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Quantum-Si (QSI) investor relations material
Quantum-Si H.C. Wainwright 27th Annual Global Investment Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic direction and technology development
Focused on commercializing next-generation protein sequencing, with Platinum as the first-generation device and Proteus as the upcoming second-generation platform.
Proteus architecture was announced in November last year, aiming for prototype sequencing by year-end and commercial launch in the second half of next year.
Emphasis on maintaining milestone discipline, with regular updates and a major investor day planned for November to detail progress and future plans.
Key technological advances include improved surface chemistry and compatibility of consumables and software between Platinum and Proteus.
Ongoing development to achieve full coverage of all 20 amino acids, with significant improvements in sequencing output and a clear roadmap to completion.
Market evolution and commercialization
Initial market focus was on academic centers, but expanded to biopharma and government/defense sectors due to shifting demand and funding dynamics.
Established a global distribution network with 23 partners outside the U.S. and a U.S.-based distributor, building brand recognition and market presence.
Developed operational capacity and supply chain investments post-launch, positioning for efficient Proteus rollout.
Customer evangelism through publications and conference presentations has been key for both commercial traction and product development feedback.
Application development team created to address unique customer needs and identify scalable new business opportunities, especially in post-translational modifications.
Product and software innovation
Continuous evolution of library preparation and sequencing kits, with most chemistry and hardware compatible across generations.
Leveraged AI and proprietary data, in partnership with NVIDIA, to accelerate development of new protein recognizers and improve sequencing performance.
Regular software updates and cloud-based tools enable customers to access new analysis workflows and capabilities as they are developed.
Customer-driven innovation has led to new kits and workflow optimizations, such as barcoding for biopharma and enzyme enhancements for specific research needs.
Considering opening data access to third parties for tool development, mirroring trends in the DNA sequencing industry.
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