Quantum-Si (QSI) H.C. Wainwright 26th Annual Global Investment Conference summary

Technology and product differentiation

• Platinum device offers amino acid-level protein sequencing and detects post-translational modifications, with a lower price point and greater automation compared to mass spectrometry systems.

• Cloud-based software automates data analysis, making the technology accessible to both core and new-to-proteomics labs.

• Continuous product innovation includes the release of Version 3 sequencing and library prep kits, driven by both internal R&D and customer feedback.

• Current technology covers about 70% of amino acids, sufficient for most applications, with ongoing efforts to expand coverage.

Market adoption and customer base

• Initial adoption focused on large academic medical centers in the US and Western Europe, with growing traction in pharma and biotech for drug development.

• Collaboration with early-stage biotech firms, such as Liberate Bio, highlights the technology’s utility in multiplex screening and drug delivery research.

• Customers value the ease of use, intuitive workflows, and rapid training, enabling quick integration into research settings.

Applications and innovation

• Technology is being used for novel applications like peptide barcoding and is complementary to mass spectrometry in core labs.

• Customer-driven innovation leads to new kits and software workflows tailored to specific research needs, such as barcoding and variant detection.

• Academic presentations have showcased the device’s ability to analyze peptide isomers and post-translational modifications in disease research.