Company: BLLN
Filing Date: 2025-06-20
Form Type: DRS
Source: 0000950123-25-006095
Chunk: 164

Company: BillionToOne, Inc.
Filing Date: 2025-06-20
Form: DRS
Chunk 164
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 capillary electrophoresis, bringing 
 the power of quantification to previously qualitative technologies. This approach brings NGS-level precision to easy-to-deploy                                               
 technologies and enables their use as low-cost and high-throughput diagnostic tools.                                                                                         |

Beyond these patented technologies, we have developed substantial proprietary techniques and know-howthroughout our organization that are critical to our R&D and commercial success. We protect our IP through a comprehensive strategy including patents, trademarks, copyrights, trade secrets, confidentiality agreements, and other contractual protections. For further details on our IP portfolio, including issued and pending patents, see the section titled “Intellectual property”. Engineering biology approach Our focus on quantification fundamentally transforms our R&D approach. We believe, by leveraging the precise molecular measurements enabled by our smNGS platform, we significantly reduce biological and clinical risks in our diagnostic pipeline. When designing new assays, we build mechanistic models that mathematically predict clinical performance with high confidence, transforming diagnostic development from a biology-driven trial-and-errorprocess with inherent uncertainties into an engineering challenge with clear, solvable parameters. 126

We believe this engineering biology framework delivers exceptional capital efficiency. While many competitors invest
heavily in exploratory biological research with uncertain outcomes, our quantification-first approach enables us to predict diagnostic performance based on biomarker measurability rather than speculative biology. We believe this targeted strategy
accelerates time-to-market and significantly improves our success rate in developing category-defining products, creating substantial value for patients and shareholders
alike.

We have complemented these technological advantages with an innovative organizational structure inspired by Bell Laboratories. Our R&D model organizes
core scientists into focused teams reporting directly to our CEO and CTO, eliminating bureaucratic layers and accelerating decision-making. Each scientist has end-to-end
responsibility across the biochemistry and bioinformatics technology stack and is empowered to drive new products from conception through commercialization. This structure enables rapid iteration with minimal resources. We believe this combination
of technological foundation and organizational design will create compounding advantages that widen the gap between BillionToOne and our competitors over time.

Future uses of artificial intelligence

Productivity improvements

We have already begun to harness the transformative potential of AI to drive productivity improvements across our operations. For example, AI has significantly reduced
the time required on sample accessioning, reimbursement, and healthcare operations, while substantially improving software programming productivity. These early applications represent just the beginning of our AI integration strategy. We envision an
organization where AI augments virtually every functional area, creating a continuous