Sam Wan

Sam Wan asked for details on the new DNA synthesis and protein solution segment, including the rough split between biopharma and synthetic genes in the fiscal 2026 guidance. He also questioned the drivers behind the combined segment's guide exceeding street expectations, specifically if it's primarily fueled by the large AI program.

Answer

Emily Leproust, CEO and Co-Founder, explained the new segment's rationale as addressing customer confusion and reflecting the practical synergies between DNA synthesis and protein solutions in a continuous workflow. She noted that the strong growth reflects the overall health of the business and the benefits of integrating these offerings, emphasizing that the growth comes from meeting customers' diverse needs across the entire discovery pipeline.

Sam Wan, on behalf of Luke Sargot, asked about the new DNA Synthesis and Protein Solution segment, specifically the rough split between Biopharma and synthetic genes in the 2026 guide. He also inquired about the drivers for the combined segment's guide coming in above street expectations, and if it was primarily driven by the large AI program.

Answer

Emily Leproust, CEO and Co-Founder, explained that the new DNA Synthesis and Protein Solution segment addresses customer confusion and reflects the integrated workflow from DNA synthesis to protein characterization. She noted the strong performance and synergies between the DNA and Protein segments, leading to growth that is not easily split but is captured by meeting customers' diverse needs across the discovery pipeline.