Singular Genomics Systems, Inc. (OMIC): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução das tecnologias genômicas, a Singular Genomics Systems, Inc. (OMIC) surge como um inovador inovador, transformando como entendemos e alavancamos informações genéticas. Ao integrar perfeitamente plataformas de sequenciamento avançado com recursos de pesquisa de ponta, a empresa está redefinindo a medicina de precisão e a descoberta científica, oferecendo a pesquisadores e médicos insights sem precedentes sobre o complexo mundo da genômica. Seu modelo de negócios abrangente representa um plano estratégico para revolucionar a análise genética, prometendo desbloquear o potencial transformador entre domínios acadêmicos, farmacêuticos e clínicos.

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: Parcerias -chave

Colaboração com instituições de pesquisa acadêmica

A partir de 2024, a Singular Genomics estabeleceu parcerias de pesquisa com:

Instituição	Foco específico de colaboração	Ano estabelecido
Universidade de Stanford	Desenvolvimento de tecnologia de sequenciamento genômico	2022
Escola de Medicina de Harvard	Pesquisa em genômica do câncer	2023

Parcerias estratégicas com empresas farmacêuticas

As parcerias farmacêuticas atuais incluem:

• Merck & CO.: Colaboração de diagnóstico de oncologia de precisão
• Pfizer: Projeto de Identificação de Biomarcadores Genômicos
• AstraZeneca: Acordo de Pesquisa de Medicina Personalizada

Alianças com empresas de biotecnologia e diagnóstico

Principais parcerias de biotecnologia:

Empresa	Valor da parceria	Tipo de colaboração
Ilumina	US $ 3,5 milhões	Licenciamento de tecnologia
Diagnóstico da Roche	US $ 2,8 milhões	Integração genômica da plataforma

Organizações de fabricação contratadas

Parceiros de suporte de fabricação:

• Grupo Lonza: Produção de Equipamentos de Sequenciamento Genômico
• Wuxi Apptec: fabricação de reagentes e consumíveis

Empresas de capital de risco e investimentos

Parcerias de financiamento a partir de 2024:

Investidor	Valor do investimento	Ano de investimento
Capital previsto	US $ 45 milhões	2023
Arch Venture Partners	US $ 38 milhões	2023

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: Atividades -chave

Desenvolvendo plataformas de sequenciamento genômico avançado

A partir do quarto trimestre 2023, a Singular Genomics se concentrou no desenvolvimento da plataforma de sequenciamento G4, com as seguintes especificações técnicas:

Métrica da plataforma	Especificação
Taxa de transferência	Até 1,6 bilhão de leituras por corrida
Tempo de execução	Menos de 24 horas
Leia o comprimento	Pares de bases de até 2x300

Pesquisa e desenvolvimento de novas tecnologias genômicas

Investimento de P&D para 2023:

• Total de despesas de P&D: US $ 41,2 milhões
• Pessoal de P&D: 62 pesquisadores em tempo integral
• Aplicações de patentes: 7 novas patentes de tecnologia genômica arquivadas

Comercialização de soluções de teste genômicas

Áreas de foco comercial em 2023:

Segmento de mercado	Cliente -alvo
Oncologia	Instituições de pesquisa
Triagem de doenças genéticas	Laboratórios Clínicos
Saúde reprodutiva	Clínicas de fertilidade

Inovação contínua de produtos e melhorias tecnológicas

Métricas de inovação para 2023:

• Ciclos de melhoria de tecnologia: 3 principais atualizações de plataforma
• Aprimoramentos de software: 12 atualizações de algoritmo computacional
• Integração de aprendizado de máquina: desenvolvido 4 novas ferramentas de análise orientadas pela IA

Validação clínica e científica de tecnologias genômicas

Atividades de validação em 2023:

Tipo de validação	Número de estudos
Ensaios clínicos	6 estudos concluídos
Publicações revisadas por pares	9 Publicações científicas
Colaborações de validação externa	11 parcerias de pesquisa

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: Recursos -chave

Tecnologia de sequenciamento genômico proprietário

A Singular Genomics Systems, Inc. desenvolveu a plataforma de sequenciamento G4, que possui as seguintes especificações:

Métrica da plataforma	Especificação
Taxa de transferência	Até 1,2 bilhão de leituras por corrida
Tempo de execução	16-48 horas
Leia o comprimento	2x150 pares de bases

Infraestrutura computacional de alto desempenho

Os recursos computacionais incluem:

• Sistemas de processamento de dados genômicos baseados em nuvem
• Clusters de computação de alto desempenho
• Infraestrutura avançada de software de bioinformática

Talento científico e técnico especializado

Categoria de funcionários	Número
Total de funcionários (Q4 2023)	129
Pesquisadores de nível de doutorado	37
Biólogos computacionais	22

Portfólio de propriedade intelectual

Detalhes da patente a partir de 2024:

• Total de patentes: 15
• Aplicações de patentes pendentes: 8
• Áreas de patentes: tecnologia de sequenciamento, algoritmos de análise de dados

