Ginkgo Investor Conference Presentation Deck

Made public by

Ginkgo

sourced by PitchSend

11 of 24

Creator

ginkgo

Category

Healthcare

Published

January 2022

Slides

Transcriptions

#1GINKGO BIOWORKS Grow with Ginkgo J.P. Morgan Healthcare Conference Jason Kelly January 12th, 2022#2Disclaimer Forward-Looking Statements This presentation (the "presentation") may contain certain forward-looking statements within the meaning of the federal securities laws, including statements regarding our current expectations and anticipated results of operations, all of which are subject to known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements, market trends, or industry results to differ materially from those expressed or implied by such forward-looking statements These forward-looking statements generally are identified by the words "believe," "project," "potential," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties Many factors could cause actual future events to differ materially from the forward-looking statements in this document, including but not limited to: (i) the effect of the business combination between Ginkgo Bioworks Holdings, Inc ("Ginkgo") and Soaring Eagle Acquisition Corp ("Soaring Eagle") on Ginkgo's business relationships, performance, and business generally, (ii) risks that the business combination disrupts current plans of Ginkgo and potential difficulties in Ginkgo's employee retention, (iii) the outcome of any legal proceedings that may be instituted against Ginkgo related to its business combination with Soaring Eagle, (iv) volatility in the price of Ginkgo's securities now that it is a public company due to a variety of factors, including changes in the competitive and highly regulated industries in which Ginkgo plans to operate, variations in performance across competitors, changes in laws and regulations affecting Ginkgo's business, changes in the combined capital structure and expectations associated with increases in the number of shares available for sale, (v) the ability to implement business plans, forecasts, and other expectations after the completion of the business combination, and identify and realize additional opportunities, and (vi) the risk of downturns in demand for products using synthetic biology The foregoing list of factors is not exhaustive You should carefully consider the foregoing factors and the other risks and uncertainties described in the "Risk Factors" section of Ginkgo's quarterly report on Form 10-Q filed with the US Securities and Exchange Commission (the "SEC") on November 15, 2021, and other documents filed by Ginkgo from time to time with the SEC These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements Any forward looking statement made by us in this presentation, the conference call during which this presentation is reviewed and any discussions that follow speaks only as of the date on which it is made You are cautioned not to put undue reliance on forward-looking statements, and Ginkgo assumes no obligation and does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise Ginkgo does not give any assurance that it will achieve its expectations Industry and Market Data In this presentation, Ginkgo relies on and may refer to certain information and statistics regarding the markets and industries in which Ginkgo competes Such information and statistics are based on Ginkgo's management's estimates and/or obtained from third-party sources, including reports by market research firms and company filings While Ginkgo believes such third-party information is reliable, there can be no assurance as to the accuracy or completeness of the indicated information Ginkgo has not independently verified the accuracy or completeness of the information provided by the third-party sources Trademarks This presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners, and Ginkgo's use thereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, service marks, trade names and copyrights Solely for convenience, some of the trademarks, service marks, trade names and copyrights referred to in this presentation may be listed without the TM, Ⓒ or symbols, but Ginkgo will assert, to the fullest extent under applicable law, the rights of the applicable owners, if any, to these trademarks, service marks, trade