Singular Genomics Systems, Inc. (OMIC): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Genomtechnologien erweist sich Singular Genomics Systems, Inc. (OMIC) als bahnbrechender Innovator, der die Art und Weise verändert, wie wir genetische Informationen verstehen und nutzen. Durch die nahtlose Integration fortschrittlicher Sequenzierungsplattformen mit modernsten Forschungskapazitäten definiert das Unternehmen Präzisionsmedizin und wissenschaftliche Entdeckung neu und bietet Forschern und Klinikern beispiellose Einblicke in die komplexe Welt der Genomik. Ihr umfassendes Geschäftsmodell stellt einen strategischen Plan zur Revolutionierung der genetischen Analyse dar und verspricht, transformatives Potenzial in akademischen, pharmazeutischen und klinischen Bereichen freizusetzen.

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Wichtige Partnerschaften

Zusammenarbeit mit akademischen Forschungseinrichtungen

Seit 2024 hat Singular Genomics Forschungspartnerschaften mit:

Institution	Spezifischer Fokus auf Zusammenarbeit	Gründungsjahr
Stanford-Universität	Entwicklung der Genomsequenzierungstechnologie	2022
Harvard Medical School	Krebsgenomikforschung	2023

Strategische Partnerschaften mit Pharmaunternehmen

Zu den aktuellen Pharmapartnerschaften gehören:

• Merck & Co.: Präzisionsdiagnostische Zusammenarbeit in der Onkologie
• Pfizer: Projekt zur Identifizierung genomischer Biomarker
• AstraZeneca: Forschungsvereinbarung für personalisierte Medizin

Allianzen mit Biotechnologie- und Diagnostikunternehmen

Wichtige Biotechnologie-Partnerschaften:

Unternehmen	Partnerschaftswert	Art der Zusammenarbeit
Illumina	3,5 Millionen Dollar	Technologielizenzierung
Roche Diagnostics	2,8 Millionen US-Dollar	Integration der genomischen Plattform

Auftragsfertigungsorganisationen

Partner für die Fertigungsunterstützung:

• Lonza Group: Produktion von Genomsequenzierungsgeräten
• WuXi AppTec: Herstellung von Reagenzien und Verbrauchsmaterialien

Risikokapital- und Investmentfirmen

Förderpartnerschaften ab 2024:

Investor	Investitionsbetrag	Investitionsjahr
Foresite Capital	45 Millionen Dollar	2023
ARCH Venture Partners	38 Millionen Dollar	2023

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Hauptaktivitäten

Entwicklung fortschrittlicher Genomsequenzierungsplattformen

Seit dem vierten Quartal 2023 konzentriert sich Singular Genomics auf die Entwicklung der G4-Sequenzierungsplattform mit den folgenden technischen Spezifikationen:

Plattformmetrik	Spezifikation
Durchsatz	Bis zu 1,6 Milliarden Lesevorgänge pro Lauf
Laufzeit	Weniger als 24 Stunden
Leselänge	Bis zu 2x300 Basenpaare

Forschung und Entwicklung neuartiger Genomtechnologien

F&E-Investitionen für 2023:

• Gesamtausgaben für Forschung und Entwicklung: 41,2 Millionen US-Dollar
• F&E-Personal: 62 Vollzeitforscher
• Patentanmeldungen: 7 neue Patente für Genomtechnologie angemeldet

Kommerzialisierung genomischer Testlösungen

Kommerzielle Schwerpunktbereiche im Jahr 2023:

Marktsegment	Zielkunde
Onkologie	Forschungseinrichtungen
Screening auf genetische Krankheiten	Klinische Labore
Reproduktive Gesundheit	Fruchtbarkeitskliniken

Kontinuierliche Produktinnovation und technologische Verbesserungen

Innovationskennzahlen für 2023:

• Technologieverbesserungszyklen: 3 große Plattform-Upgrades
• Software-Verbesserungen: 12 Aktualisierungen des Rechenalgorithmus
• Integration maschinellem Lernen: Entwicklung von 4 neuen KI-gesteuerten Analysetools

Klinische und wissenschaftliche Validierung genomischer Technologien

Validierungsaktivitäten im Jahr 2023:

Validierungstyp	Anzahl der Studien
Klinische Studien	6 abgeschlossene Studien
Von Experten begutachtete Veröffentlichungen	9 wissenschaftliche Veröffentlichungen
Externe Validierungskooperationen	11 Forschungskooperationen

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Genomsequenzierungstechnologie

Singular Genomics Systems, Inc. hat die G4-Sequenzierungsplattform entwickelt, die die folgenden Spezifikationen aufweist:

