Tempus AI, Inc. (TEM) Morgan Stanley 24th Annual Global Healthcare Conference September 15, 2026 8:30 AM EDT
Company Participants
Eric Lefkofsky – Co-Founder, CEO, President & Chairman
Conference Call Participants
Kallum Titchmarsh – Morgan Stanley, Research Division
Presentation
Kallum Titchmarsh
Morgan Stanley, Research Division
Perfect. I think we can get started. Kallum Titchmarsh here from the life sciences team at Morgan Stanley. Welcome to Day 2 of the Global Healthcare Conference. Really pleased today to be joined by Eric Lefkofsky, Tempus’ Founder and CEO. Thanks for being here, Eric.
Eric Lefkofsky
Co-Founder, CEO, President & Chairman
Thanks for having me.
Question-and-Answer Session
Kallum Titchmarsh
Morgan Stanley, Research Division
A lot of news to discuss, but maybe we can just hit on first the second quarter results. I think very strong across the board, broad-based performance. Anything that surprised you within that? Maybe just go through the good, anything that surprised you to the bad? Maybe just level set us, and then we could dive into some specifics from there.
Eric Lefkofsky
Co-Founder, CEO, President & Chairman
Yes. I think the — both the quarterly performance and I think the year performance has really been anchored around 2 main themes. One is the core strength of our diagnostic business, in particular, around comprehensive and genomic profiling, and how kind of durable those growth rates — unit growth rates are, both in terms of solid tumor profiling and liquid biopsy. So you have this like very strong therapy selection business in terms of like demand that also has rising ASPs. And so that’s kind of one of the big bellwethers of our business, the biggest part of our business. So even though MRD has high growth rates — higher growth rates, it’s the biggest part of our business.
So the diagnostic — our diagnostic
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