Why Architecture Matters to the Business
Infrastructure Economics
- Hardware-bound diagnostics scale linearly with cost
- Software-defined architectures scale exponentially
- One sensing engine supports many markets and products
- OEM partners can rehost biomarkers without rebuilding infrastructure
Why Software-Defined Matters to Investors
- No optical stacks, lasers, or spectral scaling costs
- Faster iteration cycles than hardware-locked competitors
- OEM licensing scales without manufacturing bottlenecks
- Software leverage increases margins over time
One Infrastructure → Many Diagnostic Businesses
Investors should not read this as “sepsis first, then maybe more.” Sepsis is the proving ground for the architecture—chosen because it is the highest-cost, most time-critical clinical window where speed, breadth, and phenotypic confirmation must converge.
Expansion Path
- Initial wedge: sepsis (highest-cost, most time-critical condition)
- Platform expansion: OEM diagnostics, pharma, CDx, TDM, AI health
- Partner scaling: rehost biomarkers without rebuilding instruments
Revenue Streams
- Instruments (reader platforms)
- Cartridges & consumables
- Software & analysis layers
- OEM licensing & developer kits
Architectural Lock-In, Not Just Novelty
Guanine’s defensibility is rooted in a molecular signal layer and software–hardware co-design. This is not replicable by “adding software” to legacy instruments—because the signal primitive itself is molecular and reversible.
Core Moats
- Reversible quadruplex tags → stable signal primitives
- CME → multiplexing scalability
- MDWC → signal separation moat
- Software–hardware co-design → high switching costs
Why Switching Costs Rise
- Assay menus scale within a shared sensing layer
- Performance improves via software updates and waveform control
- Partner biomarkers can be rehosted without new instrument stacks
- Platform learning compounds across assays, matrices, and workflows
Technical & IP Transparency
Granted Patents
- US 11,175,285 — Reversible stackable electrochemical tags
- US 11,105,801 — Universal analyte–electrode sandwich framework
Non-Confidential Materials
Peer-Reviewed Publications
- Gordon et al. (2023) — Electrochemical oligonucleotide tags (PDF)
- Gordon et al. (2023) — CRE testing in 45 minutes (PDF)
Upon Request
- Non-confidential architecture materials for initial review
- Deeper technical diligence under NDA
- Partner evaluation packages for strategic collaborators
The Diagnostic Landscape Has Shifted—Permanently
Guanine is purpose-built for this new diagnostic reality: time-critical decisions, rising system costs, and a growing need for dense, quantitative multi-omic data.
Clinical Drivers
- Sepsis and AMR require rapid, actionable data
- Drug susceptibility must move beyond culture
- Clinicians need integrated host–pathogen–phenotype insight
Economic Drivers
- Hospitals face severe cost and staffing pressures
- Diagnostics must move closer to the patient and reduce burden
OEM & Data Drivers
- Optical platforms are hitting hard multiplexing limits
- OEMs want scalable assay menus without rebuilding stacks
- AI requires rich, quantitative multi-omic data