or combination of factors,may cause actual results to differ materially from those contained in any forward-looking statements the Company may make.This presentation includes information concerning economic conditions,the Companys industry,the Companys markets and the Companys competit

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1. **核心业务**:Tempus AI构建AI驱动的精准医疗平台,通过Diagnostics(诊断)和Data & Applications(数据与应用)两大业务线,提供基因检测、临床数据分析及AI算法工具。 2. **数据规模**:拥有全球最大医疗数据集之一,包括4500万患者记录、800万影像记录、400万样本测序及350万DNA+RNA图谱,数据量超400PB。 3. **诊断业务**:2025年交付约80万次检测,Q4同比增长121%,单位增长28%;平均售价(ASP)有望从$1630升至$2200。 4. **数据业务**:2025年营收$3.16亿(+31%),剩余合同价值(TCV)超$11亿,净收入留存率126%。 5. **AI应用**:嵌入生成式AI,开发心脏病算法(如ECG-AF),潜在年收入可达$2亿以上;与阿斯利康等合作构建肿瘤基础模型。 6. **财务展望**:2025年营收$12.7亿(+83%),2026年预计$15.9亿(+25%),调整后EBITDA目标$6500万。
AI如何赋能医疗? Tempus有何独特优势? 精准医学未来如何?
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