Slide 1: Welcome
Welcome Manja Boerman, Executive Director Board of Directors, 4basebio
Slide 2: 4basebio Mission Statement
4basebio Mission Statement Through our enzymatically-produced DNA technology, we enable clinical and commercial biomanufacturing for advanced therapies, empowering safer, faster, and more cost-effective treatments to improve outcomes for patients worldwide. 2
Slide 3: Our Company
# 4basebio Our Company Amy Walker, CEO
Slide 4: The 4basebio leadership team
The 4basebio leadership team Amy Walker, PhD Christine Wolosin Scott Lorimer Richard Bungay Chief Executive Officer Chief Commercial Officer Chief Operating Officer CFO (July ’26) • First employee at • 25+ years commercial • ~30 years cGMP • ~30 years senior finance 4basebio; previous roles experien
Slide 5: DNA manufacturing. Redefined.
DNA manufacturing. Redefined. Best-in-class proprietary technology on the path to commercial acceleration 2020 >125 Year established Customers served Industry leader in cell-free DNA amplification, 4basebio designs and delivers highly pure, scalable, enzymatically-produced DNA. 31 4 Patent families
Slide 6: 4basebio has focused on DNA manufacturing since 2020
4basebio has focused on DNA manufacturing since 2020 $90M strategic investment closed 4basebio spins out of • $50M primary and $40M Dr. Amy Walker 2InvestAG, an investment First revenues from secondary share offering steps into CEO role company founded by Heikki enzymatically-produced Funding from G
Slide 7: $90m strategic investment closed in November 2024
$90m strategic investment closed in November 2024 $50m primary and $40m secondary share offering 4basebio Cap Table 30% 33% 7% 13% 17% 2Invest Elevage Medical Technologies Holdings, LLC M&G Investment Management Limited Heikki Lanckriet Free float / long term holders
Slide 8: Strong patent portfolio across protected technology platforms
Strong patent portfolio across protected technology platforms with comprehensive and growing IP portfolio 4basebio’s DNA platform Template DNA Enzymes Amplification DSP Product generation processing 33 patent families across the different processes: Processes to make a DNA products Enzymes and uses
Slide 9: Dedicated team driving scientific innovation. Delivering results.
Dedicated team driving scientific innovation. Delivering results. Workforce stats • 28% hold a Bachelors, 43% Masters Degree, 12% PhD • Represent 23 different nationalities • 58% female / 42% male • 74% are under 40 Cambridge, UK • Dedicated RUO and GMP certified manufacturing facility • Research an
Slide 10: Scaling to meet the growing demand of genetic medicines
Scaling for to meet the growing demand of genetic medicines New facility fuels next-phase growth Building features Dedicated production suites for RUO DNA and mRNA Built-for-purpose New facility allows for manufacturing suites to expanded manufacturing support personalized therapies capacity for Res
Slide 11: Our market & opportunity
Our market & opportunity Amy Walker, CEO
Slide 12: Critical starting material for genetic medicines market is primed for disruption
Critical starting material for genetic medicines market is primed for disruption $2.4B ➤ DNA is essential for genetic medicines including Plasmid DNA gene therapy, in vivo and ex vivo cell therapy, Crispr (genetic editing) therapeutic, mRNA Global plasmid market manufacturing market size 2025 therap
Slide 13: Significant opportunity as viral vector modalities advance through the clinic
Significant opportunity as viral vector modalities for genetic medicines advance through the clinic As therapies move from Phase I to Commercial, the volume of DNA required increases significantly On-going clinical trials by vector and phase 100% Double Digit Growth North America Leads 90% 12% 48% 8
Slide 14: 4basebio is uniquely positioned to supply the rapidly expanding genetic medicine markets
4basebio is uniquely positioned to supply the rapidly expanding genetic medicine markets AAV DNA DNA DNA Modality Lenti mRNA mRNA mRNA mRNA End Infections Disease Personalized Cancer Cell & Gene Therapy Gene Editing Therapies application Therapeutics and Vaccines Vaccines/Therapies End-market $16-23
Slide 15: Why enzymatic, cell-free DNA
Purity/safety profile An enzymatic, cell-free manufacturing process eliminates host cell-contamination, endotoxins and antibiotic-resistant genes Why Reliable quality High-fidelity polymerase ensuring sequence accuracy enzymatic, Reduced DNA requirements cell-free DNA No bacterial backbone; dose on
Slide 16: Safety profile of DNA starting material remains a high-focus of drug developers
Safety profile of DNA starting material remains a high-focus of drug developers 4basebio data qPCR backbone titration ONT Nanopore sequencing 15 % reads aligning to backone 15 backbone backbone cp out of total reads % of beta-lactamase 10 10 5 4.410 % plasmid 5 % plasmid “ 0.170 OODR 0 0 V V A A rA
Slide 17: Go-to-market strategy
Go-to-market strategy Disrupting the status quo: Displacing plasmid fermentation with scalable, IP-protected enzymatically- produced DNA Where we play How we win Client relationship cycle Our solution Driving market adoption offering and strategic reach Development (RUO) DNA development Multi-channe
Slide 18: Case study: Emerging biotech
Case study: Emerging biotech US-based biotech working in Looking for a solution to quickly advance their molecule to the clinic. Looking for mRNA vaccines alternatives to PCR and plasmid due to stabilize long PolyA tail used in their process. 2022 2023 2024 October November/December Q1 Q2 Q3 January
