NAUT Nautilus Biotechnology Inc

$NAUT $QSI This assertion is so ridiculous it's difficult to know where to start. The TAM for mass spectrometry ALONE in 2026 is $7.9 billion to $8.3 billion and is projected to reach $13 billion by 2033. 70% of revenues in the proteomics category is reagents and consumables. Because NAUT's platform employs an affinity-based approach, reagents will be supplied to the end researcher by a third party. NAUT will only see a fraction of that revenue. In fact, this dependence on external suppliers is, per Nautilus CEO Patel, the reason the company is four years late (and counting) on Voyager. By contrast, QSI owns their supply chain and the recurring, high margin revenue that results from it. Understand, these two companies are not direct competitors. In some larger wet labs, the two platforms will sit side by side e.g. Voyager for upstream intake and Proteus for downstream analysis. I'm not sure what information you "parsed out", but your comment is flat out inaccurate.

$NAUT $QSI $HIMS please guys! When you see this guy just sell everything! He sucks so much. Click on his name and look at his track record! Horrible

$NAUT When Nature Methods published those incredible results, it placed NAUT in a unique place above the competition. Volume soon followed.

$NAUT $QSI Or here’s a better idea. Do the homework needed to understand the Affinity-based approach used by NAUT is already outdated relative to Next Generation Protein Sequencing (QSI) and cannot identify new drug targets and biomarkers i.e. the two biggest real-world needs of clinical researchers. The Affinity model is also highly reliant on third-party suppliers for reagents (the source of 70% of proteomics revenue) and, per the Nautilus CEO, is the reason the commercial launch of their platform is now four years (and counting) behind schedule. Most people haven’t done this homework and don’t understand these facts. So NAUT’s current market cap is higher than QSI’s. But any potential acquisition partner will certainly understand. ARK understood when they dumped their entire position in NAUT and became one of the largest shareholders in QSI. Merrill Lynch understood when they issued a SELL rating for NAUT because of the “competition”. Be patient, and know what you own.

$NAUT This dip is a gift! I’m loading up more. This is a great company and incredibly undervalued still. 🚀

$NAUT ⚠️ ⚠️ ⚠️ ⛔️!!! $NAUT DON’T be the LAST 1 HOLDING the BAG $$$💰 💰 💰‼️🤢🤮🥴🤕 Don’t be the FOOL’s!!! Your Two (2) X INFLUENCERS ALREADY SOLD on FRIDAY!!! 🤮🤢LEAVING YOU ALL as BAG HOLDERS 💰!!! They already MOVED on to $QSI another ticker. 🚨TODAY’s 30% RED DAY was NOTHING!! TOMORROW there will be a BLOOD BATH STARTING PRE-MARKET 💯!! TOMORROW YOU WILL see a MASSIVE DUMP!! A lot WORSE than TODAY!!! HISTORY will be MADE‼️ Going BELOW $1.00 💯!!! EXPECT $NAUT To DROP BELOW .80c‼️ It’s already being Signaled on the CHART!! ⚠️ ⚠️ ⛔️ ⚠️ NAUT (Nautilus Biotechnology) — Earnings Report NASDAQ: NAUT · Next Earnings Report is tomorrow, Tuesday, Oct. 27,2026, before the market opens. The company will discuss its 3rd qtr 2026 results on a conference call @ 8:30 a.m. Eastern / 7:30 a.m. CT 🥴👀Revenue disappoints, losses remain elevated, or management signals that additional financing is needed sooner than expected. They already FILED for a Public Shelf Offering of Over $125,000,000 Million!!! 😬🤢🤮

$NAUT one last thank to all the longs. Had a 6k short from 3.18 to 2.75. Also the 5 million short supply is gone I can't get anymore shares incase this things goes over 3 again. My guess is someone big plans to sell this trash.

$NAUT I’m expecting a break of $2.00 tomorrow to the downside easily. It could possibly get really ugly and go below $1.50 This is not the place to be buying trust me. Much better companies out there.

$NAUT Only on X will a hype train start for a company with: - <$90M in available liquidity - Burning >$50M in cash from operations TTM - Zero history of sales, with the previous quarter being the first time recognizing any revenue.. <$200K and it was grant money.

$NAUT It is very interesting that the closing price of $2.18 is exactly equal to the book value per share: $286 million in equity divided by 131 million shares outstanding equals $2.18. Essentially, if you buy the stock at $2.18 and the company were to shut down operations tomorrow, sell off all its assets, and return the capital to shareholders, the payout would theoretically be $2.18 per share. Therefore, any future revenue would significantly boost the stock price.

$NAUT ✅📈 Proteomics gets quoted as a $20 billion plus market, fragmented, with some estimates up around $70 to $80 billion later in the decade. Could be bigger. Nautilus is not trying to take all of it. The wedge is proteoforms, the specific modified versions of proteins that actually control biology, which mass spec and affinity platforms mostly blur together. Their tau paper showed 130 tau proteoform groups at scale, and the same approach is now going at Parkinson’s and AKT1. If you can measure that, every Alzheimer’s and oncology program that was only looking at total protein has to rethink

$NAUT they have a open s3 with a ATM Use caution here they said will raise equity cash

$NAUT $QSI Great post, and he mentioned something I've touched on repeatedly, which is NAUT's reliance on an external third-party for reagents. Not only does this expose NAUT to a supply chain risk (the CEO has already blamed it for the launch slippage), but it significantly dampens the revenue picture for NAUT since reagents and consumables represent 70% of proteomics revenues i.e. a razor and razorblade strategy. Their profit margins will also take a major hit, since reagents and consumables are the high margin piece of the business. I realize this may be too 'in the weeds' for some people, but it speaks directly to the business model for Nautilus which, frankly, is not great.

$NAUT is running out of cash Wayne Liang & Sun Liao who’ve been pumping this up on X App moved onto another Proteomics company ($QSI ) WITH a much larger cash runway (no raise soon unlike NAUT) & also a near term historic catalyst of 20/20 amino acids sequenced by end of the year — maybe revealed in Nov 5th Business Update. Greener Pastures! Still time to get in early. Under $4 is early.

$NAUT 📈✅ The all-time high for Nautilus Biotechnology (NAUT) stock is $22.43 USD, reached on February 8, 2021, according to the Nautilus Biotechnology Stock Price History from Macrotrends. • Current price (October 23, 2026): Approximately $3.11 USD • 52-week high: $4.31 USD • 52-week low: $0.84 USD

$NAUT shorties probably didn’t listen in on ER nor read transcript but run their mouths

$NAUT quietly ripped Friday. closed at 3.24, up about 25 percent from 2.60 on 14 million shares, and it's up 50 percent in five sessions into Tuesday's Q3 report. proteomics names don't usually move like this without a reason, and the earnings date is right there

$NAUT earnings next week. Interesting to see what this does on Monday. Got a feeling this thing gaps up on Monday.

$NAUT yep it’s a sign at the gym working out and what do I see out of the corner of my eye

$NAUT Study the details. Seems very undervalued to me. NAUT only gets more expensive for a potential suitor as we get closer to instrument and assay release in 2027.