names and copyrights#3DNA LISTED NYSE GINKGO BIOWORKS; GROW EVERYTHING wwwww amer Tw DNA LISTED NYSE Property of Ginkgo Bioworks - 3 J.P. MORGAN HEALTHCARE CONFERENCE 2022#4"In our Q3 earnings call Ginkgo updated our 2021 outlook on the number of new cell programs, Foundry revenue, A and Biosecurity revenue - I'm happy to report that based on preliminary unaudited estimates for the full year, we expect to meet or beat all of those, with Biosecurity revenue exceeding our outlook by over 50%" *** Property of Ginkgo Bioworks - 4 J.P. MORGAN HEALTHCARE CONFERENCE 2022#5We program cells for our customers so that they can develop new products Ginkgo Foundry Input Customer Specs Recursive Learning SOFTWARE HARDWARE ORGANISMS Design, Write, & Debug DNA Code ACTGGATA CCTGAGAT AUTOMATION GENETIC CODE BIOLOGICAL TOOLS Continuous Improvement Output Cell Program Ginkgo Codebase Property of Ginkgo Bioworks - 5 J.P. MORGAN HEALTHCARE CONFERENCE 2022#612 NT EA THE MORSE GROUP 二化#7Ginkgo's Foundry has been scaling roughly 3X a year Daily Lab Operations LAB OPERATIONS: MEASURING WORK DONE ON THE PLATFORM 1,000,000 100,000 10,000 1,000 100 2-3x annual increase pre-COVID 2014 2015 2016 2017 2018 2019 2020 2021 10,000,000 STRAIN TESTS: MEASURING THE OUTPUT OF THE PLATFORM 1,000,000 Daily Strain Tests 100,000 10,000 1,000 100 10 DEVELOPMENT AND ADOPTION OF NEW TECHNOLOGIES ENABLES ORDER OF MAGNITUDE IMPROVEMENTS IN CAPACITY 3-4x annual increase pre-COVID 2015 2016 2017 2018 EXCERPT FROM MAY 2021 PIPE DECK 2019 2020 2021 7 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#8Unit costs to program cells have decreased by 50% per year Cost per Strain Test (rolling 3mo avg) $10,000 $1,000 $100 $10 $1 2015 2016 2017 2018 2019 FOUNDRY IS 5-10X CHEAPER THAN THE STATUS QUO 000 COVID impact 2020 Note: Costs include all operational and R&D-related activities (i.e. both current programs and investments in future capacity) 2021 EXCERPT FROM MAY 2021 PIPE DECK ESTIMATED "BY HAND" COST 2025 Property of Ginkgo Bioworks - 8 J.P. MORGAN HEALTHCARE CONFERENCE 2022#9A wide range of products on a common platform 10X more VCE Caldevron In the News: Aldevron's Collaboration with Ginkgo Bioworks Yields Manufacturing Breakthrough for Vaccinia Capping Enzyme Used for Manufacturing of mRNA Vaccines motif FOODWORKS CRONOS GROUP PPY THC + CBG CHILL BLISS REL HOIH G/PACK Spinach Feelz THC - CDG Pineapple Starfruit 2 x THC + CBG gummies 2:1 THC: CBG Property of Ginkgo Bioworks - 9 J.P. MORGAN HEALTHCARE CONFERENCE 2022#10Ginkgo more than doubled the number of products in scale production by our customers in 2021 Product Ginkgo organism? Ginkgo process? Approx Year Started Year Completed Customer Primary End Market Organism Product Type Mfg Scale (L) Downstream Economics Peach ✓ 2014 2019 ROBERTET Consumer Fungal (Species 1) Small Molecule Coconut Royalty/Toll ✓ 2016 2019 ROBERTET Consumer Fungal (Species 2) Small Molecule [Confidential] Royalty/Toll 2016 2018 (mfg began in 2020) [Confidential] Chemicals Bacterial (Species 3) Small Molecule VCE Royalty/Toll 2020 2021 aldevron Pharma Bacterial (Species 4) Protein Myoglobin Royalty 2018 2021 motif FOOD/CFHS Food Fungal (Species 5) Protein Equity CBG Note: "Ginkgo organism" refers to a strain engineered by Ginkgo, whereas "Ginkgo process" refers to a manufacturing process developed by Ginkgo 2018 2021 CRONOS GROUP Consumer Fungal (Species 6) Small Molecule [Confidential] Most being produced in tanks at the 25,000 - 50,000L scale; some pharma products produced at lower scale (hundreds to 1,000L) Milestone 2020 2021 [Confidential] Pharma Bacterial (Species 4) Nucleic Acid Milestone CBGV 2018 2021 CRONOS GROUP Consumer Fungal (Species 6) Small Molecule Pilot Scale Milestone 10 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#11XXXXXX8000 TORTY WATCH 1 J.P. MORGAN HEALTHCARE CONFERENCE 2022 Ginkgo Ferment: Our developer conference Property of Ginkgo Bioworks - 11#12We partner to address challenges from Discovery through Manufacturing Over 100 cumulative programs with partners across industries THERAPEUTICS & VACCINES Antibody Discovery High-throughput screening of COVID-19 antibodies from patient RNA-Seq data OTOTIENT NON-THERAPEUTICS Bio-agriculture Engineering crop-colonizing microbes for sustainable agriculture JOYN BIO B BAYER E R Antibiotics