Telesis Bio, Inc. · OTC:TBIO
Telesis Bio — Investor Presentation (October 2025)
18 slides from Telesis Bio's investor presentation, October 2025
Slide 1: Management Presentation
Management Presentation Telesis Bio | Q4 2025
Slide 2: Safe Harbor Statement
Safe Harbor Statement The information contained in this presentation has been made available to you with the consent of Telesis Bio Inc. (“Telesis Bio,” the “Company,” “we” or “our”) for informational purposes only. This presentation is strictly confidential and may not be reproduced or redistribute
Slide 3: Leveraging deep market expertise and groundbreaking technology for on-demand synthetic biology
Leveraging deep market expertise and groundbreaking technology to deliver on-demand synthetic biology solutions that accelerate discovery Gibson SOLA for overnight synthesis of DNA and RNA
Slide 4: Leadership Team of Domain Experts
Leadership Team of Domain Experts Eric Esser Rocky McDonald Daniel Gibson Michael Nemzek Krishna Kannan President & CEO Senior VP, Finance Chief Technology Officer Chief Commercial Officer VP, Product and Operations ©2024 Telesis Bio 4
Slide 5: Transforming the Business
Transforming the Business Groundbreaking Next-gen Technology Gibson SOLA reagent and software solution for on-demand DNA and RNA synthesis Shaping the company New product Path to to maximize efficiency offering optimized profitability within and capture value for market fit one year ©2024 Telesis Bi
Slide 6: Outsourced Synthesis Slows and Constrains Therapeutic Discovery
Outsourced Synthesis Slows and Constrains Therapeutic Discovery Unpredictable Timing Inconsistent Quality Variable lead times and Variable purity and fidelity extended time to results make results unpredictable Complexity Limits Valuable IP Is Exposed Researchers are often forced Proprietary data mu
Slide 7: Gibson SOLA Synthesis Puts Control Back into the Hands of Researchers
Gibson SOLA Synthesis Puts Control Back into the Hands of Researchers Comprehensive and flexible reagent and software solution for on-demand synthesis to accelerate discovery DNA Synthesis • Unlock the power of overnight synthesis of DNA, RNA and protein • Extreme quality, high reliability, and full
Slide 8: High Value Applications
Antibody Discovery High Value Applications Cell and Gene Therapies Telesis Bio’s Gibson SOLA synthesis solution advances and accelerates discovery across a wide range of mRNA Vaccine Discovery applications at the leading edge of life science Rapid Molecular Diagnostics ©2024 Telesis Bio 8
Slide 9: Telesis Bio Is Built on a History of Innovation in Molecular Biology
Telesis Bio Is Built on a History of Innovation in Molecular Biology 330+ patents in Telesis patent portfolio Original IP Digital to Biological Gibson Short Oligonucleotide from JCVI Conversion Ligation Assembly (SOLA) Gibson Assembly Telesis Bio Established 30,000+ citations from 30+ publications ©
Slide 10: Gibson SOLA is a Novel Approach that is Superior to Traditional Methods
Gibson SOLA is a Novel Approach that is Superior to Traditional Methods Chemical or Enzymatic Gibson SOLA 1 base a time Synthesis Block approach Assembly Highly constrained construct length and complexity Easy to scale with standard liquid handling automation Inherently low fidelity and purity Amena
Slide 11: Multiple Adoption Paths to Fit a Wide Array of Needs
Multiple Adoption Paths to Fit a Wide Array of Needs GIBSON SOLA FOR BECKMAN Robust Throughput DNA Overnight mRNA* Protein* GIBSON SOLA CUSTOM IMPLEMENTATION DNA Very High Throughput Overnight mRNA Protein Any Endpoint Gibson SOLA TELESIS BIO BIOXP® 7days Low Throughput DNA mRNA *Coming soon in a fu
Slide 12: Beckman Coulter Development Collaboration Will Accelerate Adoption and Drive Value
Beckman Coulter Development Collaboration Will Accelerate Adoption and Drive Value Large installed base can easily adopt Gibson SOLA and immediately gain the advantages of overnight on-demand synthesis Gibson SOLA for Beckman Hardware • Ready to use reagent kits • Defined Beckman Echo / Biomek i7 co
Slide 13: The Synthetic DNA and mRNA Market is Large and Growing
The Synthetic DNA and mRNA Market is Large and Growing $5.8B Biopharma Where We Win Antibody Discovery Cell & Gene Therapies GROWING AT 19%* mRNA Vaccine Rapid Molecular Discovery Diagnostics Academic Core Labs *DNA Synthesis Market Report, Global Market Insights, 2024 ©2024 Telesis Bio 13
Slide 14: Gibson SOLA Unlocks Tremendous Value by Accelerating Time To Market
Gibson SOLA Unlocks Tremendous Value by Accelerating Time To Market 2-year Research Potential Commercial Program Milestones $18M $480M+ ©2024 Telesis Bio 14
Slide 15: Solid Unit Economics to Support Profitable Growth
Solid Unit Economics to Support Profitable Growth Gibson SOLA generates revenue through reagent kits and software licensing Competitive Durable Attractive Pricing Recurring Income Margins $0.20 $100-500K+ 70-80% per base at volume per year per customer ©2024 Telesis Bio 15
Slide 16: Advancements of Gibson SOLA Broadens Customer Base
Advancements of Gibson SOLA Broadens Customer Base Advancements • Recycling • Complementation Gibson SOLA for Gibson SOLA Beckman • Automation on additional Addressable Market liquid handlers • Turnkey solution Customized SOLA Implementation Large-scale Research Collab Ease of Adoption ©2024 Telesis
Slide 17: Innovating Solutions to Rapidly Advance Therapeutic and Diagnostic Development
Innovating Solutions to Rapidly Advance Therapeutic and Diagnostic Development Gibson SOLA - Groundbreaking next-gen technology Meeting market needs – Experienced team with overnight results, market expertise complexity, control Targeting high value Nimble company focused applications on efficiency
Slide 18: Thank You
Thank You CONTACT Rocky McDonald, Senior VP of Finance Rocky.McDonald@telesisbio.com (619) 518-9270 18