Quantum-si Incorporated · NASDAQ:QSI
Quantum-si — Investor Presentation (March 2022)
27 slides from Quantum-si's investor presentation, Mar 8, 2022
Slide 1: Quantum-Si Investor Update March 8 2022
Quantum-Si Investor Update March 8 2022
Slide 2: Disclaimer
Disclaimer This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. The actual results of the Company may differ from its expectations, estimates, and projections and, consequentl
Slide 3: I start each company to improve the life of somebody I love
“I start each company to improve the life of somebody I love.” Dr. Jonathan M. RothbergFounder & ChairmanInterim CEOQuantum-Si QUANTUM SI 3
Slide 4: We build ecosystems to Digitize Medicine
We build ecosystems toDigitize MedicineApply Deep Learning Enabled AIDemocratize Healthcare 4
Slide 5: Semiconductor technology for Speed, Simplicity, Scale
We harness the power of semiconductor technology for Speed Simplicity Scale QUANTUM SI 5
Slide 6: Most diseases are linked to dysfunctional proteins
90% Most diseases are linked to dysfunctional proteins, as humans share 99.9% of DNA sequence. 85% of the human proteome is currently undrugged2, potential for game changing drug development. of FDA-approved drugs target a protein Source(s): 1. The Human Proteome Tissue Atlas - Druggable Proteome, 2
Slide 7: Current tools limit the use of protein biomarkers
Current tools limit the use of protein biomarkers. Routine tests for Serum & Cerebrospinal Fluid (CSF) are constrained by number of analytes they can look at, sensitivity, and specificity. thousands research papers found of protein biomarkers 100 yet less than are routinely used in clinic1 150,000 Q
Slide 8: Digital technologies transform markets
We Understand Digital Technologies Transform Markets Microarray DNA Sequencing Analog Digital Protein Sequencing Digital Affinity Arrays 20k genes 200k transcripts 1M+ proteoforms 1 cell Analog
Slide 9: Analog affinity vs digital sequencing approaches
Analog Affinity-based Approaches Digital Sequencing-based Approaches Identify known proteins Decode Novel Sequences SomaLogic Olink Nautilus Quantum-Si Encodia Erisyon Detection Method Aptamers Antibodies Aptamers / Antibodies Direct Real-Time N-terminal binding + Edman degradation with NGS readout
Slide 10: Q-Si End-to-End Proteomics Solution
Q-Si End-to-End Proteomics Solution CARBON: $20,000Cartridge based sample preparation for Protein or DNA PLATINUM: $70,000Real Time, Massively Parallel, Single Molecule CONSUMABLES: $1,000/Each Library Prep & Protein Sequencing Sample Prep Sequencing & Cloud Analysis Kitted Reagents & Chips
Slide 11: Workflow for Q-Si Next-Gen Protein Sequencing
Results Library Prep Loading Enrichment Sequencing Analyze sequence to discover new proteins, decode amino acid sequence & post-translational modifications Sequence by recognizing the amino acid at the end, removing it, and recognizing the next one Immobilize peptides in wells (2 Million wells per c
Slide 12: World's First Massively Parallel Next-Gen Protein Sequencing
World’s First Massively Parallel Next-Gen Protein SequencingTM Additional details are available in our preprint on bioRxiv Library Preparation and Loading Protein Sequencing QUANTUM-SI
Slide 13: The Magic Enabling Broad Coverage of the Proteome
The Magic Enabling Broad Coverage of the Proteome While each protein is unique, the enzyme machines we engineer (aminopeptidases) have evolved to make all peptides behave the same in our system! QUANTUM SI 13
Slide 14: Universal Process for Protein Sequencing
Fits into existing proteomic workflow. Universal Process for Protein Sequencing Cells Sub-cellular Fractionations Chromatography IP/Co-IP Gel Hormones Peptide Antigens Panels of Interest Single Protein/Complex C-Functionalization Digestion | K-Functionalization Post-Translational Modifications Amino
Slide 15: 500+ Advanced Leads by Workflow
