Wang v. Zymergen Inc.

District Court, N.D. California·Decided August 14, 2024·No. 5:21-cv-06028·Unknown

Opinion

1 2 3 4 UNITED STATES DISTRICT COURT 5 NORTHERN DISTRICT OF CALIFORNIA 6 7 BIAO WANG, Case No. 21-cv-06028-PCP

8 Lead Plaintiff, ORDER ON MOTIONS TO DISMISS 9 v. AND REQUESTS FOR JUDICIAL NOTICE 10 ZYMERGEN INC., et al., Re: Dkt. Nos. 370, 371, 372, and 385-5 Defendants. 11

12 13 When materials manufacturing startup Zymergen Inc. went public at $31 per share in 2021, 14 it touted its “biofacturing” process that combines the “efficiency of biological processes” and 15 “technology’s ability to rapidly iterate,” which would allow Zymergen to make products “faster, 16 cheaper and more sustainably than traditional chemistry.” Zymergen’s first product, Hyaline, had 17 launched and the company claimed a “rich pipeline” of other products under development. But a 18 few months later the company revealed that “issues with its commercial product pipeline” would 19 “impact the Company’s delivery timeline and revenue projections” and that the CEO was stepping 20 down. Zymergen’s share price fell 76% the next day, to $8.25. Within a year the company was 21 acquired at less than 10% of its public offering valuation. It petitioned for bankruptcy last year. 22 This is a securities fraud case arising from Zymergen’s 2021 public offering. Lead plaintiff 23 Biao Wang, representing a putative class of people who bought the stock, claims that the 24 registration statement for Zymergen’s public offering was inaccurate and misleading. He seeks 25 damages from the company, its underwriters, and the board members and executives who signed 26 the statement. He also asserts that Zymergen’s three largest investors—SoftBank, DCVC, and 27 True Ventures—are liable as well because they controlled Zymergen and the three board members 1 Those three sets of investors, composed of management companies and individual funds, 2 now argue that the Section 15 control person claims (which were previously asserted against some 3 of the funds but dismissed with leave to amend), as well as Mr. Wang’s new respondeat superior 4 claims, are both time barred and inadequately pleaded. For the reasons that follow, DCVC’s 5 motion is granted in part and the other motions are denied in full. 6 I. Background 7 The Court accepts the following allegations from the complaint in resolving these motions. 8 Zymergen is a biotechnology company incorporated in 2013. It set out to bring together 9 computing and manufacturing to design and produce molecules, microbes, and materials for 10 industrial use. Its “biofacturing platform” used algorithms to identify gene changes that could 11 make it cheaper to produce bio-products and identify new molecules with unique properties. 12 Zymergen is headquartered in Emeryville, California. It was co-founded by Josh Hoffman, Jed 13 Dean, and Zach Serber. Mr. Hoffman was its chief executive officer and Mr. Serber its chief 14 science officer. Zymergen went public in April 2021. It sold over 18.5 million shares at $31 each. 15 Zymergen had three early investors: DCVC, True Ventures, and SoftBank. DCVC was 16 Zymergen’s initial seed investor.1 It invested around $44 million before Zymergen’s IPO and 17 received the right to appoint one of Zymergen’s board members as a condition of investment. True 18 Ventures was another seed investor.2 It invested around $75 million before the IPO and also 19 received the right to appoint a board member. SoftBank was Zymergen’s largest pre-IPO 20 investor.3 It invested around $404 million and received the right to appoint a board member and 21 the right to have that board member serve on every board committee. 22 23

24 1 Except where noted this order refers collectively to the management companies and the individual funds they managed. Defendant DCVC Management Co, LLC manages the defendant 25 funds Data Collective II, L.P. and DCVC Opportunity Fund, L.P. 26 2 Defendant True Venture Management, L.L.C. manages the defendant funds True Ventures IV, L.P.; True Ventures Select I, L.P.; True Ventures Select II, L.P.; True Ventures Select III, L.P.; 27 and True Ventures Select IV, L.P. 1 At the time of Zymergen’s public offering, these three investors were Zymergen’s three 2 largest shareholders, and the only investors entitled to appoint a board member. SoftBank owned 3 around a third of Zymergen’s shares, while DCVC and True Ventures each owned just under 10%. 4 Together, these three investors owned more than half of Zymergen’s outstanding shares before the 5 public offering, including nearly 60% of its preferred shares. 6 Zymergen’s governance documents required that the company obtain approval from at 7 least two of these three investors for most business matters, including adopting any budget or 8 business plan, hiring executives, granting stock or options, entering or exiting a line of business, or 9 incurring debt. Zymergen could not amend its governing documents or issue common stock 10 without all three investors’ consent. The three investors also entered an agreement to vote their 11 shares together on certain issues, including each firm’s board nominee. The investors required that 12 Zymergen indemnify not only their board appointees but also the firms and associated individuals 13 from certain securities claims arising from their appointees’ board service. 14 SoftBank’s investment in Zymergen was overseen by two of its managing partners, 15 Dipchand Nishar and Vikas Parekh. SoftBank appointed another of its employees, Travis 16 Murdoch, to its seat on Zymergen’s board.4 Mr. Murdoch was a junior SoftBank employee who 17 had no authority on major decisions and was not authorized to act in his capacity as a Zymergen 18 board member without approval from SoftBank. Mr. Murdoch received a salary and cash bonus as 19 well as a significant carried interest in the SoftBank fund that invested in Zymergen. The 20 complaint alleges that SoftBank controlled Mr. Murdoch through the employer relationship and 21 through Mr. Murdoch’s personal financial incentive to work in SoftBank’s interest. 22 DCVC’s investment in Zymergen was overseen by the firms’ two co-owners, Matthew 23 Ocko and Zachary Bogue, as well as its chief operating officer, Spencer Punter. DCVC appointed 24 Mr. Ocko to its board seat. The complaint alleges that DCVC controlled Mr. Ocko because Mr. 25 Ocko served as an agent of DCVC and would receive financial incentives from DCVC if its 26 Zymergen investment succeeded. 27 1 True Ventures’s investment was similarly overseen by the firm’s two co-owners, Jon 2 Callaghan and Phil Black, as well as chief financial officer Ulrike Kellmereit and chief operating 3 officer Jim Stewart. True Ventures appointed its employee Rohit Sharma to its board seat. Like 4 Mr. Murdoch, Mr. Sharma received both a salary as well as a carried interest in the True Ventures 5 funds that invested in Zymergen. Mr. Sharma reported to Mr. Callaghan, Mr. Black, Ms. 6 Kellmereit, and Mr. Stewart. He had to receive explicit authorization for major decisions. 7 In addition to Mr. Murdock, Mr. Ocko, and Mr. Sharma, the other directors on Zymergen’s 8 nine-seat board were Mr. Hoffman (the CEO), Enakshi Singh (the chief financial officer), Zach 9 Serber (the chief science officer), Jay Flatley, Christine Gorjanc, and Sandra Peterson. 10 Because Mr. Murdoch and Mr. Sharma were not authorized to make decisions without 11 instruction and approval from their employers, Zymergen directors and officers communicated 12 directly with their superiors, including Mr. Nishar at SoftBank and Mr. Stewart and Mr. Black at 13 True Ventures. Similarly, even though Mr. Ocko co-owned DCVC, Zymergen directors and 14 executives frequently communicated directly with Mr. Bogue (the other co-owner) as well. 15 The complaint asserts that serving on Zymergen’s board, controlling Zymergen, and 16 signing its registration statement fell within the scope of the respective agency relationships 17 between the VC firms and their board appointees.

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Wang v. Zymergen Inc., (N.D. Cal. 2024).

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