Discovery Genome mining for identification of novel classes of antibiotics Roche Animal Protein Discovery and design of new approaches to developing plant-based foods and food ingredients motif FOODWORKS Enzyme Discovery Enzyme discovery and engineering for reducing immunogenicity for therapeutics Selecta.. Biosciences Plant Extracts Engineering cells to produce cultured plant ingredients for flavor, fragrance and cannabinoid industries ROBERTET CRONOS GROUP Givaudan Antheia Living Therapeutics Engineering metabolic pathways in microbes towards therapeutic candidates for metabolic disorders synlogic Oligosaccharides Optimization and scaling of the production of human milk oligosaccharides for a suite of products Glycosyn Gene Therapy Platform Optimize recombinant adeno-associated virus (AAV)-based vectors Biogen Selecta of Biosciences Chemicals Develop more sustainable bio-based chemicals for multiple industries Sumitomo Biologics & Reagent Production Rapid, multiplexed design of experiments for reagent and process development & optimization aldevron saponi@x Optimvia Industrial Create a fast and more effective way to create enzymes for the food industry KERRY Enzymes Cargill 12 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#13Customers run their programs on Ginkgo's platform to drive business value Ginkgo partnered with Motif to develop more delicious and sustainable food. In just 1 year, 6 prototype strains were developed, and product samples were produced for benchmarking and early application testing. Improved variants were designed, built and validated over the next 9 months. The strain's performance exceeded Motif's specifications by >70%. Q1 IDENTIFY POTENTIAL PROTEINS Sequence Similarity Network Improvement Percent over Seed Protein Q2 SCREEN FOR BEST CANDIDATE PROTEIN Strain Q3 STRAIN ENGINEERING & PATHWAY BALANCING Percent Improvement over Unmodified Strains Strain 303 PROTEINS SOURCED Titer (g/L) Q4 ITERATIVE STRAIN CONSTRUCTION & TESTING 76 11 Strain motif 300% IMPROVEMENT OVER UNMODIFIED STRAINS FOODWORKS EXCERPT FROM MAY 2021 PIPE DECK 1 YEAR LATER PROTOTYPE STRAINS READY PROTOTYPE 13 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#14We believe our methanol-free Pichia pastoris protein engineering system is significantly better than best-in-class comparables 100,000+ synthetic expression systems with tunable strength and regulatory characteristics, best of which are 20x stronger than AOX1 with Methanol Ginkgo Pichia Promoters vs Best In Class Ginkgo's synthetic promoters were 5-20X stronger than best-in-class Fold improvement over BIC promoter 20 15 10 5 0 Best In Class 10,000 Promoter Strength 100 1 5x Ginkgo Synthetic Promoter 1 15x Ginkgo Synthetic Promoter 2 Best in class expression system 100 Leakiness 20x Ginkgo Synthetic Promoter 3 10,000 >20g/L intracellular protein production High-performance methanol and methanol-free options NRE 20 → Intracellular Titer (g/L) Prototype MVP 1 Methanol-based (fluorescent protein) MVP 2 Commercial strain Methanol-free Fully validated high-performance fermentation processes, scalable from AMBR 250 to 10,000L+ 14 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#15Titer (Normalized to Positive Control) Promoter RBS Tag Strain D1 subunit backbone D12 subunit Tag Ginkgo screened 100s of expression constructs for VCE and employed a tagging strategy to inform screening, solubility, stability, and purification. The library varied promoters, ribozymes, RBS', recodes, and backbones, while the VCE sequence was retained. Process improvements by Ginkgo leveraging small-scale lab fermentation yielded further improvements and were followed by a successful tech transfer to the partner. Project took 14 months from start in Ginkgo's foundry to announcement of successful scale-up by the customer. Tom Foti, President of the Protein Business Unit at Aldevron "Since announcing our manufacturing breakthrough on VCE, we're excited to share that we have produced and released product conforming to ISO13485 quality standards, and expect to release VCE under CGMP manufacturing in 2022. We are servicing a dozen or more clients with increased manufacturing scales coming on-line in 2022 and beyond." 