Nautilus Biotechnology (NAUT) Guggenheim Inaugural Global Healthcare Innovation Conference summary

Market Opportunity and Platform Vision

• Targeting a $55 billion proteomics market by 2027, focusing initially on discovery proteomics and expanding into clinical and diagnostics applications.

• Platform aims to democratize proteomics with comprehensive, single-molecule protein measurement from any sample.

• Designed for benchtop use with push-button simplicity and broad accessibility for research labs.

• Collaborations with major pharma and academic organizations, including Genentech, Amgen, MD Anderson, and TGen, to validate technology and map proteoform landscapes.

• Emphasizes the need for comprehensive, sensitive, and scalable proteomics to advance precision and personalized medicine.

Technology Differentiation and Data

• Utilizes a hyperdense nanofabricated array to measure 10 billion proteins per chip, enabling high sensitivity and dynamic range.

• Multi-affinity reagents and machine learning algorithms allow identification of up to 95% of proteins with only 300 reagents.

• Demonstrated ability to detect proteins at yoctomole levels, five orders of magnitude more sensitive than mass spectrometry.

• Platform can distinguish between proteoforms and post-translational modifications, providing unique biological insights.

• Demonstrated quantification of complex proteoforms, such as tau, with high sensitivity and reproducibility.

Commercialization and Go-to-Market Strategy

• Early access program for proteoform analysis to launch in first half of 2025, focusing on in-house collaborations with KOLs and pharma partners.

• Platform launch expected in late 2025, with a phased commercial rollout and a shift to instrument and consumables sales.

• Initial instrument pricing estimated at $1 million, with consumables priced at a few thousand dollars per sample.

• Early access work will be conducted in-house, not by shipping beta instruments.

• Business strategy includes expanding pharma partnerships and in-house data production ahead of commercial launch.