Core Insights - Tempus AI (TEM) is expanding its presence in 2026 through strategic collaborations with pharmaceutical companies, healthcare institutions, and technology innovators to enhance data-driven insights for clinical outcomes and drug development [1] Group 1: Strategic Collaborations - Tempus has partnered with Daiichi Sankyo to accelerate the clinical development of an antibody drug conjugate (ADC) program in oncology, utilizing Tempus' PRISM2 AI models [2] - The company has integrated Median Technologies' eyonis LCS solution into the Tempus Pixel platform for non-invasive characterization of lung nodules, improving clinical decision-making [3] - A collaboration with Blood Cancer United aims to create a patient-centered registry for pediatric acute myeloid leukemia (pAML), leveraging Tempus' AI-enabled health concierge app and cloud-based analytics [4] - Tempus has formed a multi-year strategic collaboration with NYU Langone Health to enhance cancer care through advanced molecular profiling and data-driven insights [4] Group 2: Industry Updates - Guardant Health, Inc. has entered a multi-year collaboration with Merck to support the development of Merck's oncology portfolio using Guardant's Smart platform [5][6] - 10x Genomics, Inc. announced that a research consortium will utilize its Xenium spatial platform to create a comprehensive multimodal cancer dataset [7] - BioTuring and 10x Genomics have collaborated to streamline single-cell and spatial data analysis, enhancing analytical capabilities [8] Group 3: Stock Performance and Valuation - Tempus' shares have increased by 12.2% over the past year, contrasting with a 29.5% decline in the industry, while the S&P 500 has improved by 17.6% [9] - The current forward Price-to-Sales (P/S) ratio for TEM is 4.98X, lower than the industry median of 5.34X, indicating a relatively cheap valuation [11] - The loss per share estimate for 2026 has widened to 32 cents from 18 cents over the past 30 days [12]

Core Insights - 10x Genomics, in collaboration with the Cancer Research Institute (CRI), is launching a multi-phase initiative to generate high-resolution molecular data from over 20,000 samples to enhance immuno-oncology research and develop new immunotherapies and vaccines [1][4]. Group 1: Project Overview - The initiative will start with a pilot phase involving leading researchers from top immuno-oncology laboratories, aiming to generate approximately 3,000 samples using 10x's Chromium and Xenium platforms [2]. - The full project phase will expand to a broader network of laboratories, utilizing 10x's Chromium Flex single cell assay to profile over 500 million cells [3]. Group 2: Objectives and Impact - The integrated dataset will help uncover mechanisms of immune response and resistance, refine existing treatments, and identify new therapeutic strategies, ultimately contributing to vaccine discovery [4]. - This collaboration aims to create a high-resolution immune atlas that can redefine cancer prevention and treatment strategies [5]. Group 3: Company Background - 10x Genomics is a life science technology company focused on advancing human health through products that enable researchers to understand biological systems at a high resolution and scale [7]. - The Cancer Research Institute, established in 1953, is dedicated to advancing immunotherapy research and has invested over $560 million in related studies [9].