Quantum-si Incorporated · NASDAQ:QSI

Quantum-si — SPAC Merger (February 2021)

29 slides from Quantum-si's SPAC merger presentation, Feb 18, 2021

Slide 2: Disclaimer
Disclaimer This presentation is for informational purposes only and has been prepared to assist interested parties in making their own evaluation with respect to the proposed business combination (“Business Combination”) between HighCape Capital Acquisition Corp. (“HighCape”) and Quantum-SI Incorpor
Slide 3: Disclaimer (Continued)
Disclaimer (Continued) Industry and Market Data This presentation includes information and statistics regarding market participants in the sectors in which Quantum-Si competes and other industry data which was obtained from third-party sources, including reports by market research firms and company
Slide 4: Today's Presenters
Today’s Presenters John Stark Chief Executive Officer Matt Dyer Chief Business Officer Kieren Patel Head of Product Kevin Rakin Chairman HighCape Capital Acquisition Corp. Two decades commercializing disruptive solutions in biotechnology genomics tools Decade of product management and commercializat
Slide 5: HighCape Capital SPAC
HighCape Capital SPAC (Nasdaq: CAPAU) Kevin Rakin | SPAC Chairman & CEO Founding Partner of HighCape Capital, with 30+ years as both investor and CEO and/or Chairman for various private and public life science companies Matt Zuga | SPAC Chief Financial Officer Founding Partner of HighCape Capital, w
Slide 6: Transaction Sources and Uses
Transaction Sources and Uses Sources QSI Rollover Equity $887.8 HighCape Acquisition Corp Cash Held in Trust $115.01 PIPE Investment $425.0 Total Sources $1,427.8 Uses Equity Consideration to Existing Investors $887.8 Cash to Balance Sheet $514.2 Payment of Loan Payable $1.8 Estimated Transaction Ex
Slide 7: Driven by the Vision of an Innovative Founder
Driven by the Vision of an Innovative Founder Education Proteomics Select Awards National Medal of Technology & Innovation 2016 ▪ B.S., Chemical Engineering, Option in Biomedical Engineering Proteomics Pioneer World Economic Forum’s Technology Pioneer (1st person to receive the award four times) Dr.
Slide 8: Digital Technologies Transform Markets
Digital Technologies Transform Markets DNA - What COULD happen... Protein - What IS happening... Immunoassay Analog Microarray Analog Sequence Digital Sequence Digital ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident 8 Confidentialia
Slide 9: Protein Sequencing - Better Therapy Development and Selection
Protein Sequencing - Better Therapy Development and Selection What is there? Better Biomarkers >150k papers on protein biomarkers1 How much is there? Better Therapies 90% of drugs target a protein1 Y How has it been changed? pY 1https://www.technologynetworks.com/proteomics/blog/using-protein-biomar
Slide 10: How We Revolutionize Proteomics for Research and Diagnostics
How We Revolutionize Proteomics for Research and Diagnostics Enabling protein sequencing 1 Digitizing a massive proteomics market 2 Capturing and expanding value 3 ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident Confidentialia 10
Slide 11: Enabling Single Molecule Proteomics with Moore's Law
Enabling Single Molecule Proteomics with Moore’s Law Scalable Production Massively Parallel Single Molecule Resolution Consumable semiconductor chip Millions of measurements Single molecule detection ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident 11 Confidentialia
Slide 12: Our Chip Can See What Others Can't - From DNA to Protein
Our Chip Can See What Others Can’t - From DNA to Protein Protein Sequencing Detection DNA Sequencing L F I Y VA G W A R H Q T K CM ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident 12 Confidentialia
Slide 13: Universal Single Molecule Semiconductor - Research & Diagnostics
Universal Single Molecule Semiconductor - Research & Diagnostics Protein Sequencing Digital Analyte Testing DNA Sequencing ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident 13 Confidentialia
Slide 14: End-to-End Solution for Research and Diagnostics
End-to-End Solution for Research and Diagnostics Sample Prep Detection & Sequencing Analysis Carbon Platinum Atto Cloud ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident 14 Confidentialia
Slide 15: Massively Parallel Real-Time Protein Sequencing
Massively Parallel Real-Time Protein Sequencing ..FLYT.. Sample Prep Detection & Sequencing Carbon Platinum Atto See mutations driving disease ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident Confidentialia 15
Slide 16: Faster, Simpler, Data Analysis
Faster, Simpler, Data Analysis Data Management Fleet Management Reference Management Analysis Cloud User Management Multi-tenancy Integrated Support ©2021 Quantum Si.Si lAl RightsRightsReservedReserved | onfident Confidentialia 16
Slide 17: Differentiated Platform and Substantial IP Moat
Differentiated Platform and Substantial IP Moat Intellectual Property 100+ issued patents 450+ pending applications Research & Development $180M invested Manufacturing Scalable manufacturing capacity Trade Secrets Enhanced capabilities / performance ©2021 Quantum Si.Si lAl RightsRightsReservedReserv
Slide 18: Scalable Platform Powered by Moore's Law
Scalable Platform Powered by Moore’s Law C ar bon P l at i num Q SI Sample preparation Protein identification, quantitation & sequencing Automated analysis Cl o ud A t t o Scaling to Whole Proteomes Low-cost instrument Path to home testing Increased throughput Additional applications Additional cont
Slide 19: Uniquely Positioned to Lead the Proteomics Revolution
Uniquely Positioned to Lead the Proteomics Revolution Sample Preparation I Single Molecule I Massively Parallel I I Protein Identification I I Protein Quantitation I I Protein Sequencing Quantum-Si is a platform and ecosystem 19 ©2021 Quantum Si. All Rights Reserved | Confidential
Slide 20: $21 Billion Beachhead Market Primed for Digital Disruption
$21 Billion Beachhead Market Primed for Digital Disruption Genomics $800M (2020) 9% CAGR Analyte Testing $15B (2020) 3% CAGR Legacy Proteomics $5B (2020) 9% CAGR Basic Research, Discovery and Emerging Clinical Application Health Care Centers and Diagnostic Applications Pharmaceutical and Academic Re
Slide 21: Immediate and Growing Needs of $36 Billion Market
Immediate and Growing Needs of $36 Billion Market Technology Drivers of Growth Simplicity and cost of entry Scale and unbiased detection Sensitivity and specificity Market Needs Novel discoveries & clinical insights Better insights into disease DNA, Protein, Metabolites 21 ©2021 Quantum Si. All Righ
Slide 22: Accelerating Efforts of Early Adopters in Research and the Clinic
Accelerating Efforts of Early Adopters in Research and the Clinic Our Platform Provides: Discovery, drug screening, testing, therapy selection, monitoring Immune Profiling (Example Panel) Simplicity: No experience required Accessibility: Low entry cost Performance: Single molecule, up to 50 targets
Slide 23: Proven, Stepwise Approach, with Customers we Know
Proven, Stepwise Approach, with Customers we Know $186M+ Revenue Expand User Base Today: ✓ ✓ ✓ Demonstration of workflow Production of chips and instruments Optimization of assay Develop New Applications Consumables Drive Adoption & Revenue Develop Key Influencers D e v i c e s Early Access 2021 ...
Slide 24: Validated Business Model: Benchmarks
Validated Business Model: Benchmarks Complete Solution and Proven Hardware: >5,000 placements by 2025 Large clinical market Low cost of entry and ownership 100k+ Estimated global mass spectrometer users Hardware Consumables: 50 - 100 runs / year / device Flexible kit options Low cost per run ~$45 Kp
Slide 25: Vertical Integration Captures Value
Vertical Integration Captures Value Total Install Base Instruments Easy Adoption >5k install base by 2025 Excellent Margins Gross margin target >70% Revenues $ Millions Adjusted EBITDA Positive FY 2026 Gross Margin 65% 65% 69% 71% ©2021 Quantum Si. All Rights Reserved | Confidential
Slide 26: Upside for Quantum-Si and Our Investors
Upside for Quantum-Si and Our Investors Illumina Revenues $ Millions 10X Genomics Revenues $ Millions Seer Pre-commercial $60BN+ Market Cap Today1 • • 2016 launch Leveraged the Single-Cell Atlas program and Illumina footprint • 2020 IPO • 2022 anticipated commercial launch2 2006 launch Leveraged foo
Slide 27: Proven Team, Clear Mission, Driven to Succeed
Proven Team, Clear Mission, Driven to Succeed Jonathan Rothberg Executive Chairman John Stark Chief Executive Officer Elizabeth Whayland Acting Chief Financial Officer Christian LaPointe General Counsel Matt Dyer Chief Business Officer Mike McKenna Chief Operations Officer Todd Rearick Chief Technol
Slide 28: Pioneering Next Generation Single Molecule Sequencing
Pioneering Next Generation Single Molecule Sequencing To commercialize single-molecule proteomics platform powered by a first of its kind semiconductor chip, over 5501 issued patents and pending patent applications Positioned to expand and bring into the digital era a $36B2 legacy proteomics researc

