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As someone who works in the biotech space it’s still fuzzy to me what Gingko offers. Looking at their pitch deck I see partnerships with milestone payments across multiple industries agriculture, chemicals, bio security and now pharmaceuticals.

Does Gingko have a proprietary technology to offer or are they just a centralized platform?

I did notice their latest focus is pharmaceuticals where the huge margins are, but most biotechs will treat manufacturing as a patented process. So with Gingko just take royalties? If so there are plenty of other biotechs (probably many no one has heard of) that do this very successfully.

The business model is still not clear.



I would say they’re following Zymergen’s business model… except that model turned out to be “defrauding the investors.”


Another comment referenced this article which seems to suggest the valuation is based mostly on "promise".

https://www.technologyreview.com/2021/08/24/1032308/is-ginkg...




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