Slides
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Corporate Overview Telesis Bio | Q1 2026
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©2026 Telesis Bio Safe Harbor Statement The information contained in this presentation has been made available to you with the consent of Telesis Bio Inc. (“Telesis Bio,” the “Company,” “we” or “our”) for informational purposes only. This presentation is strictly confidential and may not be reproduced or redistributed in whole or in part nor may its contents be disclosed to any other person without our prior written permission. By viewing this presentation, you agree to keep any information (including oral information) that we provide as part of the presentation confidential and not to disclose any of the information to any other person without such permission. This presentation contains forward-looking statements. All statements contained in this presentation other than statements of historical facts, including our business strategy and plans and objectives for future operations, including our financial performance, are forward-looking statements. The words “anticipate,” “believe,” "continue," "estimate," "expect," "intend," "may," “designed to,” “will” and similar expressions are intended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. Forward-looking statements made in this presentation include statements about estimates of the synthetic biology market, market growth, and new market expansion; our future revenue, expenses, capital requirements and our needs for additional financing; our expectations regarding the rate and degree of market acceptance of our BioXp system, BioXp kits and benchtop reagents; the ability of our products to facilitate the design-build-test paradigm of synthetic biology; and the size and growth of the synthetic biology market and competitive companies and technologies and our industry, and many others. Forward-looking statements are subject to a number of risks and uncertainties and represent our views as of the date of the presentation. The future events and trends discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. We describe these and other risks and uncertainties in our filings with the Securities and Exchange Commission (“SEC”), which are available on the SEC website. You should not rely on these statements as representing our views in the future. The forward-looking statements contained in this presentation speak only as of the date of this presentations and we undertake no obligation or duty to update information contained in these forward-looking statements, whether as a result of new information, future events or otherwise. This presentation is not an offer to sell securities of Telesis Bio and it is not soliciting offers to buy securities of Telesis Bio in any jurisdiction where the offer or sale is not permitted. This presentation includes statistical and other industry and market data that we obtained from industry publications and research, surveys and studies conducted by third parties as well as our own estimates of potential market opportunities. Industry publications and third-party research, surveys and studies generally indicate that their information has been obtained from sources believed to be reliable, although they do not guarantee the accuracy or completeness of such information. We believe that these third-party sources and estimates are reliable, but have not independently verified them. Our estimates of the potential market opportunities for our products include several key assumptions based on our industry knowledge, industry publications, third-party research and other surveys, which may be based on a small sample size and may fail to accurately reflect market opportunities. While we believe that our internal assumptions are reasonable, no independent source has verified such assumptions. The industry in which we operate is subject to a high degree of uncertainty and risk due to a variety of important factors that could cause results to differ materially from those expressed in the estimates made by third parties and by us. Trademarks in this presentation are the property of their respective owners and used for informational and education purposes only. 2
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Gibson SOLA for overnight synthetic biology Unlocking the power of on-demand biology to transform therapeutic development
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©2026 Telesis Bio Leadership Team of Domain Experts 4 President & CEO Senior VP, Finance Chief Technology Officer Eric Esser Rocky McDonald Daniel Gibson Krishna Kannan VP, Product and Operations
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©2026 Telesis Bio Telesis Bio Is Built on a History of Innovation in Molecular Biology 5 330+patents in Telesis patent portfolio Digital to biological converter Digital to Biological Conversion Gibson Short Oligonucleotide Ligation Assembly (SOLA) Gibson Assembly Telesis Bio Established Original IP from JCVI
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©2026 Telesis Bio Distributed Synthesis Eliminates Constraints on Therapeutic Discovery and Development Shrink Timelines 7 Control Quality Stop worrying about variable purity and fidelity No more waiting for external supply, iterate way faster Break Free from Limits Gain the freedom to explore novel domains without the need for specialist third parties Control Your IP Keep your proprietary data to yourself, feed your own AI instead of giving it to others
