Biotech-AICycle

Read the proteome and you will understand everything. $NAUT

[Biotech-AICycle @BiologyBull]

Better data → better decoding → more runs (flywheel). Plus it produces a second potential business: biomarker/target discovery for pharma, AI training data, etc. The data atlas may end up worth more than the hardware.

[Biotech-AICycle @BiologyBull]

Every Voyager run will generate single-molecule proteoform data, and the analysis of it will run through Nautilus's cloud. If aggregated where contract terms allow, the growing data set literally becomes a proteoform ATLAS owned by Nautilus.

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo Hiring for their ship-and-support team is the precondition for placements actually converting into kit revenue.

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo Nice find. Check the last 8 job postings. https://t.co/xkXz2kaAd5

[Biotech-AICycle @BiologyBull]

AI labs understand that biotech will dominate. https://t.co/15Rr743wYO

[Biotech-AICycle @BiologyBull]

@jbm_1992 Yep. Nautilus doesn't need every lab to own a Voyager; it needs Voyagers running hot somewhere, and intermediaries are how instruments run hot. Nautilus gets paid the same either way

[Biotech-AICycle @BiologyBull]

@jbm_1992 Correct. We could also see companies buying large amounts of Voyagers and renting out their service to labs, similar to Nebius / Coreweave in the GPU space.

[Biotech-AICycle @BiologyBull]

@jbm_1992 Nautilus runs a razor/razorblade model: it will sell Voyager units, but recurring income (up to $500k annually per customer) is from consumables — every run burns a proprietary kit priced at a few thousand $$ per sample, plus an annual service contract fee.

[Biotech-AICycle @BiologyBull]

Nautilus runs a razor/razorblade model: it will sell Voyager units, but recurring income (up to $500k annually per customer) is from consumables — every run burns a proprietary kit priced at a few thousand $$ per sample, plus an annual service contract fee.

[Biotech-AICycle @BiologyBull]

@jbm_1992 I have an irresponsibly large number of shares, plus cash for future dip buying. I'd be happy with 5 to 10 percent dips personally.

[cyberprince @cyberprince_rwo]

Nautilus $NAUT

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo Anticipation of their earnings call before the bell on Tuesday?

[Biotech-AICycle @BiologyBull]

@NautilusBio https://t.co/9XvbPUp9Kz

[Biotech-AICycle @BiologyBull]

@9_Invest_obey https://t.co/9XvbPUp9Kz

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo https://t.co/9XvbPUp9Kz

[Biotech-AICycle @BiologyBull]

@alc2022 Mallickstan may be the only refuge

[Biotech-AICycle @BiologyBull]

Here is the abstract of Nautilus's presentation re. oncology assays, taking place at 1:15 PST today at ASHG:
https://t.co/9XvbPUoBV1

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo Brand new data derived from human brain donors, presented by Sheri Wilcox, VP of Scientific Engagement (marketing)!

[Biotech-AICycle @BiologyBull]

@cyberprince_rwo Alert: The tau poster presented by Nautilus at ASHG today wasn't just a rehash of its Nature Methods paper — it describes a NEW dataset: APOE-genotype-stratified tau proteoform profiles in HUMAN BRAIN DONORS, co-authored with the Allen Institute!

[Biotech-AICycle @BiologyBull]

@alc2022 Brand new data derived from human brain donors, presented by Sheri Wilcox, VP of Scientific Engagement (marketing)!

[Biotech-AICycle @BiologyBull]

@alc2022 Six paragraphs of extremely important information published yesterday by Nautilus at ASHG: https://t.co/9zFNqH1BVN