Ginkgo Results Presentation Deck
Overexposure to a narrow market can mean that if that market
stumbles the platform can fail. We plan to remain horizontal.
Cumulative
Programs
Archetype
Late-Stage
Examples
Consumer & Technology
14
2020
ROBERTET
18
CRONOS
GROUP
2021
Peach and coconut
flavors
Industrials & Environment
CBG and CBGV
successfully produced
18
• Wide variation in program types:
o New product innovation (higher risk / higher value share) and
drop-in-replacements (lower risk / lower value share)
o Commodity segments (lower value share) vs. specialty
ingredients (higher value share)
• Historically focused on cost and sustainability, increasingly focused
on new functionality
2020
26
Confidential
2021
Small molecule
chemical
Food & Agriculture
23
2020
31
2021
• Many projects involve a deeper
"discovery" element (higher risk,
higher value share)
. Moderate time to market,
depending on regulatory
framework
Hemami GRAS
motif Certification
JOYN Early Nitrogen
BIO Fixation field trials
Pharma & Biotech
13
2020
aldevron®
● Majority of programs are geared
towards creating new products and
have extensive regulatory
requirements / oversight
• High risk (i.e. clinical failure) offset
by high margins (and higher royalty
rates)
Confidential
24
synlogic
2021
>10x improvement
Nucleic acid vaccine
(in trials)
IND-enabling studies
27
Property of Ginkgo Bioworks
2021 UPDATE & BUSINESS REVIEWView entire presentation