Seer, Inc. · NASDAQ:SEER
Seer — Investor Presentation (September 2026)
14 slides from Seer's investor presentation, Sep 30, 2026
Slide 1: Seer Investor Presentation
Seer Investor Presentation September 30, 2026
Slide 2: Safe harbor disclosures
Safe harbor disclosures Forward Looking Statements The forward-looking statements in this presentation are made only as of the date hereof. For a further Certain statements in this presentation and the accompanying oral commentary are forward-looking description of the risks and uncertainties that c
Slide 3: PRECISE-SG100K at HUPO 2026
PRECISE-SG100K at HUPO 2026 Two Seer Presentations at HUPO 2026 Why This Matters 1 Seer Breakfast Symposium ✓ Validate Proteograph's depth advantage at Mass Spectrometry-based Proteomics in Asian Cohort population scale Studies: Opportunities and Challenges ✓ Early findings support the biomarker dis
Slide 4: GWAS: Replication and Scope for Discovery
GWAS: Replication and Scope for Discovery • 7937 UniProts assessed using LMM (REGENIE) adjusting for age, 672 270 sex, 20 genetic PCs 1284 152 • 4319 UniProts with a cis-pQTL at p<5e-08 Seer-MS SomaScan • Of these, 3680 UniProts with a corresponding encoded gene in N=4,319 N=2,047 eQTLgen, all of wh
Slide 5: Seer at a glance
Seer at a glance We imagine and pioneer new ways to unlock the power of the proteome to improve human health Operating proof points Well-funded & disciplined for future growth ~67% YoY growth in install base (2024 – 2025) ~$209.5M $71M $66M $49M $46M Cash, cash equivalents, and investments – no debt
Slide 6: Seer is pioneering a new market
Seer is pioneering a new market Substantial and Fast-Growing Market Opportunity Trends and Key Drivers of Market Growth Proteomics Total Addressable Market ~50,000 mass spectrometry instruments installed globally, growing at 8% $23B 36% CAGR CAGR. Seer's TAM expands in line with the base and rising
Slide 7: Proteomics is critical to enabling precision medicine
Proteomics is critical to enabling precision medicine Genomics Proteomics “Genomics is not fully compatible ‘RIGHT DRUG’ Only a small percentage of drugs target genes Most drug targets are proteins with the principles of precision Genetics has unproven utility for stratification Blood proteins are r
Slide 8: Seer powers AI-driven precision medicine with unbiased, deep, and scalable proteomic data
Seer powers AI-driven precision medicine with unbiased, deep, and scalable proteomic data Biological discovery is at an inflection point and proteomic content will Seer is uniquely positioned to power the next era of AI-driven precision be a key enabler medicine Biological insight is shifting from f
Slide 9: Seer enables deeper proteomic insights
Seer enables deeper proteomic insights Significantly more data to train foundation Data Points per Sample models and reveal deeper insights ~11 measurements per protein >7X >77,000 More data points per sample versus other proteomic platforms 11X More avg measurements per protein with peptide-level r
Slide 10: Seer's asset base spans a core operating business
Seer’s asset base spans a core operating business Proteograph: Platform PrognomiQ Proteograph: Software and Assay Balance sheet Minority ownership in a Asset Workflow, data and analysis Core commercial proteomics Cash and financial flexibility separately capitalized layer platform diagnostics compan
Slide 11: Market development to broad scale adoption
Market development to broad scale adoption customer studies Protein Now >15,000 2025 >13,000 Cumulative customers 2024 209 2023 >13,000 2022 195 Pre-Proteograph 2021 >8,000 First population- >6,000 scale studies >3,000 121 initiated 53 106 publications1 Cumulative Not possible 19 to do deep 8 70 stu
Slide 12: Diversified and expanding customer base
Diversified and expanding customer base Academic & translational research Commercial footprint Early access Early access Center of partner Center of partner Knockout study Excellence European 8 Excellence (1,500 ind.) COE Centers of Excellence globally 20,000-sample Population-scale & discovery part
Slide 13: Financial Overview
Financial Overview Q2’26 FY’25 Revenue $3.1M $16.6M ~$209.5M Product & Service Revenue $3.0M $15.4M in Q2 Related Party Revenue - $0.8M Cash, cash equivalents and investments, no debt1 Other Revenue $0.1M $0.5M Gross Margin 49% 51% ~0.2M Operating Expenses $18.3M $86.5M Stock-Based Compensation $1.5
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