Bayer Ag · XETR:BAYN
Bayer — Investor Day (December 2018)
23 slides from Bayer's investor day presentation, Dec 5, 2018
Slide 1: World Class Innovation Platform
World Class Innovation Platform /////////// Capital Markets Day London, December 5, 2018 Bob Reiter Head of Research & Development Crop Science Division
Slide 2: Disclaimer
Disclaimer Cautionary Statements Regarding Forward-Looking Information This presentation contains forward-looking statements. A forward-looking statement is any statement that does not relate to historical facts and events, but rather reflects Bayer’s current beliefs, expectations and assumptions re
Slide 3: Next Growth Opportunity: Convergence of Leading R&D Platforms
Next Growth Opportunity: Convergence of Leading R&D Platforms Extensive Germplasm and Biotech Foundation, Combined with Leadership in Chemistry and Biologicals and Data Science Optimization, Serves As Innovation Engine To Accelerate Benefits Across The Industry Strong discovery platform #1 database
Slide 4: Driving the Largest and Most Valuable R&D Pipeline in Ag
Driving the Largest and Most Valuable R&D Pipeline in Ag Highly Effective in Converting Investment into Meaningful Products for Farmers Newly Combined Pipeline Scale Advancements Value Unmatched in the Industry Outpacing Competitors Up to €30bn Peak Sales1 >75 projects in seed & traits, crop >70 adv
Slide 5: R&D Platforms Supplemented by 'Open Innovation' Model
R&D Platforms Supplemented by ‘Open Innovation’ Model Designed to Ensure Growers have Access to the Best that Science can Offer Internal R&D Cross-organizational innovation Venture Capital Bayer Growth Ventures Universities & Research Institutes BLSC Innovation Centers Customer- sponsored research T
Slide 6: Breeding: Constantly Optimizing Large, Diverse Germplasm Library
Breeding: Constantly Optimizing Large, Diverse Germplasm Library Continued Investment in Data Science and New Technologies are Driving Future Opportunity Advanced Breeding Data Science and Prescriptive Operations Product Performance Tailored Solutions Methods Artificial Intelligence and Logistics Va
Slide 7: Breeding: Strong Yield Performance of Recent Deployment Classes
Breeding: Strong Yield Performance of Recent Deployment Classes Technology Advancement is Making a Difference in Corn, Soybean and Cotton Products Corn Soybeans Cotton >7 bu/ac advantage1 ~2 bu/ac advantage2 81 lbs lint/ac advantage3 DEKALB outperforms competitive products Asgrow outperforms competi
Slide 8: Well Positioned to Create Value in Ag with Genome Editing
Well Positioned to Create Value in Ag with Genome Editing Tools and Capabilities Build on Existing Core Competencies to Usher in New Benefits in the Next Decade Transformative Enabling & Unlocking Editing Tools Differentiating Competencies Opportunity Numerous technology licenses and Germplasm Bring
Slide 9: Biotech: A Global Leader in Offering Farmers New Solutions
Biotech: A Global Leader in Offering Farmers New Solutions Current Commercial Biotech Trait Offerings Reach More than 350m Acres Annually Leadership Position Next Generation Biotech Solutions Using proprietary technology and extensive Bt libraries Example Soybean Herbicide Tolerance to discover more
Slide 10: Biotech: Continued Progress in Advancing Next-Gen Insect Control
Biotech: Continued Progress in Advancing Next-Gen Insect Control Near-Term Projects Refresh Insect-Control Options in Corn, Soybeans and Cotton Third-Gen, Below-Ground Second-Gen Soy Lygus and Thrips Corn Insect Control Insect Control Control in Cotton Traited Non-traited 2017 Idalia, CO Uberlandia,
Slide 11: Short Stature Corn Offers Transformational Shift in Production