500+ Advanced Leads by Workflow Estimates based on 50% IP/Co-IP, 30% Chromatography, and 20% Gel of 500+ advanced leads
Slide 16: Alzheimer's Risk Assessment
Collect Cerebrospinal Fluid (CSF) Biological & Clinical Challenge:Less than 1% of Alzheimer’s caused by an inherited single gene.Somatic mutations - mutations accumulated over a lifetime.Technical Challenge:Source of mutation not known.Mass spec is expensive, inconsistent, and often not sensitive en
Slide 17: Metabolic Disease
Metabolic Disease How can you identify modification of critical peptide hormones? Biological & Clinical Challenge:Heterogeneous populations of variants.Technical Challenge:Accuracy of detection for small mass differences is not consistent by mass spec.Sensitivity challenging for less abundant modifi
Slide 18: Drug Development Workflow
Drug Development Workflow Cell Line Library Prep Loading Sequencing Results How do you identify proteins that interact with target proteins of interest? Biological & Clinical Challenge:New proteins in my pathway?How does the complex change in disease?Technical Challenge:Routine, robust, scalable, se
Slide 19: Single Molecule, Single Atom Detection
Single Molecule, Single Atom Detection 1,000,000+ Protein Variations! Biological & Clinical Challenge:A protein’s modifications determine its function.What biomarkers can we discover?Technical Challenge:Impossible technical challenge to generate affinity reagents to ALL PTMs in context (over 1 milli
Slide 20: Proteomics Core on Your Benchtop
Buy $200k benchtop MALDI?Send out sample to Mass Spec core? Can do a Western.But no Antibody identifies it or explains the difference. Sequence with convenient,easy to own benchtop box Workflow Gel Band Library Prep Loading Sequencing Results Sequence Proteins Like we Sequence DNA Biological & Clini
Slide 21: Future of Therapy Selection
Future of Therapy Selection Profiling Cancers to Guide Therapy Workflow Clinical Challenge:Survival depends on early correct therapy selection and modifications of treatment regimens.Technical Challenge:Genetic tests detect chromosomal aberrations, not protein alterations.Disease instability require
Slide 22: Enabling Personalized Medicine
Enabling Personalized Medicine Identify Antigens for Personalized Immunotherapy or to Understand Infection Workflow Clinical Challenge:Highly diverse peptides of unknown origin.Need to identify modifications.Technical Challenge:Peptides missed by mass specRelevant neoantigens or antigenic pathogens
Slide 23: Goals for Commercial Launch
Goals for Commercial Launch ~70% loading of proteome after library prep into 5 to 25 amino acid long peptides200,000+ reads per run, with 10 to 20 reads for each high confidence call5 to 50+ proteins over 3 or 4 logs concentration range
Slide 24: Roadmap for Customer Adoption & Growth
Roadmap for Customer Adoption & Growth Research DrivenAdoption Clinical Use to ExpandUser Base & Increase Utilization 2021 2025 Expand Coverage of Proteome ✅ Scaled Production/Supply Chain Early Access UnderstandKey Influencers Initial Launch2022 Product Updates2023 Portfolio Expansion2024 Consumabl
Slide 25: ~$470M to fund work through 2024
to fund work through 2024 ~$470 M With team members that invented and commercialized the first Next Generation DNA Sequencing and put DNA sequencing on a Semiconductor chip, we are well positioned to launch the World’s First Next-Generation Protein Sequencing Experienced team of 150+ QUANTUM SI 25
Slide 26: Catalyst for Success
Oncology drove Next Generation DNA Sequencing Immunology, Immuno-oncology & Infectious Disease will drive Next-Gen Protein Sequencing™ QUANTUM SI 26 Catalyst for Success
Slide 27: First to bring Next-Gen DNA Sequencing to market
The firstto bring Next-Gen DNA Sequencing to market The visionto bring Moore’s Law to DNA Sequencing The teamto bring Next-Gen Protein Sequencing™ to the world