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  "documentTitle": "Ginkgo Bioworks (DNA)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2021-10-06 00:00:00",
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  "notes": "Uses expert testimony to debunk the company's narrative of technological superiority.",
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      "text": "Given that Ginkgo is simply engineering yeast and doing so with the same third-party equipment others use, we were not surprised that former employees indicated the \"Foundry\" is nothing special: \"not unique\"; just standard small molecule screens people have done for decades; robotics are nothing innovative, just a \"schtick\" around automated liquid handlings; no unique equipment or IP; nothing \"that other companies don't have.\"",
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      "text": "Given that Ginkgo is simply engineering yeast and doing so with the same third-party equipment others use, we were not surprised that former employees indicated the \"Foundry\" is nothing special: \"not unique\"; just standard small molecule screens people have done for decades; robotics are nothing innovative, just a \"schtick\" around automated liquid handlings; no unique equipment or IP; nothing \"that other companies don't have.\"",
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      "kind": "quote",
      "text": "They use these instruments called the Echo that basically moves around very tiny volumes of material. And their whole schtick about we're three times cheaper than a human pipetting at the bench... It's just a robot, basically.",
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      "text": "On a high level, I don't think they're unique and special at all...it doesn't have any unique equipment; I don't think it has any really unique IP.",
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      "kind": "quote",
      "text": "The first thing is that they don't have any unique technology that other companies don't have... I believe that their actual revenue coming from those strains is something like $500,000 a year.",
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      "text": "The foundry itself is not unique. People for many years, whether that's Amyris or Intrexon or name your favorite pharma company, people have been doing small molecule screens and high throughput and doing similar types of work for many years.",
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      "text": "\"The foundry itself is not unique. People for many years, whether that's Amyris or Intrexon or name your favorite pharma company, people have been doing small molecule screens and high throughput and doing similar types of work for many years. And so, what they've done really well is miniaturized experimentation down to pico-liters.\" — Former director level executive. \"They use these instruments called the Echo that basically moves around very tiny volumes of material. And their whole schtick about we're three times cheaper than a human pipetting at the bench and things like that is really a function of an acoustic liquid-handling robot that transfers a very tiny amount of material from well to well and that allows them to achieve those types of numbers. It's just a robot, basically.\" — Former director level executive. \"On a high level, I don't think they're unique and special at all...it doesn't have any unique equipment; I don't think it has any really unique IP.\" — Former employee in a managerial role. \"The first thing is that they don't have any unique technology that other companies don't have. The second is that they don't have any product.\" — Former employee in a managerial role.",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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