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GINKGO BIOWORKS Grow with Ginkgo Q2 2026 Update & Business Review August 5 , 2026
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Property of Ginkgo Bioworks — 2Q2 2026 UPDATE & BUSINESS REVIEW FORWARD-LOOKING STATEMENTS This presentation, the conference call and webcast contain certain forward-looking statements within the meaning of the federal securities laws, including statements regarding our plans, including with respect to technology adaptations to meet our customers’ needs and the integration of our autonomous lab platform with third-party artificial intelligence models, strategies, including with respect to our current expectations, operations and anticipated results of operations, both business and financial, including the timing for attaining Adjusted EBITDA breakeven, potential customer success, including successful application of our offerings by our customers, expected benefits from our strategic partnerships and collaborations (including with named partners such as ProQR and Amazon), the anticipated growth, scaling, capacity, capabilities and competitive position of our autonomous lab (including Nebula) and of our Cloud Lab, Datapoints and Solutions offerings, including our increase of the total number of devices housed in Nebula’s RACs and other expected features such as the automated nano-scale chemistry on RACs, multistep synthesis, safety-seq and biochemical screens, our beliefs and estimates regarding the size, composition, growth and pace of adoption of the market for autonomous laboratory and related services (including the displacement of manual laboratory work), expectations concerning increased government investment in and contracting for autonomous laboratory infrastructure, expectations regarding the development, performance and future enhancements of our platform and new product and service introductions, and expectations with regard to revenue, including our ability to meet all milestones and achieve the maximum revenue available under certain of our customer arrangements, expenses, our full year 2026 outlook including the total cash burn guidance, and the market environment, all of which are subject to known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements, market trends, or industry results to differ materially from those expressed or implied by such forward-looking statements. These forward-looking statements generally are identified by the words "believe," "can," "project," "potential," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," “target,” “goal,” “aim,” “design,” “forecast,” “outlook,” “guidance,” “seek,” “position,” and similar expressions, as well as the negatives of such terms. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Many factors could cause actual future events to differ materially from the forward-looking statements in this document, including but not limited to: (i) our ability to realize near-term and long-term cost savings associated with our site consolidation plans, including the ability to terminate leases or find sub-lease tenants for unused facilities, (ii) volatility in the price of Ginkgo's securities due to a variety of factors, including changes in the competitive and highly regulated industries in which Ginkgo operates and plans to operate, variations in performance across competitors, and changes in laws and regulations affecting Ginkgo's business, (iii) the ability to implement business plans, forecasts, and other expectations, and to identify and realize additional business opportunities, including with respect to our solutions and tools offerings, (iv) the risk of downturns in demand for products using synthetic biology, (v) the uncertainty regarding the demand for passive monitoring programs and biosecurity services, (vi) changes to the biosecurity industry, including due to advancements in technology, emerging competition and evolution in industry demands, standards and regulations, (vii) the outcome of any pending or potential legal proceedings against Ginkgo, (viii) our ability to realize the expected benefits from and the success of our platform programs and assets, (ix) our ability to successfully develop engineered cells, bioprocesses, data packages or other deliverables, (x) the product development, production or manufacturing success of our customers, (xi) our exposure to the volatility and liquidity risks inherent in holding equity interests in other operating companies and other non-cash consideration we may receive for our services, (xii) the potential negative impact on our business of our restructuring or the failure to realize the anticipated savings associated therewith, (xiii) the uncertainty regarding government budgetary priorities and funding allocated to government agencies, including potential adverse effects from the U.S. government shutdown, (xiv) our ability to scale, expand the capacity of, and continue to develop the capabilities of our autonomous lab (including Nebula) on the timelines and to the extent we anticipate, (xv) the pace and degree to which autonomous laboratory infrastructure is adopted by, and displaces manual laboratory work in, the broader life sciences and industrial biotechnology markets, (xvi) the actual size, composition and growth of the addressable markets we target, which may differ materially from our estimates, (xvii) our ability to integrate our autonomous lab platform with third-party artificial intelligence models and other technologies, and the rate of development and adoption of such technologies, and (xviii) our ability to maintain and expand strategic partnerships and customer relationships, including those with named partners referenced in this release. The foregoing list of factors is not exhaustive. Y ou should carefully consider the foregoing factors and the other risks and uncertainties described in the "Risk Factors" section of Ginkgo's annual report on Form 10-K filed with the U.S. Securities and Exchange Commission (the "SEC") on February 26, 2026 and other documents filed by Ginkgo from time to time with the SEC. