secwatch.observer — SEC 8-K summary ====================================== Issuer: Nautilus Biotechnology, Inc. (NAUT) CIK: 0001808805 Form: 8-K Filed at: 2026-07-27T23:29:38+00:00 Accession: 0001808805-26-000030 Event type: earnings Sentiment: neutral Materiality: 0.60 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Nautilus Q2 net loss $14.5M; first revenue $0.2M; delays broadscale assay, accelerates proteoforms -------------------------------------------------------------------------------- - Revenue of $0.2M from MJFF grant and first Early Access customer; net loss $14.5M vs $15.0M YoY. - Operating expenses $15.9M, down 7% YoY; cash, equivalents and investments $129.2M. - Voyager platform pre-orders expected early 2027, shipments mid-2027; proteoform kits GA mid-2027. - Broadscale assay delayed; no 2027 GA timeline; company reallocating resources to proteoforms. - AKT1 proteoform assay Early Access late 2026; second oncology assay mid-2027. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1808805/000180880526000030/0001808805-26-000030-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1808805/000180880526000030/naut-20260728.htm HTML page: https://secwatch.observer/filing/0001808805-26-000030 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer