Quantum-si Incorporated · NASDAQ:QSI
Quantum-si — Investor Presentation (April 2025)
28 slides from Quantum-si's investor presentation, Apr 10, 2025
Slide 1: Quantum-Si Corporate Presentation
QUANTUM SI Corporate Presentation C4
Slide 2: Disclaimer and Other Information
2 Disclaimer and Other Information Forward-looking Statements 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 Quantum-Si Incorporated (the “Company”
Slide 3: Quantum-Si Highlights
3 Quantum-Si Highlights Experienced team and Board from leading life sciences companies Large and growing proteomics market opportunity valued at $75B+ Differentiated core technology, patent- protected, extensible to wide range of proteomics methods Partnerships in place spanning commercialization,
Slide 4: Proteins are the Core of Biological Discoveries
4 Proteins are the Core of Biological Discoveries Therapeutic Development Biotech Innovation Disease Biomarkers
Slide 5: Proteome Complexity
5 Proteome Complexity GENOME TRANSCRIPTOME Alternative Promoters Alternative splicing mRNA editing Post-translational Modifications ~20–25,000 GENES ~100,000 TRANSCRIPTS PROTEOME >1,000,000 PROTEOFORMS
Slide 6: Disease Progression Goes Beyond The Protein Level
6 Disease Progression Goes Beyond The Protein Level Human Proteoform Project https://www.science.org/doi/10.1126/sciadv.abk0734
Slide 7: Proteomics is a Large and Growing Market
7 $75B+ Proteomics Market1 ~$8B+ Initial Target Market2 Proteomics is a Large and Growing Market Opportunity Identification $3B+ Expression + Quantification $3B+ Proteoforms + PTMs $1.5B+ 1. SVB Leerink Research, “Proteomics: The Next Frontier in Life Science Tools and Diagnostics.” September 28, 20
Slide 8: The Proteomics Market is Poised for Significant Growth
8 The Proteomics Market is Poised for Significant Growth The proteome is dynamic — longitudinal data will be needed (i.e., repeat testing) Routine use of multiomics requires creating new data analysis tools — these tools will require large amounts of training data Large-scale screening studies desig
Slide 9: Technical Challenges in Proteomics Today
9 Technical Challenges in Proteomics Today Top-down vs Bottom-up Sensitivity vs Dynamic Range Unbiased vs Biased Standardization + Reproducibility Throughput + Costs Breadth (# of Proteins) vs Depth (Amino Acid, PTM)
Slide 10: Proteomics Lab Today
10 Proteomics Lab Today Many specialized platforms needed to fully interrogate the proteome Technical tradeoffs when selecting between the breadth of protein coverage and depth of insights High capital costs and manual workflows limit the number of laboratories capable of performing proteomics
Slide 11: QSI is Well-positioned to Usher in a New Paradigm in Proteomics
11 QSI is Well-positioned to Usher in a New Paradigm in Proteomics Proteus Platinum® Pro Core technology: we believe QSI’s technology is the only commercially available tech that can enable single-molecule, top-down, and bottom-up proteomics methods New architecture (Proteus ), combined with other o
Slide 12: The Quantum-Si Solution
12 The Quantum-Si Solution Platinum® Pro sequences individual peptides by capturing the fluorescent signal from each amino acid Sequence Analyze Our analysis software automates the work and provides amino acid-level insights Library Prep and Sequencing Kits contain everything you need to prepare pep
Slide 13: Introducing Platinum Pro
13 Introducing Platinum® Pro Streamlined workflow Pro Mode enables custom applications of core technology Onboard analysis or via the cloud Enhanced user interface
Slide 14: Streamlined Workflow Improves Usability
14 Streamlined Workflow Improves Usability
Slide 15: Pro Mode Enables Custom Application Development
15 Pro Mode Enables Custom Application Development Sensitive Single-molecule binding offers quantification and precision for real-time evaluations Innovation to accelerate your research at the speed of reality with the Technology Access Program Flexibility to unlock the potential for groundbreaking
