Nautilus Biotechnology, Inc.
Nautilus Biotechnology, Inc. Q1 FY2026 earnings call
April 28, 2026 · fiscal period ended 2026-03
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-04-28
Management highlights
Key managerial messages include building commercial organization with new sales hires, growing early access program customer engagement with named customer Baylor College of Medicine, advancing technology on Voyager platform including targeted proteoform and broad-scale assay developments, and progress in oncology proteoform down selection process.
Segment performance
No specific financial performance data provided, but discussed progress in product segments including commercial team buildout, early access program growth, and technology advancements across targeted and broad-scale assays.
Guidance
Revenue recognition from Michael J. Fox Foundation grant moved slower due to Middle East conflict, expecting ~$0.5 million total revenue for the year with more in later quarters, and confidence in financial plan supporting cash runway through 2027.
Risks
Risks include delays in custom reagent development for alpha-synuclein proteoform program due to Middle East conflict, and potential impact on revenue recognition timelines.
Q&A highlights
Q: How many customers are actively submitting samples through TAO Early Access today and sample throughput?
A: Only announced EAP customer is Baylor College of Medicine, but collaborators like Allen Institute and Neural Stem Cell Institute are actively ongoing.
Q: Beyond Buck, Allen, and Baylor, how many active engagements in pipeline?
A: Sales team new with 3 members, early pipeline development for TAO Early Access Program and oncology targets.
Q: When pharma evaluates Nautilus technology, typical diligence process?
A: Diligence focuses on submitted manuscripts, technical questions about technology and data, as data is highly differentiated.
Q: Reception on oncology samples and Baylor readiness?
A: Reception incredible, Baylor samples will go through TAO services offering, beta units planned in late 2026.
Q: Technical hurdles for broad scale assay configuration?
A: Progress made, need to reach happy performance characteristics and full verification/validation before launch.
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $-0.12 | $-0.14 | +17.2% | — |
| Revenue | — | $250,000 | — | — |
Transcript
April 28, 2026Full transcript unavailable for redistribution
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