Nautilus Biotechnology, Inc. · NASDAQ:NAUT
Nautilus Biotechnology — Investor Presentation (July 2026)
25 slides from Nautilus Biotechnology's investor presentation, Jul 28, 2026
Slide 1: Unlocking the Power of the Proteome to Revolutionize Biomedicine
Unlocking the Power of the Proteome to Revolutionize Biomedicine JU LY 2 8 , 2 0 26 ©2026 Nautilus Biotechnology, Inc. All rights reserved
Slide 2: Safe Harbor
Safe Harbor This presentation and the accompanying oral presentation contain forward-looking Nautilus Biotechnology’s ability to manage the growth and complexity of its statements within the meaning of the Private Securities Litigation Reform Act of 1995, organization; Nautilus Biotechnology’s abili
Slide 3: Drug Development Efforts are Massively Inefficient
Drug Development Efforts are Massively Inefficient 95% of drugs target Limited understanding Recycling same targets, proteins of proteins mechanisms, and failures Research and development expenditure of total U.S. pharmaceutical industry from 1995 to 2023 (Statista), Sun et al., 2022 (Acta Pharm Sin
Slide 4: Alzheimer's Disease
Alzheimer’s Disease 1900s >7M Disease discovered 120 years ago Americans living with Alzheimer’s today $1.6T 1980s Estimated economic impact by 2050 Aggregating proteins identified in Alzheimer’s brain 40 years ago No treatments Today stop decline Drugs continue to have poor clinical performance Cur
Slide 5: Proteins are the Key Driver of Biology
Proteins are the Key Driver Lack of tools for studying of Biology proteins stifles progress Cancer Alzheimer’s and related dementias Billions of NIH $8.0 B $3.9 B research dollars go to protein- Cardiovascular disease Autoimmune disease focused disease $2.8 B $1.0 B areas Funding for Various Researc
Slide 6: AI Cannot Solve Problems Without Large-scale, High-quality Data
Train on the entire Train on the entire internet proteome Artificial intelligence (AI)–enabled biological tools are likely to continue to require data- driven AI methods that learn patterns from We do not have large biological datasets, because the Proteomic Training Data underlying rules of the typ
Slide 7: Highly Complex and Challenging Proteome Landscape
Highly Complex and Challenging Proteome Landscape Researchers need to • Deeply explore individual proteins, variants, and alterations associated with biological function Example: Discover neurodegeneration-specific protein variants • Confidently quantify and compare proteins across diverse samples E
Slide 8: Current Technologies are Fundamentally Flawed
Current Technologies are Fundamentally Flawed • Incomplete coverage and measurement • Biased detection • Limited scale and hard to use • Fuzzy, imprecise measurements Existing methods cannot measure protein- • Confusing outputs level differences that drive biology ©2026 Nautilus Biotechnology, Inc.
Slide 9: Current Technologies Provide Low-quality Data, that Doesn't Provide Functional Insight
Current Technologies Provide Low-quality Data, that Doesn’t Provide Functional Insight 2025 UK Biobank data discordance Poor quality ▪ Highly variable data hides small but important changes in SomaLogic 11k abundance indecipherable from noise (n=9,639) Low data agreement 3,341 ▪ Likely different pro
Slide 10: Nautilus' Revolutionary Innovation was Not Possible Until Now
Nautilus’ Revolutionary Required counter-intuitive Innovation was Not Possible science and the maturation Until Now of key disciplines Nautilus has innovated strengths and leveraged these strengths across key disciplines to achieve something truly revolutionary Life Computer & Sciences Data Science
Slide 11: Iterative Mapping is Transformative
• Multiple interrogations of intact, single protein molecules reveal many diverse features Iterative Mapping is • Billions of single molecules analyzed simultaneously at Transformative massive scale • Precise measurements output simple protein counts ©2026 Nautilus Biotechnology, Inc. All rights res
Slide 12: Iterative Mapping is a new category of proteomics
Iterative Direct analysis and Mapping is a Iterative single-molecule quantification of intact new category Mapping protein molecules of proteomics accelerates functional insights. Estimation of targeted protein abundance based on the Affinity identification of their parts. Extensive follow- up requi
Slide 13: We've Built a Whole New Way to do Proteomics Over the Last Decade
We’ve Built a Whole New Way to do Proteomics Over the Last Decade Simple, robust, Highly differentiated IP AI-ready data Nanofabricated protein arrays capable of capturing billions of individually distinguishable proteins Novel multi-affinity probes that detect fundamental features determining prote
Slide 14: Core Performance Requirements Intended to Support Breadth, Depth, and Reproducibility in Proteomics
Core Performance Requirements Intended to Support Breadth, Depth, and Reproducibility in Proteomics High sensitivity Throughput Comprehensive proteomics requires direct detection of The Voyager Platform is designed to analyze tens of low-abundance molecules. The Voyager Platform is thousands of samp
Slide 15: Key Applications of Iterative Mapping
...To date it has been nearly impossible to characterize the Key Applications of proteoform repertoire of any protein, let alone the proteoform repertoire of a given cell or cell type. And I think those are the Iterative Mapping kinds of approaches that are coming to bear from groups like Nautilus.
