NAUT
Nautilus Biotechnology, Inc.1.8100
-0.0900-4.74%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Quantifies tiny 2026 revenue; sales from zero.
Q&A clarified 2026 revenue at around $0.5 million from MJFF grant portions and early access conversions, well below Street models and ahead of any instrument ramp in 2027. Management revealed zero sales capacity currently, opting for targeted hires this quarter post-HUPO to build the funnel surgically. Early customers expressed excitement over shared tau assay data and Buck Institute's proteoform insights linking ApoE genotypes to Alzheimer's tau changes. Parag detailed next tech levers like boosting on-target binding via optimization. No salespeople yet. Analysts probed milestones and placements; responses reinforced steady progress without walk-backs. Tone stayed confident on execution, with investors eyeing sales build and early access traction.
Key Stats
Market Cap
228.61MP/E (TTM)
-Basic EPS (TTM)
-0.50Dividend Yield
0%Recent Filings
8-K
Q4 loss narrows, cash lasts to 2027
Nautilus Biotechnology reported Q4 2025 operating expenses of $15.4M, down 23% from $20.0M prior year, and full-year net loss of $59.0M versus $70.8M in 2024. Cash reserves stood at $156.1M, funding operations through 2027 despite expected 15-20% op-ex rise. Platform advances include Tau early access launch and Parkinson's collaboration. Cash burn slowed sharply.
10-K
FY2025 10-K (financials omitted)
Nautilus Biotechnology's FY2025 10-K filing provides no financial statements, revenue, profitability, or quarterly results, leaving annual and Q4 performance undisclosed. No topline figures, EPS, margins, cash flows, or segment breakdowns appear in the provided excerpt. Quarterly momentum, y/y deltas, and capital allocation remain unreported. No guidance offered. Liquidity details absent. Competition from established proteomics players threatens progress. No numbers provided.
8-K
Regains Nasdaq compliance
Nautilus Biotechnology regained Nasdaq Capital Market compliance on November 3, 2025, after its common stock closed at or above $1.00 for ten straight business days, resolving a prior deficiency notice from May. The company had shifted from Nasdaq Global Select on October 29, securing extra time until April 2026. Compliance restored. No further action needed.
10-Q
Q3 FY2025 results
Nautilus Biotechnology narrowed its Q3 net loss to $13.6M from $16.4M a year earlier, thanks to a 19% drop in operating expenses to $15.5M, driven by efficiencies in R&D and lower stock-based compensation. Year-to-date, the net loss improved 15% to $45.2M, with R&D costs down 16% to $31.5M following a March workforce reduction. Cash burn eased, with operating cash use at $38.3M versus $44.8M last year, leaving $131.4M in cash and short-term investments at quarter-end. No debt weighs on the balance sheet. Progress on the proteomics platform continues, with early access launches eyed for 2026. Yet competition from established players like Thermo Fisher looms large.
8-K
Q3 loss narrows on efficiencies
Nautilus Biotechnology reported Q3 2025 net loss of $13.6 million, down from $16.4 million last year, thanks to operating expenses dropping 19% to $15.5 million from efficiencies and lower development costs. Cash reserves stood at $168.5 million, funding progress on Tau proteoform processing and a new assay for late 2026 commercialization. Early access launches in H1 2026. Platform validation remains key amid development risks.
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