Quantum‑Si announced the launch of its Version 3 Library Preparation Kit, a breakthrough that cuts the required protein input to 200 ng or less—an improvement of roughly 100‑fold over the current kit. The new kit also detects proteins in mixtures with as little as 1–2 ng of input, opening the door to studies of extremely scarce biological samples and low‑abundance biomarkers.
The kit’s sensitivity is a key lever in Quantum‑Si’s strategy to grow its consumable revenue stream. By lowering input requirements, the company can increase instrument utilization and deepen customer lock‑in, especially for its Platinum and upcoming Proteus platforms. The enhanced data‑analysis tools—adding methionine to amino‑acid coverage, improving peptide‑alignment accuracy, and boosting protein‑inference performance—bring the platform closer to the company’s 2026 goal of detecting all 20 amino acids, strengthening its competitive position against mass‑spectrometry‑based workflows.
Financially, Quantum‑Si’s Q3 2025 results showed revenue of $552,000 and a net loss of $35.7 million, with a gross margin of 35%. This compares to Q3 2024 revenue of $787,000 and a gross margin of 47%. The decline in revenue reflects the company’s early‑stage focus on R&D and limited sales volume, while the margin compression is driven by higher research and development expenses and the cost of scaling new consumables.
CEO Jeff Hawkins highlighted the kit’s impact, calling it “the most sensitive kit the Company has released to date” and noting that it will enable customers to explore previously inaccessible low‑abundance biomarkers. He reiterated the 2026 objective of demonstrating detection of all 20 amino acids, positioning Quantum‑Si as a potential alternative to established mass‑spectrometry workflows.
Segmentally, consumables currently represent a small portion of revenue but are expected to grow as the new kit expands the addressable market. The Version 3 kit complements the Version 4 Sequencing Kit launched in September 2025 and aligns with the company’s broader roadmap, which includes the Proteus platform slated for a second‑half 2026 launch. These developments signal a shift toward a more robust, consumable‑centric business model.
While no immediate market reaction data were identified, analysts are monitoring the kit’s potential to accelerate consumable sales and improve the company’s revenue trajectory. The announcement underscores Quantum‑Si’s commitment to advancing single‑molecule protein sequencing technology and expanding its commercial footprint.
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