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©2026 Telesis Bio DNA Synthesis Gene Assembly mRNA Cloning Protein (Expression) Gibson SOLA Gibson SOLA On-Demand Synthesis Supercharges Productivity 8 Comprehensive and flexible reagent and software solution for in-lab synthesis to accelerate discovery •Unlock the power of overnight synthesis of DNA, mRNA and protein •Extreme quality, high reliability, and fully automated on your platform of choice •Complex design options to power therapeutic discovery •Rich data stays in-house to advance AI/ML discovery pipelines
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©2026 Telesis Bio Our Gibson SOLA Reagent and Software Platform 9 Easy to scale with standard liquid handling automation Amenable to very high throughput applications Simple, reliable, and fast ligation approach enables very long constructs with extreme fidelity and purity Comprehensive and flexible software solution enables high complexity and ease of use Block approach Assembly Reagent Kits Simple and flexible chemistry for synthesis Advanced Software Algorithms that enable efficient and reliable synthesis, deployable
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©2026 Telesis Bio Gibson SOLA is a Scalable Fully Enzymatic Process 10 Pooling Stocked Source Plates Pooled Reaction Plate 100-mer subunit assembly Gene build Digestion & hybridization of building blocks Ligation Enrichment Dilution Ligate DilutionEnrich Digest 4x Hierarchical assembly in four steps Pool 100-mers Full-length Gene/Construct Intelligent Synthesis Acoustic Liquid Transfer Fixed building blocks and four reaction steps reliably produce extremely high-fidelity DNA Highly amenable to automation at any scale
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©2026 Telesis Bio How we’re delivering Gibson SOLA to the market 11 Gibson SOLA Discovery Gibson SOLA Clinical SOLA-Enabled BioXp Gibson SOLA Beckman Gibson SOLA Integrated Accelerated, SOLA-quality High-throughput (~30kb/day), turnkey > 100kb/day, integrated, custom License and implementation revenue Durable recurring reagent revenue Selected by 4 Applicants Future Development Collaboration
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©2026 Telesis Bio Commercial deliveries of Gibson SOLA Discovery Underway •Commercially ready •Fully automated and running at Telesis Bio •Six licensees across three Gibson SOLA Discovery categories •Strong pipeline coming into 2026 12 Building enthusiasm and making good progress in the early innings Gibson SOLA Discovery in 2025 25 26 27 28 Other Revenue SOLA License SOLA Recurring Strong growth and large durable recurring revenue
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©2026 Telesis Bio Gibson SOLA Clinical Enables Precision Therapeutics 13 Personalized therapies require fast and distributed manufacturing of patient-specific drugs •Large investment underway •mRNA individualized neoantigen therapies for cancer show promise •Rapid advancements in diagnostics and AI design •ARPA-H GIVE – Genetic Individualized Medicines for Everyone Individualized therapeutics are coming Distributed synthesis is required, the pieces are in place First mover owns the “last mile” to the patient •Every drug is custom, speed → outcomes Telesis Bio is investing in this vision, and seeking strategic partnerships for this effort Gibson SOLA is ideal for distributed manufacturing Diagnostics Tx Design Synthesis mRNA platform •Extreme quality cell-free enzymatic synthesis •Simple and reliable chemistry •Easily integrated into many formats •Fast, high-throughput, amenable to miniaturization •Owning this channel confers huge advantage for both therapeutics and platform licensing
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©2026 Telesis Bio SOLA is the best platform for integrated on-demand synthesis 14 Simple enzymatic process makes miniaturization feasible DL-3 PCR-4 DL-4 PCR-5 Co ll ap se pr od ucts for further pr oce ssi ng Co ll ap se pr od ucts for further pr oce ssi ng Finite, reusable parts library Reusable building blocks, simple cartridge kit All aqueous enzymology Chip friendly, No harsh chemicals Parts-based assembly Shortened cycles, fewer steps to miniaturize Simple operation Dispense->merge->split->incubate Parallelism by design Droplets enable high-density replication High-fidelity synthesis Built-in error suppression for high quality DNA Intelligent, software-driven synthesis Logic, not new chemistry, drives efficiencies Long shelf life Enzymes and oligos can be lyophilized High Quality Easy to Integrate
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©2026 Telesis Bio Innovating Solutions to Rapidly Advance Therapeutic and Diagnostic Development 15 Gibson SOLA - Groundbreaking next-gen technology Experienced team with market expertise Meeting market needs – overnight results, complexity, control Targeting high value applications Nimble company focused on efficiency and value
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Thank You 16 CONTACT Rocky McDonald, Senior VP of Finance Rocky.McDonald@telesisbio.com (619) 518-9270