Plattformmetrik	Spezifikation
Durchsatz	Bis zu 1,2 Milliarden Lesevorgänge pro Lauf
Laufzeit	16-48 Stunden
Leselänge	2x150 Basenpaare

Hochleistungs-Recheninfrastruktur

Zu den Rechenressourcen gehören:

• Cloudbasierte Systeme zur Verarbeitung genomischer Daten
• Hochleistungs-Computing-Cluster
• Fortschrittliche Bioinformatik-Software-Infrastruktur

Spezialisiertes wissenschaftliches und technisches Talent

Mitarbeiterkategorie	Nummer
Gesamtzahl der Mitarbeiter (4. Quartal 2023)	129
Forscher auf Doktorandenniveau	37
Computerbiologen	22

Portfolio für geistiges Eigentum

Patentdetails ab 2024:

• Gesamtzahl der Patente: 15
• Ausstehende Patentanmeldungen: 8
• Patentgebiete: Sequenzierungstechnologie, Datenanalysealgorithmen

Fortschrittliche Labor- und Forschungseinrichtungen

Einrichtungsmetrik	Spezifikation
Gesamte Laborfläche	6.500 Quadratmeter
Forschungs- und Entwicklungsinvestitionen (2023)	41,2 Millionen US-Dollar
Genomsequenzierungsinstrumente	7 aktive Plattformen

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Wertversprechen

Hochpräzise Genomsequenzierungstechnologien

Singular Genomics bietet die G4-Sequenzierungsplattform mit den folgenden Spezifikationen an:

Leistungsmetrik	Spezifikation
Durchsatz	Bis zu 1,2 TB pro Lauf
Laufzeit	26-48 Stunden
Leselänge	Bis zu 2x300 Basenpaare

Kostengünstige und schnelle Genomanalyse

Preisstruktur für die Genomsequenzierung:

Servicetyp	Kosten pro Genom
Sequenzierung des gesamten Genoms	$1,200-$1,500
Gezielte Sequenzierung	$500-$800

Modernste Lösungen für die personalisierte Medizin

• Onkologie-Panel mit über 500 krebsrelevanten Genen
• Plattform zur Diagnose seltener Krankheiten
• Möglichkeiten für Pharmakogenomik-Tests

Fortschrittliche Forschungstools für wissenschaftliche Entdeckungen

Wichtige Forschungsplattformen:

Forschungsplattform	Bewerbung
Räumliche FireFly-Sequenzierung	Räumliche Transkriptomik
Vorbereitung der PIP-Sequenzierungsbibliothek	Hochkomplexe Genombibliotheken

Innovative Plattformen für genetische Forschung und Diagnostik

• Klinisches Marktpotenzial: 25,5 Milliarden US-Dollar bis 2026
• Von der FDA zugelassene Diagnose-Workflows
• CLIA- und CAP-zertifizierte Laborprozesse

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Kundenbeziehungen

Direktvertriebs- und technische Supportteams

Im vierten Quartal 2023 meldete Singular Genomics insgesamt 47 Mitarbeiter, wobei schätzungsweise 15–20 % dem Direktvertrieb und dem technischen Support gewidmet waren.

Kundensupportkanal	Kontaktmethode	Reaktionszeit
Direktvertriebsteam	Telefon: (858) 225-2530	24-48 Stunden
Technischer Support	E-Mail: support@singulargenomics.com	48-72 Stunden

Online-Kundenservice und technische Dokumentation

Das Unternehmen unterhält ein umfassendes Online-Supportportal mit herunterladbarer technischer Dokumentation und Benutzerhandbüchern.

• Technische Dokumentation im PDF-Format verfügbar
• Online-Wissensdatenbank mit über 150 technischen Artikeln
• Herunterladbare Softwarehandbücher

Personalisierte Beratung für Forschung und klinische Anwendungen

Singular Genomics bietet spezialisierte Beratungsdienste für Genomforschung und klinische Anwendungen.

Art der Beratungsdienstleistung	Zielsegment	Geschätzte Kosten
Forschungsberatung	Akademische Institutionen	2.500–5.000 US-Dollar pro Projekt
Klinische Anwendungsunterstützung	Gesundheitsdienstleister	3.500–7.500 US-Dollar pro Engagement

Benutzerschulung und Implementierungsunterstützung

Das Unternehmen bietet umfassende Schulungsprogramme für Plattformnutzer an.

• Online-Webinar-Schulungen
• Umsetzungsworkshops vor Ort
• Maßgeschneiderte Schulungspakete für große Forschungseinrichtungen

Regelmäßige wissenschaftliche Konferenzen und Engagement-Events

Singular Genomics nimmt an wichtigen wissenschaftlichen Konferenzen teil, um mit potenziellen Kunden in Kontakt zu treten.

