Telesis Bio (DNAY) Investor presentation summary

Strategic vision and innovation

• Focus on on-demand biology to accelerate therapeutic development and transform drug discovery workflows.

• Built on a foundation of innovation in molecular biology, leveraging original IP from the J. Craig Venter Institute and a portfolio of over 330 patents.

• Leadership team comprises domain experts with backgrounds in molecular devices, synthetic genomics, and advanced biotech firms.

Gibson SOLA platform and technology

• Gibson SOLA enables overnight, high-fidelity synthesis of DNA, mRNA, and proteins, supporting rapid iteration and discovery.

• Fully enzymatic, scalable process with four reaction steps, highly amenable to automation and miniaturization.

• Comprehensive reagent and software platform supports complex designs, high throughput, and integration with AI/ML pipelines.

• Simple, reliable chemistry and reusable building blocks allow for easy integration and chip-friendly operation.

Commercialization and market approach

• Commercial deliveries of Gibson SOLA Discovery are underway, with six licensees across three categories and a strong pipeline for 2026.

• Revenue model includes durable recurring reagent revenue and licensing, with growth driven by adoption in therapeutic and diagnostic markets.

• SOLA Clinical targets precision therapeutics, enabling distributed, individualized drug manufacturing and rapid diagnostics.

• Strategic partnerships and investments are being pursued to expand distributed synthesis and capture the "last mile" to the patient.