In short: Referenced only — AZN's partner (with Pathos) in building "the largest multimodal foundation model in oncology," which the house calls "the most strategically significant" of AZN's AI commitments, with commercial impact "probably at least a few years away." No view, valuation or recommendation on Tempus shares.
In short: Flagged twice in one call from opposite directions, and explicitly left unresolved. On the sell-side: "Cantor Fitzgerald initiated Tempus, TEM, overweight with an $80 price target. I have to look at that." On the insider tape from his own new Form 4 tracker, Tempus appears among the week's largest sales — "the biggest sales were Lumentum, CoreWeave CEO selling 27 million, Tempus AI, Freshpet, and TeraWulf." No view taken; the name goes on the work list, which is exactly the state the insider screener is designed to surface ("we're working on prioritizing which ones are good and which ones are bad. That screener is supposed to be out in October").
Tempus applies AI to genomic and clinical data for cancer treatment. It appears twice on this call, pointing in opposite directions — which is why it earns a mention but not a view.
On one side, Cantor Fitzgerald began coverage with a positive rating and an $80 price target. On the other, Tempus shows up on Singh's own new tracker of insider transactions as one of the week's largest sellers by company insiders. Analysts publish opinions; executives sell shares with their own money and better information. When those two signals conflict, the honest answer is not to average them.
His response is exactly that: "I have to look at that." It is also a good illustration of what the Form 4 screener being built for October is meant to do — surface the conflict quickly, and then let the analyst decide whether a particular sale is meaningful or simply an executive diversifying.
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