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Nautilus Biotechnology, Inc. (NAUT) Presents at TD Cowen 46th Annual Health Care Conference Transcript

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Nautilus Biotechnology’s CEO Sujal Patel highlighted the company’s focus on proteomics, emphasizing its potential to revolutionize real-time health monitoring by analyzing proteins, unlike static DNA sequencing. Patel positioned Nautilus as a disruptor in proteomics, aiming to solve the field’s scalability and accuracy challenges with a proprietary platform for high-throughput protein analysis. The company’s technology targets clinical diagnostics, drug discovery, and personalized medicine by providing dynamic protein data, which reflects real-time biological states unlike fixed genetic information. During the March 2026 conference, Patel underscored Nautilus’s progress in commercializing its platform, though specific technical milestones or timelines were not detailed in the discussion. Analysts probed Nautilus’s differentiation in the competitive proteomics landscape, with Patel stressing precision, speed, and cost-efficiency as key advantages over existing methods.
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SA Transcripts158.85K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Nautilus Biotechnology, Inc. (NAUT) TD Cowen 46th Annual Health Care Conference March 2, 2026 10:30 AM EST Company Participants Sujal Patel - Co-Founder, CEO, President, Secretary & Director Conference Call Participants Daniel Brennan - TD Cowen, Research Division Presentation Daniel BrennanTD Cowen, Research Division Good morning. Dan Brennan, TD Cowen, Life Science Tools & Diagnostics Analyst. Day 1 of the 46th Annual TD Cowen Healthcare Conference. Pleased to be joined here on the stage with Co-Founder and CEO of Nautilus, Sujal Patel. So Sujal, welcome, and thank you. Sujal PatelCo-Founder, CEO, President, Secretary & Director Thanks, Dan, and I appreciate the invite to the conference. Daniel BrennanTD Cowen, Research Division Terrific. And we have Anna Mowry in the audience, the Chief Financial Officer. Question-and-Answer Session Daniel BrennanTD Cowen, Research Division So maybe just to start off, the zooming really far out, and then we'll go into your progress on technology. I thought it would be interesting to understand from your perspective, where Nautilus fits into the proteomics ecosystem, if you will. What do you consider some of the differentiators or things you're trying to solve for, if you will? Sujal PatelCo-Founder, CEO, President, Secretary & Director Great. Well, that's a good place to kick off. Maybe I'll take a second and back up because I don't know how familiar the audience necessarily is with the proteomic space. One of the things -- just in the story form, one of the things humanity has conquered in the last couple of decades is we've conquered measuring the genome. I can take a drop of your blood, I can tell you what 99.9% of your DNA is. It's accurate, reproducible, it's fast and cheap. The problem is your DNA doesn't really change from the day you're born to the day you die. It doesn't contain the real-time state of what's going on in your

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