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Alias Born 03/13/2017

Re: None

Tuesday, 03/14/2017 3:30:37 AM

Tuesday, March 14, 2017 3:30:37 AM

Post# of 4221
Compering Amyris to Zymergen,Ginkgo or Twist bioscience shows little understanding in the synbio sector.

Twist bioscience is DNA supplier, it is nothing like Amyris, they don't work with yeast metabolic pathways to produce molecules, they just synthesize DNA part to long DNA chain and sell it on demand.

Zymergen is microorganism optimization company, they don't produce and have no intention to produce products, they focus on Non-natural molecules(See DARPA project, they work on 360 non-natural molecules) which is far more challenging than producing natural molecules(enzyme engineering is needed,migration of toxicity and complicated optimization).Zymergen is yet to show any microorganism producing one of those molecules.

Ginkgo is essentially like Zymergen but with a focus on natural molecules(mainly from the terpenoid family), amyris has strong technology in the field of production of those molecules(artemisinic acid,farnesene,Patchoulol,Ambroxan) so they decided to form a partnership.Ginkgo is yet to show fully optimized yeast to produce a molecule(they are close with rose fragrance)but as part of the partnership and with the technology amyris provided them(for 15M$) they should complete at least 3 products by end of 2017(the production will take place at amyris Brazilian plant).

Company which can be compared to Amyris, is the Swiss synbio company Evolva, they produce few natural molecules(steviol,Resveratrol,
Nootkatone)and work on few other molecules,their production takes place in contracted sites.

Currently there are no sybio companies with products/technology combination portfolio like the one Amyris has.

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