Data & Technology Moat

Exclusive Corpus
>25 million digitised slides licensed from MSK; largest clinically curated dataset in the industry.
Virchow2G
1.8 billion-parameter vision transformer trained on >3 million slides from 800 labs.
Regulatory Firsts
First FDA-cleared AI in digital pathology (Paige Prostate Detect, 2021).
Critical View
The data-advantage claim is credible, but continued exclusivity depends on the long-term MSK contract.