Precigen, Inc. · NASDAQ:PGEN
Precigen — Intrexon — FY2017 Earnings Presentation
24 slides from Precigen's earnings presentation, Mar 1, 2018
Slide 1: 2017 Recap Call
2017 Recap Call March 1, 2018 Exhibit 99.2
Slide 2: Safe Harbor Statement
Safe Harbor Statement Some of the statements made in this presentation are forward-looking statements that involve a number of risks and uncertainties and are made pursuant to the Safe harbor Provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are bas
Slide 3: Intrexon's Core Expertise: Controlled Gene Expression
Intrexon’s Core Expertise: Controlled Gene Expression Microbes, Plants, Non-human Animals and Humans L. lactis Insects Methanotrophs Plants Finfish Livestock Human High Synergies within our Four Focus Areas
Slide 4: Intrexon in 2017 – A Year of Steady Progress
Intrexon in 2017 – A Year of Steady Progress Intrexon continued to focus on internal development of our products while de-emphasizing the ECC model. The move is expected to lead to significantly greater value from internally developed products. We still expect to partner many of our assets, but this
Slide 5: Cell and Gene Therapy is Now Precigen
Autoimmune Disease Heart Failure Oncology Cell and Gene Therapy is Now Precigen Precigen now houses Intrexon’s internal efforts in engineering therapeutic human cells and manages our ongoing ECCs in the cell and gene therapy space. Management team is in place with deep expertise in clinical phase de
Slide 6: POC CAR-T Cells and The New Oncology
POC CAR-T Cells and The New Oncology Non-viral construction and mIL15 allow a new business model Removed central manufacturing allows sophisticated hospitals to take control of CAR-T production and is expected to significantly reduce CAR-T COGS making combination therapies more commercially viable.
Slide 7: Precigen's Approach to Combination Therapies fits Modern Oncology
Precigen’s Approach to Combination Therapies fits Modern Oncology Therapeutic Approx. Cost > $731,000 cost of treatment CTLA4 “checkpoint” inhibitor, Yervoy® PD-1 “checkpoint” inhibitor, Opdivo® CD19 CAR-T, Kymriah® (CLT019, tisagenlecleucel) $475,000 402 studies on clinicaltrials.gov 529 studies on
Slide 8: Xogenex – Multigene Expression Solutions for Heart Failure
Xogenex – Multigene Expression Solutions for Heart Failure IND filed November 2017 and now accepted – First patient 1H18 *Xogenex LLC is a majority-owned subsidiary of Precigen; Stats: https://www.cdc.gov/heartdisease/facts.htm, Ambrosy PA et al.; J Am Coll Cardiol. 2014;63:1123–1133 Heart failure (
Slide 9: Fibroblast-based Therapies: Synthetic Biology Atop Harnessed Biology
Fibroblast-based Therapies: Synthetic Biology Atop Harnessed Biology Developing FCX-007 and FCX-013 autologous cell-based therapies in collaboration with Fibrocell Science, Inc. Each is based on delivering engineered fibroblasts overexpressing complex corrective payloads. FCX-007 targets Recessive D
Slide 10: Snapshot of Precigen's Clinical Portfolio
Infectious diseases ImmunOncology Precigen Emerging Therapies Autoimmunity Snapshot of Precigen’s Clinical Portfolio (Disclosed Candidates) Indication Gene/Cell Therapy Patient # Phase Recurrent Glioblastoma Ad-RTS-IL12 >10,000* Phase 3** Recessive Dystrophic EB FCX-007 2,500 Phase 1/2 r/r Lymphoid
Slide 11: The ActoBio Therapeutics Pipeline
Disease Tissue-Specific Delivery via L. lactis is now ActoBio Therapeutics ¹ Steidler et al., 2003. Nature Biotechnology 21: 785-789. The ActoBio Therapeutics Pipeline
Slide 12: ActoBiotics - Therapeutics Produced at Mucosal Surfaces are Active Orally
