Core Insights - Tempus AI (TEM) is experiencing significant growth in its Data and Services segment, with a 43.2% year-over-year revenue increase to $61.9 million in Q1 2025, driven by a 58% growth in its Insights data licensing business [1][7] - The company has secured major contracts, including a $200 million licensing agreement with AstraZeneca (AZN) and Pathos, which has increased AZN's total remaining contract value to over $1 billion [2][7] - Tempus has expanded collaborations with key pharmaceutical companies, including Illumina and Boehringer Ingelheim, enhancing its position in biomarker development and oncology applications [3][7] Financial Performance - Gross profit for Tempus outpaced revenue growth, increasing by 65.2% with only a modest 3% rise in the cost of revenues [1] - Year-to-date, Tempus AI shares have surged 102.5%, significantly outperforming the industry average growth of 18% [6] Competitive Landscape - Competitors like ICON (ICLR) and IQVIA (IQV) are also experiencing growth, but Tempus AI's performance in securing contracts and expanding its service offerings positions it favorably in the market [4][5] - Tempus currently trades at a forward 12-month Price-to-Sales (P/S) ratio of 8.47X, compared to the industry average of 5.83X, indicating a premium valuation [8]

作者：Cage 上世纪 50 年代信息论和 DNA 双螺旋的发现，点亮了生命科学与数字互联网这两个最关键的科技树；今天 AI for Science 开始将这两股洪流汇聚并指数级 加速。 大模型对生物系统这样复杂、非线性的系统有着前所未有的理解和生成能力，有望成为加速科学发现的关键引擎。 • Biology Foundation Model： 深挖单点大模型极限，AlphaFold 3 级别的里程碑是个开始； • AI Scientist： 将多智能体编排成实验操作系统，让科研流程变成可复制的 AI Agent； • AI-Native Therapeutics： 基于全栈 AI 平台押注复杂疗法，争夺下一个百亿美元药物； • AI-empowered solution： 通过独特数据与算法解决行业痛点，带来立竿见影的效率红利。 目录 01 Background 02 研究框架 03 Tech × Specialist：Biology foundation model 的范式变化 04 Tech × Biologist：自动化科研（AI Scientist）重塑研发流程 05 Bio x Generalist ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 在 皮肤疾病 的诊断和管理方面，充分利用 人工智能 （AI） 的潜力迫在眉睫。尽管深度学习已展现出卓越的性能，常常能与皮肤科医生相媲美甚至超越，但目前 用于皮肤科的 AI 模型仍局限于孤立的任务 （例如从皮肤镜图像中诊断皮肤癌） 。这些模型难以整合各种数据类型和成像模式，从而降低了其在不同实际临床环 境中的实用性。 皮肤科与内科一样，本质上十分复杂，涵盖了从常见皮肤病到危及生命的恶性肿瘤等广泛的病症，因此需要一种全面的、以患者为中心的方法，将各种临床工作 流程整合起来。 2025 年 6 月 6 日，澳大利亚莫纳什大学 戈宗元 团队 （博士生 燕思远 为第一作者） 在 Nature Medicine 期刊发表了题为 ： A multimodal vision foundation model for clinical dermatology 的研究论文。 该研究开发了一种 用于临床皮肤科的多模态视觉基础模型—— PanDerm ，其在 包括皮肤癌筛查、风险分层、常见和罕见皮肤疾病的鉴别诊断、病变分割、纵向 监测以及转移预测和预后在内的 28 种的基准测试中达到了最先进的 ...

Core Insights - Datadog AI Research has launched two significant projects: Toto, an open-weights foundation model for observability, and BOOM, the largest public benchmark for observability metrics [1][2][4] Group 1: Datadog AI Research Initiatives - Toto is the first open-source foundation model focused on observability, trained on Datadog's internal telemetry metrics, achieving superior performance compared to existing time series foundation models (TSFMs) [2][3] - BOOM provides a comprehensive benchmark with 350 million observations across 2,807 real-world multivariate series, addressing unique challenges in production telemetry [4][5] Group 2: Technical Features and Benefits - Toto's zero-shot forecasting capability allows for immediate anomaly detection and capacity planning without the need for per-series tuning, which is essential for monitoring billions of ephemeral time series [3][5] - BOOM serves as an actively maintained resource for the research community, facilitating advancements in forecasting models specific to observability metrics [4][6] Group 3: Future Directions and Collaboration - Datadog AI Research aims to continuously release AI projects and collaborate with applied AI teams to develop tools that address customer challenges and enhance engineering workflows [5][6] - The open-source nature of Toto and BOOM invites contributions from the research and open-source software communities to advance observability forecasting [6]

Company unveils a strategic initiative to build the world’s first known foundation model for human motion in physical rehabilitation Collaboration represents an important step toward integrating powerful new AI capabilities into Ekso Bionics’ proprietary exoskeleton technology platforms SAN RAFAEL, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Ekso Bionics Holdings, Inc. (Nasdaq: EKSO) (“Ekso Bionics” or the “Company”), an industry leader in exoskeleton technology for medical and industrial use, today announced ...

