Welcome everyone. Welcome to GTC. My name is Jason Fenwick.Uh I'm on the genomics and healthcare team here at NVIDIA. And today I'll be the the host for the session. Our speaker for today is Yurgi Camlong.He is pioneering the global datadriven medicine movement. Founded co-founded Sophia Genetics in 2011. is a member of the advisory council on digital transformation for for the Swiss government and was recognized by EY as emergent entrepreneur of the year.A molecular biologist with a PhD and EMBA. He has be ...

Core Insights - SOPHiA GENETICS has achieved a significant milestone by analyzing over two million genomic profiles on its AI-powered analytics platform, SOPHiA DDM™ [1][2][3] - The rapid growth from one million profiles in 2022 to two million in less than three years highlights the increasing trust in the platform and the transformative role of AI in healthcare [2][4] Company Overview - SOPHiA GENETICS is a cloud-native healthcare technology company focused on expanding access to data-driven medicine, particularly for cancer and rare disorders [10] - The SOPHiA DDM™ platform integrates hundreds of millions of data points across various health dimensions, enhancing its impact on precision medicine [3][4] Platform Capabilities - The SOPHiA DDM™ platform is utilized by 800 healthcare institutions across 72 countries, making it one of the most comprehensive sources of real-world intelligence in precision medicine [2] - The platform analyzes thousands of new oncology and rare disease cases daily, continuously refining its AI capabilities based on real-world data [2][4] Impact on Healthcare - The platform enables faster and more accurate treatment decisions for patients, as evidenced by testimonials from healthcare professionals who have benefited from its use [6][8] - SOPHiA GENETICS's technology allows for effective genetic analyses, including exome sequencing and hereditary cancer testing, without compromising accuracy [6][8] Global Reach and Collaboration - The company collaborates with hospitals and research institutions worldwide, contributing to advanced cancer diagnostics and improving patient care in underserved communities [5][8] - SOPHiA GENETICS will celebrate its milestone at the NVIDIA GTC AI Conference, showcasing its advancements in data-driven medicine [8]

Core Viewpoint - Tempus AI has experienced a significant decline in stock price following weaker-than-expected Q4 2024 results, despite a strong year-to-date performance and a positive long-term growth outlook driven by revenue forecasts and strategic acquisitions [1][2][3]. Financial Performance - In Q4 2024, Tempus AI achieved a 35.8% year-over-year revenue growth, with Genomics sales growing by 30.6% and Data and Services growing by 44.6% [6]. - The company ended 2024 with a total remaining contract value of $940 million and a net revenue retention rate of 140%, indicating strong customer engagement [6]. - For fiscal 2025, Tempus AI forecasts revenues of $1.24 billion, representing a 79% year-over-year growth [12]. - The adjusted EBITDA is expected to improve to $5 million in 2025, a $110 million increase compared to 2024 [13][15]. - The cumulative operating cash outflow was reduced to $189 million at the end of Q4 2024, down from $214.3 million a year ago [16]. Strategic Developments - The acquisition of Ambry Genetics, finalized in February 2025, enhances Tempus' genomics capabilities [7]. - A five-year extension of the partnership with Google ensures favorable cloud computing costs and technological support, crucial for Tempus' AI-driven solutions [8]. - Regulatory achievements include FDA approval for the xT CDx diagnostic device and CMS reimbursement approval for the Tempus ECG-AF algorithm, validating the company's AI technology [9][10]. Market Position and Comparisons - Year-to-date, Tempus AI's stock has increased by 75%, outperforming the Medical Info Systems industry (21.6%) and the Medical sector (6.4%) [3]. - The stock is currently trading at a forward price-to-sales ratio of 9.9, higher than the industry average of 6.17 and other competitors like iRhythm Technologies (5.13) and SOPHiA GENETICS (3.15) [22]. Outlook and Investor Sentiment - The AI market is projected to grow significantly, positioning Tempus AI to capitalize on expanding opportunities in healthcare [24]. - Despite long-term growth potential, the recent disappointing Q4 performance and high valuation may limit near-term gains, suggesting that new investors should wait for a better entry point [25].