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Ginkgo assumes no obligation to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Ginkgo does not give any assurance that it will achieve its expectations. INDUSTRY AND MARKET DATA In this presentation, Ginkgo relies on and refers to certain information and statistics regarding the markets and industries in which Ginkgo competes. Such information and statistics are based on Ginkgo management’s estimates and/or obtained from third-party sources, including reports by market research firms and company filings. While Ginkgo believes such third-party information is reliable, there can be no assurance as to the accuracy or completeness of the indicated information, and Ginkgo has not independently verified the accuracy or completeness of the information provided by the third-party sources. USE OF NON-GAAP FINANCIAL MEASURES Certain of the financial measures included in this presentation, including Adjusted EBITDA, cash flow and cash burn, have not been prepared in accordance with generally accepted accounting principles (“GAAP”), and constitute “non-GAAP financial measures” as defined by the SEC. Ginkgo has included these non-GAAP financial measures because it believes they provide an additional tool for investors to use in evaluating Ginkgo’s financial performance and prospects. Due to the nature and/or size of the items being excluded, such items do not reflect future gains, losses, expenses or benefits and are not indicative of our future operating performance. These non-GAAP financial measures are supplemental to, and should not be considered in isolation from, or as an alternative to, financial measures determined in accordance with GAAP. In addition, these non-GAAP financial measures may differ from non-GAAP financial measures with comparable names used by other companies. See the reconciliation included in this presentation for additional information regarding certain of the non-GAAP financial measures included in this presentation, including a description of these non-GAAP financial measures and a reconciliation of the historic measures to Ginkgo’s most comparable GAAP financial measures. Ginkgo does not reconcile its forward-looking non-GAAP financial measures to the corresponding GAAP measures, due to variability and difficulty in making accurate forecasts and projections and/or certain information not being ascertainable or accessible; and because not all of the information, such as unrealized equity gains and losses necessary for a quantitative reconciliation of these forward-looking non-GAAP financial measures to the most directly comparable GAAP financial measure, can be predicted with reasonable accuracy and is available to Ginkgo without unreasonable efforts. For the same reasons, Ginkgo is unable to address the probable significance of the unavailable information. Ginkgo provides non-GAAP financial measures that it believes will be achieved, however it cannot accurately predict all of the components of the adjusted calculations and the GAAP measures may be materially different than the non-GAAP measures. 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, trade names and copyrights. Solely for convenience, some of the trademarks, service marks, trade names and copyrights referred to in this presentation may be listed without the TM, © or ® symbols, but Ginkgo will assert, to the fullest extent under applicable law, the rights of the applicable owners, if any, to these trademarks, service marks, trade names and copyrights. Disclaimer
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Property of Ginkgo Bioworks — 3Q2 2026 UPDATE & BUSINESS REVIEW Introduction Jason Kelly, Co-Founder and CEO Q2 2026 Financial Update Steve Coen, CFO Strategic Review Jason Kelly, Co-Founder and CEO Q&A Session Moderated by Daniel Marshall, Sr. Manager of Communications and Ownership Agenda
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Property of Ginkgo Bioworks — 4Q2 2026 UPDATE & BUSINESS REVIEW OUR MISSION Make biology easier to engineer IN 2026 GINKGO WILL FOCUS AND INVEST TO WIN AUTONOMOUS LABS Focus Ginkgo's efforts on Autonomous Labs as the common platform for biotechnology research. Invest to extend our current progress in technology. Demonstrate the capabilities of Autonomous Labs by decommissioning the majority of Ginkgo's lab benches, walk-up automation, and workcells and moving our three R&D services businesses onto a single, large Autonomous Lab. Book new sales of Autonomous Labs in biopharma, national labs, and research universities.