Robotics hasn't had its Jad GPT moment yet, but we think it is almost here. Everyone has known that robots are the future, but that proved elusive because previous generations of robots were expensive, brittle, and only worked in control conditions. With the rapid improvements in foundation models, it is finally possible to make robots that have human level perception and judgment.That has been the missing piece. While consumer use case feature heavily in science fiction, some of the overlooked and most imm ...

Tempus AI (TEM) Q1 2025 Earnings Call May 06, 2025 04:30 PM ET Company Participants Elizabeth Krutoholow - VP - IR and Competitive IntelligenceEric Lefkofsky - Founder & CEOJim Rogers - CFOMark Schappel - Managing DirectorSubbu Nambi - Managing DirectorMichael Ryskin - Managing DirectorDan Arias - Managing Director Conference Call Participants Tejas Savant - Executive Director & Senior Healthcare Equity AnalystRyan Macdonald - Managing Director, Senior Equity Research AnalystDan Brennan - AnalystMark Massar ...

Core Insights - Firefly Neuroscience, Inc. has acquired Evoke Neuroscience, Inc., marking a significant step towards developing a proprietary foundation model of the human brain using its FDA-cleared Brain Network Analytics (BNA™) technology [1][2]. Company Overview - Firefly is an AI company focused on improving brain health outcomes for patients with neurological and mental disorders, utilizing its BNA™ technology for diagnostics and treatment monitoring [3][4]. - The company has built a comprehensive database of brain wave tests and secured patent protection over the past 15 years, now targeting pharmaceutical companies and medical practitioners for commercial use [3]. Acquisition Details - The acquisition of Evoke will enhance Firefly's assets, including a more than two-fold increase in proprietary brain scans, a three-fold increase in patents, and a ten-fold increase in commercial sites [2]. - The purchase terms include a total payment of $6 million, split 50% in cash and 50% in Firefly's common stock priced at $3.50 per share, along with a potential $500,000 earn-out for Evoke's investors based on future revenue performance [5]. Technological Synergies - The integration of Evoke's technologies is expected to create significant technological, clinical, and commercial synergies, enhancing Firefly's capabilities in brain health assessment [2]. - Firefly's BNA™ technology utilizes AI and machine learning on a proprietary database of over 17,000 patients, providing comprehensive insights into brain function and improving diagnostic accuracy for mental and cognitive disorders [4]. Market Position - Firefly possesses the largest known proprietary database of over 180,000 standardized EEG/ERP assessment records and has 27 granted patents, positioning the company strongly in the brain health technology market [5].

当全球自动驾驶行业仍在技术奇点与商业回报的摇摆中艰难求索， 一位曾带领图森未来敲响纳斯达克钟声的硬核极客，正在用更 " 严苛精准 " 的算法重构 价值公式 —— 不是接管率，不是 Demo 里程数，而是冷峻到毫厘的 " 每英里成本 " （ Cost per Mile ）。 从 Caltech 神经科学实验室到北美 I-10 州际公 路， Bot Auto 创始人侯晓迪的二十年技术长征，恰是自动驾驶行业从 " 仰望星空 " 到 " 脚踩泥泞 " 的范式转型：他曾在硅谷天使投资圈见证 300 多份商业 计划书背后的创投逻辑与幻梦；十年后，当他执掌上市公司时却发现，华尔街钟爱的 " 卡车故事 " 背后，竟是 40 美元成本与 2 美元收入的反差 --- 一场注 定失衡的死亡倒挂。 这位经历过生死误诊的连续创业者，正在将 " 第一性原则 " 推向极致 ：当多数公司仍在比拼夜间复杂路况的 Demo 视频时， Bot Auto 已把总部迁至休斯顿 货运枢纽，用 " 肉身贴地 " 的笨功夫重构技术路径 —— 放弃华而不实的传感器军备竞赛，将生成式 AI 的预训练革命引入卡车领域，把数据标注成本压缩 至传统模式的 2% ；拒 ...