Singular Genomics Systems, Inc. (OMIC): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en rápida evolución de las tecnologías genómicas, Singular Genomics Systems, Inc. (OMIC) surge como un innovador innovador, transformando la forma en que entendemos y aprovechamos la información genética. Al integrar a la perfección las plataformas de secuenciación avanzada con capacidades de investigación de vanguardia, la compañía está redefiniendo la medicina de precisión y el descubrimiento científico, ofreciendo a los investigadores y médicos ideas sin precedentes sobre el complejo mundo de la genómica. Su modelo de negocio integral representa un plan estratégico para revolucionar el análisis genético, prometiendo desbloquear el potencial transformador en los dominios académicos, farmacéuticos y clínicos.

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocios: asociaciones clave

Colaboración con instituciones de investigación académica

A partir de 2024, Singular Genomics ha establecido asociaciones de investigación con:

Institución	Enfoque de colaboración específico	Año establecido
Universidad de Stanford	Desarrollo de tecnología de secuenciación genómica	2022
Escuela de Medicina de Harvard	Investigación de genómica del cáncer	2023

Asociaciones estratégicas con compañías farmacéuticas

Las asociaciones farmacéuticas actuales incluyen:

• Merck & CO.: Colaboración de diagnóstico de oncología de precisión
• Pfizer: Proyecto de identificación de biomarcadores genómicos
• AstraZeneca: Acuerdo de investigación de medicina personalizada

Alianzas con empresas de biotecnología y diagnóstico

Asociaciones clave de biotecnología:

Compañía	Valor de asociación	Tipo de colaboración
Ilumina	$ 3.5 millones	Licencias de tecnología
Roche Diagnostics	$ 2.8 millones	Integración de la plataforma genómica

Organizaciones de fabricación de contratos

Socios de soporte de fabricación:

• Lonza Group: Producción de equipos de secuenciación genómica
• Wuxi appTec: fabricación de reactivos y consumibles

Capital de riesgo e empresas de inversión

Financiación de asociaciones a partir de 2024:

Inversor	Monto de la inversión	Año de inversión
Capital previo	$ 45 millones	2023
Arch Venture Partners	$ 38 millones	2023

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocio: actividades clave

Desarrollo de plataformas de secuenciación genómica avanzada

A partir del cuarto trimestre de 2023, Singular Genomics se ha centrado en desarrollar la plataforma de secuenciación G4, con las siguientes especificaciones técnicas:

Métrica de plataforma	Especificación
Rendimiento	Hasta 1.600 millones de lecturas por ejecución
Tiempo de ejecución	Menos de 24 horas
Longitud de lectura	Hasta 2x300 pares de bases

Investigación y desarrollo de nuevas tecnologías genómicas

Inversión de I + D para 2023:

• Gastos totales de I + D: $ 41.2 millones
• Personal de I + D: 62 investigadores a tiempo completo
• Solicitudes de patentes: 7 nuevas patentes de tecnología genómica presentadas

Comercialización de soluciones de pruebas genómicas

Áreas de enfoque comercial en 2023:

Segmento de mercado	Cliente objetivo
Oncología	Instituciones de investigación
Detección de enfermedades genéticas	Laboratorios clínicos
Salud reproductiva	Clínicas de fertilidad

Innovación continua de productos y mejoras tecnológicas

Métricas de innovación para 2023:

• Ciclos de mejora de tecnología: 3 actualizaciones de plataformas principales
• Mejoras de software: 12 actualizaciones de algoritmo computacional
• Integración de aprendizaje automático: desarrollado 4 nuevas herramientas de análisis impulsadas por la IA

Validación clínica y científica de tecnologías genómicas

Actividades de validación en 2023:

Tipo de validación	Número de estudios
Ensayos clínicos	6 estudios completados
Publicaciones revisadas por pares	9 publicaciones científicas
Colaboraciones de validación externa	11 asociaciones de investigación

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocio: recursos clave

Tecnología de secuenciación genómica patentada

Singular Genomics Systems, Inc. desarrolló la plataforma de secuenciación G4, que tiene las siguientes especificaciones:

Métrica de plataforma	Especificación
Rendimiento	Hasta 1.200 millones de lecturas por ejecución
Tiempo de ejecución	16-48 horas
Longitud de lectura	2x150 pares de bases

Infraestructura computacional de alto rendimiento

Los recursos computacionales incluyen:

• Sistemas de procesamiento de datos genómicos basados ​​en la nube
• Grupos de computación de alto rendimiento
• Infraestructura de software bioinformática avanzada

Talento científico y técnico especializado

Categoría de empleado	Número
Total de empleados (cuarto trimestre 2023)	129
Investigadores a nivel de doctorado	37
Biólogos computacionales	22

Cartera de propiedades intelectuales

Detalles de la patente a partir de 2024:

• Patentes totales: 15
• Aplicaciones de patentes pendientes: 8
• Áreas de patentes: tecnología de secuenciación, algoritmos de análisis de datos

