Ginkgo Bioworks Holdings Inc Stock Price, News & Analysis

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.

Phytolon and Ginkgo Bioworks (NYSE: DNA) have achieved a significant milestone in their natural food colors collaboration, nearly tripling manufacturing efficiency. The partnership, initiated in 2022, focuses on developing yeast strains to produce two natural colors: "Beetroot Red" and "Prickly Pear Yellow."

This breakthrough comes amid increasing pressure to eliminate artificial food dyes in the U.S., with FDA Commissioner Marty Makary announcing plans to remove synthetic colors from the food supply by 2026. The FDA has already banned FD&C Red No. 3 due to cancer risks.

The improved production process offers significant advantages:

• Higher production efficiency (3x increase)
• Reduced production costs
• Lower carbon footprint
• Successful coloring in multiple food categories including baked goods, snacks, dairy, and confectioneries

As part of the milestone achievement, Ginkgo will receive additional equity in Phytolon, strengthening their partnership in sustainable food coloring solutions.

Ginkgo Bioworks (NYSE: DNA), a leader in cell programming and biosecurity, has scheduled its Q1 2025 earnings presentation for Tuesday, May 6, 2025, at 5:30 p.m. ET. The company will review its business performance for the quarter ended March 31, 2025.

The presentation will be accessible through Ginkgo's investor relations website at investors.ginkgobioworks.com, with a replay option available. Stakeholders can submit questions beforehand via:

• X (formerly Twitter) using @Ginkgo and #GinkgoResults
• Email at investors@ginkgobioworks.com

Ginkgo Bioworks (NYSE: DNA) has announced a strategic partnership with Aura Genetics to deploy its Reconfigurable Automation Cart (RAC) system at Aura's new high-throughput facility in Louisville, KY. The collaboration aims to enhance Aura's direct-to-consumer testing capabilities.

The RAC system will be installed at Aura's new 22,000-square-foot facility at the UPS Healthcare Labport. With Ginkgo's automation technology and support services, Aura Genetics expects to process tens of thousands of samples daily. The agreement includes comprehensive support through joint protocol development, biovalidation, and dedicated technical assistance.

Ginkgo Bioworks (NYSE: DNA) has secured a $29 million contract from ARPA-H for a two-year program called WHEAT (Wheat-based High efficiency Enzyme and API Technology). The project, in partnership with Tritica Biosciences, US Pharmacopeia, On Demand Pharmaceuticals, and Isolere Bio by Donaldson, aims to develop a revolutionary pharmaceutical manufacturing process.

The initiative focuses on creating distributed production of biologic and small molecule active pharmaceutical ingredients (APIs) using wheat germ cell-free expression systems. This innovative approach seeks to shift API production from global supply chains to a decentralized system using Cell-Free Protein Synthesis (CFPS), potentially reshoring and stabilizing supply chains for essential medicines.

The WHEAT program will demonstrate scalable processes for CFPS-based production of complex APIs, with applications ranging from small molecule compounds to biologics like growth factors and insulin. Ginkgo will contribute its cell programming platform, utilizing machine learning and computational tools to engineer enzymes and optimize cell-free expression systems.

Ginkgo Bioworks (NYSE: DNA) reported Q4 2024 results with total revenue of $44 million, up from $35 million year-over-year. Cell Engineering revenue grew 29% to $35 million, while Biosecurity revenue reached $9 million.

The company reported a Q4 GAAP net loss of $(108) million, improved from $(212) million in the prior year. Cash position stood at $562 million as of December 31, 2024, with Q4 cash flow of $(55) million, better than Q3's $(114) million.

For full-year 2024, total revenue decreased 10% to $227 million. The company achieved $190 million in annualized cost reductions and targets $250 million by Q3 2025. 2025 Guidance: Total revenue of $160-180 million, including Cell Engineering revenue of $110-130 million and Biosecurity revenue of at least $50 million.

Ginkgo Bioworks (NYSE: DNA) has integrated the Callisto™ Sample Prep System into their routine Illumina sequencing workflow. The system, developed by Volta Labs, addresses the automation challenges in DNA clean-up processes, particularly for high-throughput labs handling thousands of samples.

The Callisto system features an App Store concept that enables access to multiple sequencing technologies and chemistries on a single platform, helping maintain low operating costs. A notable addition is the Size Selection app, which allows short-read labs using Illumina, Element Biosciences, and Ultima Genomics platforms to purify and select optimal fragment sizes for sequencing.

The system's advanced electrowetting, magnetic, and acoustic capabilities, along with its proprietary VoltaNode™ technology, enable precise liquid separation, efficient DNA elution from beads, and flexible batch processing.

Ginkgo Bioworks (NYSE: DNA) has announced a partnership with the European Health and Digital Executive Agency (HaDEA) in a consortium project worth up to €24 million over 4 years. The project, named RANGER (RApid Next Generation Sequencing for Effective Medical Response), aims to develop a rapid point-of-care diagnostic solution for respiratory viruses.

The initiative will create a device capable of identifying virtually any respiratory pathogen through metagenomic next-generation sequencing (mNGS) with a 6-hour turnaround time. The program includes an option for the European Commission to procure 200 devices at preferred pricing.

The project will be executed in three phases, involving technology development with partners Jumpcode, TGen, Bugseq, and Planet Innovation, followed by clinical trials in EU hospitals, and finally EU certification. The consortium includes partnerships with KU Leuven, Karolinska University Hospital, and Tartu University Hospital for clinical trials.