Ginkgo Results Presentation Deck slide image

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 REVIEW
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