Instalaciones avanzadas de laboratorio e investigación

Métrica de la instalación	Especificación
Espacio total de laboratorio	6,500 pies cuadrados
Inversión de investigación y desarrollo (2023)	$ 41.2 millones
Instrumentos de secuenciación genómica	7 plataformas activas

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocio: propuestas de valor

Tecnologías de secuenciación genómica de alta precisión

Singular Genomics ofrece la plataforma de secuenciación G4 con las siguientes especificaciones:

Métrico de rendimiento	Especificación
Rendimiento	Hasta 1.2 TB por carrera
Tiempo de ejecución	26-48 horas
Longitud de lectura	Hasta 2x300 pares de bases

Análisis genómico rentable y rápido

Estructura de precios para la secuenciación genómica:

Tipo de servicio	Costo por genoma
Secuenciación del genoma completo	$1,200-$1,500
Secuenciación dirigida	$500-$800

Soluciones de vanguardia para medicina personalizada

• Panel de oncología con más de 500 genes relacionados con el cáncer
• Plataforma de diagnóstico de enfermedades raras
• Capacidades de prueba farmacogenómica

Herramientas de investigación avanzadas para el descubrimiento científico

Plataformas de investigación clave:

Plataforma de investigación	Solicitud
Secuenciación espacial de Firefly	Transcriptómica espacial
Preparación de la biblioteca de secuenciación de PIP	Bibliotecas genómicas de alta complejidad

Plataformas innovadoras para la investigación genética y el diagnóstico

• Potencial del mercado clínico: $ 25.5 mil millones para 2026
• Flujos de trabajo de diagnóstico aclarados por la FDA
• Procesos de laboratorio certificados CLIA y CAP

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocios: relaciones con los clientes

Equipos directos de ventas y soporte técnico

A partir del cuarto trimestre de 2023, Singular Genomics reportó 47 empleados en total, con un estimado de 15-20% dedicado a las funciones directas de ventas y soporte técnico.

Canal de atención al cliente	Método de contacto	Tiempo de respuesta
Equipo de ventas directas	Teléfono: (858) 225-2530	24-48 horas
Apoyo técnico	Correo electrónico: support@singulargenomics.com	48-72 horas

Servicio al cliente en línea y documentación técnica

La compañía mantiene un portal de soporte en línea integral con documentación técnica descargable y guías de usuario.

• Documentación técnica disponible en formato PDF
• Base de conocimiento en línea con más de 150 artículos técnicos
• Manuales de software descargables

Consultoría personalizada para investigaciones y aplicaciones clínicas

Singular Genomics ofrece servicios de consultoría especializados para la investigación genómica y las aplicaciones clínicas.

Tipo de servicio de consultoría	Segmento objetivo	Costo estimado
Consulta de investigación	Instituciones académicas	$ 2,500- $ 5,000 por proyecto
Soporte de aplicaciones clínicas	Proveedores de atención médica	$ 3,500- $ 7,500 por compromiso

Soporte de capacitación e implementación de usuarios

La compañía proporciona programas de capacitación integrales para usuarios de plataformas.

• Sesiones de capacitación en seminarios web en línea
• Talleres de implementación en el sitio
• Paquetes de capacitación personalizada para grandes instituciones de investigación

Conferencias científicas regulares y eventos de compromiso

Singular Genomics participa en conferencias científicas clave para interactuar con clientes potenciales.

Tipo de conferencia	Frecuencia	Participación anual estimada
Conferencia de investigación genómica	Trimestral	4-6 conferencias por año
Simposio de diagnóstico clínico	By-anualmente	2-3 eventos por año

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocios: canales

Fuerza de ventas directa dirigida a instituciones de investigación

A partir del cuarto trimestre de 2023, Singular Genomics mantiene un equipo de ventas directo de 17 representantes de ventas científicas especializadas dirigidas a instituciones de investigación.

Tipo de canal de ventas	Número de representantes	Segmento del mercado objetivo
Ventas de investigación directa	17	Académico & Instituciones de investigación

Plataforma de comercio electrónico en línea

Singular Genomics opera una plataforma de pedido digital con $ 3.2 millones en volumen de transacciones en línea para 2023.

Conferencias científicas y ferias comerciales

Tipo de conferencia	Participación anual	Costo de evento promedio
Conferencias genómicas importantes	8-10 conferencias	$ 125,000 por evento

Marketing digital y publicaciones científicas

• Presupuesto de marketing digital: $ 1.4 millones en 2023
• Inversiones de publicación científica: $ 350,000 anualmente
• Gasto publicitario digital dirigido: $ 620,000

Asociaciones con distribuidores y revendedores

Tipo de socio	Número de socios	Ingresos anuales de las asociaciones
Distribuidores de equipos científicos	12	$ 4.7 millones

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocio: segmentos de clientes

Laboratorios de investigación académica

A partir del cuarto trimestre de 2023, la genómica singular se dirige a aproximadamente 2.500 laboratorios de investigación académica a nivel mundial que se especializan en la investigación genómica.