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Property of Ginkgo Bioworks — 5Q2 2026 UPDATE & BUSINESS REVIEW ANNUAL CASH BURN(1) ($M) Our improved cash burn allows us to invest in winning Autonomous Labs (Unaudited) Ginkgo remains in a strong financial position with $302 million in cash, cash equivalents, and marketable securities with no bank debt as of Q2 2026 $302M (1) References to cash burn is defined as change in GAAP cash, cash equivalents, and marketable securities excluding Company imposed cash restrictions, as adjusted for unrealized equity gains and losses. Cash burn excludes net proceeds from ATM sales. For a reconciliation of Cash burn, see the Appendix. $150 Cash burn to $150M targetCash burn to $125M target Ginkgo has also set aside $87 million in restricted cash for customers and operating activities +$87M
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Property of Ginkgo Bioworks — 6Q2 2026 UPDATE & BUSINESS REVIEW Agenda Introduction Jason Kelly, Co-Founder and CEO Q2 2026 Financial Update Steve Coen, CFO Strategic Review Jason Kelly, Co-Founder and CEO Q&A Session Moderated by Daniel Marshall, Sr. Manager of Communications and Ownership
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Property of Ginkgo Bioworks — 7Q2 2026 UPDATE & BUSINESS REVIEW Three Months Ended June 30, Six Months Ended June 30, In millions of USD 2026 2025 % Y oY 2026 2025 % Y oY Revenue (1) $20 $39 (48%) $40 $77 (49%) Costs and operating expenses: Cost of other revenue (2) 1 4 (62%) 4 7 (41%) Research and development (2) 30 31 (4%) 60 80 (25%) General and administrative (2) 12 16 (26%) 24 36 (31%) Stock-based compensation (3) 8 19 (58%) 25 36 (32%) Depreciation and amortization 12 15 (19%) 25 30 (16%) Restructuring charges (4) 0 4 (100%) 0 8 (100%) Carrying cost of excess space (net of sublease income) (5) 14 12 15% 30 24 25% Merger and acquisition related expense (income) (6) 1 (4) (131%) 1 (5) (124%) Other (income) expense, net (7) (1) (5) (71%) 3 (2) (240%) Income taxes 0 (0) (145%) 0 $0 (125%) Net loss from continuing operations (57) (54) (7%) (133) (137) 2% Total Adjusted EBITDA (8) (36) (25) (44%) (79) (70) (13%) Capital expenditures (net of tenant improvement allowance) 3 0 100% 5 4 25% Cash burn (9) (45) (27) 67% (93) (96) (3%) Q2 2026 Financial Summary (Unaudited) 1. Six months ended June 30, 2025 includes $7.5 million of non-cash revenue from a release of deferred revenue relating to the mutual termination of a customer agreement with BiomEdit. 2. The costs and operating expenses exclude expenses which are separately captioned below. 3. Includes $0.4 million and $0.2 million in employer payroll taxes for the three months ended June 30, 2026 and 2025, respectively, and $1.3 million and $0.5 million for six months ended June 30, 2026 and 2025, respectively. 4. Restructuring charges primarily consist of employee termination costs from the reduction-in-force commenced in June 2024 and substantially concluded by December 31, 2025. 5. The carrying cost of excess space includes base rent, common area maintenance charges, and real estate taxes associated with facilities the Company is not occupying, net of any sublease income from these spaces. 6. Represents transaction and integration costs directly related to mergers, acquisitions and divestitures, including: (i) legal, consulting and accounting fees associated with acquisitions, (ii) post-acquisition employee retention bonuses, (iii) (gain)/loss from changes in the fair value of contingent consideration liabilities resulting from acquisitions, and (iv) securities litigation costs. 7. Includes interest income, interest expense, loss on investments, changes in fair value of certain assets and liabilities, and other gains and losses. 8. For a reconciliation of Adjusted EBITDA, see the Appendix. 9. References to cash burn is defined as change in GAAP cash, cash equivalents, and marketable securities excluding Company imposed cash restrictions, as adjusted for unrealized equity gains and losses. Cash burn excludes net proceeds from ATM sales. For a reconciliation of Cash burn, see the Appendix.
