Jesse Case

Jesse Case, on behalf of Kyle Mikson from Canaccord Genuity, requested more clarity on the main growth drivers for Tempus AI's oncology tests (xT, xR, xF, xH, and xE) in 2026 and beyond, building on the previously discussed ASP and volume dynamics.

Answer

Eric Lefkofsky, CEO of Tempus AI, explained that the core technology advantage—contextualizing diagnostics, marrying clinical and molecular data, and providing comprehensive profiles with generated insights—drives growth across all five assays (xT, xR, xF, xH, xE). He emphasized that it's not one specific driver but the integrated platform. James William Rogers, CFO, added that the overall market for sequencing is growing, and Tempus's data advantage helps capture additional market share. Lefkofsky further noted that Tempus's solid tumor growth appears faster than competitors.

Jesse Case, on behalf of Kyle Mikson, requested more clarity on Tempus AI's oncology tests, specifically asking for the main growth drivers for xT, xR, xF, xH, and xE in 2026 and beyond, beyond just ASP and volume dynamics.

Answer

CEO Eric Lefkofsky explained that the core technology advantage—contextualizing diagnostics, marrying clinical and molecular data, and providing comprehensive profiles with generated insights—drives growth across all five assays (xT, xR, xF, xH, xE). CFO James William Rogers added that the overall market for sequencing is growing, and Tempus's data advantage helps capture additional market share, with solid tumor growth appearing faster than competitors.