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Quantum-Si (QSI) investor relations material
Quantum-Si CG MedTech, Diagnostics and Digital Health & Services Forum summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Product portfolio and technology evolution
Platinum and Platinum Pro instruments use semiconductor technology and a razor-razor blade model, with consumables and cloud-based analysis, serving diverse markets for three years.
Proteus platform introduces a major architecture shift, moving optics into the instrument and using passive consumables, enabling higher sequencing output and lower costs.
Proteus achieved over 50 prototype sequencing runs ahead of the 2025 milestone, with early data exceeding first-generation performance metrics.
The new architecture allows for scalability to hundreds of millions of reads, supporting advanced applications like de novo sequencing.
R&D for Proteus began in earnest in 2024, with a targeted launch by end of 2026 and a kit for full amino acid coverage expected in 2027.
Commercialization strategy and market approach
Expanded purchasing options, including reagent rental, increased academic adoption and drove recent machine placements.
Proteus pricing is targeted at $300,000–$500,000 to balance value and accessibility, below high-end mass spectrometry systems.
Early access program for Proteus in summer 2026 will target core labs with multiple platforms and highly characterized samples.
Trade-in programs and multi-pronged sales strategies are planned for Proteus, with a formal program rollout expected in Q3 2025.
Commercial team will remain lean until Proteus traction is demonstrated, with targeted hiring and channel partners supporting launch.
Technology roadmap and innovation
Proprietary binding kinetics and AI tools accelerate development of protein recognizers, aiming for full proteome coverage by 2027.
Multiple PTM analysis methods (kinetics, pre-recognition, direct detection) are used as a toolkit, with kinetics as the foundational approach.
Controlled cleavage and high-speed scanning, planned for Proteus 2.0, will enable scaling to billions of reads and more efficient sequencing.
The technology path is designed for actionable milestones, with proof-of-concept for controlled cleavage already demonstrated.
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