UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR Delaware 98-1541723 (State or other jurisdiction of incorporation or organization) 2701 Eastlake Avenue East Seattle, Washington 98102 (Address of principal executive offices) (Zip Code) (206) 333-2001 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ...

Nautilus Biotechnology, Inc. (NASDAQ:NAUT) Q1 2022 Earnings Conference Call May 3, 2022 8:30 AM ET Company Participants Sujal Patel - Co-Founder & CEO Anna Mowry - CFO Parag Mallick - Co-Founder & Chief Scientific Officer Conference Call Participants Matt Kim - Jefferies Stephanie Yan - Cowen & Company Edmund Tu - Morgan Stanley David Delahunt - Goldman Sachs Operator Thank you for standing by, and welcome to the Nautilus Q1 2022 Earnings Conference Call. At this time, all participants are in a listen-only ...

Financial Data and Key Metrics Changes - Total operating expenses for Q4 2021 were $16.8 million, up from $5.3 million in Q4 2020, primarily due to scaling the team to a headcount of 113, roughly doubling year-over-year [31] - Research and development expenses for Q4 2021 were $9.9 million compared to $3.9 million in Q4 2020, driven by increased personnel costs and development pipeline scaling [31] - Net loss for Q4 2021 was $16.7 million, compared to $5.4 million in Q4 2020 [32] - The company ended the year with approximately $362 million in cash, cash equivalents, and investments [33] Business Line Data and Key Metrics Changes - The company is focused on developing its proteomics platform, which aims to democratize access to proteomics and improve drug discovery and diagnostics [10][12] - Significant progress has been made in R&D, with a focus on consumables and instruments, including a reduction in reagent creation time by a factor of 10 and an increase in yield by a factor of 2 [15] Market Data and Key Metrics Changes - The proteomics market is estimated to be approximately $25 billion, growing at a 12% CAGR [9] - The company anticipates reaching comprehensive coverage of the human proteome by mid-2023 and a commercial launch by the end of 2023 [22] Company Strategy and Development Direction - The company aims to revolutionize biological science by providing accessible proteomics technologies that can accelerate target identification and drug development [10][12] - Nautilus is building strategic partnerships to diversify its supply chain and enhance its probe development capabilities [17][27] - The company is focused on expanding its intellectual property portfolio, having recently been awarded its fourth U.S. patent [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving commercial launch timelines despite some delays in probe development and characterization processes [49][50] - The company is optimistic about the market's excitement for single molecule protein analysis methods and believes it can outperform existing methods [20][29] - Management highlighted the competitive landscape, noting that Nautilus offers significant advantages in sensitivity and dynamic range compared to mass spectrometry and peptide sequencing methods [61][64] Other Important Information - The company plans to host its inaugural Analyst Day in late September to discuss its pricing model and market analysis [35] - The management team emphasized the importance of early customer engagement and the need for ongoing investments in R&D and commercial activities [33][36] Q&A Session Summary Question: What is the current headcount compared to Q3 and any key roles still looking to add? - The company ended the year at 113, doubling year-over-year, and plans to continue investing in R&D and commercial teams [38][39] Question: Clarification on the Genentech collaboration update? - The company will present work from the Genentech collaboration at the US HUPO meeting [41] Question: Updates on MD Anderson-Amgen partnerships? - The agreements were recently signed, and the company is in the early stages of understanding the biological questions to address [42] Question: Details on agreements with three new partners? - The new partners are focused on increasing probe development strategies and complementing existing agreements [44] Question: Drivers of the compressed probe schedule? - The company is behind schedule but remains confident in achieving its milestones due to scaled-up internal and external efforts [48][49] Question: Value addition in the clinical diagnostics market? - The company sees the need for research use partners to lay the foundation for downstream clinical applications, particularly in orphan diseases [58] Question: Positioning versus competitors in protein sequencing? - Nautilus provides significant advantages in coverage, sensitivity, and dynamic range compared to mass spectrometry and peptide sequencing methods [60][61] Question: Impact of wage and cost input inflation? - The company is experiencing competitive labor costs and supply chain challenges but is prioritizing spending to meet objectives [65]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________________________ FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ___________ to ___________ Commission file number 001-39434 NAUTILUS BIOTECHNOLOGY, INC. (Exact nam ...

In C Delivering on the Promise of the Proteome FEBRUARY, 2022 Safe harbor This presentation and the accompanying oral presentation contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, among others, statements regarding the size and growth of the protein analysis market; Nautilus Biotechnology's anticipated total addressable market; the performance of Nautilus Biotechnology's proteomics technology platform; Nautilus Biotechnology's business ...

x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) For the transition period from _________ to _________ Commission File Number 001-39434 NAUTILUS BIOTECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 98-15 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission File Number 001-39434 NAUTILUS BIOTECHNOLOGY, INC. (Exact name of registrant as specified in its charter) Delaware 98-1541723 ...

Nautilus Biotechnology, Inc. (NASDAQ:NAUT) Q2 2021 Earnings Conference Call August 10, 2021 8:00 AM ET Company Participants Sujal Patel ??? Co-Founder and Chief Executive Officer Parag Mallick ??? Co-Founder and Chief Scientist Anna Mowry ??? Chief Financial Officer Conference Call Participants Brandon Couillard ??? Jefferies Matt Sykes ??? Goldman Sachs Tejas Savant ??? Morgan Stanley Operator Good morning and thank you for standing by. Welcome to the Nautilus Biotechnology's Second Quarter 2021 Earnings C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ARYA SCIENCES ACQUISITION CORP III (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Ca ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ARYA SCIENCES ACQUISITION CORP III (Exact name of registrant as specified in its charter) Cayman Islands 001-39434 98-15441723 (State or other jurisdiction of inco ...