UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of the
Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): August 8, 2025
(Exact name of registrant as specified in its charter)
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Item 7.01. Regulation FD Disclosure.
From time to time, Quantum-Si Incorporated (the “Company”) presents and/or distributes slides and presentations to the investment community to provide updates and summaries of its business. On August 8, 2025, the Company posted its updated corporate presentation to the Company’s website. The presentation slides are available on the “Investors” section of the Company’s website at https://ir.quantum-si.com. This presentation is also furnished as Exhibit 99.1 to this Current Report on Form 8-K.
The information in this Item 7.01, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any registration statement or other filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing. The furnishing of the information in this Item 7.01 and Exhibit 99.1 is not intended to, and does not, constitute a determination or admission by the Company that the information in this report is material or complete, or that investors should consider this information before making an investment decision with respect to any security of the Company or any of its affiliates.
Item 9.01 Financial Statements and Exhibits.
(d)Exhibits.
Exhibit No. | Description | |||||||
| Corporate Presentation of Quantum-Si Incorporated dated August 8, 2025 | ||||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| QUANTUM-SI INCORPORATED | ||||||||
| By: | /s/ Jeffry Keyes | |||||||
| Name: | Jeffry Keyes | |||||||
| Title: | Chief Financial Officer | |||||||
| Date: August 8, 2025 | ||||||||
1 Corporate Presentation
2 Disclaimer and Other Information Forward-looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. The actual results of Quantum-Si Incorporated (the “Company”) may differ from its expectations, estimates, and projections and, consequently, you should not rely on these forward-looking statements as predictions of future events. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," "may," "will," "could," "should," "believes," "predicts," "potential," "continue," and similar expressions (or the negative versions of such words or expressions) are intended to identify such forward-looking statements. These forward-looking statements include, without limitation, the Company's expectations with respect to future performance and development and commercialization of products and services, its anticipated cash runway and any financial guidance for the interim periods and full year 2025. These forward-looking statements involve significant risks and uncertainties that could cause the actual results to differ materially from those discussed in the forward- looking statements. Most of these factors are outside the Company's control and are difficult to predict. Factors that may cause such differences include, but are not limited to: the inability to maintain the listing of the Company's Class A common stock on The Nasdaq Stock Market; the ability of the Company to grow and manage growth profitably and retain its key employees; the Company’s ongoing leadership transitions; changes in applicable laws or regulations; the ability of the Company to raise financing in the future; the success, cost and timing of the Company's product development and commercialization activities; the commercialization and adoption of the Company’s existing products and the success of any product the Company may offer in the future; the potential attributes and benefits of the Company’s commercialized Platinum® line of protein sequencing instruments and kits and the Company’s other products once commercialized; the Company's ability to obtain and maintain regulatory approval for its products, and any related restrictions and limitations of any approved product; the Company's ability to identify, in-license or acquire additional technology; the Company's ability to maintain its existing lease, license, manufacture and supply agreements; the Company's ability to compete with other companies currently marketing or engaged in the development or commercialization of products and services that serve customers engaged in proteomic analysis, many of which have greater financial and marketing resources than the Company; the size and growth potential of the markets for the Company's products and services, and its ability to serve those markets once commercialized, either alone or in partnership with others; the Company's estimates regarding future expenses, future revenue, capital requirements and needs for additional financing; the Company's financial performance; and other risks and uncertainties described under "Risk Factors" in the Company’s most recent Annual Report on Form 10-K, and in the Company's other filings with the SEC. The Company cautions that the foregoing list of factors is not exclusive. The Company cautions readers not to place undue reliance upon any forward-looking statements, which speak only as of the date made. The Company does not undertake or accept any obligation or undertaking to release publicly any updates or revisions to any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based. Non-GAAP Financial Measures This presentation includes certain non-GAAP financial measures including “adjusted total operating expenses.” Please see Exhibit 99.2 to the Company’s Current Report on Form 8-K filed with the SEC on August 5, 2025, for further discussion of the Company’s use of non-GAAP financial measures.
3 Quantum-Si Highlights Experienced team and Board from leading life sciences companies Large and growing proteomics market opportunity valued at $75B+ Differentiated core technology, patent- protected, extensible to wide range of proteomics methods Partnerships in place spanning commercialization, product development, and manufacturing Well-capitalized with cash runway into Q2 2028 Proteus platform (est. 2H26) designed to address the broadest range of proteomics analysis methods Global distribution network in place with 24 partners Expanding user base, first half 2025 33% y/y growth; introduction of multiple instrument acquisition options
4 Proteins are the Core of Biological Discoveries Therapeutic Development Biotech Innovation Disease Biomarkers
5 Proteome Complexity GENOME TRANSCRIPTOME Alternative Promoters Alternative splicing mRNA editing Post-translational Modifications ~20–25,000 GENES ~100,000 TRANSCRIPTS PROTEOME >1,000,000 PROTEOFORMS
6 Disease Progression Goes Beyond The Protein Level Human Proteoform Project https://www.science.org/doi/10.1126/sciadv.abk0734
7 $75B+ Proteomics Market1 ~$8B+ Initial Target Market2 Proteomics is a Large and Growing Market Opportunity Identification $3B+ Expression + Quantification $3B+ Proteoforms + PTMs $1.5B+ 1. SVB Leerink Research, “Proteomics: The Next Frontier in Life Science Tools and Diagnostics.” September 28, 2021 2. DeciBio Consulting Evaluation, June 2020 Research $20B+ Emerging Clinical $55B+
8 The Proteomics Market is Poised for Significant Growth The proteome is dynamic — longitudinal data will be needed (i.e., repeat testing) Routine use of multiomics requires creating new data analysis tools — these tools will require large amounts of training data Large-scale screening studies designed to identify clinically relevant biomarkers are increasing Deep proteoform-level analysis will be needed to fully define and characterize the biomarkers with highest medical value Population-scale studies will be needed to characterize what a “healthy” profile looks like Research $20B+ Emerging Clinical $55B+ AI-driven drug development will drive the need for deeper proteomic data (amino acid level) to better inform and train the models
9 Technical Challenges in Proteomics Today Top-down vs Bottom-up Sensitivity vs Dynamic Range Unbiased vs Biased Standardization + Reproducibility Throughput + Costs Breadth (# of Proteins) vs Depth (Amino Acid, PTM)
10 Proteomics Lab Today Many specialized platforms needed to fully interrogate the proteome Technical tradeoffs when selecting between the breadth of protein coverage and depth of insights High capital costs and manual workflows limit the number of laboratories capable of performing proteomics
11 QSI is Well-positioned to Usher in a New Paradigm in Proteomics Proteus Platinum® Pro Core technology: we believe QSI’s technology is the only commercially available tech that can enable single-molecule, top-down, and bottom-up proteomics methods New architecture (Proteus ), combined with other ongoing technology development initiatives, creates clear path to de novo sequencing Platform roadmap we expect will transform NGPS from a complementary technology today to the primary technology in proteomics research in the future Proteus is in development. Estimated launch in 2H2026.
