Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the V940 clinical-development program since its inception. Tempus agreed in July to a pending acquisition of Personalis at a $1.5 billion enterprise value, net of Tempus's existing stake. The question for Tempus AI, Inc. (NASDAQ:TEM) is whether the result validates the acquisition or merely confirms that one Personalis platform is strategically relevant to personalized cancer therapy.
Personalis uses ImmunoID NeXT to sequence tumor information for personalized vaccine development. That technology is distinct from NeXT Personal, the company's tumor-informed molecular residual disease test and the central strategic target of the acquisition. For Tempus AI, Inc. (NASDAQ:TEM), the clinical result validates Personalis's sequencing capabilities without establishing the economics of either product.
Tempus AI, Inc. (NASDAQ:TEM) is acquiring a company that has supported the V940 program from its beginning. A successful Phase 3 endpoint could strengthen Personalis's credibility with biopharma customers and create additional sequencing opportunities as drugmakers pursue individualized therapies across more tumor types.
The acquisition also reaches beyond vaccine sequencing. Tempus AI, Inc. (NASDAQ:TEM) has commercialized NeXT Personal since 2023. The MRD test searches for small traces of circulating tumor DNA after treatment, helping clinicians monitor response and identify possible recurrence before it becomes visible through conventional imaging.
Tempus AI, Inc. (NASDAQ:TEM) reported 9,000 total MRD tests in the second quarter, up from 6,500 sequentially. Personalis generated finalized quarterly revenue of $22.357 million and delivered 10,384 clinical tests, with volume rising 33% sequentially. NeXT Personal also has Medicare coverage in three indications, giving the pending transaction a commercial foundation independent of V940.

#v940 #acquisition #tumor

Cathie Wood, chief of Ark Investment Management, often trims her biggest winners after sharp rallies.
This week, she's selling Tempus AI (TEM), taking some shares off the table after the healthcare AI stock surged nearly 30% in days and became the second-largest holding in her fund.
Last year, the flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500's return of 17.88% in the same period. So far this year, Wood's flagship Ark Innovation ETF (ARKK) is up 10.16% as of Aug. 26, while the S&P 500 surged 12.13%, Yahoo Finance data show.
Wood gained a reputation after the Ark Innovation ETF delivered a 153% return in 2020. But her style also brings painful losses in bearish markets, as seen in 2022, when the Ark Innovation ETF tumbled more than 60%.
Those swings have weighed on Wood's long-term gains. As of Aug. 26, her Ark Innovation ETF has delivered a five-year annualized return of -6.21%, while the S&P 500 has an annualized return of 11.42% over the same period, according to data from Morningstar.

#year #period

Tempus AI (NASDAQ: TEM) stock posted massive gains this week despite valuation pressures across the broader market. The healthcare artificial intelligence (AI) specialist's share price climbed 39.5% over its close at the end of the previous week's trading. Meanwhile, the S&P 500's level declined 1.9%, and the Nasdaq Composite's level declined 2.8%.
Tempus's big gains this week stemmed from a press release published by Merck and Moderna that provided an update on a trial for their cancer vaccine. Despite the big valuation pop, Tempus stock is still down roughly 10% over the last year.
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On Wednesday, Merck and Moderna published a press release detailing Phase 3 trial data for the use of a jointly developed messenger ribonucleic acid (mRNA) vaccine along with Merck's Keytruda immunotherapy as a cancer treatment. The results showed that patients who took the combined treatment saw significant benefits compared to those who just took Keytruda, with the return and spread of cancer both being diminished among the cohort.
Tempus stock soared following the announcement, largely due to its pending acquisition of Personalis -- the company that developed the genomic tumor-profiling technology that was central to the development of Merck and Moderna's cancer vaccines. Tempus's deal to acquire Personalis is a binding agreement and is expected to close late this year or early in 2027.

