Quantum-si Incorporated · NASDAQ:QSI
Quantum-si — Investor Presentation (September 2021)
17 slides from Quantum-si's investor presentation, Sep 29, 2021
Slide 1: Quantum-Si Investor Update September 2021
Quantum-SiInvestor Presentation Quantum-Si | INVESTOR UPDATE September 2021
Slide 2: Today's Speakers
Quantum-Si: Today’s Speakers Claudia DraytonChief Financial Officer John StarkChief Executive Officer Dr Matthew DyerChief Business Officer
Slide 3: 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. Actual results of Quantum-Si Incorporated (the “Company”) may differ from its expectations, estimates, and proj
Slide 4: Driving the Forefront of Single Molecule Detection and Resolution
Driving the Forefront of Single Molecule Detection and Resolution Founded in 2013 and first to market Single Molecule Protein Sequencing End to End Benchtop SystemExtensive IP portfolio: >500 Issued and/or Pending Patents*>$40B TAM: Expansion of Immune Understanding5+ Early Access Systems active wit
Slide 5: The Next Transformation Anticipated in Life Sciences: Single Molecule Protein Sequencing
1990s The Next Transformation Anticipated in Life Sciences:Single Molecule Protein Sequencing qPCR Sanger Microarrays Mass Spec ELISA Genomics Protein 2000s 2010s - Current Analog Gene and Transcript Resolution Birth of Digital DNA Sequencing Single Molecule, Benchtop Systems and Clinical Analog Pro
Slide 6: Why is understanding the Proteome transformative?
Novel Therapies Current State of Treatment 90% OF APPROVED DRUGS TARGET A PROTEIN1 85% OF PROTEOME UNDRUGGED2 Why is understanding the Proteome transformative?Proteins represent the clinical end point and building blocks of life What is there? How much is there? How has it been changed? 6 QUANTUM-SI
Slide 7: The Next Generation Protein Sequencing Solution
The Next Generation Protein Sequencing Solution Quantum-Si unique solution to enable absolute quantification and resolution of the Proteome END-TO-ENDBENCHTOP SYSTEMDecentralization by enabling the scientific and clinical community 7 QUANTUM-SI SINGLE MOLECULE RESOLUTIONAbsolute measurement of unbia
Slide 8: End-to-End Protein Analysis Platform
End-to-End Protein Analysis Platform CARBONUniversal sample preparation for both protein and DNA. PLATINUMScalable detection with single molecule sensitivity. CLOUDSecure data storage and analysis workflows. Sample Prep Sequencing Analysis
Slide 9: Delivering on What We Believe the Market Demands
Mass Spec Digital DNA Sequencing Single Molecule DNA Sequencing Quantum-Si Quantitative Analysis (Protein) ✅ ┈ ┈ ✅ Quantitative Analysis (DNA) ┈ ✅ ✅ ✅ Benchtop System ┈ ✅ ┈ ✅ Single Molecule ┈ ┈ ✅ ✅ Delivering on What We Believe the Market Demands
Slide 10: Time Domain Sequencing provides amino acid resolution sequence of single peptides
PROPRIETARY & CONFIDENTIAL Time Domain Sequencing™ provides amino acid resolution sequence of single peptides across millions of wells in parallel RECOGNIZER F RECOGNIZER W RECOGNIZER Y RAW TRACE CUT F CUT W Example trace from sequencing the Human GLP1 protein
Slide 11: Time Domain Sequencing Validated by External Sites
Time Domain Sequencing™ Validated by External Sites QUANTUM-SI CHIP LOADING 5+ global early access partnersData shown was generated by ESPCI on an early access Platinum device
Slide 12: Leveraging Early Access for Application Development
Leveraging Early Access for Application Development BARCODE RECOGNITION BARCODE REMOVAL BINDER ADDITION CUTTER ADDITION PEPTIDE-BARCODE HYBRID COMPLEXES DUAL BARCODE AND PEPTIDE DYNAMIC RUNS Barcode development for sample multiplexing and future applications Collaboration with ESPCI and University o
Slide 13: Novel Biological Understanding: Next Frontier of Assessing Recurrence and Treatment
Novel Biological Understanding:Next Frontier of Assessing Recurrence and Treatment Phosphorylated Tyrosine Tyrosine Tyrosine phosphorylation is a marker for pathway activation, e.g. how cells responds to drugs, infection. Pathways Activation Our technology detects post-translational modifications li
Slide 14: Potential Digital Disruption and Expansion of a $44B Market
>132MMolecular Tests Performed Each Year in U.S Sequencing Clinical Testing >20,000Proteomics InstrumentInstallations Quantitative Proteomics >16,000 Bench Top DNA Digital Sequencing Systems Potential Digital Disruption and Expansion of a $44B Market $31B (2020) 3% CAGR $5B (2020) 8% CAGR $8B (2020)
Slide 15: Pathway for Growth and Customer Adoption
Pathway for Growth and Customer Adoption DriveAdoption & Revenue ExpandUser Base $186M+ Revenue 2021 2025 DevelopNew Applications ✅ Initiated early access ✅ Scaled production/supply chain ✅ Building commercial organization Early Access DevelopKey Influencers Initial Launch Product Updates Portfolio
Slide 16: Company Core Focuses
Company Core FocusesExpansion of Product Development and Commercial Organization2. Scale Product Readiness and Supply ChainExpansion of Early Access Program Leading to Scaled Commercialization4. Accelerate Single Molecule Applications and Future Products Pioneering Next Generation Single Molecule Se
Slide 17: Thank You
Thank You QO aduantumsi