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Property of Ginkgo Bioworks — 8Q2 2026 UPDATE & BUSINESS REVIEW Historical Outlook In millions of USD FY2025 FY2026 Total cash burn(1) ($171) ($150) - ($125) Ginkgo reaffirms total cash burn guidance (1) References to cash burn is defined as change in GAAP cash, cash equivalents, and marketable securities excluding Company imposed cash restrictions, as adjusted for unrealized equity gains and losses. Cash burn excludes net proceeds from ATM sales. For a reconciliation of historical Cash burn, see the Appendix.
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Property of Ginkgo Bioworks — 9Q2 2026 UPDATE & BUSINESS REVIEW Agenda Introduction Jason Kelly, Co-Founder and CEO Q2 2026 Financial Update Steve Coen, CFO Strategic Review Jason Kelly, Co-Founder and CEO Q&A Session Moderated by Daniel Marshall, Sr. Manager of Communications and Ownership
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Property of Ginkgo Bioworks — 10Q2 2026 UPDATE & BUSINESS REVIEW OUR MISSION Make biology easier to engineer
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Property of Ginkgo Bioworks — 11Q2 2026 UPDATE & BUSINESS REVIEW 1 2 3 Nebula, our autonomous lab, is the largest in the world—and it is scaling rapidly. Autonomous labs are becoming an imperative for American science. We are using the autonomous lab to compete with offshore CROs. 11 We believe…
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Property of Ginkgo Bioworks — 12Q2 2026 UPDATE & BUSINESS REVIEW 1 2 3 Nebula, our autonomous lab, is the largest in the world—and it is scaling rapidly. Autonomous labs are becoming an imperative for American science. We are using the autonomous lab to compete with offshore CROs. 12 We believe…
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Property of Ginkgo Bioworks — 13Q2 2025 UPDATE & BUSINESS REVIEW The frontier of US biotechnology is being offshored to China
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Property of Ginkgo Bioworks — 14Q2 2026 UPDATE & BUSINESS REVIEW The US must automate lab work to remain globally competitive in science
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Property of Ginkgo Bioworks — 15Q2 2026 UPDATE & BUSINESS REVIEW Ginkgo is building the first autonomous lab for a national lab under the Genesis Mission.
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Property of Ginkgo Bioworks — 16Q2 2026 UPDATE & BUSINESS REVIEW Ginkgo building Autonomous Labs for MIT, Caltech, Maryland and Northwestern
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Property of Ginkgo Bioworks — 17Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation
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Property of Ginkgo Bioworks — 18Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation Autonomous Car
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Property of Ginkgo Bioworks — 19Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation Autonomous Car 99% of transportation!
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Property of Ginkgo Bioworks — 20Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation Traditional Automation Workcell
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Property of Ginkgo Bioworks — 21Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation Traditional Automation Workcell 95%+ of research budget!
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Property of Ginkgo Bioworks — 22Q2 2026 UPDATE & BUSINESS REVIEW Request Flexibility Amount of Automation Traditional Automation Workcell Ginkgo Autonomous Lab 95%+ of research budget!
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Property of Ginkgo Bioworks — 23Q2 2026 UPDATE & BUSINESS REVIEW The ROI for an autonomous lab is clear. Our manual lab used ~3x the space per instrument compared to our autonomous lab. Operational 40 hours a week. Operational 168 hours a week (a 4x improvement). Traditional Lab Autonomous Lab Repeatability, traceability, and electronic records of all operations are essential for AI-driven scientific work and are greatly enabled by robotic labs.
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Property of Ginkgo Bioworks — 24Q2 2026 UPDATE & BUSINESS REVIEW Autonomous labs increase the number of jobs for US scientists by increasing the return on investment of their knowledge
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Property of Ginkgo Bioworks — 25Q2 2026 UPDATE & BUSINESS REVIEW 1 2 3 Nebula, our autonomous lab, is the largest in the world—and it is scaling rapidly. Autonomous labs are becoming an imperative for American science. We are using the autonomous lab to compete with offshore CROs. 25 We believe…
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Property of Ginkgo Bioworks — 26Q2 2026 UPDATE & BUSINESS REVIEW Ginkgo has the largest autonomous lab in the world. 26
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Property of Ginkgo Bioworks — 27Q2 2026 UPDATE & BUSINESS REVIEW Nebula now has 105 RACs and has the capacity to run experiments for dozens of our scientists at once every day and night.