Short Stature Corn Offers Transformational Shift in Production Borrows from ‘Green Revolution’ Agronomic Science Pioneered by Dr. Norman Borlaug Jerseyville, Illinois, U.S. August 2018 195 /// Bayer Capital Markets Day /// London, December 5, 2018
Slide 12: Short Stature Corn Offers Transformational Shift in Production
Short Stature Corn Offers Transformational Shift in Production Benefits Include Plant Stability, Late Season Applications of Crop Inputs and Efficient Use of Key Nutrients Reduced Crop Loss Acre Fit Enabled by improved plant stability and lodging tolerance Reduces crop loss from challenging environm
Slide 13: Enhancing Processes to Identify and Optimize Small Molecule Candidates
Enhancing Processes to Identify and Optimize Small Molecule Candidates New Safety Testing and New Screening Approaches, Combined with New Data Tools, Collectively Contribute Additions to conventional testing cascades 1 Objective 2 Find New Target-Based Screening Phenotyping Diverse development candi
Slide 14: Biologicals: Industry Leading Position
Biologicals: Industry Leading Position Broad Footprint, Unique Capabilities in Microbial Discovery, Characterization & Stabilization Leadership Position Drivers Selected Strategic Partnerships Collection of >125,000 microbial strains to leverage genetic diversity to enable Gene-editing technologies
Slide 15: Combined Scientific Expertise Unlocks New Potential
Combined Scientific Expertise Unlocks New Potential Accelerates Rate of Innovation and Allocates R&D Investment More Efficiently Our combined expertise in crop sciences will allow us to: Design complete solutions that combine traits with chemistry for control of persistent insect pests Focus researc
Slide 16: Key Takeaways
Key Takeaways Shaping Agriculture to Benefit Farmers, Consumers and our Planet 1 Leading R&D platforms and pipeline frontrunner in scale and value 2 R&D supplemented with open innovation model 3 Optimizing large and diverse germplasm library with advanced breeding technologies 4 Leader in next-gener
Slide 17: World Class Innovation Platform
World Class Innovation Platform /////////// Capital Markets Day London, December 5, 2018 Bob Reiter Head of Research & Development Crop Science Division
Slide 18: Appendix: R&D Pipeline
Appendix /////////// R&D Pipeline
Slide 19: Corn R&D Pipeline – Peak Sales Potential: €11-14bn
Corn R&D Pipeline – Peak Sales Potential: €11-14bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS DISEASE MANAGEMENT Annual germplasm upgrades Plant Health Systems Short Stature Co
Slide 20: Soybean R&D Pipeline – Peak Sales Potential: €6-7bn
Soybean R&D Pipeline – Peak Sales Potential: €6-7bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS DISEASE MANAGEMENT Annual germplasm upgrades Soy Disease Shield NEW High Yielding
Slide 21: Cereals, Oilseed Rape, Cotton, Rice R&D Pipelines – Peak Sales Potential: €4-5bn
Cereals, Oilseed Rape, Cotton, Rice R&D Pipelines – Peak Sales Potential: €4-5bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. YIELD & ABIOTIC STRESS Br PBt CP 1 2 3 4 Dev. Subm. Annual germplasm upgrades YIELD & ABIOTIC STRESS WEE
Slide 22: Horticulture R&D Pipeline – Peak Sales Potential: €3-4bn
Horticulture R&D Pipeline – Peak Sales Potential: €3-4bn R&D Target Technology Phase* Enhancement** R&D Target Technology Phase* Enhancement** Br PBt CP 1 2 3 4 Dev. Subm. Br PBt CP 1 2 3 4 Dev. Subm. Genetic Pipeline Upgrades DISEASE MANAGEMENT >146 advancements to launch Plant Health Systems Torel
Slide 23: Biologicals R&D Pipeline
Biologicals R&D Pipeline Legacy Monsanto Biologicals Projects Legacy Bayer Biologicals Projects R&D Target Crop Phase* Enhancement** R&D Target Crop Phase* Enhancement** F&V Corn Soy 1 2 3 4 Dev. Subm. F&V Corn Soy 1 2 3 4 Dev. Subm. BioAg Alliance1 YIELD & ABIOTIC STRESS YIELD & ABIOTIC STRESS Yiel