15 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#16Synlogic and Ginkgo partnered to develop SYNB1353, a non-colonizing bacterial strain, as a living treatment for the rare genetic disease homocystinuria (HCU) - IND planned for 2022 HCU is a disorder characterized by the accumulation of homocysteine, an amino acid derived from methionine, in the blood and urine. Degrading methionine in the GI tract prevents methionine absorption and conversion to homocysteine in plasma. Ginkgo used its proprietary codebase and leveraged its metagenomic databases sourced from bacteria, fungi, animals, plants, and protein engineering expertise to rationally design, build, and test 1000s of constructs, informed by nature, to improve the performance of two critical proteins in the Methionine pathway (MetDC and MetP). Synlogic has announced that it expects to file an investigational new drug (IND) application with the FDA for SYNB1353 and begin clinical development in 2022 - this marks a first for Ginkgo-engineered materials. Perreault, Mylène. (2021, Nov). Development of an Investigational Methionine-consuming Synthetic Biotic Medicine (SYNB1353) for the Treatment of Homocystinuria. Paper presented at the 14th International Congress of Inborn Errors of Metabolism, Sydney, Australia. MetP Methionine (Met) metP Met met DC 3-MTP Pto Proc Met 003-MTP YjeH Plasma Methionine (M) Plasma Homocysteine (M) 600- 400- 200- 0 30 O Vehicle *# Vehicle *# + EcN ECN SYNB1353 SYNB1353 *# 0.0 0.5 1.0 2.0 4.0 6.0 Time post methionine administration (hrs) *# *# *# *# 0.0 0.5 1.0 2.0 4.0 6.0 Time post methionine administration (hrs) 16 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#17Like cybersecurity is necessary for computer infrastructure, biosecurity is necessary for bioengineering DARPA 2003 synthetic biology study Synthetic Biology Drew Endy Fellow of Biology & Biological Engineering, MIT Patrick Lincoln Director of Computer Science, SRI, Inc. Richard Murray Division Chair, Engineering & Applied Science, Caltech June 27, 2018, 2:00 AM PDT Bloomberg Biological Risk: Tactics as "Strategy" Maginot Line France, 1940 Plague vaccine under construction Anthrax vaccine SARS assay VHF therapy Nunder construction) Ciprofloxacin m Smallpox vaccine FERMENT The DNA Cops Who Make Sure the World's Deadliest Viruses Aren't Rebuilt Ginkgo Bioworks is helping stop a new class of lethal biological weapons from being created. O HA 0 The National Academies of SCIENCES ENGINEERING MEDICINE CONSENSUS STUDY REPORT H₂C- C D BIODEFENSE IN THE AGE OF Synthetic Biology mammas CH₂ Chan H CH₂ 17 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#18Biosecurity is about preventing this from happening Brian Reid @brianreid lol #jpm22 1:40 & 9 464) ← hotel near Union Square..... X ↓ San Jan 9-10- 82- Relevance $116 40 Hotel Emblem San Francisco, a Vicera. $133 46 (201) 4-star hotel W Marriott San ncisco Union.$175 44 (1479) 4-star hotel $157 Whin Search this area n San Francisco Union Square 42 (9304) 4 star hotel 3-star hote Union Square Plaza Hotel $199 35 (360) 2 star hotel $76 irGoogle Topted III Hotel Nikko San Francisco $190 44 (2861) 4-star hotel Hotel G 41 (600) 4-star hotel $127 $67 Sonder at FOUND Union Square -40414) 2-star hotel $114 $98 The Cartwright Hotel -Union Square Bw $114 O 9/93% 4.0 (755) 3-star hotel $119 Corn $122 de Fr $71 $130 $81 $116 $103 419 The Westin St. $132 Francis San. 44 (4405) 4hod $106 $143 Grand San Fran Pr Villa Florence $91 Francisco on L 6 (182) tar hotel ASEPLinda < 4-9 The Herbert 8 (429) View list ST32 Fr School Disruption from Dec 13, 2021 to Jan 13 2022 by Geography School Disruptions (Dec 13, 2021 through Jan 13, 2022) Burbio School Disruption Tracker Created with Datawrapper +8 +11 +2 +4 Click to pin details +14 +90 +287 + 18 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#19Biosecurity tools empower public health leadership Today, we are working alongside & complement public health to aid government, businesses and individuals in making better decisions to manage risk. PUBLIC HEALTH 10 contracts with State DPHs for K12 Work with Eurofins on HHS' "Operation Expanded Testing" in Northeast and South Contract with CDC for Air Travel Biosurveillance BUSINESSES 3,000+ schools and other locations testing 4 major airports in collaboration with CDC and XpresCheck INDIVIDUALS 280,000 individuals testing per week 3M+ samples collected in H2 2021 1) Unless otherwise