Evogene Ltd. · NASDAQ:EVGN
Evogene — Investor Presentation (February 2021)
38 slides from Evogene's investor presentation, Feb 1, 2021
Slide 1: Investor Presentation February 2021
INVESTORpresentation February 2021 Ofer Haviv, President & CEO
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation contains "forward-looking statements" relating to future events, and we may from time to time make other statements, regarding our outlook or expectations for future financial or operating results and/or other matters regarding or affecting Evogene Ltd. or
Slide 3: Agenda
Agenda IntroductionFields of activitySummary 3 Annex I - TechnologyAnnex II - Financial Fundamentals
Slide 4: Our Vision: Decoding Biology
Our Vision 4 DECODING BIOLOGY Revolutionizing life-science product discovery & development, utilizing cutting edge computational biology technologies.
Slide 5: Life-science product discovery & development challenges
Ag-chemicalsIndustry Life-science product discovery & development challenges High cost, long time-to-market and low probability of success 5 Pharmaceutical Industry Discovery anddevelopment costsof a new cropprotection product Time to developa new cropprotection product 1995 2000 2005-8 2010-15 Numb
Slide 6: The opportunity
The opportunity Utilize comprehensive and integrated computational biology to substantially increase the probability of success, while reducing the time and cost of life-science product discovery & development. 6 HUMAN HEALTH Agriculture Other Industries
Slide 7: Introducing the CPB platform
When biology meetsdisruptive technologies;introducing– platform 7 BIG DATA BIOLOGY AI Incorporating deep scientific understandings together with big data and advanced artificial intelligence technologies (AI), seeking to successfully discover & develop novel life-science based products. – Computatio
Slide 8: Tailor-made Engines for product discovery & development
Tailor-made Engines for product discovery & development The CPB platform enhances product discovery and development through dedicated Engines for products based on three core components:MicrobesSmall molecules Genetic elements 8 MICROBES GENETIC ELEMENTS SMALL MOLECULES
Slide 9: Tailor-made Engines for product development
Tailor-made Engines for product development 9 DiscoveryComputational selection of the most promising candidates to initiate the product development process. DevelopmentComputational driven solution addressingoptimization development challenges for the selected candidates, without impairing its abili
Slide 10: AI-driven platform designed for hundreds of unique gRNAs
A first version of our artificial intelligence-driven platform was successfully designed for hundreds of unique gRNAs for 5 different genomes, applicable in pharma, agriculture and aquaculture 10 “G O-Genome AI” Unique cross genomes database - Genome-editing capabilities
Slide 11: Business Model: Product development through collaborations
11 Business Model 1 Product development through collaborationsJoint development with leading companies for defined products utilizing Evogene’s unique solution. Later-stage development and commercialization of the product will likely be done by the partner. Potential revenue for EvogeneLicensing and
Slide 12: Product development through subsidiaries
Product development through subsidiariesEstablish independent entities focusing on a defined commercial field with an exclusive license to use Evogene’s unique solutions for product development. The subsidiary may develop and commercialize products independently or through strategic collaborations.
Slide 13: Agenda
Agenda IntroductionFields of activitySummary 13 Annex I - TechnologyAnnex II - Financial Fundamentals
Slide 14: Potential fields of activity
OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS 14 Potential fields of activity
Slide 15: Current life-science based products under development
15 Current life-science based products under development OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH Ag-Biologicals MicrobiomebasedTherapeutics MICROBES Ag-Chemicals Drugs based on small molecules SMALL MOLECULES Ag-solutionsfor castoroil production Seed Traits MedicalCannabis GENETIC ELEMENTS
Slide 16: Development & commercialization through subsidiaries and collaborations
Development & commercialization through subsidiaries and collaborations 16 OTHER INDUSTRIES AGRICULTURE HUMAN HEALTH MICROBES SMALL MOLECULES GENETIC ELEMENTS Seed Traits [division] * * non-exclusive license
Slide 17: Evogene group
Evogene group *Evogene holdings in its applicable subsidiaries Other Industries 100%* Castor Oil ProductionCastor seeds &growth protocol HumanHealth Microbiome basedTherapeuticsImmuno-oncologyGI- gastrointestinal- related disordersMDRO – multi-drug resistant organisms Medical CannabisStable high yie
Slide 18: Biomica: Human microbiome therapeutics
18 Immuno-oncology program:Combination therapy for cancer with checkpoint inhibitorsPre-clinical stageAddressable market size expected by 2026* – $243BGI related disorders:Inflammatory Bowel Disorder (IBD) – pre-clinical stageIrritable Bowel Syndrome (IBS) – discovery stageAddressable market size ex
Slide 19: Example Results: Improved antitumor activity in mice
