Ginkgo Bioworks Holdings Inc Stock Price, News & Analysis

Ginkgo Bioworks (NYSE: DNA) has announced a strategic partnership with Inductive Bio and Tangible Scientific to revolutionize AI-driven drug discovery workflows. The collaboration integrates three key capabilities: Ginkgo Datapoints' ADME profiling, Inductive Bio's chemistry design platform, and Tangible Scientific's compound management system.

The partnership aims to streamline the drug discovery process by combining high-throughput experimental workflows, compound management, and AI models into a unified service. Located in Boston's biopharma hub, the integrated platform offers rapid ADME profiling services including microsomal stability, kinetic solubility, P450 inhibition, and permeability testing, with optional in vitro toxicity assessments.

This collaboration supports the FDA's initiatives for faster development timelines, onshored services, increased AI tool usage, and adoption of non-animal preclinical testing approaches. The services are currently available for pharmaceutical and biotech teams.

Ginkgo Bioworks (NYSE: DNA) has appointed Brian O'Sullivan as Head of Commercial for Ginkgo Automation to accelerate external growth. O'Sullivan, formerly from HighRes Biosolutions, will oversee all revenue-generating functions including sales, business development, and marketing.

The appointment comes as Ginkgo Automation expands from internal R&D support to serving external clients with its RAC (Reconfigurable Automation Cart) hardware, Catalyst scheduling software, and remote monitoring services. O'Sullivan brings extensive experience in commercial leadership, having successfully grown HighRes's operations globally and held senior positions at Agilent Technologies, Velocity11, and Beckman Coulter.

Ginkgo Bioworks (NYSE: DNA) reported Q2 2025 financial results, with total revenue of $50 million, down from $56 million year-over-year. The company's Cell Engineering revenue grew 8% to $39 million, while Biosecurity revenue declined to $10 million. The company reported a GAAP net loss of $60 million, significantly improved from a $217 million loss in the prior year.

Notably, Ginkgo achieved its $250 million annualized cost reduction target three months ahead of schedule through workforce reductions and site consolidation. The company maintains its 2025 outlook of $167-$187 million in total revenue and aims to reach Adjusted EBITDA breakeven by the end of 2026. Ginkgo also expanded its services, launching new automated ADME profiling and cell-free protein synthesis systems.

Ginkgo Bioworks (NYSE: DNA), a leader in cell programming and biosecurity, has scheduled its Q2 2025 earnings presentation for Thursday, August 7, 2025, at 5:30 p.m. ET. The company will review its business performance for the quarter ended June 30, 2025.

Investors can access the presentation and Q&A session through Ginkgo's investor relations website. Questions can be submitted in advance via X (using #GinkgoResults) or email to investors@ginkgobioworks.com.

Ginkgo Bioworks (NYSE: DNA) has secured a $4.66M contract to deploy its Reconfigurable Automation Carts (RACs) technology at the Environmental Molecular Sciences Laboratory (EMSL) at Pacific Northwest National Laboratory. The project involves constructing a fully integrated workcell with 18 different devices within a modular anaerobic chamber.

The automation platform will enable remote operation of complex anaerobic phenotyping workflows, streamlining research processes for EMSL scientists. The system features a web-based software stack with API gateway access, supporting AI-driven autonomous science capabilities. The platform is expected to be fully operational later this year, advancing research in microbial engineering and biodesign.

Ginkgo Bioworks (NYSE: DNA) has launched a new high-throughput ADME profiling service through Ginkgo Datapoints, leveraging its proprietary RAC automation technology. The service aims to accelerate small molecule drug discovery by providing cost-competitive ADME testing within the United States, matching or beating prices from international vendors, including Chinese competitors.

The service features automated workflows, rapid turnaround times, and AI-compatible datasets designed to help researchers prioritize drug candidates more efficiently. This initiative demonstrates Ginkgo's commitment to delivering affordable, high-quality services to the biopharma industry while keeping operations U.S.-based.

Ginkgo Bioworks (NYSE: DNA) announced a leadership transition as current CFO Mark Dmytruk plans to resign on May 30, 2025. Steven Coen, the company's Chief Accounting Officer, will be promoted to CFO. Coen, who joined Ginkgo in May 2023, brings over 30 years of experience in public accounting and corporate finance leadership. His previous role was Corporate VP and Controller at Charles River Laboratories, overseeing finances for a $4.0 billion revenue organization with 20,000 employees across 150 locations. The transition comes as Ginkgo works toward its goal of reaching Adjusted EBITDA breakeven by the end of 2026.

Twist Bioscience (NASDAQ: TWST) and Ginkgo Bioworks (NYSE: DNA) have revised their 2022 collaboration agreement with new terms. The updated three-year $15 million agreement maintains Ginkgo as a valued customer of Twist's DNA products with preferential pricing and no minimum purchase requirements. As part of the deal, Twist receives licenses and assignments for long DNA technology and related reagents, while Ginkgo retains rights to practice the transferred IP. The agreement involves annual prepayments from Ginkgo for Twist's DNA products.

Ginkgo Bioworks (NYSE: DNA) reported Q1 2025 financial results with total revenue of $48M, up 27% YoY, including a $7M non-cash revenue from deferred revenue release. Excluding this impact, revenue grew 8% to $41M. Cell Engineering revenue reached $31M (up 10% YoY), while Biosecurity revenue remained flat at $10M. The company reported a GAAP net loss of $(91)M, improved from $(166)M YoY, and Adjusted EBITDA of $(47)M, up from $(117)M. Cash position stands at $517M. Ginkgo updated its 2025 guidance to total revenue of $167-187M, Cell Engineering revenue of $117-137M, and Biosecurity revenue of at least $50M. The company has achieved $205M in annualized cost reductions and aims for $250M by Q3 2025.