Nautilus Biotechnology (NasdaqGS:NAUT) Conference March 25, 2026 01:00 PM ET Company ParticipantsAnna Mowry - CFOSujal Patel - Founder and CEOSujal PatelHello, everyone. I'm Sujal Patel, Founder and CEO of Nautilus Biotechnology, and I'm joined with by Anna Mowry, our Chief Financial Officer. We're here to talk about Nautilus unlocking the power of the proteome to revolutionize biomedicine. As we begin, this is our standard safe harbor statement. This presentation and my oral remarks have forward-looking st ...

SEATTLE, March 24, 2026 (GLOBE NEWSWIRE) -- Nautilus Biotechnology, Inc. (NASDAQ: NAUT; or “Nautilus”), a company pioneering a single-molecule protein analysis platform, today announced the company will be participating in the Investor Summit Group Virtual Conference. Nautilus’ management is scheduled to present on Wednesday, March 25, 2026, at 10:00 a.m. Pacific Time / 1:00 p.m. Eastern Time. Interested parties may access live and archived webcasts of the presentations on the “Investors” section of the com ...

Core Perspective - Nautilus aims to position itself within the proteomics ecosystem by addressing key differentiators and challenges in the field of proteomics, particularly in real-time measurement of proteins compared to the established methods of genomic measurement [1] Group 1: Proteomics Context - The company highlights the advancements made in genomic measurement over the past decades, noting that it is now possible to accurately and quickly measure 99.9% of an individual's DNA from a small blood sample [1] - However, the limitation of genomic data is that it remains static throughout a person's life, failing to reflect the dynamic state of biological processes [1] Group 2: Company Differentiation - Nautilus is focused on solving the challenges associated with real-time protein measurement, which is crucial for understanding the current biological state of individuals [1] - The company seeks to differentiate itself by providing solutions that go beyond static genomic data, aiming to capture the complexities of proteomics [1]

Core Insights - The Alliance for Genomic Discovery (AGD) has expanded its dataset to over 312,000 whole genomes with longitudinal clinical data, with Regeneron Genetics Center (RGC) joining as the tenth member [1] - A new initiative will add 50,000 whole genomes paired with proteomic data, with GSK being one of the first participants in this multiomic expansion [1] - The integration of high-quality clinical and genomic data with advanced AI is expected to enhance drug discovery and patient outcomes [1] Dataset Expansion - The AGD dataset is now one of the largest collections of whole genome sequences, enriched with clinical data from a leading academic medical center [1] - The addition of RGC will significantly scale the database, which already includes nearly 3 million sequenced exomes and de-identified electronic health records (EHRs) [1] - The dataset aims to facilitate precise disease cohort definitions and has already contributed to discoveries in autoimmune diseases and obesity [1] Proteomics Initiative - The new dataset will consist of 50,000 paired whole-genome and proteomic samples, enhancing the molecular depth of the AGD dataset [1] - This initiative is designed to accelerate target discovery and therapy development by providing deeper biological insights [1] - The diverse genetic ancestry within AGD allows for the study of population-specific genetic variants and their associated proteins [1] Collaboration and Goals - RGC aims to uncover large-effect protective genetic factors to identify high-confidence drug targets [1] - The collaboration reflects ongoing partnerships with Illumina and the biopharma community to build large-scale population genomics consortia [1] - The integration of proteomics with comprehensive datasets is expected to pinpoint drug targets linked to human diseases [1]

Q4 & FY 2025 Earnings Call February 26, 2026 Safe harbor disclosures Certain statements in this presentation and the accompanying oral commentary are forward-looking statements within the meaning of the federal securities laws. All statements other than statements of historical fact could be deemed forward-looking. These forward- looking statements relate to future events or results of Seer, Inc. (the "Company") and involve known and unknown risks, uncertainties and other factors that may cause the actual r ...

Core Insights - Seer, Inc. reported financial results for Q4 and full year 2025, highlighting a challenging year due to budgetary pressures and NIH funding uncertainty, but noted significant progress in business growth and product adoption [3][4]. Financial Performance - Q4 2025 revenue was $4.2 million, a 5% increase from $4.0 million in Q4 2024, driven by higher product revenue [4]. - Full year 2025 revenue reached $16.6 million, a 17% increase from $14.2 million in 2024, attributed to increased product sales and service revenue [7]. - Gross profit for Q4 2025 was $2.2 million with a gross margin of 52%, while for the full year, gross profit was $8.5 million with a gross margin of 51% [5][8]. - Operating expenses for Q4 2025 were $19.6 million, a 23% decrease from $25.5 million in Q4 2024, primarily due to reduced stock-based compensation and other costs [5]. - The net loss for Q4 2025 was $16.0 million, an improvement from a net loss of $21.7 million in the same period of the previous year [6]. Business Growth and Developments - The installed base of instruments grew to 82, representing a 67% year-over-year increase, with 33 instruments installed during 2025 [10]. - Seer’s Proteograph was selected for multiple population-scale studies, and significant customer studies were published in reputable journals, showcasing its capabilities [3][10]. - The company ended 2025 with approximately $240.6 million in cash, cash equivalents, and investments [11]. Future Outlook - For 2026, Seer expects revenue to be in the range of $16 million to $18 million, indicating a projected growth of approximately 3% at the midpoint compared to 2025 [12].