Konferenztyp	Häufigkeit	Geschätzte jährliche Teilnahme
Genomforschungskonferenz	Vierteljährlich	4-6 Konferenzen pro Jahr
Klinische Diagnostik-Symposium	Halbjährlich	2-3 Veranstaltungen pro Jahr

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Kanäle

Direktvertriebskräfte, die sich an Forschungseinrichtungen richten

Seit dem vierten Quartal 2023 unterhält Singular Genomics ein Direktvertriebsteam von 17 spezialisierten wissenschaftlichen Vertriebsmitarbeitern, die sich an Forschungseinrichtungen richten.

Vertriebskanaltyp	Anzahl der Vertreter	Zielmarktsegment
Direkter Forschungsverkauf	17	Akademisch & Forschungseinrichtungen

Online-E-Commerce-Plattform

Singular Genomics betreibt eine digitale Bestellplattform mit einem Online-Transaktionsvolumen von 3,2 Millionen US-Dollar für 2023.

Wissenschaftliche Konferenzen und Messen

Konferenztyp	Jährliche Teilnahme	Durchschnittliche Veranstaltungskosten
Große Genomik-Konferenzen	8-10 Konferenzen	125.000 US-Dollar pro Veranstaltung

Digitales Marketing und wissenschaftliche Veröffentlichungen

• Budget für digitales Marketing: 1,4 Millionen US-Dollar im Jahr 2023
• Investitionen in wissenschaftliche Veröffentlichungen: 350.000 US-Dollar pro Jahr
• Gezielte Ausgaben für digitale Werbung: 620.000 US-Dollar

Partnerschaften mit Distributoren und Wiederverkäufern

Partnertyp	Anzahl der Partner	Jährlicher Umsatz aus Partnerschaften
Händler für wissenschaftliche Geräte	12	4,7 Millionen US-Dollar

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Kundensegmente

Akademische Forschungslabore

Ab dem vierten Quartal 2023 richtet sich Singular Genomics an etwa 2.500 akademische Forschungslabore weltweit, die auf Genomforschung spezialisiert sind.

Forschungsbereich	Anzahl der Labore	Geschätzte Marktdurchdringung
Genomik	1,200	48%
Molekularbiologie	850	34%
Genetische Forschung	450	18%

Pharma- und Biotechnologieunternehmen

Im Jahr 2023 betreut Singular Genomics 127 Pharma- und Biotechnologieunternehmen.

• Top 20 Pharmaunternehmen: 18 Direktkunden
• Mittelständische Biotech-Unternehmen: 62 Kunden
• Aufstrebende Biotech-Startups: 47 Kunden

Klinische Diagnosezentren

Seit 2024 unterhält Singular Genomics Partnerschaften mit 93 klinischen Diagnosezentren in Nordamerika und Europa.

Region	Anzahl der Diagnosezentren	Jährliche Genomtests
Nordamerika	62	1,240,000
Europa	31	620,000

Forscher der Präzisionsmedizin

Im Jahr 2023 unterstützte Singular Genomics weltweit 215 Forschungsteams für Präzisionsmedizin.

• Krebsforschung: 85 Teams
• Seltene genetische Störungen: 62 Teams
• Personalisierte Behandlungsentwicklung: 68 Teams

Entwickler von Genomtechnologie

Ab 2024 arbeitet Singular Genomics mit 43 Entwicklungsorganisationen für Genomtechnologie zusammen.

Technologiefokus	Anzahl der Organisationen	Art der Zusammenarbeit
Sequenzierungstechnologien	22	Direkte Partnerschaft
Bioinformatik	12	Technologieintegration
Computergestützte Genomik	9	Forschungskooperation

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete Singular Genomics Systems, Inc. Gesamtkosten für Forschung und Entwicklung in Höhe von 54,7 Millionen US-Dollar.

Ausgabenkategorie	Betrag (in Millionen US-Dollar)
Personalkosten	28.3
Laborausrüstung	12.5
Verbrauchsmaterialien	8.2
Externe Forschungskooperationen	5.7

Herstellungs- und Produktionskosten

Die Herstellungskosten des Unternehmens beliefen sich im Jahr 2023 auf rund 22,1 Millionen US-Dollar.

• Produktionskosten des Plattform-G4-Sequenzierungssystems: 12,6 Millionen US-Dollar
• Rohstoffbeschaffung: 6,5 Millionen US-Dollar
• Qualitätskontrolle und Tests: 3,0 Millionen US-Dollar

Vertriebs- und Marketinginvestitionen

Singular Genomics stellte im Jahr 2023 18,3 Millionen US-Dollar für Vertriebs- und Marketinganstrengungen bereit.

