Nautilus Biotechnology (NAUT) Morgan Stanley 22nd Annual Global Healthcare Conference summary

Proteomics landscape and platform differentiation

• Proteomics focuses on proteins, which are dynamic and central to biological function, unlike static DNA.

• Current technologies are fragmented, with mass spectrometry dominating discovery and antibody-based assays used for targeted analysis.

• The platform aims to provide comprehensive proteome analysis with higher sensitivity and dynamic range than mass spectrometry.

• The approach enables both broad discovery and targeted proteoform analysis, addressing gaps in current methods.

• Collaborations with pharma and research institutions are ongoing to validate use cases.

PrISM technology and workflow

• PrISM uses short-epitope mapping with hundreds of affinity reagents to identify proteins with high precision.

• Computational simulations guide the number of cycles and probes needed, with commercial instruments set to use two antibodies per cycle.

• The assay is stable through 180 cycles, supporting up to 360 affinity reagents per run.

• Sample preparation is designed to be simple and accessible, similar to workflows for genomic sequencers.

• The system is benchtop, with onboard compute and cloud-based analysis, minimizing customer infrastructure needs.

Sensitivity, scalability, and data management

• Single-molecule detection allows identification of rare proteins and modifications, critical for early disease detection.

• The platform can analyze up to 10 billion molecules per run, matching the complexity of typical cell lysates.

• Data processing is handled in the cloud, with storage included in the service, and potential for tiered pricing based on usage.

• The approach enables deep biological insights and democratizes proteomics for broader scientific use.