CANADA - 2025/04/23: In this photo illustration, the Tempus AI logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) SOPA Images/LightRocket via Getty Images Tempus AI (NASDAQ: TEM) has already posted a strong 2x gain since its IPO, rising from $37 to $74. Although it trades at a lofty 14x trailing revenue multiple, the company's solid growth trajectory and expanding market opportunity indicate room for continued upside, as outlined bel ...

Core Insights - Cosmo Pharmaceuticals has renewed its multi-year manufacturing and supply agreement with Takeda for the production of Mesalazine MMX 1200 mg, an oral treatment for ulcerative colitis, reinforcing its role as a key partner in global pharmaceutical production [1][2] Company Overview - Cosmo Pharmaceuticals is a life sciences company focused on MedTech AI, dermatology, gastrointestinal diseases, and contract development and manufacturing (CDMO) [3] - The company aims to innovate at the intersection of science and technology, with a mission to empower patients and healthcare professionals [3] Manufacturing Capabilities - The advanced manufacturing site in Lainate, Italy, is certified by multiple regulatory authorities and adheres to ISO 13485 standards, emphasizing continuous improvement and customer satisfaction [2] - The facility has been operational for over 30 years, ensuring efficient and environmentally responsible production [2] Strategic Vision - The renewal of the agreement aligns with Cosmo's Vision 2030 strategy, which focuses on scaling trusted partnerships and enhancing its leadership in the CDMO sector globally [2]

Core Viewpoint - Mobile-health Network Solutions (MNDR) is transitioning to a leaner, asset-light model focused on AI-driven virtual care, aiming for scalability and profitability despite short-term revenue declines due to the closure of its CityGate clinic in Singapore [2][3]. Financial Performance - For H1 FY2025, MNDR reported revenue of US$4.3 million, down from US$6.6 million in H1 FY2024, and a net loss of US$(1.7 million) compared to US$(1.5 million) in the same period last year [7]. - Cash and cash equivalents decreased to US$2.6 million from US$6.7 million in H1 FY2024 [7]. Strategic Initiatives - The closure of the CityGate clinic is seen as a pivotal moment in the company's transformation towards a globally scalable, AI-focused platform [3]. - In April 2025, MNDR acquired Lifepack, enhancing its telehealth and pharmacy services for Indonesia's 280 million people, many of whom are underserved [4]. - The company secured US$10 million in funding in January 2025 to advance its AI-driven healthcare solutions, including the AI Agent platform [5]. Operational Developments - MNDR has integrated AI agents into its MaNaDr app to reduce operational costs while improving care and service delivery [8]. - The launch of AI Notes in March 2025 automates clinical note-taking for doctors, enhancing efficiency [11]. - A tele-dentistry service was announced in May 2025, allowing patients to perform AI-enhanced dental scans at home [11]. Future Outlook - The company anticipates that recent initiatives will lead to higher revenue and aims to achieve breakeven by H2 FY2025 and profitability before H1 FY2027 [9].