Telesis Bio, Inc. · OTC:TBIO
Telesis Bio — Investor Presentation (October 2026)
18 slides from Telesis Bio's investor presentation, October 2026
Slide 1: The Build Engine for Your AI Lab
The Build Engine for Your AI Lab DNA synthesis at the speed of AI NON-CONFIDENTIAL
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: Telesis Bio: A Legacy of Game-Changing DNA Innovation
TELESIS BIO: A LEGACY OF GAME-CHANGING DNA INNOVATION PROTECTED BY From Gibson Assembly to intelligent, on-premises DNA synthesis 200+ PATENTS 2009 2017 TODAY ERIC ESSER President & CEO Telesis Bio ON-PREMISES GIBSON ASSEMBLY GIBSON SOLA DNA SYNTHESIS Seamless DNA assembly On-demand, distributed syn
Slide 4: Telesis Bio Is at the Core of the AI Drug Discovery Revolution
TELESIS BIO IS AT THE CORE OF THE AI DRUG DISCOVERY REVOLUTION Prediction Generative AI is transforming drug discovery Model DNA AI models require millions of data points Autonomous AI-Lab DNA has become the currency of the Telesis Bio powers the physical build autonomous lab steps of the loop Data
Slide 5: Traditional Outsourced DNA Doesn't Work in This New Paradigm
TRADITIONAL OUTSOURCED DNA DOESN’T WORK IN THIS NEW PARADIGM Prediction Order Wait DNA service providers cannot produce at the scale, speed and cost needed by AI labs Model Outsourced DNA Solving this bottleneck requires in-sourced DNA synthesis capability Autonomous Receive AI-Lab The design-build-
Slide 6: Gibson SOLA Delivers Speed, Scale, & Cost for the AI Lab
TELESIS BIO’S GIBSON SOLA® DELIVERS SPEED, SCALE, & COST FOR THE AI LAB Speed Structure Cost Vertical 10x integration -75% Faster AI learning rate One controlled system Reduction Shorten hypothesis-to- Reduced cost per data Turnkey integration from answer, accelerate DBTL point to drive throughput s
Slide 7: The AI Enabled Lab Market Is at a Massive Inflection Point
THE AI ENABLED LAB MARKET IS AT A MASSIVE INFLECTION POINT Annual synthetic DNA demand ($M) AI foundation model wet lab inputs ~$2.5b total $692M AI | ~31% 11% 60 600 Overall market CAGR 50 500 $1b ~$1.3b total 42% Wet lab input proxy Number of models 40 400 $120m AI | ~9% AI-driven demand CAGR 30 3
Slide 8: AI Labs Drive >$3.5B Incremental Increase in DNA Demand Over the Next 5 Years
AI LABS DRIVE >$3.5B INCREMENTAL INCREASE IN DNA DEMAND OVER THE NEXT 5 YEARS MARKET SEGMENTED BY BUYER TYPE AND DEMAND DRIVER Adjacent — not targeted today Telesis Bio's addressable segment Dry lab Pharma model Wet lab full stack Marketplaces Cloud labs model builders builders model builders The ad
Slide 9: The Path to >$3.5B in Incremental DNA Demand
THE PATH TO >$3.5B IN INCREMENTAL DNA DEMAND MODEL BUILDERS USERS focused on "improving the model" focused on "finding a molecule" Foundation model Foundation model Model Iterative initial training generational improvement fine tuning design Samples needed per round Samples needed per round Samples
Slide 10: AI + Wet Lab Is the New Paradigm
AI + WET LAB IS THE NEW PARADIGM AI models are tightly integrated with wet lab capabilities Lightning-fast DBTL cycles are driving development of AI models Outsourced DNA is a massive MODEL LAB bottleneck at scale NON-CONFIDENTIAL 10
Slide 11: Customer Example: Hyperscale Cloud Lab
CUSTOMER EXAMPLE: HYPERSCALE CLOUD LAB >2,000 Throughput service providers can't reach delivered on-premise with Telesis Bio genes/day How we got there Cloud lab hyper-scalers Entrenched service On-premise design, require massive DNA providers competing synthesis, and quantities with rapid in the sa
Slide 12: Customer Example: Full Stack AI Native Drug Discovery
CUSTOMER EXAMPLE: FULL STACK AI NATIVE DRUG DISCOVERY 36 hrs vs. 15-day TAT with service provider delivered 10X faster on-premise with Telesis Bio Sequence-to-DBTL How we got there Gut-stable antibody On-premise design, Service provider could program needed a 36- synthesis, and only deliver a 15-day
Slide 13: The Company with the Fastest Learning Rate Will Win the AI Drug Discovery Race
THE COMPANY WITH THE FASTEST LEARNING RATE WILL WIN THE AI DRUG DISCOVERY RACE AI Labs need <1 week Only Gibson SOLA sequence to data can get them there 16 weeks Time Time 5w 6 weeks 2w+ 3 days < 3d ‘24 ‘25 ‘26 Telesis Bio Outsourced Data Service Gibson SOLA® DNA + wet lab Provider NON-CONFIDENTIAL
Slide 14: Gibson SOLA Platform Unlocks One Integrated Workflow
GIBSON SOLA PLATFORM UNLOCKS ONE INTEGRATED WORKFLOW Design, synthesis, and configured automation as a comprehensive solution GIBSON SOLA Design Synthesis • AI-guided sequence • Intelligent synthesis • Gibson SOLA enzymatic • Produce full-length Linear design feeds directly into facilitates more re-
Slide 15: Configurations of Telesis Bio Solutions
CONFIGURATIONS OF TELESIS BIO SOLUTIONS Two packaged offerings for AI-native labs, priced for how they scale. TELESIS BIO OFF-THE-SHELF CONFIGURATION Gibson SOLA Recommended hardware configuration AI-Design SW Complexity analysis License • Expression-ready dsDNA $200–600K • Pre-designed automation c
Slide 16: Every Competing Approach Hits a Structural Ceiling SOLA Is Built to Clear
EVERY COMPETING APPROACH HITS A STRUCTURAL CEILING SOLA IS BUILT TO CLEAR Hardware makers Reagent makers Service providers Where they fall short Where they fall short Where they fall short • No path to vertical integration • Shipping reagents only • No on-premise capability • No throughput data at r
Slide 17: Telesis Bio Is the Build Engine for AI Labs
TELESIS BIO IS THE BUILD ENGINE FOR AI LABS AI DESIGN GIBSON SOLA EXPRESSION BIOLOGICAL DATA Achieve unmatched learning rate driven by Gibson SOLA INTEGRATED ON-PREM EXPRESSION-READY STRUCTURAL WORKFLOW DNA IN A DAY ECONOMICS + IP Remove the multi-day Industry leading cost per AI-enabled design thro
Slide 18: Thank You
Thank You CONTACT Rocky McDonald, Senior VP of Finance Rocky.McDonald@telesisbio.com (619) 518-9270 NON-CONFIDENTIAL