ActoBiotics® - Therapeutics Produced at Mucosal Surfaces are Active Orally proInsulin and IL10 delivered to GI surface has disease-modifying activity and the effects are additive. Ph. 1b/2a trials start in 1H18. Mouse GI activity also shown for IL10 and TNFa nanobodies. Phase I clinical data suggest
Slide 13: Updated Scorecard - Healthcare
Updated Scorecard - Healthcare Precigen and ActoBio Therapeutics organized and staffed throughout 2017. NCI CRADA to explore Sleeping Beauty technology to target tumor neoantigens. First medical center partnership deal signed for POC CD19 CAR-T. Xogenex HF IND Filed November 2017, lead hospital sele
Slide 14: Intrexon's Methane Bioconversion Platform (MBP)
Intrexon’s Methane Bioconversion Platform (MBP) Engineering Microbes for Industrial Applications
Slide 15: Methane Upgrading – A Year Effort
Methane Upgrading – A 90 Year Effort NATURAL GAS – Cheap and Available Abundant resource that is difficult to transport and unusable in many applications ? Methane Conversion Process that Makes Sense LNG Fun while it lasted! GTL LNG $/barrel (of oil equivalent) Natural gas – oil spread Natural gas:
Slide 16: Large Markets for Relatively Simple Products
Source: IHS Chemical, ICIS, Markets and Markets, MicroMarket Monitor, Grandview Research, Transparency Market Research Currently limited to $80bn by regulations, IEA World Outlook 2016 data ; IEA World Energy Outlook 2016 data ; Market size for 1-butene and isobutene, the main applications for butyl
Slide 17: Scorecard – Advancing Along a Learning Curve
Scorecard – Advancing Along a Learning Curve We have an industrial process with bench-scale fermenters operating continuously for over 1,200 hours ü Intrexon produced 2,3 Butanediol of 99%+ purity at pilot scale - test conversion to 1,3 Butadiene ongoing ü These runs allowed completion of an FEL-2 e
Slide 18: Genetic Engineering in Plants – Three Key Platforms
Genetic Engineering in Plants – Three Key Platforms Intrexon Crop Protection – Two Key Platforms Oxitec Regulatory Status Engineering Microbes, Plants and Insects
Slide 19: Genetic Engineering in Plants – Key Platforms
Genetic Engineering in Plants – Key Platforms Additional fruits & vegetables in development at Intrexon: Cherries Pears Lettuce Avocados Non-Browning Platform Botticelli Arctic® apples 2017 Planted 266,000 Trees 2018 Anticipate planting 600,000+ Trees High Throughput Plant Regeneration 19
Slide 20: Florian On-Demand Trait Expression
Florian™ “On-Demand” Trait Expression Florian™ technology is a plant-focused expansion of out gene control technology tools that has the broad potential to enable “on-demand” traits With Florian™ we have achieved proof-of-principle in planta for flowering control, crop protection, and quality traits
Slide 21: Lead Programs – Florian Application for Flowering Control
Lead Programs – Florian™ Application for Flowering Control Grower’s field Seed production field Florian™ switch based expression of a target gene that restores flowering in a non- or delayed flowering genotype Activator spray Increases in yield and quality of forage Reduced cutting saves labor costs
Slide 22: Intrexon Crop Protection – Two Key Platforms
SLI ActoBiotics™ Factory-produced insects carrying a self-limiting gene which allows: Efficient pest-seeking, by release of SLI males alone Pest reduction, as progeny of SLI males and pest females cannot survive to reproduce A visible marker gene is included for efficient pest monitoring A food-grad
Slide 23: Updated Scorecard
Updated Scorecard Third non-browning apple approved - Arctic® Fuji apple approved in the U.S. and Canada Our apple tree program gained momentum as we planted 266,000 trees Florian and Botticelli partnering talks in progress with multiple partners Four SLI-derived insects green-lighted for field tria
Slide 24: INTREXON’.
= ac INTREXON’.