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Did Nautilus beat or miss consensus estimates last quarter?

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What is Nautilus's latest dividend and current dividend yield?

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What does Nautilus do and what are its main business segments?

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What is the market's earnings forecast for Nautilus next quarter?

- **Tau Proteoform Assay Launch**: Early access begins H1 2026, with broadscale proteomics launching late 2026, supported by $168.5M cash runway.
- **Market Validation**: 250+ customer interviews confirm Nautilus' iterative mapping as a disruptive, premium solution over mass spectrometry.
- **Operational Efficiency**: Q3 2025 OpEx down 19% YoY to $15.5M, with disciplined spending extending cash runway to 2027.
- **Commercial Momentum**: Collaborations with top institutions (Allen, Buck) generate real-world data, positioning Nautilus for biomarker discovery in Alzheimer's.

**【CEO Summary Section】**
- **Scientific and Collaborative Progress**: Q3 2025 saw advancements in the Tau proteoform assay, with collaborations at the Allen Institute and Buck Institute generating real-world biological data. Dr. Birgit Schilling will present Nautilus-generated Tau data at the World HUPO Conference in November.
- **Platform Differentiation**: The iterative mapping method enables single-molecule proteoform resolution, validated by 250+ customer interviews that highlighted its superiority over mass spectrometry.
- **Operational Efficiency**: Q3 expenses decreased 19% YoY to $15.5M, extending cash runway to 2027. Early access for Tau begins H1 2026, with broadscale proteomics launching late 2026.

**【CFO Financial Commentary】**
- **Financial Health**: Q3 net loss of $13.6M reflects reduced R&D and G&A expenses. Cash balance of $168.5M supports commercialization efforts.
- **Cost Management**: Stock-based compensation and lab costs declined, with OpEx expected to rise post-2025 as commercial activities accelerate.
- **Revenue Outlook**: Early access engagements (H1 2026) focus on data generation for grants; limited revenue anticipated in 2026.

**【Q&A Key Highlights】**
- **OpEx Trajectory**: CFO Anna Mowry expects OpEx to increase post-Q3 2025 as commercialization ramps up, with no 2026 guidance yet.
- **Funnel Development**: CEO Sujal Patel detailed a two-phase early access launch (Tau H1 2026, broadscale H2 2026), with direct sales hires planned for Tau services.
- **Market Validation**: Customer willingness to pay a premium for iterative mapping validates Nautilus' premium positioning in proteomics.


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