Marketingkanal	Ausgaben (in Millionen US-Dollar)
Digitales Marketing	5.7
Sponsoring wissenschaftlicher Konferenzen	4.2
Vergütung des Vertriebsteams	8.4

Verwaltungsaufwand

Die Verwaltungskosten für 2023 wurden mit 16,9 Millionen US-Dollar angegeben.

• Gehälter für Führungskräfte und Management: 7,6 Millionen US-Dollar
• Rechts- und Compliance-Kosten: 4,3 Millionen US-Dollar
• Unternehmensinfrastruktur: 5,0 Millionen US-Dollar

Aufrechterhaltung des geistigen Eigentums

Das Unternehmen gab im Jahr 2023 3,5 Millionen US-Dollar für die Aufrechterhaltung des geistigen Eigentums aus.

IP-Ausgabenkategorie	Betrag (in Millionen US-Dollar)
Patentanmeldung und -verfolgung	2.1
IP-Rechtsdienstleistungen	1.4

Singular Genomics Systems, Inc. (OMIC) – Geschäftsmodell: Einnahmequellen

Verkauf von Genomsequenzierungsplattformen

Im vierten Quartal 2023 meldete Singular Genomics einen Plattformumsatz von 3,2 Millionen US-Dollar. Der Preis der G4-Sequenzierungsplattform betrug etwa 350.000 US-Dollar pro Einheit.

Plattformmodell	Durchschnittspreis	Geschätzter Jahresumsatz
G4-Sequenzierungssystem	$350,000	9-12 Einheiten pro Jahr

Verkauf von Verbrauchsmaterialien und Reagenzien

Der Verbrauchsmaterialumsatz belief sich im Jahr 2023 auf 5,7 Millionen US-Dollar und stellt eine wichtige wiederkehrende Einnahmequelle dar.

• Preis des Sequenzierungsreagenzien-Kits: 5.000–7.500 US-Dollar pro Lauf
• Durchschnittlicher jährlicher Verbrauch an Verbrauchsmaterialien pro Plattform: 150.000 bis 200.000 US-Dollar

Serviceverträge und technischer Support

Der jährliche Umsatz aus technischen Support- und Serviceverträgen belief sich im Jahr 2023 auf insgesamt 1,8 Millionen US-Dollar.

Servicetyp	Jährliche Kosten	Vertragsabdeckung
Standardunterstützung	$25,000-$35,000	Grundlegende Wartung und Software-Updates
Premium-Support	$50,000-$75,000	Technische Unterstützung rund um die Uhr, vorrangige Reparaturen

Lizenzierung proprietärer Technologien

Die Lizenzeinnahmen aus Technologietransfervereinbarungen beliefen sich im Jahr 2023 auf 2,1 Millionen US-Dollar.

Vereinbarungen zur Forschungskooperation

Forschungskooperationsvereinbarungen generierten im Jahr 2023 einen Umsatz von 4,5 Millionen US-Dollar.

Art der Zusammenarbeit	Durchschnittlicher Vereinbarungswert	Anzahl der Vereinbarungen
Akademische Partnerschaften	$250,000-$500,000	6-8 pro Jahr
Pharmazeutische Kooperationen	1–3 Millionen US-Dollar	2-3 pro Jahr

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Value Propositions

You're looking at the core value Singular Genomics Systems, Inc. is delivering to researchers now that the G4X Spatial Sequencer is coming to market after its private acquisition by Deerfield Management in early 2025. The value propositions are centered on overcoming the historical bottlenecks of speed, scale, and multi-modality in genomics.

High-throughput spatial multiomics with the G4X platform

The G4X Spatial Sequencer is the main draw here, designed to handle massive spatial biology studies. This isn't just incremental improvement; it's about scale for clinical cohort work. For instance, data presented at AGBT in February 2025 showed the G4X could generate 3D multi-omic reconstructions from 10 serial kidney cancer FFPE sections, analyzing over 6.2 million cells and 438 million transcripts-all from a single G4X flow cell. That level of data density from one run directly translates to lower costs and faster insights for large-scale translational studies.

Dual-purpose instrument for both NGS and tissue-based spatial sequencing

This platform is engineered to be a true workhorse, not a single-use device. The G4X is positioned as the industry's first dual-purpose instrument, meaning it handles both traditional Next-Generation Sequencing (NGS) applications and the newer, complex tissue-based spatial sequencing. This flexibility helps labs maximize their capital expenditure. The platform is designed to support up to 128 samples per run for spatial applications, which is a significant jump in capacity for high-volume users.

Fast, accurate, and flexible benchtop genomic sequencing (G4 platform)

The established G4 Sequencing Platform still provides the foundation for high-quality, rapid NGS, which is crucial for labs needing speed without moving to massive, dedicated machines. The G4 chemistry delivers high quality, with data showing >85% of bases at or above a quality score of Q30, and in some 2025 reports, the average was cited as above 90% of bases at or above Q30. You can see the core specs that define this value:

Metric	G4 - F2 (Max)	G4 - F3 (Max)
Maximum Output per Run (Gb)	200.00	400.00
Run Time Range (Hours)	11 to 19	11 to 24
Bases $\ge$ Q30 Quality	>85%	>85%

The G4 was designed to sequence up to four human genomes in just 16-19 hours, which was up to three times more data output per hour than contemporary benchtop instruments at its launch.

Single-cell precision analysis of complex tumor-immune interactions

The G4X's multiomics capability is where it really shines for oncology and immunology research, allowing you to map multiple data types-RNA, protein, and morphology-in their original spatial context. This is key for understanding the tumor microenvironment. The platform has demonstrated the ability to perform high-sensitivity and specificity analysis on complex samples like FFPE tissues. The system supports advanced applications like:

• 500-Plex Spatial Transcriptomics for barcode-free RNA detection.
• 18 Plex Spatial Proteomics for mapping protein expression.
• Accurate T- and B-cell receptor sequencing in FFPE samples using Direct-Seq technology.

This integrated view helps researchers see how millions of cells interact spatially, which is vital for biomarker discovery.

Reproducibility and cost-efficiency for large-scale spatial studies

For any large study, especially those moving toward translational settings, reproducibility is non-negotiable. Early access sites have specifically cited the reproducibility and cost-efficiency of the G4X as major benefits, enabling the scaling of 3D spatial analyses in larger retrospective cohorts. While the company's TTM revenue as of November 2025 was reported at $2.66 Million USD, the value proposition is focused on the customer's cost reduction through higher throughput and lower turnaround times, which drives a higher return-of-investment for core facilities. The ability to generate this high-dimensional data reproducibly across serial FFPE sections is what unlocks those large-scale 3D molecular studies.

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Customer Relationships

You're looking at how Singular Genomics Systems, Inc. manages its relationships with its high-value scientific customers, especially as they transition to the new G4X Spatial Sequencer. Honestly, for capital equipment in this space, the relationship is everything; it's not a one-time transaction.

Dedicated field application specialists and technical support

The relationship hinges on keeping the installed base running smoothly and helping them get the most out of the technology. For the existing G4 fleet, system uptime averaged a solid 95% during Q2 2024. This operational reliability is key to securing future consumable revenue, which is the recurring part of the model. The annualized consumables pull-through for the installed G4 base was approximately $60,000 per system in Q2 2024, which was about double the pull-through seen in Q1 2024, showing increasing customer engagement with the platform's workflow. You can reach out to the support team via the dedicated channel at care@singulargenomics.com.

Here's a quick look at the G4 installed base utilization metrics from the last reported quarter:

Metric	Value (as of Q2 2024)	Context
System Uptime Average	95%	Fleet health indicator
Annualized Consumables Pull-Through	$60,000	Per system, Q2 2024
Q2 Consumables Pull-Through vs Q1 2024	Double	Indicates growing usage

Early Access Programs for G4X to build advocacy and feedback

For the G4X Spatial Sequencer, the relationship strategy is centered on building strong early advocates before the broader commercial launch planned for around Q2 2025. The G4X Early Access Program was underway as of February 2025 at key institutions like Beth Israel Deaconess Medical Center and Vanderbilt University Medical Center. Singular planned to expand this program to a few more sites in Q2 2025. These early adopters are crucial; they generate the initial high-impact data and testimonials that drive later commercial demand. The initial early access units were designed to be revenue-producing, though with appropriately set expectations regarding support levels.

• Initial EAP sites included Beth Israel Deaconess Medical Center and Vanderbilt University Medical Center.
• Expansion of the EAP was planned for Q2 2025.
• The program aims to generate technical publications and Key Opinion Leader (KOL) testimonials.

Direct sales and service model for high-value capital equipment

The core of the capital equipment relationship is a direct sales approach, which is necessary for high-touch, high-value instruments like the G4 and the upcoming G4X. The G4 system shipments in Q1 2024 showed this segmentation: four units went to academic core or medical center labs, and two went to commercial labs, bringing the total G4 shipments to 30 as of March 31, 2024. This direct interaction allows Singular Genomics Systems, Inc. to manage complex installations and service agreements upfront. The model relies on driving initial adoption, followed by recurring revenue from consumables sales, as seen by the Q3 2024 revenue of $0.4 million, primarily from consumables.

