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HealthcareTEM
Tempus AI
Built AI-queryable dataset from 50%+ of US oncologists. Data moat nobody can replicate without 10 years. Multi-year licensing deals with AstraZeneca and GSK. 2026 revenue targeting $1.6B.
AI Impact Score
7.6/10
↑ Positive
Scoring Breakdown
Sector Base
7
AI Revenue Exposure
8
Moat Durability
8
Disruption Risk (lower=better)
3
AI Adoption Maturity
8
Scenarios
Bull Case
'David' AI co-pilot inside EHR systems is wedge into $4T hospital spend. Data network effects compound — every new patient improves model.
Bear Case
Healthcare AI has longest regulatory cycles. Oncology-first limits TAM. Expanding to cardiology/rare diseases requires entirely new partnerships.
Key Factors to Watch
- ●50%+ of US oncologists connected — structural data moat
- ●EHR integration with Northwestern Medicine's David AI co-pilot
- ●AstraZeneca and GSK multi-year data licensing validate commercial model
Score History
| Date | Score | Direction | Note |
|---|---|---|---|
| 2026-03-08 | 7.6 | Positive | Score 7.8→7.6 (are 9→8, dr 2→3, aam 7→8). External research cross-ref: not all $1.27B is pure AI revenue; competition from Guardant/Google Health; deep Merck AI collab |
| 2026-03-08 | 7.8 | Positive | Initial assessment from batch 8 research |
Healthcare Peers
Last researched: 2026-04-06
This is research and analysis, not financial advice. Scores reflect AI impact potential, not investment recommendations.