Slide 16: Use Cases Today
16 Post-translational modifications Amino acid variants RNA isoforms Use Cases Today In-gel digest of bio samples Characterize antibodies Identify co-IP proteins Protein/antibody engineering mRNA vaccine development Lipid nanoparticle delivery
Slide 17: How QSI Customers Are Leveraging NGPS
17 How QSI Customers Are Leveraging NGPS MRNA screening with protein barcodes for gene therapy Studying citrullination PTMs Characterizing far-flung extremophiles Studying mRNA translation and PTMs Studying disease isoforms Mapping protein conformations using protein barcodes
Slide 18: Recent Publications Using NGPS
18 Recent Publications Using NGPS • Single-amino acid variants associated with disease phenotypes • Not detectable with existing technologies such as mass spec • Characterization of proteoforms relevant to biological interactions • Complimentary method to mass spec
Slide 19: Commercial Infrastructure Established, Adoption is Accelerating
19 Commercial Infrastructure Established, Adoption is Accelerating Commercial adoption accelerating — 183% y/y growth Milestone fiftieth instrument sold during 4Q24 North American distribution agreement with Avantor brings scale to complement our direct team Global distribution network with 18 partn
Slide 20: Core Technology Can Be Applied to Other Proteomics Analysis Methods
20 Core Technology Can Be Applied to Other Proteomics Analysis Methods IL6 Capture antibody Detection antibody Antigen capture Antigen release Spike-in titration experiments in serum demonstrate 0.1–1 pg/mL detection (path down to 10 fg/mL with further development) Full-length TAU Single-molecule TA
Slide 21: Instrument Roadmap
21 Instrument Roadmap Platinum® + Platinum® Pro (2M) Proteus 1.0 (80M+)* Proteus 2.0 (10B)* * Estimated wells per consumable at development completion New architecture scales up to 10B features per consumable Puts us on path to de novo sequencing The only commercially available Next-Gen Protein Sequ
Slide 22: Proteus Increases Throughput + Automation
22 Proteus Increases Throughput + Automation Switch from semiconductor to optical architecture with patterned array for throughput scalability Liquid handling automation simplifies workflow and reduces hands-on time An order of magnitude or more throughput increase per sample relative to Platinum at
Slide 23: QSI's Pipeline is Heavily De-risked Compared to Other Proteomics Companies
23 QSI’s Pipeline is Heavily De-risked Compared to Other Proteomics Companies Builds upon Quantum-Si’s existing commercially available technologies Industry-leading protein and enzyme engineering program operating at scale and with high success rates Manufacturing infrastructure in place and routine
Slide 24: Strategic Partnerships to Accelerate Delivery of Innovation Roadmap
24 Strategic Partnerships to Accelerate Delivery of Innovation Roadmap
Slide 25: Robust Innovation Pipeline with a Track Record of Delivering
25 2025* 2H242023 2026*2022 1H24 Robust Innovation Pipeline with a Track Record of Delivering Sequencing V1 Instruments + Software UI/UX Protein Inference AI Kinetic Database V2 AI Kinetic Database V3 Library Prep V1 Platinum® Pro ProteoVue Scientific Collaborations V2 V2 V3 V4 ProteusPlatinum® * Es
Slide 26: 2025 Corporate Priorities
26 2025 Corporate Priorities Accelerate Commercial Adoption Avantor implementation and realization; international channel partner implementation and scale-up; accelerate scientific evidence delivery Deliver on Our Innovation Roadmap V4 sequencing kit expected in 3Q25; Proteus sequencing milestone ex
Slide 27: QSI Will Power the Proteomics Lab of the Future
27 QSI Will Power the Proteomics Lab of the Future The analysis of proteins is a large, important and growing market which is still in its relative infancy One platform and core technology capable of addressing the broadest range of proteomics analysis methods Minimize technical tradeoffs — single-m
Slide 28: Q&A
QUANTUM SI Q&A