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Reimbursement pricing clarity for AI diagnostics rarely moves a stock by 30% in a week.
After Morgan Stanley on September 15 drew attention to how newly defined pricing on Tempus AI's (NASDAQ: TEM) xT and xF products could add between $330 million and $400 million in combined annual revenue, shares gained roughly 30% over five sessions, including a 13.83% move on Thursday that took the stock to $79.65.
What the reimbursement numbers imply CEO Eric Lefkofsky said xT pricing could add $80 million to $100 million in revenue next year, with xF approval and pricing potentially adding $250 million to $300 million annually.
Both figures align with management's prior guidance of approximately $400 million in revenue uplift by 2028 across the XT CDx and XF approvals.
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