QSI ✅ Why QSI Has Huge Potential1. First-Mover in Protein Sequencing
• QSI is aiming to do for proteins what Illumina did for DNA.
• Their Sapphire platform can potentially democratize proteomics by making it faster, cheaper, and more accessible.
2. Massive Market Opportunity
• The proteomics market is expected to reach ~$80B by 2030.
• Drug development, diagnostics, and personalized medicine all rely increasingly on protein-level data.
3. Platform Play, Not a One-Off Product
• If successful, QSI could become a core platform in labs like Thermo Fisher or Illumina—leading to high-margin recurring revenue.
4. Tech Validation by Former Illumina Founder
• Jonathan Rothberg, who founded Illumina and Butterfly Network, is behind QSI. His track record brings credibility.
