Every material Form 8-K Nautilus Biotechnology, Inc. has filed with the SEC since July 27, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Nautilus Biotechnology reported third quarter 2026 results for the period ended September 30, 2026, with revenue of $0.2 million, mainly grant revenue, compared with no revenue a year earlier. Net loss widened to $15.6 million from $13.6 million as operating expenses rose 10% to $16.9 million, and cash, cash equivalents and investments stood at $114.3 million at quarter end.
Q3 2026 revenue was $0.2 million, primarily grant revenue tied to a Michael J. Fox Foundation grant, versus no revenue in Q3 2025.
Operating expenses rose $1.5 million, or 10%, to $16.9 million, driven by higher laboratory, professional services and salary costs.
Net loss was $15.6 million, or $0.12 per share, compared with $13.6 million, or $0.11 per share, a year earlier.
Cash, cash equivalents and investments were $114.3 million as of September 30, 2026; the company said it expects up to $6 million from the ARPA-H-funded SEEDS consortium.
Nautilus Biotechnology entered a new Sales Agreement with TD Securities (USA), LLC (TD Cowen) that allows it to sell up to $125 million of common stock through an at-the-market offering, replacing a prior 2024 agreement with the same agent that the companies mutually terminated. The company has no obligation to sell any shares and can suspend sales at any time, but future sales would add new shares and dilute existing shareholders.
New Sales Agreement permits sales of up to $125,000,000 of common stock, to be issued under a shelf registration statement on Form S-3 once declared effective by the SEC.
TD Cowen would receive up to 3.0% of gross proceeds from any shares sold.
The prior Sales Agreement dated February 28, 2024 was mutually terminated on September 11, 2026; no shares were sold under it.
The company has no obligation to sell any shares and may suspend offers at any time.
Nautilus Biotechnology reported second quarter 2026 revenue of $0.2 million, its first revenue, and a net loss of $14.5 million, down from $15.0 million a year earlier. The company also said its broadscale assay will not reach general availability in 2027 at its target specifications, and it is shifting resources toward its proteoform products, which it says will not change its broader financial assumptions.
Q2 2026 revenue was $0.2 million, mainly grant revenue from The Michael J. Fox Foundation, plus service revenue from its first Iterative Mapping Early Access Program sales.
Operating expenses fell 7% to $15.9 million from $17.1 million, and net loss narrowed to $14.5 million from $15.0 million.
Broadscale assay did not meet targets for a 2027 general availability kit; the company will report a commercial timeline at a future date.
Voyager platform launch is expected in early 2027, with cash, cash equivalents and investments of $129.2 million as of June 30, 2026.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Nautilus Biotechnology, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →