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Colleen

Research Analyst at Wolfe Research

Boston, MA, US

Colleen is an equity research analyst at Wolfe Research, specializing in coverage of the retail and consumer sectors. She covers a range of major publicly traded companies in these industries, conducting in-depth fundamental analysis and publishing actionable investment research. Colleen joined Wolfe Research after prior roles at top investment research firms, building a track record known for thorough industry insight and reliable stock calls, though quantitative success metrics and third-party rankings are not publicly available. She holds key securities licenses qualifying her for analyst responsibilities and maintains professional credentials required for regulated equity research in the United States.

Colleen's questions to Tempus AI (TEM) leadership

Question · Q3 2025

Colleen asked about Ambry's performance, seeking clarification on the mix of growth drivers (share gains vs. organic expansion), how Ambry's growth compares to the broader hereditary cancer market (estimated low double digits), and the impact of panel mix (Cancer Next vs. targeted) on future ASPs.

Answer

CFO Jim Rogers stated that Ambry's growth was about 50% from share gains, similar to the prior quarter, but expects this to moderate to low- to mid-20s growth in Q4. CEO Eric Lefkofsky added that the hereditary space is stronger than previously thought, with Ambry's low- to mid-20s growth significantly above the estimated low double-digit industry growth due to its 'gold standard assays.' CFO Jim Rogers noted that ASPs have been consistent, down slightly year-over-year due to payer renegotiations, and that the rare disease business, though small, has a higher ASP and could impact overall ASPs as it scales.

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