Mironova Labs

Q1 2026 Kickoff

March · Fairfield, NJ

Building the Foundation for Scale

~20 min presentation~20 min discussion

Context

What this meeting is about

A chance to get everyone on the same page — where we're headed, what's in the pipeline, and how we're organizing around it.

We've got a lot of volume coming in Q2 and we'll need to run multiple campaigns at once. That takes coordination.

We're growing the team and adding new product lines — good problems to have, but they need structure.

This is about alignment: shared priorities, clear roles, and fewer surprises.

Vision

Where we're going

01

Parallel production

Move from running one program at a time to multiple concurrent campaigns — without compromising purity, timelines, or documentation.

02

Multi-platform company

PGs remain our core. DMTMM and metal-organic precursors are shipping product lines. EGT + formulations expand our reach. Strem partnership brings new molecules to evaluate.

03

Systems-driven org

One connected data model from raw material to customer shipment. Compliance as a byproduct of doing the work — not extra overhead.

Q1 Theme

Parallel Execution

The ability to run multiple programs at once — reliably

Today

one run, then the next

Q2 and beyond

concurrent production, R&D, QC

Audit-ready by default
Digital batch execution
Full traceability, instantly

Priorities

What we're focused on

01
Quality System FoundationSOPs, deviation/CAPA management, change control, training compliance — the four pillars. If we can't pass an audit confidently, nothing else matters.
02
Helix — Unified OperationsOne connected data model. R&D, production, QC, procurement, CRM. End the spreadsheets and triple-entry.
03
AI AdoptionChatGPT, Claude, and Gemini — licenses available for everyone. Long-term: centralize all literature and experiments in Helix so AI can retrieve, reason over, and recommend from our own data.
04
Ingredient ConsciousnessKnow every molecule we make — why customers use it, what alternatives exist, where the market is heading.
05
Customer DiversificationReduce single-customer reliance. New channels, new segments, new use-cases. Everyone's a sensor.
06
Process StabilizationLock in reproducible conditions for every product line. Reduce batch-to-batch variability and shrink development-to-production handoff time.
07
Team Coordination & PlanningStructured scheduling across R&D, production, and QC. Clear handoffs, shared timelines, and no surprises when campaigns overlap.

Team

Who owns what

Leadership + Operations

Ted

COO

Production mgmt, operational leadership

Cliff

Facility Manager + Operator

Facility, safety, equipment, inventory

Rob

Production Operator

Batch execution, reactor operations

Luis

Facility Operations

Maintenance, cleaning, facility upkeep

All teams report to Ted

R&D + Quality

Guillermo

Director of R&D

R&D strategy, process dev, scale-up

Ray

Senior Chemist

Process development

Cristina

Analytical Chemist

QC testing, method validation, instruments

Glen+ Prod

Operator + Chemist

EGT process refinement & production

Brandon+ Prod

Operator + Chemist

Production + R&D initiatives

Glen + Brandon dual-report to Ted for production

Business & Admin

Chris

Senior Sales Specialist

Sales strategy, client relationships, revenue growth

Arju

Business Administrator

Procurement, billing, HR, QA docs

Sheri

Business Admin (Part-time)

Administrative support

Arju reports to Liam

Technology

Liam

CTO

Helix, systems, AI adoption, digital workflows

Production

Athena — 2026

Production pipeline

Six confirmed orders. Dates are commitments, not estimates.

Order 12

275g · TAFEA

Apr 6

Order 6

265g · CEA

Apr 17

Order 8

400g · CEA

May 1

Order 9

267g · CEA

Jul 1

Order 10

700g · CEA

Sep 1

Order 11

425g · CEA

Nov 1
MarAprMayJunJulAugSepOctNovDec
CEA
TAFEA
Total CEA: 2,057g across 5 orders

Pipeline + Risk

What's coming — and what it means

Additional PGS Demand (Q2)

CLO-1PE60g/mo
May (est.)Recurring — verbal commitment
BIM-1PE200–400g
May (est.)Single batch — formulation-dependent
BIM-MA100–200g
TBDAwaiting customer validation
TAFEA100–150g
TBDNew customer inquiry

All tentative — pending customer confirmation

What this means for us

April–May crunch

Orders 12, 6, 8 land within 25 days. Add CLO-1PE and BIM-1PE and that's 5 campaigns in 6 weeks.

2kg+ CEA committed

Each batch needs reactor time, QC, docs. Starting materials and solvents must be ordered now.

Everyone is in the critical path

R&D → Cliff → Cristina → Arju. A delay at any step cascades to delivery.

This is not a planning exercise — it's already happening

R&D

Research & Development

Four R&D pillars

Each pillar has a distinct strategic role. Together they build a multi-platform company.

Ergothioneine

Our highest-upside molecule. Multi-market platform across cosmetic, nutritional, and pharma.

Constraint: cost + scalable supply

Prostaglandins

Core revenue. Focus on yield improvement, purity consistency, and reducing batch-to-batch variability.

Active: 6 Athena orders in pipeline

Specialty Chemicals

DMTMM and metal-organic precursors are established product lines, now selling. Strem Chemicals distributes — and brings us new molecules to evaluate for manufacturing.

Shipping now via Strem

Formulations

EGT + Vit C synergy is established IP. Expanding into retinol stabilization, encapsulation, and delivery systems.

EGT + Vit C: proven, shipping

EGT Deep Dive

Ergothioneine — three markets

Enter through cosmetics for margin. Expand to nutritional for volume. Build toward pharma for defensibility.

Now

Cosmetic

Premium anti-aging positioning
ActiveMix™ + IntenCfy™
Luxury & clinical skincare
Purity + delivery as moat
Next

Nutritional

Supplement & functional food
Longevity ingredient demand
Cost-limited today
Fermentation needed for scale
Future

Pharmaceutical

Neuroprotection pathways
Clinical data required
Partnership-dependent
Highest long-term value

Core Business

Prostaglandins + process

Active Portfolio

TAFEA

Tafluprost EA

CLOEA

Cloprostenol EA

CLO-IPE

Cloprostenol IPE

BIM

Bimatoprost

35+ years of synthesis expertise. Reliable recurring demand from cosmetic and pharma clients. This is the engine that funds everything else.

Active Process Development

Recrystallization

Refining solvent systems and cooling profiles for higher recovery.

Purification

Crystallization-first strategies to reduce chromatography dependence.

Yield Optimization

Reaction parameter tuning across key PG intermediates to improve gram-per-batch output.

Goal: better yield, higher purity, lower cost per gram

Opportunities

What's next in R&D

Retinol Stabilizer

EGT as a protective co-ingredient. Solves the #1 anti-aging formulation challenge.

Encapsulation

Improved stability, controlled release, and enhanced skin penetration.

Microbiome

Emerging research on EGT's role in skin microbiome health and modulation.

Fermentation Supply

Partnership-based production to unlock cost-competitive EGT at volume.

Open floor

Let's talk about what matters most right now.

What feels unclear or undercooked?

Where are we most likely to get stuck in Q2?

What should we stop doing — or start doing differently?

Is anything missing from this plan?

Mironova Labs · Q1 2026 · Confidential

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