Quantum-Si — SPAC Merger (February 2021) on 6ix

Quantum-si — SPAC Merger (February 2021)

Slide 1: Quantum-Si February 2021 Investor Presentation

Slide 2: Disclaimer

Slide 3: Disclaimer (Continued)

Slide 4: Today's Presenters

Slide 5: HighCape Capital SPAC

Slide 6: Transaction Sources and Uses

Slide 7: Driven by the Vision of an Innovative Founder

Slide 8: Digital Technologies Transform Markets

Slide 9: Protein Sequencing - Better Therapy Development and Selection

Slide 10: How We Revolutionize Proteomics for Research and Diagnostics

Slide 11: Enabling Single Molecule Proteomics with Moore's Law

Slide 12: Our Chip Can See What Others Can't - From DNA to Protein

Slide 13: Universal Single Molecule Semiconductor - Research & Diagnostics

Slide 14: End-to-End Solution for Research and Diagnostics

Slide 15: Massively Parallel Real-Time Protein Sequencing

Slide 16: Faster, Simpler, Data Analysis

Slide 17: Differentiated Platform and Substantial IP Moat

Slide 18: Scalable Platform Powered by Moore's Law

Slide 19: Uniquely Positioned to Lead the Proteomics Revolution

Slide 20: $21 Billion Beachhead Market Primed for Digital Disruption

Slide 21: Immediate and Growing Needs of $36 Billion Market

Slide 22: Accelerating Efforts of Early Adopters in Research and the Clinic

Slide 23: Proven, Stepwise Approach, with Customers we Know

Slide 24: Validated Business Model: Benchmarks

Slide 25: Vertical Integration Captures Value

Slide 26: Upside for Quantum-Si and Our Investors

Slide 27: Proven Team, Clear Mission, Driven to Succeed

Slide 28: Pioneering Next Generation Single Molecule Sequencing

Slide 29: Thank you!