Quantum-Si (QSI) Investor Day 2024 summary

Market Trends and Strategic Positioning

• Proteomics is increasingly central to health and disease research, with a shift toward multi-omic analysis and AI-driven drug development, driving demand for comprehensive, scalable, and easy-to-use platforms.

• The current market is valued at $20 billion, with applications in protein identification, quantification, and proteoform/PTM analysis, and is expected to expand as new technologies enable deeper, more routine studies.

• Addressing a $75B+ global proteomics market, with an initial $8B+ target segment focused on research and emerging clinical applications.

• Customers currently require multiple platforms to cover the full proteomics workflow, but the new architecture aims to consolidate these needs into a single, scalable system.

• Strategic partnerships, such as with Avantor for distribution, SkyWater for manufacturing, NVIDIA, and Planet Innovation, are designed to accelerate market reach, scale, and innovation.

Technology and Product Roadmap

• Major architectural shift from semiconductor-based to optical-based chips (Proteus), increasing well density from 2 million to 80 million per consumable, enabling higher throughput and automation.

• Platinum Pro, launching in 2025, will offer improved user experience, new application kits (e.g., barcoding, Pro Mode), and local/cloud analysis, targeting both academic and pharma/biotech markets.

• Proteus, expected in late 2026, will automate workflows, support up to eight samples per run, and serve as a workhorse for large core labs, with future scalability to billions of reads.

• Continuous kit innovation includes expanded amino acid coverage, lower input requirements, and new applications such as protein barcoding and single-molecule binding assays.

• AI and NVIDIA GPU collaborations are central to binder design, kinetic database development, and real-time signal/image processing.

Scientific and Business Innovation

• Real-time kinetic signatures enable ultra-sensitive detection of post-translational modifications and proteoforms, with both bottom-up and top-down approaches.

• Barcoding applications are gaining traction in pharma and biotech, offering multiplexed, high-throughput protein expression analysis in both in vivo and in vitro studies.

• The platform supports both unbiased de novo sequencing and targeted detection using affinity reagents, broadening its utility for complex sample analysis and clinical applications.

• Emphasis on automation and simplified workflows aims to democratize proteomics, making advanced analysis accessible to a wider range of labs.

• Increased focus on scientific publications and collaborations to drive adoption and confidence in the technology.