Summary
⚈ The deal boosts cancer drug discovery using Tempus’s de-identified data and AI model development.
⚈ Pelosi’s Tempus investment is up 35%, her only profitable 2025 trade, with analysts targeting $62.33.
The share price of health technology company Tempus AI (NASDAQ: TEM) has soared by double digits, fueled by positive investor reaction to a blockbuster $200 million deal with AstraZeneca and Pathos AI.
The stock, a key component in former House Speaker Nancy Pelosi’s portfolio, is up over 17%, trading at $49.66.
This momentum builds on Tempus’ strong run in 2025, up 50% year to date.
Tempus $200 million deal
The deal centers on a long-term collaboration to develop a multimodal foundation model for oncology, leveraging Tempus’s de-identified oncology data to drive biological and clinical insights, uncover new drug targets, and accelerate innovative cancer treatments.
“Cancer drug discovery and clinical development are being transformed by the ability to analyze vast amounts of rich data using artificial intelligence,” said Jorge Reis-Filho, Chief AI and Data Scientist, Oncology R&D, AstraZeneca.
To this end, Tempus will receive $200 million for data licensing and model development.
The completed model will be accessible to all three partners and aimed at enhancing their independent patient care efforts.
This agreement builds on Tempus’ 2021 partnership with AstraZeneca, which was viewed as a reinforcement of its AI-driven platform’s role in advancing global oncological therapeutics.
Impact on Pelosi’s portfolio
Tempus stock’s recent performance has helped Pelosi emerge as a key beneficiary. This is highlighted by the fact that TEM’s impressive run in 2025 has helped offset significant losses incurred by Pelosi since the turn of the year.
Among her several 2025 Congress trades, Tempus is the only stock in the politician’s portfolio to remain profitable, yielding returns of over 35% since her January purchase.
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Filings indicated that the lawmaker invested between $50,001 and $100,000 in Tempus through call option purchases executed on January 14, 2025.
Meanwhile, a section of Wall Street remains bullish on Tempus stock outlook for the next 12 months.
According to insights from 10 experts at TipRanks, the equity is likely to hit an average price target of $62.33, a 25.41% increase in the next year.
Finbold reported that among the analysts, BTIG’s Mark Massaro initiated coverage on TEM with a ‘Buy’ rating on April 21, while setting a price target of $60.
Featured image via Shutterstock