Instalações avançadas de laboratório e pesquisa

Métrica da instalação	Especificação
Espaço total de laboratório	6.500 pés quadrados
Investimento de pesquisa e desenvolvimento (2023)	US $ 41,2 milhões
Instrumentos de sequenciamento genômico	7 plataformas ativas

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: proposições de valor

Tecnologias de sequenciamento genômico de alta precisão

A Singular Genomics oferece a plataforma de sequenciamento G4 com as seguintes especificações:

Métrica de desempenho	Especificação
Taxa de transferência	Até 1,2 TB por corrida
Tempo de execução	26-48 horas
Leia o comprimento	Pares de bases de até 2x300

Análise genômica econômica e rápida

Estrutura de preços para sequenciamento genômico:

Tipo de serviço	Custo por genoma
Sequenciamento de genoma inteiro	$1,200-$1,500
Sequenciamento direcionado	$500-$800

Soluções de ponta para medicina personalizada

• Painel de oncologia com mais de 500 genes relacionados ao câncer
• Plataforma de diagnóstico de doenças raras
• Capacidades de teste de farmacogenômica

Ferramentas de pesquisa avançadas para descoberta científica

Plataformas principais de pesquisa:

Plataforma de pesquisa	Aplicativo
Sequenciamento espacial do Firefly	Transcriptômica espacial
Preparação da biblioteca de sequenciamento PIP	Bibliotecas genômicas de alta complexidade

Plataformas inovadoras para pesquisa genética e diagnóstico

• Potencial de mercado clínico: US $ 25,5 bilhões até 2026
• Fluxos de trabalho de diagnóstico limpos da FDA
• Processos de laboratório certificados pela CLIA e CAP

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: Relacionamentos do cliente

Equipes diretas de vendas e suporte técnico

No quarto trimestre 2023, a Singular Genomics relatou 47 funcionários totais, com cerca de 15 a 20% dedicados às funções diretas de vendas e suporte técnico.

Canal de suporte ao cliente	Método de contato	Tempo de resposta
Equipe de vendas diretas	Telefone: (858) 225-2530	24-48 horas
Suporte técnico	E -mail: support@singulargenomics.com	48-72 horas

Atendimento ao cliente on -line e documentação técnica

A empresa mantém um portal de suporte on -line abrangente com documentação técnica para download e guias de usuário.

• Documentação técnica disponível no formato PDF
• Base de conhecimento on -line com mais de 150 artigos técnicos
• Manuais de software para download

Consultoria personalizada para pesquisa e aplicações clínicas

A Singular Genomics oferece serviços de consultoria especializados para pesquisa genômica e aplicações clínicas.

Tipo de serviço de consultoria	Segmento de destino	Custo estimado
Consulta de pesquisa	Instituições acadêmicas	US $ 2.500 a US $ 5.000 por projeto
Suporte à aplicação clínica	Provedores de saúde	US $ 3.500 a US $ 7.500 por engajamento

Treinamento do usuário e suporte de implementação

A empresa fornece programas de treinamento abrangentes para usuários da plataforma.

• Sessões de treinamento on -line online
• Workshops de implementação no local
• Pacotes de treinamento personalizado para grandes instituições de pesquisa

Conferências científicas regulares e eventos de engajamento

A genômica singular participa de conferências científicas importantes para se envolver com clientes em potencial.

Tipo de conferência	Freqüência	Participação anual estimada
Conferência de Pesquisa Genômica	Trimestral	4-6 conferências por ano
Simpósio de Diagnóstico Clínico	Bi-semestralmente	2-3 eventos por ano

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: canais

Instituições de pesquisa direcionadas à força de vendas diretas

A partir do quarto trimestre 2023, a Singular Genomics mantém uma equipe de vendas direta de 17 representantes de vendas científicas especializadas que visam instituições de pesquisa.

Tipo de canal de vendas	Número de representantes	Segmento de mercado -alvo
Vendas diretas de pesquisa	17	Acadêmico & Instituições de pesquisa

Plataforma online de comércio eletrônico

A Singular Genomics opera uma plataforma de pedidos digitais com US $ 3,2 milhões em volume de transações on -line para 2023.

Conferências científicas e feiras

Tipo de conferência	Participação anual	Custo médio do evento
Principais conferências genômicas	8-10 Conferências	US $ 125.000 por evento

Marketing Digital e Publicações Científicas

• Orçamento de marketing digital: US $ 1,4 milhão em 2023
• Investimentos de publicação científica: US $ 350.000 anualmente
• Gastes de publicidade digital direcionados: US $ 620.000

Parcerias com distribuidores e revendedores

Tipo de parceiro	Número de parceiros	Receita anual de parcerias
Distribuidores de equipamentos científicos	12	US $ 4,7 milhões

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

Laboratórios de Pesquisa Acadêmica

A partir do quarto trimestre de 2023, a genômica singular tem como alvo aproximadamente 2.500 laboratórios de pesquisa acadêmica, especializados globalmente em pesquisa genômica.

