Earnings call briefThird-quarter 2026
Tempus AI says BMS deal is up to $138 million over a 5-year term
Tempus AI also said it expects about $80 million of oncology ASP uplift in 2027 from updated XT pricing starting January 1.
GetSignal Tempus AI TEM
Tempus AI said on its third-quarter call that the agreements with Bristol Myers Squibb and Pathos include $55 million that Pathos is paying over a 5-year term for an Alzheimer's data set. The company said a larger oncology ASP increase would follow if the XF test receives FDA approval.
Quotes from the call
“We entered into a strategic collaboration with Bristol Myers Squibb, or BMS, whereby we agreed to license BMS oncology data and models for up to $138 million over a 5-year term.”
Key facts from the call
- Expected added data and applications revenue
- Up to $193 million over about 5 years, with BMS up to $138 million
- Expected oncology ASP uplift in 2027
- About $80 million
- XT updated pricing start
- January 1
- Pathos payment for Alzheimer's data set
- $55 million over a 5-year term
Source: Tempus AI's third-quarter 2026 earnings call, November 2, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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