Alpha Teknova, Inc.

Alpha Teknova, Inc. (Nasdaq: TKNA) is a leading producer of critical reagents for the discovery, development, and commercialization of novel therapies, vaccines, and molecular diagnostics. The company serves more than 3,000 customers spanning the life sciences market, including pharmaceutical and biotechnology companies, contract development and manufacturing organizations, in vitro diagnostics franchises, and academic and government research institutions. The company website is www.alphateknovainc.com.

Alpha Teknova operates through two primary product categories: Lab Essentials and Clinical Solutions. Lab Essentials, which contributed 76.6 percent of total revenue in 2025, comprises research-use-only catalog and custom formulations for biological research and drug discovery. Clinical Solutions, representing 18.9 percent of revenue, consists of ISO 13485:2016 certified GMP-grade custom products used in the development and production of protein therapies, gene therapies, mRNA vaccines, and diagnostic kits. The company offers three primary product types: pre-poured media plates for cell growth and cloning, liquid microbial culture media and supplements for cellular expansion, and molecular biology reagents for sample manipulation, resuspension, and purification.

The company's competitive strengths center on expertise in complex custom chemical formulation manufacturing, quality and regulatory expertise that drives deep customer relationships, and industry-leading delivery times for custom products. Approximately 79 percent of custom research-use-only products are shipped fewer than three weeks from order placement. The company achieved a 95 percent annual customer retention rate for customers purchasing more than $10,000 annually in 2025, representing approximately 85 percent of annual revenue.

Alpha Teknova operates manufacturing facilities in Hollister, California, comprising approximately 190,000 square feet across five locations, including approximately 12,500 square feet of clean room space. As of December 31, 2025, the company employed 158 full-time employees across operations, administrative functions, sales and marketing, and engineering and research and development. Approximately 24 percent of total revenue in 2025 came from cell and gene therapy customers, reflecting the company's positioning in high-growth therapeutic development markets. The company maintains approximately 95 customers actively developing cell and gene therapies, including mRNA applications.