indicated, data as of week of 1/3/2022 CA WA Concentric Testing Program Footprint AZ NM State / Large Programs (10) Other Actively Testing (3) TX MO AR WI GA PA SC NC NY VA NH NJ DE MD ME ΜΑ RI HHS/Eurofins Programs (11 incl. DC) ● Airports (ATL, EWR, JFK, SFO) 19 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#20Biosecurity tools need to scale on the ground Number of samples tested for COVID-19 per week by Concentric, Jan 2021 - Jan 2022, all modalities 300, concentric by GINKGO May 2020 - Concentric launch WWW.CONCENTRICBYGINKGO COM 200,000 100,000 0 1/6/20 1/27/20 2/17/20 3/9/20 3/30/20 5/11/20 4/20/20 6/1/20 6/22/20 7/20/20 Mar 2021 US Govt. passes ARP bill $10B for K12 Testing with 8/10/20 9/21/20 8/31/20 May 2021 1M samples tested by Concentric Total Individuals Tested 11/2/20 10/12/20 11/23/20 12/14/20 1/4/21 1/25/21 2/15/21 3/8/21 3/29/21 4/19/21 Sep 2021 Launch of CDC Airport Biosurveillance program 5/10/21 5/31/21 6/21/21 Nov 2021 >100k samples tested in one day 7/12/21 8/2/21 8/23/21 9/13/21 10/4/21 10/25/21 11/15/21 12/6/21 12/27/21 20 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#21Learnings inform new biosecurity product development Meet people where they are Mean, Media Mode, and Mean Medion Schools and airports as test sites allow for testing to happen within life's movements. Make it easy Free local onsite support Pick-up by a local courier Results processed by a local lab Collection is done in the classroom and supported by an operationalized network. Empower all participants 212 #OF POOLS 1497 #OF STUDENTS TESTED OF REFLEX TESTS FOF POSITIVE REFLEX RESULTS Antigen Tests 493 #OF STAFF TESTED #OF POSITIVE POOLS 3/12 3:24 Pool Info Participation Staff Studen 34 Every week schools, families, and travelers make decisions off of the data. 21 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#22Ongoing monitoring informing rapid vaccine and therapeutic development can form the backbone of global biosecurity BOT Nationwide Wastewater Monitoring Network As unknown variants continue to spread and testing fatigue increases across the US, the visualizations below illustrate how wastewater-based COMID-19 monitoring can complement clinical testing on a regional and county-level b NATIONWIDE NORTHEAST SOUTH COUNTIES Nationwide Biobot Analytics SAM OFF 20 Ginkgo Bioworks @Ginkgo Ona MIDWEST WEST TH price "@BiobotAnalytics, in collaboration with Ginkgo Bioworks, today announced a successful campaign to sequence over 2,000 wastewater samples across all 50 states for SARS-CoV-2." → Ginkgo Bioworks @Ginkgo Sep 10 "Wastewater-based epidemiology is a critical modality for tracking infectious disease. Creating infrastructure to sequence these samples offers communities & public health experts another tool in the fight against this pandemic & future illness" - @mfoxmck biobot.io/press-release/... +11 41 Concentric by Ginkgo and XpresCheck™ Confirm First North American Detections of Novel BA.3 Sublineage of Omicron Variant through CDC COVID-19 Air Travel Biosecurity Program Example of setup at Hartsfield-Jackson Atlanta International Airport, International Terminal, Baggage Claim Security Checkpoint December 18, 2021 Concours Bagge Claim ExpresCheck Come Test Kit concentric w Ad-Hom www. Vest Kit eurofins Quest Diagnostics 22 Property of Ginkgo Bioworks J.P. MORGAN HEALTHCARE CONFERENCE 2022#23Let's build the world we want to see [email protected]

Download to PowerPoint

Download presentation as an editable powerpoint.

Related

Fiscal 3Q Investor Presentation image

Fiscal 3Q Investor Presentation

Healthcare

FY23 Full-Year Results Presentation image

FY23 Full-Year Results Presentation

Healthcare

Healthcare Network P&L Statement and Expansion Projects image

Healthcare Network P&L Statement and Expansion Projects

Healthcare

Accreditation and Quality Assurance Overview image

Accreditation and Quality Assurance Overview

Healthcare

Investment Highlights image

Investment Highlights

Healthcare

Investor Presentation image

Investor Presentation

Healthcare

IDEAYA Biosciences Interim IDE397 Phase 1 Clinical Data and Q1 2022 Corporate Update image

IDEAYA Biosciences Interim IDE397 Phase 1 Clinical Data and Q1 2022 Corporate Update

Healthcare

BioAtla Investor Presentation Deck image

BioAtla Investor Presentation Deck

Healthcare