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Property of Ginkgo Bioworks — 28Q2 2026 UPDATE & BUSINESS REVIEW 100+ protocols (30+ unique) submitted by scientists in a single day running across 100+ lab devices on an integrated automation setup. We believe there is nothing else like Nebula in the world today. It is proof that autonomous labs are feasible.
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Property of Ginkgo Bioworks — 29Q2 2026 UPDATE & BUSINESS REVIEW 24/7 lab operations for variable lab work
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Property of Ginkgo Bioworks — 30Q2 2026 UPDATE & BUSINESS REVIEW Nebula tours are becoming a trend.
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Property of Ginkgo Bioworks — 31Q2 2026 UPDATE & BUSINESS REVIEW Come visit!!! https://calendly.com/ginkgo-bio/tour-ginkgo
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Property of Ginkgo Bioworks — 32Q2 2026 UPDATE & BUSINESS REVIEW Try your protocols on Nebula
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Property of Ginkgo Bioworks — 33Q2 2026 UPDATE & BUSINESS REVIEW 1 2 3 Nebula, our autonomous lab, is the largest in the world—and it is scaling rapidly. Autonomous labs are becoming an imperative for American science. We are using the autonomous lab to compete with offshore CROs. 33 We believe…
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Property of Ginkgo Bioworks — 34Q2 2026 UPDATE & BUSINESS REVIEW Onshoring American Industry Through Technology
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Property of Ginkgo Bioworks — 35Q2 2026 UPDATE & BUSINESS REVIEW Ginkgo’s innovative pharma services continue to onshore American industry through innovation.. U.S. autonomous labs are required to beat the efficiencies delivered by China’s low labor costs. Ginkgo’s goal is for its autonomous labs to outpace China’s R&D labor efficiencies China has achieved a meaningful increase in speed and reduced levelized cost of biopharma R&D … Faster development and stronger ecosystem economics materially lower biopharma R&D costs “ – McKinsey Global Institute, 2026 1 2 THE IMPLICATION Reshoring U.S. R&D with critical infrastructure
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Property of Ginkgo Bioworks — 36Q2 2026 UPDATE & BUSINESS REVIEW Ginkgo Datapoints ADME Services: ~10x cheaper than WuXi. 17 customers in first 6 weeks. Same assays trusted industry wide. Automated. $199 per compound ADME-One — 5 assays + PK projection + compound management $2,000–5,000+ per compound Traditional Western ADME vendors — panel only $1,000–2,500+ per compound Chinese CRO vendors — panel only w/ partners Inductive Bio and Tangible Scientific Others Ginkgo Data panel shows comparison for plasma protein binding versus published data from well-known global CRO, r=0.97 Absorption, Distribution, Metabolism, Excretion
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Property of Ginkgo Bioworks — 37Q2 2026 UPDATE & BUSINESS REVIEW Validating Ginkgo Datapoints’ Tier 1 ADME Assay Objective Demonstrate that Datapoints’ ADME services produce high quality and reproducible data which meet reasonable expectations for agreement with external CROs. Provide customers with the data they need to trust Ginkgo as a reliable ADME service provider. [ GINKGO DATAPOINTS: ADME SERVICES] Internal Assay Quality Control CVs: Average < 15% Replicate Variability: Spearman Coefficient ≥0.9 External Agreement Selected control compounds compared to publicly available data in literature and from industry peers Binning Agreement: ~80% of compound fall into correct bins Ranking: Spearman Coefficient ≥0.7
