Nautilus Biotechnology (NAUT) Morgan Stanley 23rd Annual Global Healthcare Conference summary

Positioning in the proteomics landscape

• Current protein analysis methods capture only a small fraction of the proteome, limiting drug and diagnostic development.

• Existing platforms focus on niche solutions, while the new platform aims for comprehensive, end-to-end proteome analysis.

• The platform is designed to identify entire proteomes and analyze single molecules, addressing unmet needs in research and medicine.

Technology and scientific advances

• Introduced iterative mapping of proteoform (IMaP), enabling massively parallel interrogation of proteoforms.

• Demonstrated ability to measure over 130 proteoforms of tau, revealing new biological insights relevant to neurodegenerative diseases.

• Platform achieves high reproducibility, with coefficients of variation between 1% and 5%, surpassing industry standards.

Product development and commercialization plans

• Full launch of the comprehensive proteome solution is planned for the end of next year, with early access about six months prior.

• Initial customer access to proteoform analysis will be via service, transitioning to kits as instrument placements grow.

• Manufacturing and supply chain preparations are in place to support a staged launch, prioritizing customer satisfaction.