Área de investigación	Número de laboratorios	Penetración estimada del mercado
Genómica	1,200	48%
Biología molecular	850	34%
Investigación genética	450	18%

Compañías farmacéuticas y de biotecnología

En 2023, Singular Genomics atiende a 127 compañías farmacéuticas y de biotecnología.

• Top 20 compañías farmacéuticas: 18 clientes directos
• Firmas de biotecnología de nivel medio: 62 clientes
• Startups de biotecnología emergentes: 47 clientes

Centros de diagnóstico clínico

A partir de 2024, Singular Genomics tiene asociaciones con 93 centros de diagnóstico clínico en América del Norte y Europa.

Región	Número de centros de diagnóstico	Pruebas genómicas anuales
América del norte	62	1,240,000
Europa	31	620,000

Investigadores de medicina de precisión

En 2023, Singular Genomics apoyó a 215 equipos de investigación de medicina de precisión en todo el mundo.

• Investigación del cáncer: 85 equipos
• Trastornos genéticos raros: 62 equipos
• Desarrollo de tratamiento personalizado: 68 equipos

Desarrolladores de tecnología genómica

A partir de 2024, Singular Genomics colabora con 43 organizaciones de desarrollo de tecnología genómica.

Enfoque tecnológico	Número de organizaciones	Tipo de colaboración
Tecnologías de secuenciación	22	Asociación directa
Bioinformática	12	Integración tecnológica
Genómica computacional	9	Colaboración de investigación

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, Singular Genomics Systems, Inc. reportó gastos totales de investigación y desarrollo de $ 54.7 millones.

Categoría de gastos	Cantidad ($ millones)
Costos de personal	28.3
Equipo de laboratorio	12.5
Materiales consumibles	8.2
Colaboraciones de investigación externas	5.7

Costos de fabricación y producción

Los gastos de fabricación de la compañía para 2023 totalizaron aproximadamente $ 22.1 millones.

• Costos de producción del sistema de secuenciación de la plataforma G4: $ 12.6 millones
• Adquisición de materia prima: $ 6.5 millones
• Control y pruebas de calidad: $ 3.0 millones

Inversiones de ventas y marketing

Singular Genomics asignó $ 18.3 millones a los esfuerzos de ventas y marketing en 2023.

Canal de marketing	Gasto ($ millones)
Marketing digital	5.7
Patrocinios de la conferencia científica	4.2
Compensación del equipo de ventas	8.4

Sobrecarga administrativa

Los gastos administrativos para 2023 se informaron en $ 16.9 millones.

• Salarios ejecutivos y de gestión: $ 7.6 millones
• Costos legales y de cumplimiento: $ 4.3 millones
• Infraestructura corporativa: $ 5.0 millones

Mantenimiento de la propiedad intelectual

La compañía gastó $ 3.5 millones en mantenimiento de la propiedad intelectual en 2023.

Categoría de gastos de IP	Cantidad ($ millones)
Presentación de patentes y enjuiciamiento	2.1
IP Servicios legales	1.4

Singular Genomics Systems, Inc. (OMIC) - Modelo de negocios: flujos de ingresos

Venta de plataformas de secuenciación genómica

A partir del cuarto trimestre de 2023, Singular Genomics informó ingresos por ventas de la plataforma de $ 3.2 millones. La plataforma de secuenciación G4 tenía un precio de aproximadamente $ 350,000 por unidad.

Modelo de plataforma	Precio medio	Ventas anuales estimadas
Sistema de secuenciación G4	$350,000	9-12 unidades por año

Ventas de consumibles y reactivos

Los ingresos de consumo para 2023 fueron de $ 5.7 millones, lo que representa un flujo de ingresos recurrente clave.

• Precio del kit de reactivo de secuenciación: $ 5,000- $ 7,500 por carrera
• Consumibles anuales promedio por plataforma: $ 150,000- $ 200,000

Contratos de servicio y soporte técnico

Los ingresos anuales de soporte técnico y contrato de servicio totalizaron $ 1.8 millones en 2023.

Tipo de servicio	Costo anual	Cobertura de contrato
Soporte estándar	$25,000-$35,000	Mantenimiento básico y actualizaciones de software
Soporte premium	$50,000-$75,000	Asistencia técnica 24/7, reparaciones prioritarias

Licencias de tecnologías propietarias

Los ingresos por licencias en 2023 fueron de $ 2.1 millones de los acuerdos de transferencia de tecnología.

Acuerdos de colaboración de investigación

Los acuerdos de colaboración de investigación generaron $ 4.5 millones en ingresos durante 2023.

Tipo de colaboración	Valor de acuerdo promedio	Número de acuerdos
Asociaciones académicas	$250,000-$500,000	6-8 por año
Colaboraciones farmacéuticas	$ 1- $ 3 millones	2-3 por año

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.