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Nautilus Biotechnology Announces Baylor College of Medicine as First Early Access Program Customer for Voyager Platform

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Nautilus Biotechnology (NASDAQ: NAUT) named Baylor College of Medicine its first customer for the Iterative Mapping Early Access Program on March 18, 2026. Baylor will use the Nautilus Voyager™ Platform in an NIH U01-funded study to develop a computational multi-omics toolkit for high-resolution cancer isoform analysis.

The collaboration pairs Baylor’s computational expertise with Nautilus’ single-molecule proteomics and validated tau proteoforms assay to improve detection and quantification of protein isoforms and enable direct transcriptional–proteomic comparisons.

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News Market Reaction – NAUT

+3.40%
2 alerts
+3.40% Session close to close
$351.85M Market Cap
0.3x Rel. Volume

In the Mar 18 session, NAUT gained 3.40%, reflecting a moderate positive market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights Baylor College of Medicine as the first customer in Nautilus’ Iterative...
Analysis

This announcement highlights Baylor College of Medicine as the first customer in Nautilus’ Iterative Mapping Early Access Program, directly building on the Voyager™ launch and Tau Proteoforms assay validation. Recent history shows mixed stock reactions: a 5.19% gain on Voyager news but declines after earnings and expense guidance. Investors may track additional early access customers, progress toward the planned late 2026 commercial launch, and any updates to operating spend or revenue expectations as key markers.

Historical Context

5 past events · Latest: Mar 02 (Positive)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Mar 02 Sales leadership hire Positive -4.1% Appointed VP of Sales to lead Voyager platform commercialization and early access.
Feb 26 Q4/FY25 earnings Negative -16.3% Reported operating expenses and net loss with guidance for higher 2026 spending and no material 2026 EAP revenue.
Feb 24 Voyager launch news Positive +5.2% Unveiled Voyager platform and Early Access Program with high-throughput proteoform capabilities.
Feb 19 Conference participation Neutral -2.4% Announced participation and fireside chat at a major healthcare investor conference.
Feb 05 Earnings date notice Neutral -2.9% Set reporting date and call details for Q4 and full-year 2025 financial results.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

NAUT has often sold off on corporate and financial updates but reacted positively to major platform news, suggesting investor focus on tangible commercialization milestones.

Recent Company History

Over the past six weeks, Nautilus has advanced its Voyager™ platform and commercial strategy. The Voyager launch and Iterative Mapping Early Access Program announcement on Feb 24, 2026 saw a positive 5.19% move, while subsequent earnings on Feb 26, 2026 and a senior sales hire on Mar 2, 2026 were followed by declines of 16.26% and 4.13%. Today’s early access customer news builds directly on those commercialization efforts and the validated Tau Proteoforms assay already in active use.

