NAUT · 10-Q · 2026Q1 · Full report

Supply Chain Constraints

Nautilus Biotechnology, Inc. · 2026-04-28 · Importance 29 · Surprise 24

Nautilus reports having experienced supply disruptions in the past, including closures at certain chip manufacturers that caused extended lead times for chips and reduced availability of certain reagents. The company is actively monitoring third-party material suppliers and continues contingency planning with partners to mitigate interruptions to development activities or availability of necessary materials. Nautilus expects its platform to rely on approximately 300 unique multi-affinity reagents and various antibodies, which it anticipates will be difficult to manufacture and expensive to procure. Management warns there is ongoing risk that supply disruptions could affect development timelines and production readiness.

Key facts

• Nautilus has experienced past supply disruptions, including closures at certain chip manufacturers, which led to extended lead times for certain chips and lower availability of certain reagents, and it continues to monitor its supply chain and contingency planning with partners.