BioLife Solutions (BLFS) Investor presentation summary

Strategic focus and market positioning

• Leading provider of biopreservation and cell processing tools for cell-based therapies, with products specified in over 70% of clinical trials and ~90% of FDA-approved therapies in the US.

• Executed a successful portfolio refocus, divesting non-core assets and emphasizing high-growth, high-margin consumables and processing tools.

• Maintains a significant competitive moat due to high switching costs and mission-critical product integration in therapy workflows.

• Long-term partnerships with major biopharma and clinical centers, supporting commercial scale-up and compliance.

Financial performance and outlook

• FY 2025 revenue reached $96M with a 65% gross margin and 26% adjusted EBITDA margin; organic revenue grew 29%.

• Pro forma divestitures, adjusted EBITDA for FY 2025 was $25M, with continued margin expansion into 2026.

• Net cash balance increased to $114M post-divestitures, supporting future investments and partnerships.

• Guidance for 2026 projects 17–20% revenue growth and positive GAAP net income.

Product portfolio and innovation

• Core offerings include CryoStor® and HypoThermosol® biopreservation media, hPL solutions, CellSeal® vials, Signata fill-finish systems, and ThawSTAR® thawing equipment.

• Products are used throughout the cell therapy workflow, from collection to administration, ensuring cell viability and process consistency.

• Continuous innovation and expansion into adjacent markets, including cytokines and iPSC technologies through partnerships and acquisitions.

• Increasing multi-product specification in early-stage trials positions the company for sustained growth.