Zymergen — Q2 2022 Earnings Presentation
12 slides from Zymergen's earnings presentation, Aug 16, 2022
Slide 1: Grow with Ginkgo Q2 2022 Update & Business Review
Grow with Ginkgo Q2 2022 Update & Business Review August 15, 2022
Slide 2: Disclaimer: Forward-Looking Statements
Disclaimer Forward-Looking Statements This presentation, the conference call and webcast may contain certain forward-looking statements within the meaning of the federal securities laws, including statements regarding our plans, strategies, current expectations, operations and anticipated results of
Slide 3: Disclaimer: Trademarks and Additional Information
Disclaimer Trademarks This presentation may contain trademarks, service marks, trade names and copyrights of other companies, which are the property of their respective owners, and Ginkgo’s use thereof does not imply an affiliation with, or endorsement by, the owners of such trademarks, service marks,
Slide 4: Agenda
Agenda Introduction Jason K elly, Co-Founder and CEO Q2 2022 Financial Update Mark Dmytruk, CFO Strategic Review Jason Kelly, Co-Founder and CEO Q&A Session Moderated by Anna Marie Wagner, SVP Corporate Development Q2 2022 UPDATE & BUSINESS REVIEW Property of Ginkgo Bioworks — 4
Slide 5: Continuing to execute well on our plans in the second quarter of 2022
Continuing to execute well on our plans in the second quarter of 2022 Progress on Key Metrics Strong Financial Health +13 Diverse New Programs: Active $145 73 Programs Biosecurity ($M) Government 3x+ Foundry ($M) Y-o-Y Pharma & Revenue Biotech 46 Growth ~$1.4 billion in Food & Strong Biosecurity Per
Slide 6: Platform improvement, cash runway and sustainability
We believe… 1 2 3 Zymergen and Bayer will We remain focused on our Sustainability is improve our platform and cash runway and achieving fundamental to our drive better customer profitability strategy outcomes The pending additions of Zymergen We are focused on maintaining our ESG is not window dressi
Slide 7: We believe Bayer's ag biologicals assets will improve our platform
We believe… 1 2 3 Zymergen and Bayer will We remain focused on our Sustainability is improve our platform and cash runway and achieving fundamental to our drive better customer profitability strategy outcomes The pending additions of Zymergen and Bayer’s ag biologicals assets are expected to meaningf
Slide 8: Transactions expected to be valuable platform additions
Zymergen and Bayer transactions expected to be valuable platform additions Transactions build on our successful history of opportunistic M&A and technology acquisition integrations Zymergen Bayer Integration of Zymergen’s automation and technical Bayer transaction expected to open up agricultural ca
Slide 9: Transactions complement each other, opening new market opportunities
These transactions complement each other, opening new market opportunities and improving our platform capabilities for our customers Asset purchase deepens ag biologicals vertical expertise ● Leading “translational research” capabilities enhance our offering and will allow us to make these capabiliti
Slide 10: Focus on cash runway and profitability
We believe… 1 2 3 Zymergen and Bayer will We remain focused on our Sustainability is improve our platform and cash runway and achieving fundamental to our drive better customer profitability strategy outcomes We are focused on maintaining our multi-year cash runway and driving toward long-term profita
Slide 11: Cash runway and profitability are important in this environment
Cash runway and profitability are important in this environment, and our underwriting and structuring of the Zymergen and Bayer deals reflects that Significant cost efficiencies in Zymergen transaction means recurring OpEx investment is minimal ● Zymergen to progress independently planned cost and Ginkgo
Slide 12: Significant incremental upside opportunities in Zymergen transaction
Significant incremental upside opportunities in Zymergen transaction that could improve financial case 1 Product Portfolio ● Zymergen exploring strategic alternatives for its Advanced Materials and Drug Discovery businesses ○ Sale(s) could create additional cash proceeds and reduce operating expenses