Arcadia Biosciences, Inc. · NASDAQ:RKDA
Arcadia Biosciences — NobleConXV, 15th Annual Investor Conference (January 2019)
19 slides from Arcadia Biosciences's conference presentation, January 2019
Slide 1: Arcadia Biosciences
Arcadia Biosciences NobleConXV – January 2019
Slide 2: Forward-looking statements
Forward-looking statements • “Safe Harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company and its products, including statements relating to components of the company’s long-term financial success; the com
Slide 3: Arcadia Biosciences is improving the nutrition and quality of food ingredients while improving crop productivity
Arcadia Biosciences is improving the nutrition and quality of food ingredients while improving crop productivity Using advanced plant Accelerating innovation Developing breeding and gene through partnerships consumer-desired editing technologies with industry leaders specialty ingredients TILLING CR
Slide 4: Consumer demands and challenges in the food supply chain create opportunities for innovation
Consumer demands and challenges in the food supply chain create opportunities for innovation Food production systems are stressed Climate and pests mount challenges One third of all crops grown for consumption become food waste Commodity prices remain low Government regulators, NGOs and cons
Slide 5: Arcadia Biosciences innovations address the challenges facing our food systems
Arcadia Biosciences innovations address the challenges facing our food systems IMPROVE REDUCE MANAGE • Shelf life • Allergenicity • Increased yield • Dietary fiber • Reduced pesticide • Calories • Nutrient profile • Herbicide tolerance • Amino acid • Added fibers and sugars • Reduced nitrogen • Plan
Slide 6: Arcadia's product portfolio addresses a large global market opportunity
Arcadia’s product portfolio addresses a large global market opportunity Health & Nutrition Crop Productivity Increasing nutrient and trait quality in crops Addressing crop productivity through intrinsic to meet consumer health demands yield and abiotic stress reduction Addressable Traits Market Size
Slide 7: Collaborating with partners for significant advantage
Collaborating with partners for significant advantage Health & Nutrition Crop Productivity Active Targets • Consumer Packaged Goods Co’s • Expanded milling/processing partner coverage in EU, Japan and Australia Strategic alliances with global players to develop and commercialize traits 01/28/19 - ©A
Slide 8: Health & nutrition business model extracts value throughout the food supply chain
Health & nutrition business model extracts value throughout the food supply chain Consumers Food Companies • Consumer product testing with 4 mid/ large food companies • Targeting 10 more companies in the next 12 months Processors • Testing with multiple millers Building partnerships across value cha
Slide 9: GoodWheat redesigns wheat as a functional food, with new value throughout the chain
GoodWheatTM redesigns wheat as a functional food, with new value throughout the chain Arcadia Wheat Portfolio GoodWheat Ardent/ Arcadia Portfolio Wheat Collaboration Resistant Reduced Future Wheat Extended Future Wheat Starch Wheat Gluten Wheat Product Shelf Life Wheat Innovations Products Products
Slide 10: GoodWheat business model presents multiple opportunities for revenue capture
GoodWheat business model presents multiple opportunities for revenue capture TRAIT SEED GRAIN INGREDIENTS FOOD GoodWheat Seed company Farmer partners GoodWheat Foods including traits sold to partners produce specialty ingredients sold to GoodWheat sold seed companies manufacture seed grain food comp
Slide 11: Arcadia's competitive advantages allow for accelerated market entry
Arcadia’s competitive advantages allow for accelerated market entry In-house trait discovery • Unique patent-protected, portfolio of traits for diverse crops • Leading TILLING researchers, unmatched in their years of experience • Proprietary TILLING libraries for key broad-acre crops, fruit & vegeta
Slide 12: Strong patent portfolio addressing a variety of trait technologies
Strong patent portfolio addressing a variety of trait technologies • Owns or exclusively controls 195 patents worldwide in Patent portfolio by technology 30 families Nitrogen Use Efficiency 2% • Issued 37 patents and filed 50 new patent applications 33% Water Use Efficiency 31% since January 2015 Sa
Slide 13: Financial highlights: Solid cash reserves and no debt
Financial highlights: Solid cash reserves and no debt September 30, 2018 Cash $ 24.6M Debt $0 Shares O/S 4.8M Warrants and options 3.4M Average burn per quarter $3.6M (prior 4 quarters) 01/28/19 - ©Arcadia Biosciences, Inc. 13
Slide 14: In 2018, we've made significant advances towards commercialization of Resistant Starch GoodWheat
In 2018, we’ve made significant advances towards commercialization of Resistant Starch GoodWheat Achieved key technical milestones • 94% amylose (vs. 25%-30% in traditional wheat) • High fiber levels that meet FDA requirements for “high in fiber” and ”good source of fiber” designations Breeding into
Slide 15: HB4 drought tolerant soybeans are advancing through field trials and regulatory progress
HB4 drought tolerant soybeans are advancing through field trials and regulatory progress • Developed through Verdeca joint venture with Bioceres • Two years of trials in commercial germplasm completed • Data shows increased yield in low yielding and drought prone areas • Approved in Argentina, submi
Slide 16: Advancing non-GM Extended Shelf Life tomatoes with partner in India
Advancing non-GM Extended Shelf Life tomatoes with partner in India • Shriram Bioseed is a private hybrid seed development company in India • Technical milestone achieved in Q3 • Results showed significant and consistent improvements in field yield and fruit quality, such as firmness, shelf life and
Slide 17: We are focused on delivering key milestones in 2019
We are focused on delivering key milestones in 2019 GoodWheat • Scale-up production of GoodWheat • Secure CPG and processor alliances for wheat ingredients • Test market GoodWheat in bread, pasta and/ or feed • Execute branding strategy HB4 Drought Tolerant Soybeans • Prepare for launch in Argentina
Slide 18: Arcadia's progress positions the launch of 3 products in 3 crops in the next 12-18 months
Arcadia’s progress positions the launch of 3 products in 3 crops in the next 12-18 months • Non-GM GoodWheat in the Americas • HB4 Drought Tolerant Soybeans in Argentina • Non-GM Extended Shelf Life Tomatoes in India (launched by Shriram Bioseed) 01/28/19 - ©Arcadia Biosciences, Inc. 18
Slide 19: Thank you!
Noble & : @Nobleconference | @channelchek channelchek Thank you!
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