Ginkgo Results Presentation Deck
Ginkgo's credibility across end-markets is driving inbound
interest and accelerating the pace of new program launches
# of New Programs by Year
30
10
0
18
2020A
%49+
30
Prior
Projection
11
in H1
2021E
19 New Programs
Expected for H2
Increasing annual
outlook from 23 to 30
Strong mix of new
logos (-60%) & repeat
customers (-40%)
Pharma/biotech
trending to approx.
35% of H2 programs
Strong momentum
with earlier-stage
businesses
11 New
Programs in H1
CORTEVA
agriscience
aldevron
Biogen
With 3 new programs
from repeat customers
Kalo
Pharma &
Biotech
Food
&
Agriculture
Industrial
&
Consumer
Large market for cell programming R&D across segments
Market
Size (1)
$15-$20B
$5-$10B
$7-$10B
Mature Companies
Organizational focus and
benefit from incremental
scale & codebase breadth
Caldevron
Biogen
(1) Market size reflects management estimates for cell programming R&D by industry, excluding spending in academic research
CORTEVA
agriscience
SUMITOMO CHEMICAL
KERRY
Cargill
moderna
ROBERTET
ADM
Roche
Startups
Leapfrog incumbents with
Ginkgo's scale economics and
reduce upfront capital
investments needed
synlogic
Antheia
Aj,
AJINOMOTO
B
BAYER JOYN
R
BIO
CRONOS
GROUP
motif
FOODWORKS
genomatica Kalo
BOLT
THREADS
A
ALLONNIA
(
A
(
Scale and efficiency of the
platform wins; form close
technical partnership and have
opportunity to penetrate large
existing R&D budgets
Breadth of capabilities vs. in-
house teams focused on plant
biology/ food science;
increasingly the default choice
Recent success delivering
commercial cell programs in
these sectors is making Ginkgo
the clear leader
Once a customer is on the platform, Ginkgo's alliance management team
works with the customer to identify new program areas.
Repeat customers are expected to represent about a third of new programs annually.
H 1 UPDATE | AUGUST 2021
GINKGO BIOWORKS
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