19 Example Results: Improved antitumor activity in mice following the administration of BMC128, compared to treatment with immunotherapy alone Immuno-Oncology program – BMC128 potentiate the effect of anti-PD-1 therapy (immunotherapy) in-vivo | Human Microbiome
Slide 20: Canonic: Medical Cannabis
20 MetaYield Products:Stable enhancement of total plant compounds:Increased compounds per plantIncreased compounds per areaTotal Cannabis market size expected by 2024 – $42.7B* Precise Products:Stable enhancement of specific active compounds for pain and inflammation Medical indication focusCompound
Slide 21: Example Results: Medical Cannabis
21 Example Results: Medical Cannabis aiming at high THC, high yield, big inflorescence and dense trichomes MetaYield products under development – increased compounds per area, addressing the T20/C4 (THC 16%-24% and CBD 0%-7%) market segment, which currently consists of 70% of the Israeli medical can
Slide 22: AgPlenus: Ag-Chemicals
22 Herbicides:Novel MoA (Mode-of-Action) selective/non-selective herbicidesRelevant target crops – Cereals, Rice, Corn, Soybean, Cotton, Canola, Sugar beet, Other TBDAddressable market size expected by 2022*: $34BLead stage Insecticides:Novel SoA (Site-of-Action)Addressable market size expected by 2
Slide 23: Example Results: Field test of APH1
23 Example Results: Field test of APH1 against a panel of grass and broadleaf weeds – untreated control vs APH1 Leading novel MoA herbicide candidate – displaying efficacy in eradicating multiple important weed species in field tests | Ag-Chemicals (weed)
Slide 24: Lavie Bio: Ag-Biologicals
24 | Ag-Biologicals Bio-stimulants (live microbials for yield improvement):Spring wheat – seed treatment/soil application – development stage 2Corn – seed treatment – pre-development stageAddressable market size*: corn –120M ACRES, spring wheat – 25M ACRESBio-pesticides (live microbials for pest pro
Slide 25: Ag-Biologicals example of treatment with LAV312
25 | Ag-Biologicals Example of treatment with LAV312 against Botrytis Cinerea in vines – untreated control vs treated vines Lavie Bio’s wheat field in the USA during harvest
Slide 26: Subsidiaries - expected main near-term value drivers
Subsidiaries - expected main near-term value drivers(as presented at the beginning of 2020) 2020 2021 2022 Extend pre-clinical study in immuno-oncology program Initiate first GMP production of drug candidates in immuno-oncology program Extend pre-clinical study in Inflammatory Bowel Disease (IBD) pr
Slide 27: Agenda
Agenda IntroductionFields of activitySummary 27 Annex I - TechnologyAnnex II - Financial Fundamentals
Slide 28: Summary
28 Summary Our mission-Improvement of life-science product development utilizing cutting edge computational biology technologies CPB platform - a unique technology platform stemming from the incorporation of deep scientific understandings of biology together with big-data and artificial intelligence
Slide 29: Thank You!
THANK You!
Slide 30: Annex I: Technology
Annex I: Technology evOgene DECODING BIOLOGY + 30
Slide 31: The challenge in creating life-science based products
31 Efficacy Safety Selectivity Shelf-life Other ProductLaunch Candidate Selection ProductDefinition Discovery Development The challenge in creatinglife-science based products
Slide 32: The challenge: common practice in discovery
32 Candidate Selection ProductDefinition Common practiceDiscovery – selection of product candidates mainly addressing efficacy The challenge in creatinglife-science based products Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 33: The challenge: development inefficiencies
33 Candidate Selection ProductDefinition Low probability of successLong time to marketHigh development costs Development – inefficient optimization & difficulty in addressing a single challenge without impairing others The challenge in creatinglife-science based products Efficacy Safety Selectivity
Slide 34: Evogene's AI-based solution: Discovery
Evogene’s AI-based solution:Discovery 34 Candidate Selection ProductDefinition A multi-attribute computational selection of product candidates, addressing relevant challenges using dedicated training data sets and AI. Efficacy Safety Selectivity Shelf-life Other ProductLaunch
Slide 35: Evogene's AI-based solution: Development
Evogene’s AI-based solution:Development 35 Candidate Selection ProductDefinition A multi-attribute computational analysis, addressing a specific development challenge of the selected candidate, without impairing its ability to address other product attributes. Efficacy Safety Selectivity Shelf-life
Slide 36: Evogene's AI engines provide tailor-made solutions
36 Evogene’s AI engines provide tailor-made solutions Development Computational driven solution for guiding and assessing the optimization process of the selected core component, without impairing other key product attributes. DiscoveryComputational prediction of candidates, to serve as the product’
Slide 37: Annex II: Financial Fundamentals
Annex II:Financial Fundamentals 37
Slide 38: Key Financials: Balance Sheet
Key Financials:Balance Sheet Key Points:Consolidated cash position: ~$43.5 million as of 30.09.2020No bank debtEstimated net cash usage for 2020 (without Lavie Bio):$13-$15 millionListed on TASE (2007) and NASDAQ (2013) 38 Thousands of US $ 30.09.2020 31.12.2019 Current Assets 45,392 49,027 Long-Ter