Área de pesquisa	Número de laboratórios	Penetração estimada de mercado
Genômica	1,200	48%
Biologia Molecular	850	34%
Pesquisa genética	450	18%

Empresas farmacêuticas e de biotecnologia

Em 2023, a Singular Genomics atende 127 empresas farmacêuticas e de biotecnologia.

• 20 principais empresas farmacêuticas: 18 clientes diretos
• Empresas de biotecnologia intermediária: 62 clientes
• Startups emergentes de biotecnologia: 47 clientes

Centros de Diagnóstico Clínico

Em 2024, a genômica singular tem parcerias com 93 centros de diagnóstico clínicos na América do Norte e na Europa.

Região	Número de centros de diagnóstico	Testes genômicos anuais
América do Norte	62	1,240,000
Europa	31	620,000

Pesquisadores de Medicina de Precisão

Em 2023, a Singular Genomics apoiou 215 equipes de pesquisa em medicina de precisão em todo o mundo.

• Pesquisa de câncer: 85 equipes
• Distúrbios genéticos raros: 62 equipes
• Desenvolvimento de tratamento personalizado: 68 equipes

Desenvolvedores de tecnologia genômica

A partir de 2024, a genômica singular colabora com 43 organizações de desenvolvimento de tecnologia genômica.

Foco em tecnologia	Número de organizações	Tipo de colaboração
Tecnologias de sequenciamento	22	Parceria direta
Bioinformática	12	Integração de tecnologia
Genômica computacional	9	Colaboração de pesquisa

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: estrutura de custos

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a Singular Genomics Systems, Inc. relatou despesas totais de pesquisa e desenvolvimento de US $ 54,7 milhões.

Categoria de despesa	Valor (US $ milhões)
Custos de pessoal	28.3
Equipamento de laboratório	12.5
Materiais consumíveis	8.2
Colaborações de pesquisa externa	5.7

Custos de fabricação e produção

As despesas de fabricação da empresa em 2023 totalizaram aproximadamente US $ 22,1 milhões.

• Custos de produção do sistema de sequenciamento G4 da plataforma: US $ 12,6 milhões
• Aquisição de matéria -prima: US $ 6,5 milhões
• Controle e teste de qualidade: US $ 3,0 milhões

Investimentos de vendas e marketing

A genômica singular alocou US $ 18,3 milhões aos esforços de vendas e marketing em 2023.

Canal de marketing	Despesas (US $ milhões)
Marketing digital	5.7
Patrocínios da Conferência Científica	4.2
Compensação da equipe de vendas	8.4

Sobrecarga administrativa

As despesas administrativas de 2023 foram relatadas em US $ 16,9 milhões.

• Salários executivos e gerenciais: US $ 7,6 milhões
• Custos legais e de conformidade: US $ 4,3 milhões
• Infraestrutura corporativa: US $ 5,0 milhões

Manutenção da propriedade intelectual

A empresa gastou US $ 3,5 milhões em manutenção da propriedade intelectual em 2023.

Categoria de despesa IP	Valor (US $ milhões)
Arquivamento e acusação de patentes	2.1
Serviços jurídicos de IP	1.4

Singular Genomics Systems, Inc. (OMIC) - Modelo de negócios: fluxos de receita

Venda de plataformas de sequenciamento genômico

A partir do quarto trimestre de 2023, a Singular Genomics relatou receita de vendas de plataforma de US $ 3,2 milhões. A plataforma de sequenciamento G4 custava aproximadamente US $ 350.000 por unidade.

Modelo de plataforma	Preço médio	Vendas anuais estimadas
Sistema de sequenciamento G4	$350,000	9-12 unidades por ano

Consumíveis e vendas de reagentes

A receita consumível para 2023 foi de US $ 5,7 milhões, representando um fluxo de receita recorrente importante.

• Kit de reagente de sequenciamento Preço: US $ 5.000 a US $ 7.500 por corrida
• Consumíveis anuais médios por plataforma: US $ 150.000 a US $ 200.000

Contratos de serviço e suporte técnico

A receita anual de suporte técnico e contrato de serviço totalizou US $ 1,8 milhão em 2023.

Tipo de serviço	Custo anual	Cobertura do contrato
Suporte padrão	$25,000-$35,000	Atualizações básicas de manutenção e software
Suporte premium	$50,000-$75,000	Assistência técnica 24/7, reparos prioritários

Licenciamento de tecnologias proprietárias

A receita de licenciamento em 2023 foi de US $ 2,1 milhões em contratos de transferência de tecnologia.

Acordos de colaboração de pesquisa

Os acordos de colaboração de pesquisa geraram US $ 4,5 milhões em receita durante 2023.

Tipo de colaboração	Valor médio de concordância	Número de acordos
Parcerias acadêmicas	$250,000-$500,000	6-8 por ano
Colaborações farmacêuticas	US $ 1- $ 3 milhões	2-3 por ano

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.