12 The Quantum-Si Solution Platinum® Pro sequences individual peptides by capturing the fluorescent signal from each amino acid Sequence Analyze Our analysis software automates the work and provides amino acid-level insights Library Prep and Sequencing Kits contain everything you need to prepare peptide libraries for sequencing Prepare
13 Our Instrument: Platinum® Pro Streamlined workflow • More efficient; less user time Pro Mode • Enables custom applications of core technology • Accelerates research with QSI’s Technology Access Program Onboard analysis capability • Allows for offline processing and analysis • Flexibility to conduct analysis via cloud Enhanced user interface • More data at fingertips
14 Post-translational modifications Amino acid variants RNA isoforms Use Cases Today In-gel digest of bio samples Characterize antibodies Identify co-IP proteins Protein/antibody engineering mRNA vaccine development Lipid nanoparticle delivery
15 How QSI Customers Are Leveraging NGPS MRNA screening with protein barcodes for gene therapy Studying citrullination PTMs Characterizing far-flung extremophiles Studying mRNA translation and PTMs Studying disease isoforms Mapping protein conformations using protein barcodes
16 • Single amino-acid variants associated with disease • Proteoforms relevant to biological interactions • Peptide barcoding • Single-molecule binding kinetics Publication Pipeline is Growing Link to all publications
17 Commercial Infrastructure Established, Growing User Base Expanding user base, first half 2025 33% y/y growth; introduction of multiple instrument acquisition options Milestone fiftieth instrument sold during 4Q24 Global distribution network in place with 24 partners
18 Core Technology Can Be Applied to Other Proteomics Analysis Methods IL6 Capture antibody Detection antibody Antigen capture Antigen release Spike-in titration experiments in serum demonstrate 0.1–1 pg/mL detection (path down to 10 fg/mL with further development) Full-length TAU Single-molecule TAU proteoform detection Ultra-sensitive protein detection First commercially available platform for detection and differentiation of full-length proteoforms
19 Instrument Roadmap Platinum® + Platinum® Pro (2M) Proteus 1.0 (80M+)* Proteus 2.0 (10B)* * Estimated wells per consumable at development completion New architecture scales up to 10B features per consumable Puts us on path to de novo sequencing The only commercially available Next-Gen Protein Sequencing (NGPS ) platform Instrument roadmap is designed to make NGPS the core technology in proteomics
20 Proteus Increases Throughput + Automation Switch from semiconductor to optical architecture with patterned array for throughput scalability Liquid handling automation simplifies workflow and reduces hands-on time An order of magnitude or more throughput increase per sample relative to Platinum at initial launch* Run up to 4 samples in one sequencing run* * Estimated launch specifications
21 QSI’s Pipeline is Heavily De-risked Compared to Other Proteomics Companies Builds upon Quantum-Si’s existing commercially available technologies Industry-leading protein and enzyme engineering program operating at scale and with high success rates Manufacturing infrastructure in place and routinely producing and delivering product to customers today
22 Strategic Partnerships to Accelerate Delivery of Innovation Roadmap
23 2025* 2H242023 2026*2022 1H24 Robust Innovation Pipeline with a Track Record of Delivering Sequencing V1 Instruments + Software UI/UX Protein Inference AI Kinetic Database V2 AI Kinetic Database V3 Library Prep V1 Platinum® Pro ProteoVue Scientific Collaborations V2 V2 V3 V4 ProteusPlatinum® * Estimated launch dates for future products 24 barcodes8 barcodes AI Kinetic Database V4 V3
24 2025 Corporate Priorities Accelerate Commercial Adoption Grow user base; Avantor implementation and realization; international channel partner implementation and scale-up; accelerate scientific evidence delivery Deliver on Our Innovation Roadmap V4 Sequencing Kit expected in 3Q25 including 24 plex for barcoding; V3 Library Prep Kit expected 4Q25; Proteus sequencing milestone expected YE25; additional technology initiatives expected to be announced during 2025 Preserve Financial Strength Guidance of adjusted OpEx of $98M or less; cash usage of $95M or less; cash runway into Q2 2028
25 Quantum-Si Will Power the Proteomics Lab of the Future The analysis of proteins is a large, important and growing market which is still in its relative infancy One platform and core technology capable of addressing the broadest range of proteomics analysis methods Minimize technical tradeoffs — single-molecule, amino acids and PTMs, top-down or bottom-up, ultrasensitive, scalable throughput Affordable and automated, allowing any lab — anywhere — to be a proteomics core lab
26 Q&A