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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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TEM is a data-rich platform that recently clinched a $200 million deal with AstraZeneca. TEM's main bet is now on AI for healthcare applications. I believe TEM's main business moat is its vast and rapidly growing data, which can be leveraged for AI. This is how TEM has sustained its impressive revenue growth. For example, it's integrating Ambry and Deep 6 to expand hereditary testing and add millions of records to its dataset. This strengthens Tempus AI's use cases.
