Ginkgo Bioworks (DNA)
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Why Ginkgo Bioworks Stock Is Sinking Today
The Motley Fool· 2024-03-02 01:21
Shares of Ginkgo Bioworks (DNA -10.53%) were sinking 9.5% lower as of 11:34 a.m. ET on Friday. The sell-off came after the biotechnology company announced its fourth-quarter and full-year 2023 results following the market close on Thursday.Ginkgo reported Q4 revenue of $34.8 million, down 65% year over year. This result was well below the Wall Street consensus estimate of $42.5 million.The company posted a fourth-quarter net loss of $211.7 million, or $0.11 per share. The average analyst estimate was for a ...
Ginkgo Bioworks (DNA) - 2023 Q4 - Earnings Call Transcript
2024-03-01 10:35
Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Q4 2023 Earnings Conference Call February 29, 2024 5:30 PM ET Company Participants Megan LeDuc – Manager-Investor Relations Jason Kelly – Co-Founder and Chief Executive Officer Mark Dmytruk – Chief Financial Officer Conference Call Participants Steve Mah – Cowen Tejas Savant – Morgan Stanley Mark Massaro – BTIG Matt Sykes – Goldman Sachs Derik de Bruin – Bank of America Matt Larew – William Blair Michael Freeman – Raymond James Megan LeDuc Good evening, I’m Megan Le ...
Ginkgo Bioworks Holdings, Inc. (DNA) Reports Q4 Loss, Misses Revenue Estimates
Zacks Investment Research· 2024-03-01 08:21
财务表现 - Ginkgo Bioworks Holdings, Inc. (DNA)在2023年12月的季度报告中每股亏损为$0.09,与Zacks Consensus Estimate一致,较去年同期每股亏损$0.04有所增加[1] - 公司在过去四个季度中,只有一次超过了市场预期的每股收益[2] - Ginkgo Bioworks Holdings, Inc.在2023年12月的季度营收为$34.76百万美元,较Zacks Consensus Estimate低20.81%,与去年同期的$98.29百万美元相比有所下降[3] 股价走势 - 公司股价的短期走势将主要取决于管理层在财报电话会议中的评论[4] - Ginkgo Bioworks Holdings, Inc.股价自年初以来下跌约10.1%,而标普500指数上涨了6.3%[5] 盈利预期 - 投资者关注公司的盈利前景,以了解股票未来走势[6] - 研究表明,盈利预期修订与股票短期走势之间存在强烈相关性[7] - 在财报发布前,Ginkgo Bioworks Holdings, Inc.的盈利预期修订趋势不一,目前处于Zacks Rank 3 (Hold)状态[8] - 投资者应关注未来季度和当前财年的盈利预期变化[9] 行业前景 - 行业前景对股票表现有重要影响,医疗-生物医学和遗传学行业目前处于Zacks行业排名的前35%[10]
Ginkgo Bioworks Reports Fourth Quarter and Full Year 2023 Financial Results
Prnewswire· 2024-03-01 06:01
$251 million of Total revenue in 2023 $139 million in Cell Engineering services revenue, representing 31% growth over 2022 78 new Cell Programs added in 2023, representing 32% growth over 2022 and continued penetration in biopharma Year-end cash balance of nearly $950 million provides meaningful multi-year runway as we drive towards profitability and begin recognizing benefits from improved platform efficiency BOSTON, Feb. 29, 2024 /PRNewswire/ -- Ginkgo Bioworks Holdings, Inc. (NYSE: DNA, "Ginkgo"), which ...
Ginkgo Bioworks (DNA) - 2023 Q4 - Annual Report
2024-02-29 00:00
公司使命和定位 - 公司的使命是让生物工程变得更容易[569] - 公司是细胞编程领域的领先平台,提供灵活的端到端服务,解决各种市场的挑战[570] - 公司的细胞编程平台包括两个核心资产:Foundry和Codebase[572] 平台合作项目 - Platform Ventures是Ginkgo与领先的跨国公司和金融投资者合作的新项目,包括Motif FoodWorks, Inc., Allonnia, LLC, Arcaea, LLC, Ayana Bio, LLC, Verb Biotics, LLC[586][587][588][589][592] - Motif FoodWorks, Inc.成立于2018年,主要关注合成生物学在食品行业的应用,融资额约为345.1百万美元[586] - Allonnia, LLC成立于2019年,主要关注合成生物学在废物生物修复和生物回收行业的应用,融资额约为52百万美元[587] - Arcaea, LLC成立于2021年,主要关注合成生物学在美容和个人护理产品行业的应用,融资额约为77百万美元[588] - Ayana Bio, LLC成立于2021年,主要关注设计新的生物活性化合物用于辅助医学,融资额约为30百万美元[589] - Verb Biotics, LLC成立于2021年,主要关注设计新的益生菌菌株用于人类营养、健康和健康,融资额约为30百万美元[592] 财务状况 - 2023年12月31日,Ginkgo Bioworks Holdings, Inc.