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Edge28 Nov 2025
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Seer (SEER) investor relations material
Seer CG MedTech, Diagnostics and Digital Health & Services Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CG MedTech, Diagnostics and Digital Health & Services Forum summary20 Nov, 2025
Platform evolution and product innovation
Proteograph Product Suite has evolved with the launch of Proteograph ONE and SP200, enabling deeper, faster, and more cost-effective proteomic analysis at scale since June 2025.
Throughput has increased, assay time decreased, and cost per sample reduced, supporting much larger studies than previously possible.
Proteograph ONE and SP200 have enabled studies with tens of thousands of samples, including a 20,000-sample study at Korea University and 10,000-sample studies at Discovery Life Sciences and Singapore Biobank.
NIH selected the platform as the sole proteomic solution for a $50 million, 50,000-sample multi-omic study, validating its robustness and scalability.
Customer publications have accelerated, with 66 papers published by end of Q3 2025, over half in the current year, reflecting growing adoption and insight generation.
Customer feedback and application areas
Customer feedback on Proteograph ONE and SP200 has been strong, with instrument shipments nearly tripling in the first nine months of 2025 compared to the prior year.
The platform supports large-scale studies in neurodegenerative diseases, oncology, biomanufacturing, and animal health, with applications across multiple species.
Robustness and ISO-certified manufacturing were key factors in NIH's platform selection, ensuring consistent data across multi-year, multi-site studies.
Strategic programs and commercial partnerships
The Insights Grant Program has more than doubled applications in 2025, serving as both a customer engagement tool and a lead generator for high-margin consumables.
The program enables discovery of isoform-specific biomarkers, as seen in idiopathic pulmonary fibrosis research, and fosters ongoing customer relationships.
Partnership with Thermo has resulted in joint sales, with the Proteograph enhancing Thermo's mass spec depth by 8-10x, and the relationship expected to grow.
Stack and SIP programs facilitate customer adoption, with Stack enabling data-driven adoption and SIP providing loaner instruments to academic/government customers, leading to increased placements.
How do STACK/SIP ensure scaled customer use?
How does innovation velocity sustain Seer's edge?
What M&A criteria would accelerate path to $100M?
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Q4 202527 Feb, 2026
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Frequently asked questions
Seer Inc develops life sciences technologies intended to enable discovery of proteomic biomarkers with high throughput and precision. The company’s products support research in areas such as biomarker identification, disease detection, and therapeutic development. Seer serves pharmaceutical, academic, and research institutions in the life sciences sector. The company is headquartered in Redwood City, California, and its shares are listed on the NASDAQ.
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