Key Terms

multi-omics, single-molecule proteomics, protein isoforms, shotgun proteomics, +2 more
6 terms
multi-omics medical
"for development of a first-in-class computational multi-omics toolkit"
Multi-omics is a comprehensive approach that combines different types of biological data—such as genetic information, proteins, and other molecules—to gain a detailed understanding of how living systems function. For investors, this approach can reveal insights into health, disease, or biological processes that may influence the development of new treatments or technologies, potentially impacting market opportunities and innovation in healthcare.
single-molecule proteomics medical
"expertise in single-molecule proteomics and protein isoform quantification"
Single-molecule proteomics is a lab approach that detects and measures individual protein molecules rather than averaging many together, letting researchers see rare or subtle protein types and changes. For investors, it matters because that higher-resolution view can enable earlier disease detection, more precise diagnostics and targeted drugs, and clearer signals about a product’s value — potentially creating new markets or changing clinical trial outcomes.
protein isoforms medical
"identifying aberrant protein isoforms that contribute to tumor growth"
Protein isoforms are different versions of the same protein created from the same gene by changing the way the blueprint is read or by adding small chemical tags, like different trims of a car built on the same chassis. For investors, isoforms matter because drugs, diagnostics, and biomarkers often target specific forms; a therapy that works on one isoform may be less effective or have different side effects if another isoform is present, affecting clinical outcomes and commercial value.
shotgun proteomics medical
"improved detection of protein isoforms in conventional shotgun proteomics datasets"
Shotgun proteomics is a laboratory method that identifies and measures thousands of proteins in a biological sample by first breaking proteins into small fragments and then analyzing those fragments with sensitive instruments. Think of it like shredding many books into words and using word patterns to figure out which books were on the shelf. For investors, it matters because it enables broad biomarker discovery, target validation and drug-effect monitoring—capabilities that can drive the value of diagnostics, therapeutics and platform technology companies.
proteomic medical
"isoform-resolved proteomic measurements generated on the Nautilus Voyager"
Proteomic describes something related to the large-scale study of proteins—the working parts inside cells that carry out functions and signal changes. For investors, proteomic work can reveal new drug targets, diagnostic tests or biomarkers that change a company’s potential revenue and risk profile; think of it like analyzing all ingredients in a recipe to find which ones can be improved or swapped to make a better product.
proteoform medical
"ground truth for precise proteoform quantification"
A proteoform is a specific version of a protein that results when the same gene produces slightly different end products through small sequence differences or chemical changes after the protein is made. For investors, proteoforms matter because these subtle differences can change how a drug works, how reliably a diagnostic test detects disease, and how regulators view safety and effectiveness—similar to how different trims of the same car model can affect performance, price, and customer choice.

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• Baylor selects the Nautilus Voyager™ Platform, now available through Early Access Program, for development of a first-in-class computational multi-omics toolkit
• NIH-funded project leverages collaborators’ expertise in single-molecule proteomics and protein isoform quantification to advance high-resolution cancer isoform analysis

SEATTLE, March 18, 2026 (GLOBE NEWSWIRE) -- Nautilus Biotechnology, Inc. (NASDAQ: NAUT), a company pioneering single-molecule proteome analysis, today announced Baylor College of Medicine as the first customer of Nautilus’ Iterative Mapping Early Access Program. Through a National Institutes of Health (NIH) U01-funded study, Baylor will leverage Nautilus’ novel single-molecule proteomics method to address a central challenge in cancer research – identifying aberrant protein isoforms that contribute to tumor growth, metastasis, immune evasion, and therapeutic resistance – while Nautilus expands early commercial access to its validated tau proteoforms assay.

The study, led by Baylor Professors Bing Zhang, Ph.D. and Yongchao Dou, Ph.D., aims to develop a broadly accessible computational toolkit with improved detection of protein isoforms in conventional shotgun proteomics datasets. By pairing these computational approaches with full-length, isoform-resolved proteomic measurements generated on the Nautilus Voyager™ Platform, the project is intended to enable direct comparison of transcriptional and proteomic changes at unprecedented resolution.

“We are excited to work with our first Iterative Mapping Early Access Program customer, Baylor College of Medicine, by providing Nautilus’ single-molecule analysis platform as the ground truth for precise proteoform quantification,” said Parag Mallick, Ph.D., Co-Founder and Chief Scientist of Nautilus Biotechnology. “In partnership with Drs. Bing Zhang and Yongchao Dou, and their distinguished teams, we aim to apply our Iterative Mapping approach towards formulating a deeper, more complete understanding of complex cancer biology.”

“Nautilus’ protein analysis platform will complement our multi-omics expertise at Baylor by accurately identifying and quantifying the full diversity of protein isoforms across healthy and disease states,” said Dr. Bing Zhang, Professor in the Lester and Sue Smith Breast Center and Department of Molecular and Human Genetics at Baylor. “The newfound ability to measure single-molecule proteins at high resolution through Iterative Mapping gives us an important reference that may illuminate connections between genomic and proteomic data in ways that haven’t previously been possible.”

Researchers interested in the Early Access Program for Nautilus’ platform can learn more at nautilus.bio/nautilusEAP/.

