Key Takeaways Tempus AI is expanding its algorithms beyond oncology into pathology, radiology, cardiology and neuropsych.TEM secured two FDA 510(k) clearances for its cardiac imaging update and ECG-Low EF software. Tempus AI strengthened its platform by acquiring Arterys in 2022 and Paige's digital pathology dataset. Tempus AI (TEM) is developing and deploying a suite of advanced algorithms and diagnostic software that run on its multimodal data. These algorithms span beyond oncology, including digital path ...

Core Insights - Hologic's Skeletal Health division has shown significant growth, with sales increasing by 62.1% in Q3 of fiscal 2025 due to the ramp-up of Horizon DXA systems [1][9] - The company will discontinue the Fluoroscan Insight FD mini C-arm by September 30, 2025, due to its low gross margin and limited growth potential [2][9] - Hologic has revised its 2025 revenue guidance to a range of $4.081 billion to $4.091 billion, supported by strong Q3 performance and reduced tariff impacts [3][9] Hologic's Business Performance - The Diagnostics business is expected to benefit from strong underlying growth drivers, including BV and CV/TV molecular diagnostic assays [3] - Breast Health is anticipated to show modest growth in Q4, while Surgical revenues are expected to be strong due to favorable year-over-year comparisons [3] - Skeletal Health is projected to experience outsized growth in Q4, competing against a full quarter of DXA stop-ship from the previous year [3][4] Market Position and Competitors - Hologic's stock has increased by 11.2% over the past six months, contrasting with a 9.4% decline in the industry [7] - GE Healthcare has introduced the Voluson Performance series in women's health ultrasound, enhancing its portfolio with AI and automation [5] - Becton, Dickinson & Company has partnered with Henry Ford Health for pharmacy automation and has placed its 1,000th BD Rhapsody System at a UK hospital [6]

Company Overview - Tempus AI has developed advanced algorithms in radiology, enhancing precision and personalization in medical care through strategic acquisitions [1][4] - The company launched Tempus Pixel, an AI-powered cardiac imaging platform, which received FDA clearance for advanced cardiac MR image analysis [2][10] Market Insights - The AI in Radiology Market is projected to reach $15.7 billion by 2035, growing at a CAGR of 19.56% from 2025 to 2035, indicating significant growth opportunities for companies like Tempus [2] Product Features - Tempus Pixel offers advanced viewing and automated reporting of cardiac MR images, improving efficiency in flow visualization and tissue characterization [3] - The platform generates T1 and T2 inline maps, providing precise numerical values for cardiac tissue characteristics, aiding in the detection of conditions like fibrosis and inflammation [3] Strategic Acquisitions - In 2022, Tempus acquired Arterys, integrating its AI tools for analyzing various imaging data into Tempus' platform, thereby expanding its capabilities [4][10] Competitive Landscape - GE HealthCare launched the Voluson Performance series, enhancing women's health ultrasound with AI and automation [5] - GE HealthCare also acquired icometrix to integrate AI-powered brain imaging analysis into its MRI systems [6] Stock Performance - Year-to-date, Tempus AI shares have increased by 152.2%, outperforming the industry growth of 28.5% and the S&P 500's 12.8% [9] Valuation Metrics - Tempus AI currently trades at a forward Price-to-Sales (P/S) ratio of 10.02X, significantly higher than the industry average of 5.92X, indicating a potentially expensive valuation [11]