Slide 19: Case study: Tier 1 Pharma
Case study: Tier 1 Pharma Multinational company with a Reached out to a leading AAV CDMO to help optimize their manufacturing process strong incubator program Asked specifically to optimize the platform in enzymatically-produced DNA 2024 2025 2026 CDMO reached out Shipped material for Last shipped m
Slide 20: Competitive landscape
# 4basebio Competitive landscape
Slide 21: Competitive landscape
Competitive landscape 4basebio’s platform delivers many advantages compared to other DNA platforms, including safety, cost, and time at scale DNA competitive landscape Leader in enzymatic amplified DNA Synthetic DNA platforms Other RCA pDNA Synthesizers Assemblers Amplifiers Cost-effectiveness ● ◑ F
Slide 22: Decoupling genomic innovation from manufacturing volatility
Decoupling genomic innovation from manufacturing volatility 4basebio moves beyond the bottleneck: Meeting the critical DNA requirements for the genetic medicines landscape The genomic medicine market is Traditional currently built on a bacterial Feature Plasmid DNA Our Enzymatically Produced DNA fou
Slide 23: Financials
& Aoasebio’ a“ ae O c o Lo
Slide 24: 2025 performance delivered strong foundation for expected future growth
2025 performance delivered strong foundation for expected future growth Accelerating revenue growth Experienced ELT team • Revenue increase of 81% (2024 →2025) • GMP certification delivering commercial with expectation of increasing acceleration readiness in 2026 and beyond • Significant pipeline gr
Slide 25: Accelerating adoption of 4basebio DNA in clinical applications
Accelerating adoption of 4basebio DNA in clinical applications Revenue composition evolution as clients progress towards clinic Annual Revenue by Product Grade 1800000 1600000 1400000 Annual Rev (GBP) 1200000 +81% 1000000 800000 600000 400000 +84% 200000 0 2023 2024 2025 RUO HQ GMP 25
Slide 26: 2025 Cost base fully establishes commercial readiness and reaches mature levels
2025 Cost base fully establishes commercial readiness and reaches mature levels Total Operating Expenses (£m) 5.2 Administrative Expenses Operating Costs Commercial Costs 4.9 • 2025 cost structures fully 3.3 10.0 support MHRA accreditation, 8.1 alongside manufacturing and 5.0 readiness for clinical
Slide 27: Company closed 2025 with a strong cash position
Company closed 2025 with a strong cash position Cash Flow (£m) • FY 2025 cash burn of 40 £16.8m 35 30 • Group cash position 14.8 further bolstered by 25 final €7m draw down 20 0.7 of Deutsche Balaton 34.6 1.6 0.4 0.04 facility in April 2026 15 10 17.8 • Cash Runway into late 5 2027 0 Opening Cash Op
Slide 28: Commercial strategy
Commercial strategy Christine Wolosin, CCO 28
Slide 29: Leading the revolution
6 out of 10 52 Leading the Global customers Top pharma companies are purchased 4basebio working with 4basebio produced DNA in 2025 revolution 2 3 customers # of regulatory agencies with a phase I/II where 4basebio material has clinical trial been approved for clinical use 29
Slide 30: Delivering against commercial strategic priorities
Delivering against commercial strategic priorities 01 02 03 04 Grow an Be the preferred Drive momentum Accelerate customer experienced choice in preclinical in the clinic acquisition through commercial team execution Expansion of Drive early adoption Target strategic infrastructure commercial team a
Slide 31: An experienced commercial organization strategically located near biotech hubs
An experienced commercial organization strategically located near biotech hubs North America UK & Europe Biotech hub Commercial team member(s) 31
Slide 32: Biotechs and startups drive early technology adoption
Biotechs and startups drive early technology adoption with strong signals from pharma and CDMOs mRNA and North America lead share in modality and geographical reach 2025 Orders by Client type 2025 Modality reach Orders by Client Type 2025: Orders by Modality 10% 7% 13% mRNA: Sub-modalities 10% ID Va
Slide 33: Advancing opportunity pipeline as more next-gen molecules advance toward the clinic
Advancing opportunity pipeline as more next-gen molecules advance toward the clinic Diversifying pipelines across modalities helps de-risk business from macro and micro economic shifts Current Pipeline - # Opportunities by Grade Contract size range per Pipeline by Modality by Grade opportunity # opp
Slide 34: Strong growth in clinical grade opportunities signals adoption of 4basebio DNA
Strong growth in clinical grade opportunities signals adoption of 4basebio DNA to power the next generation new therapies Drug innovators are seeing the benefit of enzymatically-produced DNA to help impact patient lives Opportunity Pipeline by Value Opportunity Pipeline by Count Opportunity Pipeline
Slide 35: Leveraging scientific and commercial expertise to build momentum
4basebio is leveraging scientific and commercial expertise to build momentum as a credible DNA partner Pipeline Growth Quarter over Quarter 0.12 1.20 0.10 1.00 Turning elite scientific knowledge and Value of Opportunities 0.08 0.80 commercial excellence # of Records 0.06 0.60 into proven client 0.04
Slide 36: Disruptive Technology, Better Patient Outcomes
Disruptive Proprietary and World-Class disruptive Scientific and Technology, technology Commercials Team Better Patient Outcomes: Powering the Next Generation of Safe, Well-invested clinical Proven Leadership manufacturing Driving Our Next Cost-Effective Genetic capabilities Phase of Growth Medicine
Slide 37: Thank you
Thank you 25 Norman Way, Over, Cambridge, CB24 5QE, UK 4basebio.com 4basebio.com 37