About the Nautilus Voyager™ Platform
The Voyager Platform employs Nautilus’ proprietary Iterative Mapping approach, which is designed to enable rapid measurement of intact single-molecule proteins and proteoforms. The platform's flow cells are designed to accommodate up to 10 billion intact protein molecules, enabling measurement across an exceptionally wide dynamic range. Iterative Mapping independently probes single protein molecules across tens to hundreds of cycles, recording unique binding patterns for each individual molecule. Machine learning algorithms then convert the resulting probe-binding patterns into confident protein and proteoform identifications. Once analysis is complete, single-molecule counts are made available for download and further visualization. The Voyager instrument is designed for operational simplicity and standard lab benchtop placement, with a guided touchscreen user interface and minimal facility requirements, without need for bespoke gas or fluidic connections.

About Nautilus Biotechnology, Inc.
With its corporate headquarters in Seattle, Washington and its research and development headquarters in San Carlos, California, Nautilus is a development stage life sciences company working to create Voyager, a platform technology for quantifying and unlocking the complexity of the proteome. Nautilus’ mission is to transform the field of proteomics by democratizing access to the proteome and enabling fundamental advancements across human health and medicine. To learn more about Nautilus, visit www.nautilus.bio.

Special Note Regarding Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws. Forward-looking statements in this press release include, but are not limited to, statements regarding Nautilus’ expectations regarding the company’s expectations with respect to the potential of its platform technology, its functionality and performance or its applicability in biological research and in potentially opening new avenues of research. These statements are based on numerous assumptions concerning the development of Nautilus’ platform and involve substantial risks, uncertainties and other factors that may cause actual results to be materially different from the information expressed or implied by these forward-looking statements. Risks and uncertainties that could materially affect the accuracy of Nautilus’ assumptions and its ability to achieve the forward-looking statements set forth in this press release include (without limitation) the following: Nautilus’ product platform is not yet commercially available and remains subject to scientific and technical development, which is inherently challenging and difficult to predict; we may experience material delays as a result of unanticipated events; we cannot provide any guarantee or assurance with respect to the outcome of our development. For a more detailed description of additional risks and uncertainties facing Nautilus and its development efforts, investors should refer to the information under the caption “Risk Factors” in our Annual Report on Form 10-K as well as in our Quarterly Report on Form 10-K filed for the year ended December 31, 2025 and our other filings with the SEC. The forward-looking statements in this press release are as of the date of this press release. Except as otherwise required by applicable law, Nautilus disclaims any duty to update any forward-looking statements. You should, therefore, not rely on these forward-looking statements as representing our views as of any date subsequent to the date of this press release.

Nautilus Media Contact
press@nautilus.bio

Nautilus Investor Contact
investorrelations@nautilus.bio


FAQ

What did Nautilus (NAUT) announce about Baylor College of Medicine on March 18, 2026?

Nautilus announced Baylor as the first customer in its Iterative Mapping Early Access Program. According to Nautilus, Baylor will use the Voyager Platform in an NIH U01-funded study to develop a computational toolkit for protein isoform analysis in cancer research.

How will Baylor use the Nautilus Voyager Platform in the NIH U01-funded study?

Baylor will pair Nautilus’ single-molecule Voyager measurements with computational methods to detect protein isoforms. According to Nautilus, the goal is an accessible multi-omics toolkit that improves isoform detection in conventional shotgun proteomics datasets.

What is the scientific aim of the Iterative Mapping Early Access Program with Baylor?

The aim is to develop a first-in-class computational multi-omics toolkit for high-resolution cancer isoform analysis. According to Nautilus, the project intends to enable direct comparison of transcriptional and proteomic changes using isoform-resolved measurements.

Which assays or capabilities from Nautilus will Baylor access through the Early Access Program?

Baylor will access Nautilus’ single-molecule proteomics on the Voyager Platform and the validated tau proteoforms assay. According to Nautilus, these tools serve as ground-truth measurements for precise proteoform quantification.

How can researchers apply for Nautilus’ Early Access Program for the Voyager Platform?

Researchers can learn about and express interest in the Early Access Program via Nautilus’ designated web page. According to Nautilus, program details and enrollment information are available at nautilus.bio/nautilusEAP/.