Nautilus Biotechnology, Inc. (NASDAQ: NAUT)

Nautilus Biotechnology, Inc. (NASDAQ: NAUT), a Delaware corporation, is a trailblazer in the life sciences industry, transforming the field of proteomics through its groundbreaking platform technology, Nautilus. The company's mission is to democratize access to the proteome, thereby fostering significant advancements in human health and medicine.

Nautilus is a revolutionary proteomics technology that has the potential to identify a substantial majority of proteins in a sample from nearly any organism. It is designed as a single protein molecule analysis technology, offering extreme sensitivity, scale, and ease-of-use. The platform harnesses a novel system architecture, advanced machine learning, and algorithms to decode and quantify virtually the entire proteome.

The Nautilus platform comprises instruments, reagent consumables, and software, all designed to deliver broad proteomic profiling to the market. It is an open, flexible, and customizable platform, allowing customers to analyze their samples in a variety of run configurations. Furthermore, it is highly compatible with molecular barcoding, which can be introduced in the future to multiplex increasingly larger sample numbers per run.

The company's intellectual property portfolio is robust, with numerous key patents filed and obtained. The management team brings together a unique combination of experiences from the fields of technology and life sciences, with a proven track record of building successful businesses based on novel technology.

Nautilus' strategy is to drive adoption of its Nautilus platform by providing the life sciences industry with access to the proteome. This will be achieved through a three-phase commercial strategy that begins with an initial partnership and collaboration phase with biopharma companies, academic institutions, and research organizations. The second phase involves a pre-sales or early access program to drive awareness and demand, and the third phase culminates in a full commercial launch.

Nautilus has already established partnerships with several key biopharma companies, including Genentech and Amgen, as well as academic institutions such as The University of Texas MD Anderson Cancer Research Center and the Translational Genomics Research Institute. The company plans to leverage its machine learning software to build a data analysis and insights engine that improves over time as it grows its data sources and the analysis learns to deliver better accuracy and identify new potential discoveries.

The company's market opportunity is significant, with the global proteomics market estimated to be approximately $27 billion annually as of 2022 and expected to grow at an estimated 15% CAGR from 2022 to 2027. Nautilus believes that its technology has the potential to facilitate a broader transformation across life sciences and healthcare, and therefore significantly augment its total addressable market over time.

The Nautilus platform is designed to integrate a variety of both computational and experimental approaches, diverse measurement modalities, and the best available analytical tools to accelerate biomarker discovery and precision medicine. The platform is comprised of a single protein molecule flow cell, a proteome analysis system, and a novel class of multi-affinity probe reagents.

The single protein molecule flow cell is designed to capture up to tens of billions of individual, intact protein molecules. The proteome analysis system is an integrated multi-cycle optical and fluidics instrument that introduces labeled affinity reagents into the flow cell, allowing them to briefly incubate, then rinse off unbound molecules, and then rapidly image the entire surface. The instrument then washes the flow cell, leaving the proteins fully immobilized, and rinses out the wash reagent before pursuing additional cycles.

The novel class of multi-affinity probe reagents is designed to efficiently detect and quantify the different patterns and varieties of post-translational modifications (i.e., the proteoforms). The reagents are labeled with proprietary fluorescent labels that help improve both the signal-to-noise and speed of the assay chemistry.

In terms of products and services, Nautilus offers an innovative platform technology designed to leverage a wide variety of reagents to read and quantify the proteome and proteoforms. The platform is highly flexible and customizable, allowing customers to analyze their samples in a variety of run configurations. The company's technology has several key applications, including basic research and discovery, multi-omic systems biology and proteogenomics, translational research and discovery, diagnostics, clinical research, and drug development.