Duan Yongping has invested in an AI healthcare company!

Duan Yongping, Wood姐, and other top investors are heavily invested in AI healthcare company Tempus AI, which leverages AI to enable precision medicine with broad industry growth prospects.

“China Buffett” Duan Yongping is betting on AI healthcare.

Data shows that Duan Yongping bought into Tempus AI in Q4, acquiring 110,000 new shares.

Duan Yongping previously built Xiaobawang and Biyibao from scratch, and was behind the founding of OPPO and vivo; later, he stepped back from the spotlight to focus on investing. With classic value investment cases like NetEase, Apple, and Moutai, he achieved huge returns, making him a legendary figure crossing industry and investment sectors.

Duan Yongping’s investment in Tempus AI demonstrates his strong interest in AI healthcare.

Recently, well-known tech investor Wood (Cathie Wood) and former U.S. House Speaker Nancy Pelosi, known as the “Capitol Hill Stock God,” also increased their holdings of Tempus AI stock.

Founded in 2015, Tempus AI focuses on AI-powered precision medicine, integrating clinical and molecular data to accelerate diagnosis, therapy selection, and drug development.

Recently, Tempus AI disclosed preliminary 2025 performance, with last year’s revenue around $1.27 billion, up approximately 83%.

At the end of last year, investment bank TD Cowen reaffirmed its “Hold” rating for Tempus AI and set a target price of $88.

Analysts are optimistic about the company’s long-term prospects in the medical AI field, especially its structured, large-scale medical data sets’ huge potential to improve drug R&D efficiency.

The Most Prominent AI Healthcare Company, Valued Over $10 Billion

Founded in 2015, Tempus is a biotech company that uses AI to collect and analyze molecular biology and clinical data, aiming to improve cancer treatments through precision medicine.

Founder Eric Lefkofsky is a serial entrepreneur who previously founded Groupon, the pioneer of group buying, which Meituan initially modeled after.

He became a billionaire after Groupon’s IPO and has founded companies across advertising, healthcare, logistics, and more.

In 2015, the U.S. launched the “Precision Medicine Initiative,” becoming a new global focus in healthcare development.

Because his wife was diagnosed with breast cancer, Eric Lefkofsky saw this need and founded AI healthcare company Tempus.

Lefkofsky also brought the “Internet approach” into healthcare.

In simple terms, Tempus offers low-cost sequencing services for patients, operating CLIA-certified automated labs that handle over 100,000 sequencing patients annually.

Meanwhile, Tempus can access patients’ genomic data, analyzing their genetic and transcriptomic expression levels, and integrating this information into a high-quality genomic database using AI and other digital tools.

Image: Tempus platform

After years of effort, Tempus has built the world’s largest and most comprehensive molecular database of cancer patients at a relatively low cost.

These databases are highly valuable to pharmaceutical companies, hospitals, and cancer centers, which are willing to pay large sums for drug R&D or scientific research.

About 95% of the largest publicly listed pharmaceutical companies use Tempus products, including Pfizer and AstraZeneca.

For example, GSK renewed a three-year partnership with Tempus to improve clinical trial design, accelerate clinical trial registration, and identify drug targets. In this deal, Tempus received an upfront payment of $70 million.

Thus, Tempus’s main business models are genomics, data, and services.

The company has now developed an operating system that generates, collects, builds, and analyzes large amounts of clinical and molecular data. Its business includes:

In diagnostics: providing next-generation genomic sequencing and companion diagnostics to give patients reliable data and advice for treatment options;

In clinical trials: consolidating real-world data (RWD) as real-world evidence (RWE), enabling doctors and researchers to analyze drug efficacy and adverse reactions in similar patients, and design in vivo clinical trials. It also offers services like biological modeling and in vitro trial design;

In drug approval: Tempus’s RWE can support FDA drug review processes.

This mature business system has allowed Tempus to generate significant revenue even before going public.

Before listing, Tempus had raised a total of $1.3 billion across nine funding rounds, including $200 million from SoftBank.

On June 14, 2024, Tempus AI went public on NASDAQ, originally planning to raise about $100 million but ultimately raising $410.7 million.

Recently, Tempus AI disclosed preliminary 2025 performance, with last year’s revenue around $1.27 billion, up approximately 83%.

Diagnostic revenue was about $955 million, up 111%, mainly driven by growth in oncology and genetic testing.

Data and application revenue reached approximately $316 million, up 31%, mainly driven by data licensing (Insights).

Wood, Duan Yongping Bet Big, AI Healthcare Is the Next Big Trend

Besides Duan Yongping, Wood and Pelosi are also very interested in this stock.

Data shows Cathie Wood’s ARK Invest is increasing its holdings in Tempus AI.

Last month, Wood bought about $4 million worth of Tempus AI shares over two trading days, showing strong confidence in AI healthcare.

Recently, Wood released the “Big Ideas 2026” report, stating that the healthcare industry is on the verge of an “AI + multi-omics” explosion.

Over the next five years, AI-driven healthcare is expected to undergo major transformations, including a tenfold decrease in genome sequencing costs, a fourfold reduction in drug development costs, and a qualitative leap in human lifespan.

Not long ago, Wood mentioned AI healthcare specifically in a letter to investors.

She said ChatGPTHealth is an early example, a dedicated section within the ChatGPT platform aimed at helping users improve their health based on personal health data.

Previously, Wood publicly stated in interviews, “Healthcare is the most underestimated application of AI.”

At the same time, former U.S. House Speaker Nancy Pelosi also expressed strong optimism about AI healthcare.

In her latest move, she exercised her call options on AI healthcare company Tempus AI, acquiring 5,000 shares at an exercise price of $20 per share, while the current stock price is $67.6.

Analysts note that Pelosi choosing to exercise her options and hold rather than sell indicates her confidence in Tempus AI’s long-term value, sending a strong bullish signal.

Since the beginning of the year, AI healthcare has benefited from multiple technological and policy supports, accelerating industry development.

In January, OpenAI launched ChatGPT Health, allowing users to connect medical records and health apps to AI, creating a “personal super health assistant.”

Meanwhile, Beijing issued two new policies on AI healthcare, clearly stating that by 2027, AI technology will be widely applied across disease prevention, screening, management, rescue, treatment, and rehabilitation, with most medical institutions implementing AI products.

Main application areas of AI healthcare include medical imaging, clinical decision support, health information systems, health management, drug R&D, and medical robotics.

According to Grand View Research, the global AI healthcare market was approximately $26.65 billion in 2024 (about RMB 186.1 billion), and is expected to soar to about $505.59 billion (about RMB 3.5 trillion) by 2033, with a compound annual growth rate of 38.8%.