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Property of Ginkgo Bioworks — 38Q2 2026 UPDATE & BUSINESS REVIEW [ GINKGO DATAPOINTS: ADME SERVICES] Kinetic Solubility Rank Agreement: Strong rank order between Ginkgo and industry peer Compound Industry Peer Ginkgo Bin Amiodarone Low Low Cinnarizine Low Low Flunarizine Low Low Nicardipine Low Low Tamoxifen Low Low Haloperidol Mid Mid Griseofulvin Mid Mid Phenytoin Mid Mid Binning Agreement: Ginkgo bins compounds very similarly to industry peer Bins: Low <10 uM; Medium = 10–100 uM; High = >100 uM Ginkgo vs Industry Peer Ksol Rank Ginkgo Rank Industry Peer Rank Spearman’s Rho 0.97
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Property of Ginkgo Bioworks — 39Q2 2026 UPDATE & BUSINESS REVIEW [ GINKGO DATAPOINTS: ADME SERVICES] MDCK-MDR1 Permeability Rank Agreement: Strong rank order between Ginkgo and industry peer Binning Agreement: Ginkgo bins compounds very similarly to industry peer Spearman’s Rho 0.81 Industry Peer Rank Ginkgo Rank Ginkgo vs Industry Peer Papp(A-B) Rank Compound Industry Bin Ginkgo Bin Cimetidine Low Mid Atenolol Low Mid Nicardipine - Mid Prazosin - Mid Quinidine Mid Mid Fluconazole Mid Mid Metoprolol - High Warfarin High High Verapamil - High Carbamazepine High High Propranolol High High Acetaminophen High High Caffeine - High Papp (A-B) Bins: Low = <1 x 10-6 cm/s, Medium = 1-10 x 10-6 cm/s, High = >10 x 10-6 cm/s Efflux Ratio
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Property of Ginkgo Bioworks — 40Q2 2026 UPDATE & BUSINESS REVIEW [ GINKGO DATAPOINTS: ADME SERVICES] Microsomal Stability (human microsomes) Spearman’s Rho 0.93 Industry Peer Rank Ginkgo Rank Ginkgo vs Industry Peer Intrinsic Clearance Rank Compound Industry Peer Ginkgo Carbamazepine Low Mid Metoprolol Mid Mid Fluoxetine Mid Mid Erythromycin High High Propranolol High High Omeprazole High High Diclofenac High High Verapamil High High Midazolam High High Carbamazepine Metoprolol Fluoxetine Erythromycin Propranolol Omeprazole Diclofenac Verapamil Midazolam Bins: Low < 6.7 uL/min/mg; Medium = 6.7 -15.6 uL/min/mg; High = >15.6 uL/min/mg Rank Agreement: Strong rank order between Ginkgo and industry peer Binning Agreement: Ginkgo bins compounds very similarly to industry peer
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Property of Ginkgo Bioworks — 41Q2 2026 UPDATE & BUSINESS REVIEW [ GINKGO DATAPOINTS: ADME SERVICES] P450 Inhibition (3A4M) Rank Agreement: Strong rank order between Ginkgo and industry peer Binning Agreement: Ginkgo bins compounds very similarly to industry peer Compound Industry Peer Bin Ginkgo Bin Ketoconazole Low Low Disulfiram Low Low Fluoxetine High High Mibefradil Low Low Paroxetine High High Ritonavir Low Low Voriconazole Medium High Atipamezole Low Medium Bins: Low < 1 uM; Medium = 1–10 uM; High = >10 uM Percentage Inhibition Concentration (μM) Ketoconazole Percentage Inhibition Concentration (μM) Quinidine Spearman’s Rho 0.86 Industry Peer Rank Ginkgo Rank
