NAUTHIGH SIGNALFINANCIAL10-K

NAUT experienced a severe 55% cash burn with declining assets and equity, while simultaneously shifting from ambitious "revolutionary" messaging to more measured scientific positioning.

The dramatic cash depletion from $27.6M to $12.4M raises immediate liquidity concerns for this development-stage biotech company. While operating cash flow improved slightly, the current burn rate suggests potential funding needs within the next 12-18 months, creating dilution risk for shareholders.

Comparing 2026-02-26 vs 2025-02-27View on EDGAR →
FINANCIAL ANALYSIS

NAUT's financials show a company under significant cash pressure, with cash and equivalents plummeting 55% to just $12.4M while total assets declined 21% and stockholders' equity fell 25%. The modest improvements in operating cash flow (-14%) and net loss (+17%) are overshadowed by the severe liquidity deterioration and reduced R&D spending (-19%), suggesting the company is cutting costs to preserve runway. Despite moving to Nasdaq Capital Market, the overall financial picture signals a development-stage biotech facing potential funding pressures in the near term.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
-55.2%
$27.6M$12.4M

Cash declined 55.2% — significant cash burn or deployment; verify adequacy of remaining liquidity runway.

Capital Expenditure
Cash Flow
-39.8%
$2.1M$1.3M

Capex reduced 39.8% — investment cycle winding down or capital discipline; may improve near-term free cash flow.

Stockholders Equity
Balance Sheet
-24.8%
$208.7M$157.0M

Equity decreased 24.8% — buybacks or losses reducing book value, monitor solvency ratios.

Total Assets
Balance Sheet
-21.3%
$242.7M$191.1M

Total assets contracted 21.3% — asset sales, write-downs, or balance sheet optimization underway.

Current Assets
Balance Sheet
-20.2%
$132.8M$106.0M

Current assets declined 20.2% — monitor working capital adequacy and short-term liquidity.

R&D Expense
P&L
-18.6%
$50.5M$41.1M

R&D spending cut 18.6% — could signal cost discipline or concerning reduction in innovation investment.

Net Income
P&L
+16.6%
-$70.8M-$59.0M

Net income grew 16.6% — bottom-line growth signals improving overall business health.

Operating Cash Flow
Cash Flow
+14.3%
-$59.1M-$50.7M

Operating cash flow grew 14.3% — strong conversion of earnings to cash, healthy business fundamentals.

LANGUAGE CHANGES
NEW — 2026-02-26
PRIOR — 2025-02-27
ADDED
The registrant had outstanding 126,564,473 shares of common stock as of February 19, 2026.
Management's Discussion and Analysis of Financial Condition and Results of Operations 73 Item 7A.
On October 29, 2025, the Company transferred the listing of its Common Stock to the Nasdaq Capital Market ( Nasdaq ).
OVERVIEW We believe the proteome represents one of the largest and least characterized areas of opportunity in modern biology and medicine.
Proteins are the primary drivers of cellular function and disease biology and account for approximately 95% of historically approved FDA drug targets.
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REMOVED
The registrant had outstanding 126,148,469 shares of common stock as of February 21, 2025 .
Management's Discussion and Analysis of Financial Condition and Results of Operations 76 Item 7A.
OVERVIEW We are a development stage life sciences company creating a platform technology for quantifying and unlocking the complexity of the proteome.
Our mission is to transform the field of proteomics by democratizing access to the proteome and enabling fundamental advancements across human health and medicine.
We were founded on the belief that incremental advancements of existing technologies are inadequate, and that a bold scientific leap would be required to radically reinvent proteomics and revolutionize precision medicine.
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