Technology Access Services for initial data generation projects

To bridge the gap before G4X instrument shipments began in June 2025, the company offered Technology Access Services. Researchers could use these services to start generating multiomic data immediately. This service acts as a low-friction entry point, allowing potential customers to validate the platform's value proposition with their own samples without a capital commitment. Data from two initial Technology Access Partner projects were showcased at the AACR 2024 conference. This service funnel was cited as exceeding 50 opportunities, indicating strong inbound interest for the G4X capabilities.

The focus on services helps de-risk the capital purchase for the customer. It's a smart way to build a pipeline; you let them see the results first.

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Channels

You're looking at the commercial channels for Singular Genomics Systems, Inc. after its transition to a private entity under Deerfield Management in February 2025. The focus shifts from public market scrutiny to driving adoption of the G4X™ Spatial Sequencer, which had its full commercial release expected around the second quarter of 2025. The company's overall trailing twelve months (TTM) revenue as of December 2025 stood at $2.66 Million USD, which gives you the scale of the current commercial engine.

Direct Sales Force (focused on North America and key markets)

The initial commercialization strategy centered on a direct sales and marketing organization within the United States for the G4 Sequencing Platform. Post-acquisition, this direct model is the most likely path for driving adoption of the newer, high-value G4X system, especially in North America, which remains the primary focus. While the exact size of the sales team as of late 2025 isn't public, the company previously reported having 220 total employees, which provided the foundation for R&D, operations, and commercial efforts.

The plan, even pre-acquisition, included future expansion into the European Union, United Kingdom, Asia Pacific, and Japan, likely through a mix of direct sales and established distribution networks as scale permits. Right now, though, the channel investment is definitely concentrated on securing key accounts in the US.

Scientific conferences and showcases (e.g., AGBT, Spatial Summit)

Scientific engagement is a critical channel for a life sciences tool company, serving as both a marketing platform and a direct feedback loop. Singular Genomics Systems, Inc. has historically used major industry events to showcase platform performance. For instance, milestones for the G4X were highlighted through presentations at events like AGBT and SITC, which validates the technology to key opinion leaders.

These showcases are where the company converts scientific interest into pipeline opportunities. The goal is to get the G4X in front of researchers working on high-throughput spatial multiomics, a segment the global single-cell omics market is projected to grow significantly in, with instruments holding nearly 60% of that market share.

Online presence for product information and technical support

The company maintains its presence at www.singulargenomics.com for product details, technical specifications, and investor relations information, though the latter is now private. This digital channel supports the direct sales force by providing accessible technical documentation and supporting existing customers. For a company whose Q3 2024 revenue was only $0.4 Million USD, a lean, high-touch digital support structure is necessary to manage the installed base and support early G4X users without ballooning Selling, General and Administrative (SG&A) expenses.

Technology Access Services for pre-instrument adoption

This service acts as a crucial pre-sales channel, letting potential high-volume customers experience the G4X platform without an upfront capital commitment. Interest in G4X was being built via the Spatial Technology Access Services funnel, which is designed to generate data and build case studies before a full instrument sale. This model is tied to the reagent rental aspect that pressured gross margins in 2024, meaning revenue recognition is likely spread out over time, even for service-based access.

The early access program saw the shipment of the first G4X Early Access instrument in Q3 2024, demonstrating this channel was active and generating data, such as processing 6.2 million cells from a single G4X flow cell in one example. This service is the bridge between initial interest and capital equipment purchase.

Here's a quick look at the commercial context surrounding these channels as of late 2025:

Metric	Value as of Late 2025 Context	Reference Period/Context
TTM Revenue	$2.66 Million USD	As of December 2025
G4 Systems Shipped (Example)	2 units	Q3 2024 (Pre-full G4X launch)
G4X Early Access Instruments Shipped	1 unit	Q3 2024
Acquisition Price Per Share	$20.00 in cash	Completed February 21, 2025
Total Employees (Historical Baseline)	220	General Company Size

The channel strategy is clearly focused on demonstrating high-throughput spatial sequencing capability through direct engagement at key scientific venues and via the Technology Access Services funnel to drive future instrument placements. The modest TTM revenue of $2.66 Million USD shows the commercial ramp is still in its early stages, even with the G4X launch underway.

• Focus on North America for initial direct sales penetration.
• Leverage high-impact scientific conferences like AGBT for platform validation.
• Utilize Technology Access Services to de-risk G4X adoption for core labs.
• Future channel expansion planned for EU, UK, Asia Pacific, and Japan.