的股东净亏损为8.92亿美元,较2022年的21.05亿美元有所改善[664] - 2023年12月31日,Ginkgo Bioworks Holdings, Inc.的调整后EBITDA为负3.55亿美元,较2022年的负1.73亿美元有所改善[664] - 截至2023年12月31日,公司现金及现金等价物为9.44亿美元,足以支持未来至少12个月的运营[667] 营收和费用 - Cell Engineering revenue主要包括服务费和下游价值分享支付[584] - 公司通过许可和合作协议产生细胞工程收入,客户获得专有技术和知识产权的许可权,以开发和商业化工程化生物和衍生产品[609] - 公司通过出售端到端生物监测和生物信息支持服务来产生服务收入[615] - 公司的生物安全服务收入成本包括与端到端病原体测试、测序和分析服务相关的成本[618] - 公司的研发费用主要用于发展、运营、扩展和增强Foundry和Codebase,以及开发新的产品[621] - G&A费用主要包括高管、业务发展、财务、人力资源、法律和其他公司行政职能人员的人员成本[625] - 2023年,一般和行政费用比2022年减少了10.448亿美元,主要是由于股票补偿费用减少了11.161亿美元[650] 其他风险和影响 - 公司主要面临的市场风险是利率敏感性,主要受美国利率变化影响[689] - 外汇汇率风险主要来自外国子公司财务报表的翻译,外汇翻译损益分别为4.1百万美元和-0.9百万美元[690] - 通货膨胀会增加公司的劳动力成本、实验室用品、消耗品和设备成本,但在过去两年未对业务、财务状况或运营结果产生重大影响[691]
bit.bio Announced as Inaugural Partner of Ginkgo Bioworks' New Technology Network
Businesswire· 2024-02-28 20:12
bit.bio与Ginkgo Bioworks合作 - bit.bio与Ginkgo Bioworks宣布成为Ginkgo Technology Network的首批合作伙伴[1] - bit.bio的ioCells人类细胞产品可以整合到Ginkgo的平台生态系统中[2] - bit.bio的ioCells产品组合可帮助Ginkgo的客户在研究和药物开发中获得与疾病相关的结果[3] bit.bio的技术优势 - bit.bio的opti-ox™精准细胞编程和制造技术可以将诱导多能干细胞(iPSCs)转化为任何所需的人类细胞类型[6]
Ginkgo Bioworks Provides Compensation Information Related to Recent Acquisitions
Prnewswire· 2024-02-28 20:03
Ginkgo Bioworks交易公告 - Ginkgo Bioworks宣布与Patch Biosciences, Inc.和Reverie Labs, Inc.的交易,分别批准了总值为$4,292,000和$3,530,000的限制性股票单位的授予[1] - 限制性股票单位的授予遵循Ginkgo的标准归属计划,根据不同情况,股票单位将在一年后或九个月后部分或全部解禁[2] Ginkgo Bioworks业务概述 - Ginkgo Bioworks是领先的细胞编程横向平台,提供解决各种市场挑战的灵活端到端服务,包括食品、农业、制药、工业和特种化学品等领域[3]
Ginkgo Bioworks Acquires Patch Biosciences, Expanding Suite of Genetic Medicine Capabilities Available to Customers
Prnewswire· 2024-02-28 20:02
Ginkgo Bioworks收购Patch Biosciences - Ginkgo Bioworks宣布收购Patch Biosciences,以加强基因疗法服务、细胞疗法服务和RNA治疗服务[1] Ginkgo Bioworks的研发服务 - Ginkgo Bioworks提供研发服务给客户,而非拥有产品组合或药物管道[2] Ginkgo Bioworks的合作关系 - Ginkgo Bioworks与Pfizer合作,旨在发现基于RNA的药物候选物,并与Sensible Biotechnologies合作开发体内微生物mRNA制造平台[3] - Ginkgo Bioworks宣布与Biogen成功完成制造优化计划,重新定义了基因疗法制造过程中重组腺病毒(AAV)基因载体的行业标准[4]
Ginkgo Technology Network Launches, Providing an Integrated R&D Experience with Capabilities from Over 25 Inaugural Partners
Prnewswire· 2024-02-28 20:01
The Ginkgo Technology Network brings together over 25 diverse partners across an array of capabilities including AI, genetic medicines, biologics, and manufacturing Ginkgo plans to integrate the technological capabilities of its network partners to provide customers with more robust end-to-end solutions to drive successful R&D outcomes across biological end markets Based on strong initial customer feedback, Ginkgo expects to add new partners to the network over time, expanding this integrated offering and ...
Ginkgo Biosecurity Launches Doha-Based Pathogen Monitoring Center, CUBE-D, Establishing Middle East Hub for Global Bioradar, at Qatar Free Zones
Prnewswire· 2024-02-27 22:00
The center will be a first of its-kind collection and analysis center for data gathered through Ginkgo's pathogen monitoring network DOHA, Qatar, Feb. 27, 2024 /PRNewswire/ -- Ginkgo Bioworks (NYSE: DNA), which is building the leading platform for cell programming and biosecurity, has announced today the signing of an agreement with Qatar Free Zones Authority (QFZ) and Doha Venture Capital (DVC) to build the first Center for Unified Biosecurity Excellence in Doha (CUBE-D) within Qatar Free Zones. The signin ...