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Property of Ginkgo Bioworks — 42Q2 2026 UPDATE & BUSINESS REVIEW [ GINKGO DATAPOINTS: ADME SERVICES] Plasma Protein Binding Rank Agreement: Strong rank order between Ginkgo and industry peer Value Agreement: Ginkgo returns data that correlates strongly with values from literature and an industry peer Compound Fraction unbound - (literature / Industry Peer) Fraction unbound - Ginkgo Diclofenac 0.005 < LOD Telmisartan 0.005 0.03 Warfarin 0.008 0.003 Montelukast 0.01 0.013 Piroxicam 0.015 0.042 Tolbutamide 0.04 0.055 Fluoxetine 0.06 0.055 Sulindac 0.06 0.07 Verapamil 0.094 0.14 Imipramine 0.11 0.15 Propranolol 0.24 0.23 Diltiazem 0.28 0.18 Cimetidine 0.8 1.2 Fluconazole 0.94 0.91 Industry Peer/Literature Rank Ginkgo Rank Ginkgo vs Industry Peer Fraction Unbound Rank Spearman’s Rho 0.97 Fraction Unbound (Ginkgo) Fraction Unbound Industry Peer/Literature Rank P value r^2 <0.01 0.93
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Property of Ginkgo Bioworks — 43Q2 2026 UPDATE & BUSINESS REVIEW Assays Kinetic solubility Microsomal stability P450 inhibition Data Package Raw data, metadata, and summary QC metrics (CV%, Robust Z’) for 320 compounds selected from LOPAC and controls Experimental Design Solubility tested in PBS pH7.4, static incubation for 2 hours at 37°C Human liver microsomes incubated at t=0, 10, 20, 30, 45 minutes CYP2D6 tested at 7 non-zero concentrations Key Results Controls comparable to literature values 100% process QC for each assay Link https://datapoints.ginkgo.bio/dataset-accessDOWNLOAD OUR DATASETS Case Study: 320 Compounds from the LOPAC library run on 3 Tier 1 ADME assays [ GINKGO DATAPOINTS: ADME SERVICES] *Doran, et al., 2022 – Defining the Selectivity of Chemical Inhibitors Used for Cytochrome P450 Reaction Phenotyping: Overcoming Selectivity Limitations with a Six-Parameter Inhibition Curve-Fitting Approach U.S. FDA – Drug Development and Drug Interactions: Table of Substrates, Inhibitors and Inducers; Wang, J., Miniaturized and High-Throughput Metabolic Stability Assay Enabled by the Echo® Liquid Handler. https://datapoints.ginkgo.bio/dataset-access
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Property of Ginkgo Bioworks — 44Q2 2026 UPDATE & BUSINESS REVIEW
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Property of Ginkgo Bioworks — 45Q2 2026 UPDATE & BUSINESS REVIEW [Expected Soon] - Call us to beta test Chemical Synthesis on Nebula Synthesis Plate Based Chemistry Synthesis in well plates designed to enable robotic execution of the most commonly used medicinal chemistry reactions on liquid handlers. Purification Crude → DMSO stock Insert an image here Analytical scale purification (currently enabled for natural product workflows). System build ongoing in BW4. Inert Atmosphere MBraun Glove Box Inert atmosphere RACs enabled for PNNL microbial applications. Now want to demonstrate use for a broader chemistry scope.
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Property of Ginkgo Bioworks — 46Q2 2026 UPDATE & BUSINESS REVIEW Chemistry is a natural complement to the biological assays we’ve developed at Ginkgo Small molecules account for 65% of drug approvals, but still require significant triaging and optimization. TRADITIONAL Manual, serial synthesis WITH GINKGO AUTOMATION Automated, parallel synthesis FEEDS INTO Downstream biology ADME · In vitro Tox · Functional Assays AUTOMATE INTEGRATE Automation doesn’t just lower costs, it unlocks entirely new ways to run more productive R&D. Automated chemistry feeds automated biology → bona fide lab-in-the-loop discovery. Adaptive chemistry informed by real-time biological feedback FEEDBACK
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Property of Ginkgo Bioworks — 47Q2 2026 UPDATE & BUSINESS REVIEW https://datapoints.ginkgo.bio/
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Property of Ginkgo Bioworks — 48Q2 2026 UPDATE & BUSINESS REVIEW Buy an autonomous lab or try our lab services.