Slide 16: Nautilus Voyager Platform
Nautilus VoyagerTM Platform Enabling Iterative Mapping Applications Targeted Proteoforms Other Neurology Broadscale Future IM Applications TAU α-Syn Targets Other Disease Areas* Proteomics* Applications* AKT1 Other Oncology Targets Voyager instrument Software Platform Reagents and consumables Servic
Slide 17: What biology underlies Alzheimer's disease risk?
What biology underlies Alzheimer’s disease risk? The Nautilus Voyager Platform provides answers where others do not. Unique Voyager Unique Platform Data benefits APOE Variants N-0N-pS214-3R-pS396-C Novel biology APOE2 Decreased Clear differences between Alzheimer’s risk variants that are not visible
Slide 18: Early Customers Engagements
Early Bing Zhang, Ph.D. Allen Institute Customers Professor, Baylor College of Medicine Multiple researchers Engagements EAP project details Collaboration details Applying Iterative Mapping to develop Investigating the connection between the new methods to accurately quantify tau protein and neurode
Slide 19: Growing proteoform opportunity
Growing proteoform opportunity Neuroscience proteoforms Oncology proteoforms Future targets • Tau as high impact initial • AKT1, p53, EGFR have • Growing opportunity as use case massive impact value is understood • Alpha synuclein in • p53 alone is mutated in collaboration with MJFF 50% of cancers C
Slide 20: Cross-functional Team Driven to Deliver on the Promise of Proteomics
Cross-functional Team Driven to Deliver on the Promise of Proteomics Sujal Patel Parag Mallick, PhD Anna Mowry Gwen Weld Co-Founder & CEO Co-Founder & CFO Chief People Officer Founder & CEO, Chief Scientist Head of Finance and VP of Global People and Isilon Systems Stanford Professor Sales Operation
Slide 21: Large Market Opportunity Ready for Disruption
Large Market Opportunity Ready for Disruption Estimated Winning share in a growing market 13% CAGR Acquire market share from existing mass spec and affinity platforms through superior performance and ease-of-use $31B $57B Growth through new market creation Establish new sources of value through expa
Slide 22: Go-to-Market Plan
Go-to-Market Plan In Development Early Access General Availability Commercial Launch Commercial Ship H2 2026 H1 2027 H2 2027 Early Access Commercial Stage GTM Activities Early Access Service lab, Service lab, instrument, reagent kits, external beta placements software, & services sales Nautilus Voya
Slide 23: Financial Overview
Cash balance Q2 2026 $129M (Cash, cash equivalents, and investments) Financial Cash burn Cash runway Overview Into $14M Q1-2028 Headcount Operating expense 127 (-1% YoY) $16M (-7% YoY) ©2026 Nautilus Biotechnology, Inc. All rights reserved 23
Slide 24: Commercial Launch in Reach Fueled by a Decade of Relentless Progress
Commercial Launch in Reach Fueled by a Decade of Relentless Progress • Disruptive science • High profit potential • World-class team • Shareholder alignment • Catalysts represent value- creation opportunities ©2026 Nautilus Biotechnology, Inc. All rights reserved 24
Slide 25: Corporate Headquarters / Research Headquarters
Corporate Headquarters Research Headquarters 2701 Eastlake Avenue, Suite 300 835 Industrial Rd, Suite 200 Seattle, WA 98102 San Carlos, CA 94070 (206) 333-2001 [email protected] www.nautilus.bio
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