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Customer Segments

You're looking at the customer landscape for Singular Genomics Systems, Inc. (OMIC) as they push their integrated sequencing and spatial multiomics platforms. The customer base is clearly segmented across the research and translational continuum, which dictates how they recognize revenue-often through initial system placements followed by recurring consumables sales, or through reagent rental models.

As of the latest reported figures (Q3 2024), the commercial traction, which reflects early customer adoption, involved shipping two G4 systems and the first G4X Early Access instrument in that quarter. The company has explicitly noted a deep services funnel across the key segments you mentioned, suggesting active engagement with all of them.

Here's a breakdown of the primary customer segments Singular Genomics Systems, Inc. (OMIC) targets with its G4 Sequencing Platform and PX Integrated Solution:

• Academic research institutions and core labs
• Biopharmaceutical companies (biopharma) for drug discovery
• Contract Research Organizations (CROs) for high-volume studies
• Translational and clinical trial settings for biomarker identification

The G4X spatial sequencer is specifically positioned to address throughput limitations in these segments. The Technology Access Partner (TAP) projects, such as those with Dana-Farber and the Broad Institute, give us concrete examples of early adopters within the academic research space.

The financial reality of these early-stage customer engagements is reflected in the Q3 2024 revenue, which was only $0.4 million, driven primarily by consumables sales, indicating that the installed base is still small and revenue recognition from capital equipment sales is not yet dominant.

The following table maps the core platforms to the customer segments and their primary application focus, using the latest available product deployment data as a proxy for current segment engagement:

Customer Segment	Primary Platform Focus	Latest Deployment Metric (Q3 2024)	Stated Application Areas
Academic research institutions and core labs	G4 Sequencing Platform, G4X Spatial Sequencer	Expansion of TAP projects (e.g., Broad Institute)	Basic biology, oncology, immunology, neurology, genetic diseases
Biopharmaceutical companies (biopharma)	PX Integrated Solution, G4X Spatial Sequencer	Deep services funnel engagement	Drug discovery, oncology, spatial analysis, proteomics
Contract Research Organizations (CROs)	G4X Spatial Sequencer (for high-throughput)	Deep services funnel engagement	High-volume studies, translational research
Translational and clinical trial settings	PX Integrated Solution	Focus on biomarker identification	Oncology, infectious diseases, human microbiome

For the academic segment, the installed base of G4 systems grew to 30 commercial systems by Q1 2024, showing initial penetration before the broader G4X commercial launch targeted around Q2 2025. The revenue model appears heavily weighted toward consumables pull-through, as evidenced by the Q3 2024 revenue of $0.41 million being primarily from consumables.

Finance: draft 13-week cash view by Friday.

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Cost Structure

You're looking at the cost side of Singular Genomics Systems, Inc.'s (OMIC) operations as they push the G4X spatial sequencer toward broader commercialization around Q2 2025. The cost structure is heavily weighted toward development and early-stage commercialization pressures.

High R&D expenses for G4X and Direct-Seq technology

The development and launch of the G4X spatial sequencer, which supports Direct-Seq technology, drives substantial operating costs. While explicit R&D figures aren't broken out separately in the latest reports, the overall operating expense base reflects this investment. Management implemented cost actions in March 2024 to lower the burn rate, but development costs remain significant.

• Q3 2024 Operating Expenses totaled $17.8 million.
• Q1 2024 cash burn was approximately $23.2 million.
• The company is focused on shifting resources to G4X development and commercialization.

Cost of Goods Sold (COGS) for instruments and consumables

The cost structure for revenue generation is challenged by aggressive pricing strategies for instruments and the nature of early-stage service/rental models. The G4 instrument price was reduced to $295,000 from an initial $350,000. The G4X system itself is listed at $495,000. Reagent costs for sequencing on the G4X start around $240 per lane for F3 100 Cycle paired reads.

Here's a look at the pricing structure for G4X customization and sequencing, which directly impacts the variable cost component of revenue:

G4X Customization/Assay	Order Fee (1 FC)	Price / FC after
50-Gene Add-On Craft Panel	$2,500	$250
150-Gene Add-On Craft Panel	$5,000	$500
350-Gene De-Novo Craft Panel	$10,000	$1,000

Next Generation Sequencing on G4X (F3 Paired Reads)	$ / FC	$ / Lane
100 Cycle (100M / Lane)	$920	$240
300 Cycle (100M / Lane)	$1,200	$300

Sales, General, and Administrative (SG&A) expenses

SG&A is bundled within the reported Operating Expenses, which management actively worked to reduce. Following cost actions, operating expenses fell year-over-year in Q3 2024. The company guided for operating expenses to be 10-15% lower sequentially in Q2 2024 compared to Q1 2024.