Core Insights - Nautilus Biotechnology, Inc. reported financial results for Q4 and fiscal year 2025, highlighting progress in platform development and commercialization efforts [1][3]. Financial Performance - Operating expenses for Q4 2025 were $15.4 million, a decrease of $4.6 million or 23% from $20.0 million in Q4 2024 [4]. - For the fiscal year 2025, operating expenses totaled $66.8 million, down $14.6 million or 18% from $81.5 million in 2024 [4]. - The net loss for Q4 2025 was $13.8 million, compared to a net loss of $17.6 million in Q4 2024 [5]. - The annual net loss for 2025 was $59.0 million, down from $70.8 million in 2024 [5]. - As of December 31, 2025, the company had cash, cash equivalents, and investments totaling $156.1 million [5]. Business Developments - The company is focusing on expanding its Early Access Program, starting with Tau proteoforms, to enhance customer engagement and technology validation [3][8]. - Nautilus launched the Iterative Mapping Early Access Program in January 2026, receiving positive initial feedback from academic, nonprofit, and biopharma partners [8]. - A collaboration supported by The Michael J. Fox Foundation aims to develop a proteoform-level assay for alpha-synuclein in Parkinson's disease research, expanding the platform's capabilities [8]. Future Outlook - For 2026, the company does not expect significant revenue from Early Access Program engagements and anticipates a 15-20% increase in operating expenses compared to 2025 [6]. - The company believes it has sufficient resources to fund operations through 2027 based on its cash position [6].

Core Insights - Illumina has announced significant breakthroughs in oncology through the use of its multiomics solutions, including spatial transcriptomics, 5-base sequencing, and proteomics technologies, which enhance precision diagnostics and targeted therapeutics development [1][2] Group 1: Multiomics Solutions - The integration of multiple omic insights provides unprecedented biological depth, enabling researchers to achieve breakthroughs in oncology and pharmacogenomics [1] - Illumina's Connected Multiomics platform streamlines multimodal data analysis, facilitating a deeper understanding of tumor microenvironments [1] Group 2: Spatial Technology - Illumina Spatial Technology has been utilized to decode complex tissues, such as the human lymphatic system, improving cancer diagnosis and prognosis [1] - Research using Illumina Spatial Technology has produced the first whole transcriptome spatial datasets for human lymphatic collector vessels, aiding in the understanding of lymphatic vessel functions [1] Group 3: 5-Base Sequencing - The 5-base solution has been applied in pediatric kidney cancer research, allowing for simultaneous genomic and methylation profiling, which enhances diagnostic accuracy [1][2] - This solution has successfully identified cases of rhabdoid tumors that were missed by conventional genomic methods, indicating its potential for improving patient outcomes [1] Group 4: Ovarian Cancer Research - Illumina's technologies have enabled researchers to differentiate between cancerous and benign tumor types in ovarian cancer, creating a multiomic framework for future research [2] - The combination of 5-base sequencing and Illumina Protein Prep has led to the identification of novel gene sets and pathways in ovarian cancer, opening new avenues for biomarker and drug development [2] Group 5: Advancements in Diagnostics - The integration of multiomics analytics provides deeper insights into cancer mechanisms and tumor heterogeneity, which can lead to the identification of new therapeutic targets [2] - Illumina's Connected Multiomics accelerates the sample-to-answer pipeline, overcoming challenges associated with isolated assays [2]

Core Viewpoint - Nautilus Biotechnology, Inc. is participating in the TD Cowen 46 Annual Health Care Conference, highlighting its role in the life sciences sector focused on protein analysis [1]. Company Overview - Nautilus Biotechnology, Inc. is a development stage life sciences company headquartered in Seattle, Washington, with research and development operations in San Carlos, California [3]. - The company aims to create a platform technology for quantifying and understanding the complexity of the proteome, with a mission to democratize access to proteomics and advance human health and medicine [3]. Event Participation - Management of Nautilus is scheduled for a fireside chat on March 2, 2026, at 10:30 a.m. Eastern Time, which will be accessible via a live and archived webcast on the company's website [2].

Core Insights - Seer, Inc. is participating in the 2026 U.S. Human Proteome Organization Annual Conference, showcasing its Proteograph Product Suite which addresses complex questions in major disease areas and supports clinical and population health applications [1][2] Company Participation and Presentations - Seer will be featured in over a dozen scientific presentations at the conference, highlighting the adoption of nanoparticle-enabled proteomics in translational and population-scale research [2][7] - The company will host a breakfast symposium on February 24, where Dr. Sasha A. Singh will present findings on using the Proteograph Product Suite to profile plasma in a mouse model of atherosclerosis, achieving a tenfold increase in proteome depth compared to conventional methods [5] Technological Advancements - The Proteograph Product Suite is enabling deeper, scalable, and reproducible mass spectrometry measurements of the human proteome, which is crucial for advancing translational research [4][10] - The technology allows for the quantification of over 5,000 proteins from just 75 µL of plasma, addressing challenges in detecting low-abundance proteins [5] Research Focus Areas - Presentations at the conference will cover various disease areas including cardiovascular disease, neurodegeneration, aging biology, and oncology, demonstrating the broad application of deep, scalable proteomics [2][7] - Nathan Basisty will discuss the translation of aging biology into biomarkers and therapeutic strategies during a plenary session, emphasizing the role of proteomic technologies [6] Industry Impact - The conference reflects a broader shift in proteomics towards high-throughput workflows that enhance biological insights across multiple disease areas [10] - Seer's technology is positioned as a key player in advancing the field of proteomics, supporting reproducible research at scale [4][11]