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Property of Ginkgo Bioworks — 49Q2 2026 UPDATE & BUSINESS REVIEW ____________________ Let’s grow the world we want to see jason@ginkgobioworks.com
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Property of Ginkgo Bioworks — 50Q2 2026 UPDATE & BUSINESS REVIEW Agenda Introduction Jason Kelly, Co-Founder and CEO Q2 2026 Financial Update Steve Coen, CFO Strategic Review Jason Kelly, Co-Founder and CEO Q&A Session Moderated by Daniel Marshall, Sr. Manager of Communications and Ownership
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Property of Ginkgo Bioworks — 51Q2 2025 UPDATE & BUSINESS REVIEW APPENDIX
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Property of Ginkgo Bioworks — 52Q2 2026 UPDATE & BUSINESS REVIEW 1) All periods include non-cash revenue when earned, including $7.5 million recognized in the six months ended June 30, 2025, recognized pursuant to the termination of revenue contracts with Biomedit. 2) Includes $0.4 million and $0.2 million in employer payroll taxes for the three months ended June 30, 2026 and 2025, respectively. Includes $1.3 million and $0.5 million in employer payroll taxes for the six months ended June 30, 2026 and 2025, respectively 3) Restructuring charges primarily consist of employee termination costs from the reduction-in-force commenced in June 2024 and substantially concluded by December 31, 2025. 4) Represents transaction and integration costs directly related to mergers, acquisitions and divestitures , including: (i) legal, consulting and accounting fees associated with acquisitions, (ii) post-acquisition employee retention bonuses, (iii) (gain)/loss from changes in the fair value of contingent consideration liabilities resulting from acquisitions, and (iv) securities litigation costs. Not included in this adjustment are acquired in-process research and development expenses, which totaled zero for both the three months and six months ended June 30, 2026 and 2025, respectively. Adjusted EBITDA Reconciliation (Unaudited) Three Months Ended June 30, Six Months Ended June 30, In millions of USD 2026 2025 2026 2025 Net loss from continuing operations ⁽¹⁾ $ (57.3) $ (53.2) $ (133.4) $ (136.5) Interest income, net (3.2) (6.1) (6.8) (12.2) Income tax (benefit) expense 0.1 (0.3) 0.0 (0.2) Depreciation and amortization 12.3 15.2 25.1 30.1 EBITDA $ (48.1) $ (44.3) $ (115.0) $ (118.8) Stock-based compensation ⁽²⁾ 8.0 18.8 24.7 36.5 Restructuring charges (3) 0.0 3.6 0.0 8.0 Merger and acquisition related expenses (4) 1.1 (3.6) 1.1 (4.5) Loss (gain) on investments (2.0) 0.2 (0.8) 3.9 Loss on equity method investment 4.7 0.0 4.7 0.0 Change in fair value of notes receivable 0.0 0.0 6.8 5.3 Adjusted EBITDA $ (36.3) $ (25.4) $ (78.5) $ (69.6)
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Property of Ginkgo Bioworks — 53Q2 2026 UPDATE & BUSINESS REVIEW Cash Burn Reconciliation (unaudited) (1) Cash burn is defined as change in GAAP cash, cash equivalents, and marketable securities excluding Company imposed cash restrictions, as adjusted for unrealized equity gains and losses. Cash burn excludes net proceeds from ATM sales. Three Months Ended June 30, Six Months Ended June 30, In millions of USD 2026 2025 2026 2025 Net decrease in cash, cash equivalents and restricted cash $ (17) $ (105) $ (40) $ (354) Net increase (decrease) in marketable securities (14) 66 (39) 255 Net proceeds from ATM (17) 0 (17) 0 Other adjustments 2 2 3 3 Cash Burn ⁽¹⁾ $ (45) $ (38) $ (93) $ (96)
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Property of Ginkgo Bioworks — 54Q2 2026 UPDATE & BUSINESS REVIEW Cash Burn Reconciliation (unaudited) Twelve Months Ended December 31, In millions of USD 2025 2024 Net decrease in cash, cash equivalents and restricted cash $ (393) $ (383) Net increase (decrease) in marketable securities 235 0 Net proceeds from ATM (19) 0 Restricted stock movements 6 0 Cash Burn ⁽¹⁾ $ (171) $ (383) (1) Cash burn is defined as change in GAAP cash, cash equivalents, and marketable securities excluding Company imposed cash restrictions, as adjusted for unrealized equity gains and losses. Cash burn excludes net proceeds from ATM sales.