• Q3 2024 Operating Expenses were $17.8 million, down from $24.5 million year-over-year.
• Operating expenses in Q4 2023 totaled $24.8 million.
• Cost-saving initiatives, including a 20% workforce reduction, aimed for approximately $20 million in annualized OpEx savings.

Negative gross profit due to early-stage discounts and rental models

Singular Genomics Systems, Inc. reported negative gross profit in recent quarters, a direct consequence of its commercial strategy during the G4 and G4X transition. This pressure comes from providing discounts on capital purchases and utilizing reagent rental/evaluation models instead of upfront sales.

• Q3 2024 Gross Profit was negative $0.3 million.
• Q1 2024 gross profit was negative, attributed to discounts, reagent rental/non-capital models, and higher support costs.
• In Q4 2023, gross profit was negative $0.5 million, also due to discounts and higher installation/support costs.

Significant cash burn (Q1 2024 was around $23.2 million)

The high operating expenses and negative gross profit resulted in a significant cash burn rate in early 2024, which management took steps to mitigate to extend the cash runway. The company ended Q3 2024 with $113.8 million in cash and investments.

• Q1 2024 cash burn was approximately $23.2 million.
• Management guided for lower cash burn in Q2 2024 as cost savings took effect.
• The company expected its cash runway to extend into late 2026 following cost reduction measures.

Singular Genomics Systems, Inc. (OMIC) - Canvas Business Model: Revenue Streams

You're looking at the revenue side of Singular Genomics Systems, Inc. (OMIC) as of late 2025, post-acquisition by Deerfield Management. The model is clearly leaning toward a razor-and-blades approach, even if the initial numbers reflect a very early commercial stage.

The overall financial picture, based on the Trailing Twelve Months (TTM) ending around the time of the acquisition and subsequent period, shows a small revenue base, which is typical for a company transitioning from R&D to commercial scale with new platforms like the G4 and the newly launched G4X.

Trailing Twelve Months (TTM) Revenue as of Late 2024/Early 2025 Context:

Metric	Amount
TTM Revenue (as of late 2024/early 2025)	$2.66 Million USD

The revenue streams are segmented by the core product strategy, which relies on getting the instrument into the lab first to secure future consumable sales. Here's how the streams break down:

• Sales of G4 and G4X Sequencing Instruments (capital purchases)
• Recurring revenue from Consumables and Reagents (pull-through)
• Instrument service contracts and support fees
• Technology Access Services (spatial services)

Sales of G4 and G4X Sequencing Instruments (Capital Purchases):

Instrument sales represent the initial, lumpy revenue component. You see this in the quarterly reports leading up to the privatization. For instance, in the second quarter of 2024, revenue included $0.3 million from one capital purchase instrument placement, alongside 2 G4 systems shipped that quarter. By the third quarter of 2024, the company shipped two G4 systems and the first G4X Early Access instrument, though instrument revenue is expected to be recognized over time as consumables are purchased. The commercial launch of the G4X was targeted for around the end of the second quarter of 2025, meaning late 2025 revenue should start reflecting initial G4X capital sales, though the focus is shifting to services and pull-through.

Recurring Revenue from Consumables and Reagents (Pull-Through):

This is the intended long-term engine. The strategy is explicitly to drive ongoing revenue by having customers purchase proprietary consumables after installing the instrument base. Consumables were the primary revenue driver in the early commercial phase. In the first quarter of 2024, revenue of $0.4 million consisted primarily of consumables sales and one instrument capital purchase. Similarly, in the third quarter of 2024, revenue of $0.4 million was reported, driven primarily by consumables sales. The annualized consumables pull-through per G4 system was noted to be roughly $60,000 in the second quarter of 2024, which was about double the rate seen in the first quarter. That recurring number is what the private ownership will be keenly watching.

Instrument Service Contracts and Support Fees:

Service contracts and support fees are a standard component for complex capital equipment. While specific dollar amounts for this stream aren't broken out separately in the public filings, these costs negatively impact gross profit when systems are placed under reagent rental or initial support is high. Post-acquisition, you can expect a more formalized structure for service contracts, likely bundled or offered as a distinct recurring fee stream to stabilize margins, especially as the installed base grows.

Technology Access Services (Spatial Services):

This represents the early monetization of the G4X platform before full commercial launch. The company launched a Spatial Sequencing Technology Access Services program in the second quarter of 2024. This service stream allows early adopters to use the G4X capabilities in-house or via a service model, generating revenue while gathering critical feedback. The interest in the G4X services funnel exceeded 50 opportunities by mid-2024, indicating a strong pipeline for this revenue category as the G4X became available.