QuantumSi(US:QSI)2025-11-19 16:02Quantum-Si Investor Day Summary Company Overview - Company: Quantum-Si (NasdaqGM:QSI) - Event: 2025 Investor Day - Date: November 19, 2025 Industry Context - Industry: Proteomics - Market Size: Proteomics is described as a massive market with various segments including academic research, pharma, biotech, defense, and agriculture [2][3][4] - Complexity: The proteome consists of approximately 20,000 proteins, but the presence of post-translational modifications and isoforms leads to millions of proteoforms, making it a complex challenge [2][3] Key Points and Arguments Proteus Technology - Proteus Program: The majority of R&D investment is focused on the Proteus program, which aims to enhance protein sequencing capabilities [2][10] - Architecture Change: The Proteus architecture simplifies the imaging system, allowing for a scalable consumable with up to 80 million wells, compared to 2 million in the previous Platinum system [11][12] - Automation and Affordability: The new system aims to automate workflows and reduce costs, making deep protein analysis more accessible [7][12] Performance Improvements - Sequencing Output: Proteus is expected to produce 1.8 times more alignments per well compared to Platinum, with a significant increase in the number of wells [19][21] - Sensitivity: The signal-to-noise ratio (SNR) of Proteus is about twofold higher than that of Platinum, enhancing the detection of binding events [23] - Long-Range Structural Information: Proteus can provide deep sequencing capabilities, crucial for understanding post-translational modifications and variants [22] Future Roadmap - Launch Timeline: The first integrated systems are expected to be completed in Q1 2026, with a product launch planned for the end of 2026 [25][26] - Detection of Amino Acids: The goal is to detect all 20 amino acids by 2027, with 18 expected to be available at the launch of Proteus [48][62] - AI and Data Utilization: The company is leveraging AI for binder design and protein structure prediction to accelerate the development of amino acid recognizers [56][62] Additional Important Insights - Market Challenges: The complexity of proteomics makes traditional affinity-based approaches impractical for scaling [3][4] - Technical Risks: The company has focused on retiring technical risks through prototypes and has demonstrated the feasibility of the new architecture [12][13] - Investment in R&D: The company emphasizes that most of its investment is directed towards product development that will reach the market within the next couple of years [38][64] Conclusion Quantum-Si is positioned to make significant advancements in the proteomics field with its Proteus technology, which promises to enhance sequencing capabilities, reduce costs, and improve accessibility. The roadmap indicates a clear path towards achieving the detection of all 20 amino acids, supported by innovative technology and strategic investments in R&D.