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"Tempus Announces Six Abstracts Accepted for Presentation at the European Society for Medical Oncology Congress 2025."

Tempus will clearly be talking about Tempus Lens.

+ Takeda will be presententing as will Novartis etc

A very busy ESMO for Avacta and off course investor event !

Did I mention Boston and AACR !

Over the last 4-5 weeks the share price movement have very much reflected what the company communicated but more importantly what they did not tell us , however with the upcoming weeks and conferences and most likely commercial JV's being lined up, we should see the share price be trading up in a re-rated range and entering next year a much stronger Avacta, with majors knocking on the door. With an IPO Q1 2026 coming up, current shareholders will be looking very clever indeed. Buy!

More M&A in Pharma, this time Johnson &Johnson rumoured to be buying Protagonist therapeutics , already in partnership!

More M&A in CAR-T cell therapy area:

Bristol Myers buying Orbital Therapeutics $1.5 bill .

So far this year :

In vivo approaches to CAR-T therapies have attracted notable investment this year, with AbbVie buying Capstan Therapeutics for $2.1 billion, AstraZeneca splashing $1 billion on the purchase of EsoBiotec, and Gilead Sciences spending $350 million on acquiring Interius BioTherapeutics.

Suspect it will be a very interesting week / build up to next week's ESMO conference followed by AACR in Boston . The majors will all be there and I would expect the first of several licensing deals to be announced, no take over please !

The global AI in clinical trials market is expected to see substantial growth, potentially reaching $8.5 billion by 2030 from approximately $2.7 billion in 2025.

AI is projected to be integrated into 60–70% of clinical trials by 2030, showing it's growing importance .

05.15 am in Philly, early start for management , would not be surprised to see size buying accelerate and newsflow pre ESMO and AACR picking up pace.

Retail be wise to enjoy the momentum as we have only started!

Afternoon buying could be interesting to watch and be part of !!

Size buyers will no doubt be in a hurry next week, in picking up stock before the news flow accelerates prior and during ESMO and AACR .

Nasdaq IPO expected to be Q1 2026.

With stock up almost 90% since July , some of us have enjoyed supporting the company and what is about to happen.

Would expect to see buyer testing current offer price , with "selling " slowing down very quickly , interesting Thursday and Friday ahead of us with further news flow.

The news flow pre and post ESMO will be quite exceptional and the stock should then be trading well above 12 month's highs .

CC and Dr Tap will have quite a conference and investor event, with the majors lining up offers

Market is doing a great job in making retail market uneasy before numbers tomorrow , their size order on the buy side, will end up today with a great average price before tomorrow's opening.

With results, ESMO etc coming up, always worth remembering the old saying from the market , it is not what the company said , but what they did not say , that drives the price up! You have 90 min left to pick up more at these levels.

Genmab is continuing to build up its pipeline of wholly owned late-stage cancer assets, this time paying $8 billion for Netherlands-based Merus and its bispecific antibody.

More M&A interest in Petosemtamab

an EGFR Bispecific antibody and the sector .

Would like to remind you that the company is describing the associated investor presentation post Dr Tap's presentation at ESMO ,

" an investor event " !.

Old saying from the market regarding companies and their communication to investors, is " what is really important is not what a company says , but what the company did not say " .

Perhaps on US Labour day like today , worth reminding us what Tempus and Avacta continues to benefit from.

Tempus latest M&A :

Paige is the owner of the first FDA-cleared AI application in pathology. It offers solutions and data sets that help researchers better detect cancer. It also aims to advance precision medicine through the use of AI applications in healthcare.

With the acquisition, Tempus AI is expected to gain access to a dataset of nearly 7 million digitized pathology slide images, along with clinical and molecular data. The data available spans 45 countries and diverse demographic information; it will also absorb commitments under the existing Microsoft Azure cloud services agreement.

With Avacta about to be shifting gear capturing multi billion dollar market opportunities through upcoming newsflow and events, their collaboration with Tempus " will bring game changing new therapies" .

Early hrs across the pond, but some of the buyers will have to work part of their Bank Holliday, watch the bid .

Having made new 2025 highs, today's news will only accelerate the recovery towards 2022/23 trading range and with ESMO and further news, like the Investor event at ESMO coming up, this price recovery could happen sooner that we think. Did I also mentioned licence agreement? Hence " the event " .

Looking at the 5 year chart and the descending trendline, which we are about to break, we should then have serious buying push the stock above 75 p and have the stock pre ESMO and licence deal move further towards 120.

Note bid going north and the first offer prints will soon show size buying above current offer.

+Biotech M&A and IPO heading for a busy Q4, pre and post ESMO.

Watch what Conifer will do next with the Tempus platform in the background,

Before ESMO and some very lively weeks ahead of us .