Jun. 25 at 6:25 PM
$LAB $NAUT Who do you think LAB will acquire next?
If I had to take a guess, Nautilus Biotechnology could be a smart move.
They’re building a next-gen, single-molecule proteomics platform — still early, but right now, they’re cheap and trading under
$120M.
Here’s why the fit makes strategic sense:
Platform Synergy: Standard is strong in high-throughput cytometry. Nautilus brings ultra-deep proteome resolution. Together, they’d offer full-spectrum proteomics — from cellular heterogeneity to molecular insight. Huge for pharma.
Low-Cost, High-Upside: This would cost less than 20% of LAB’s cash. For a shot at owning the next wave of proteomics? Worth it.
Execution Advantage: Nautilus has the vision, but they’ve struggled with timelines and clarity.
Pharma + Biotech Integration: A combined platform covers everything from discovery to diagnostics. It’s the kind of ecosystem play that turns tools into pipelines.
Is it risky? Yes. But if LAB wants to lead, this could be the best kind of risk.