#tempus #NASDAQ #keytruda

Australian Vintage has struck a distribution partnership with Australian ready-to-drink brand Fellr.
The owner of McGuigan and Tempus Two wines said it will manage efforts to sell Fellr across all Australian states and territories, "strengthening its own beverage portfolio while positioning Fellr for broader expansion".
The deal will see Australian Vintage handle Fellr's existing range of 4% abv RTDs and ****** ist its move into vodka-based RTDs and full bottled spirits.
Australian Vintage chief commercial officer Aaron Lohrey said there was "significant potential" to build on Fellr's "success through our sales and distribution capabilities".
"Our customer relationships and innovative mindset provide a strong platform to expand Fellr's presence, while adding greater benefits to our customers asking for a better range of brands that we bring to market," Lohrey added.

#australian #vintage #rtds #tempus

Cathie Wood, CEO of Ark Invest, is known for her aggressive investment style. Ark Innovation ETF is heavily invested in growth stocks, including Tesla, Tempus AI, and CRISPR Therapeutics. Roughly half of the fund's ******* ets are invested in just 10 companies.
Among the fund's top holdings is ******* e Exploration Technologies (NASDAQ: SPCX). The ******* e stock accounts for around 4.5% of the fund's invested ******* ets.
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Immediately after its IPO, ******* eX stock soared well above $200. After a sharp correction, however, shares now trade below their initial IPO price of $135 per share.
Wood capitalized on the correction by purchasing more ******* eX stock. According to reports, she purchased $21.3 million in ******* eX stock across multiple funds as the price fell.

#SpaceX #wood

In Cathie Wood's Ark Genomic Revolution ETF (NYSEMKT: ARKG), as of July 10, the three top holdings are Tempus AI, 10x Genomics, and Twist Bioscience. But digging past the top 10 holdings, there's a $1.8 billion biotech company with a growing drug pipeline that's also landed big-name healthcare partnerships.
That company is Recursion Pharmaceuticals (NASDAQ: RXRX), and the Ark Genomic Revolution ETF currently owns over $50 million worth of its stock.
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As more companies tap into the power of artificial intelligence (AI) to accelerate drug discovery and uncover novel solutions, Recursion stands out for the massive amount of data it can generate, as well as for its partnerships.
Each week, it uses robotics and computer vision to capture millions of cell experiments, potentially helping to speed up drug development. It currently has seven drugs in various clinical stages in its pipeline, and its candidate REC-4881, designed to treat a rare genetic condition that can lead to cancer, is one of the drugs that's furthest along in trials. REC-4881 has shown positive proof-of-concept data, with additional phase 1b/2 data expected in the first half of 2027.

Tempus AI (TEM) may be building one of healthcare's fastest-growing artificial intelligence (AI) platforms, but the stock hasn't given investors much to celebrate lately. Shares are down roughly 15% over the past year and about 4% year-to-date (YTD), even as the company continues to report strong revenue growth and expand its footprint in AI-powered precision medicine. TEM stock even has an approximately 4% weightage in Cathie Wood's ARK Invest ETFs (ARKG) (ARKK). With the stock pulling back while the fundamentals continue improving, investors are left with a critical choice.
Does this pullback represent a buying opportunity or a warning sign?
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Cathie Wood, head of Ark Investment Management, has a history of buying stocks shortly after their IPOs.
In recent years, Wood's Ark funds have invested in newly public companies such as Tempus AI (TEM), Coinbase (COIN), and CoreWeave (CRWV), reflecting her strategy of gaining early exposure to high-growth businesses in artificial intelligence, cryptocurrency, and cloud computing.
Now, Wood is making another IPO bet, buying more than $529 million worth of ****** eX stock.
In 2025, the flagship Ark Innovation ETF gained 35.49%, far outpacing the S&P 500's return of 17.88% in the same period. But so far this year, Wood's flagship Ark Innovation ETF (ARKK) is down 2.85%, while the S&P 500 surged 8.56%, Yahoo Finance data shows.
Wood gained a reputation after the Ark Innovation ETF delivered a 153% return in 2020. However, her style also brings painful losses in bearish markets, as seen in 2022, when the Ark Innovation ETF tumbled more than 60%.