Biotalys Nv · EURONEXT:BTLS
Biotalys Nv — Investor Presentation (2025)
25 slides from Biotalys Nv's investor presentation, Apr 3, 2025
Slide 1: Transformative crop protection technology platform
Transformative crop protection technology platform
Slide 2: Disclaimer
Disclaimer • This presentation, including the oral presentation (together, the “Materials”) has been prepared by the management of Biotalys NV (the “Company”). The Materials must be treated confidentially and may not be distributed, passed on or otherwise disclosed. The Materials serve information p
Slide 3: Key facts
Key facts Founded in 2013 Based in Belgium, ~65 FTEs Regulatory review Building the patent as spin-off from the in the Ghent biotech and 15 PhDs1 ongoing in the US and portfolio Biotech Institute VIB cluster EU 15,4% AvH AgTech company developing novel Biotalys developed a first product, protein-bas
Slide 4: Crops are threatened by fungi and pests
Crops are threatened by fungi and pests Fungi and pests lead to significant food loss & waste1 Loss due to fungi and pests²: Corn & wheat Rice Fruit & vegetables 20% 30% up to 40% 50% more food required3 Global population growth to 10 billion in 2050, while agricultural land is decreasing Note(s): 1
Slide 5: Critical need for new crop protection tools
Critical need for new crop protection tools Combat resistance to Meet increasing demand for Offset continuous decline in traditional synthetic sustainably sourced food available active ingredients portfolio from consumers due to regulatory restrictions • 13 fungal modes of action, of which • Produce
Slide 6: CAGR of biological solutions forecasted to outpace industry
CAGR of biological solutions forecasted to outpace industry Global synthetic fungicide & insecticide market Biological segment Global synthetic Insecticide & Fungicide market is currently at ~$45B, Global biofungicide & bioinsecticide market is currently at ~$9B, projected to grow at ~3% CAGR to 203
Slide 7: AGROBODY technology to develop protein-based biocontrols
AGROBODY technology to develop protein-based biocontrols Proteins inspired by the top fragment of an antibody generated by Camelidae VHH Specific to the target insect pest or fungus Produced via fermentation at scale Antibody based technology already commercial in pharma Biodegradable, leaving no ch
Slide 8: Targeted approach to multiply and combine MoAs, leading to superior efficacy and resistance reduction
Targeted approach to multiply and combine MoAs, leading to superior efficacy and resistance reduction Identification of key antigens on Immunisation of llamas with the Creation of specific bioactives, Stacking of different MoAs the pest or disease target antigens leading to multiple MoAs into one “s
Slide 9: Benefits for biodiversity & soil
Benefits for biodiversity & soil • Risks for bees and other pollinators to be negligible due to the targeted design of the bioactives ➔ Particularly relevant as pollinators appear in the flowering phase of e.g. grapes • Biodegradability of protein-based biocontrols considered for mammals, birds, amp
Slide 10: Biotalys’ first biocontrol: EVOCA
Biotalys’ first biocontrol: EVOCA Effective rotation product, as Contact activity for preventive control of demonstrated in global field trial program3 grey mold (Botrytis cinerea) and powdery mildew New mode-of-action for resistance Supports residue reduction management: replacement of conventional
Slide 11: EVOCA performs as a competitive alternative for synthetics in field trials in grapes
EVOCA performs as a competitive alternative for synthetics in field trials in grapes Field trial program with over 600 trials across various crops and growing seasons % control of harvest bunch severity*, EVOCA matches performance of standard chemicals at flowering relative to untreated controls 202
Slide 12: EVOCA’s regulatory approval process continues to advance
EVOCA’s regulatory approval process continues to advance Regulatory packages filed in US and EU; 1st phase in EU finalized with favorable advice from NL regulator Novel nature of the technology requires in-depth review, but also sets standard for future approvals of protein-based biocontrols Ongoing
Slide 13: Innovative pipeline of biofungicides and bioinsecticides
Innovative pipeline of biofungicides and bioinsecticides Global Market Partnership Program Target Market Discovery Development Registration Size Agreement EVOCA Botrytis, powdery High-value fruits & Pilot product 1st Gen mildew vegetables EVOCA Botrytis, powdery High-value fruits & $2.4bn Next Gen m
Slide 14: First field trials with BioFun-6 show strong performance
First field trials with BioFun-6 show strong performance • Botrytis in grapes (see chart): BioFun-6 at 2/3 of the recommended EVOCA dose rate, applied in an IPM program, is a valid substitution to leading standard chemicals and EVOCA at full dose rate • Powdery mildew in cucumber: BioFun-6 at ½ dose
Slide 15: Biotalys puts everything in place to ensure strong IP protection
Biotalys puts everything in place to ensure strong IP protection 20 published patent families IP strategy AGROBODY Pipeline FoundryTM • Patents and proprietary know-how Patents & IP • AGROBODY FoundryTM platform • EVOCA in US, EU and Brazil • Products incl. a.o. AGROBODYTM biocontrol sequences • Spe
Slide 16: Production through precision fermentation – a growing space
Production through precision fermentation – a growing space • Fermentation makes use of microbial production hosts (e.g. yeast; bacteria) and is a biological process, partially based on natural ingredients such as sugars, salts, vitamins and water • Precision fermentation is a growing field with mor
Slide 17: AGROBODY platform is designed to allow for broadening scope and applicability
AGROBODY platform is designed to allow for broadening scope and applicability Use segments Crops Use segments Geographies Fungicides Fruits & Pre-harvest US Vegetables applications Post-harvest Rice EU Insecticides applications Corn South America Cereals Australia / New-Zealand AGROBODY platform sta
Slide 18: Multiple strategic options for monetization
Multiple strategic options for monetization Discussions ongoing with + several collaboration partners Deal structure customized to partner capabilities, resources and interests, resulting in either more front or back loaded deals 1 2 3 4 5 Traditional buy-sell Upfront payments Cost compensation Mile
Slide 19: Upcoming key milestones for Biotalys
Upcoming key milestones for Biotalys EVOCA AGROBODY Commercial Funding Registration Foundry Agreements • Obtain product approval for • Leverage platform to secure • Finalize last stage of • Assess additional opportunities EVOCA in the U.S. & Europe, further strategic crop development of EVOCA NG to
Slide 20: Adopting a cost-efficient, targeted R&D approach
Adopting a cost-efficient, targeted R&D approach Corporate Finance Objectives December December In € thousand 31, 2024 31, 2023 • Maximize cash inflow • Minimize cash outflow without impacting future growth Other operating income 3,183 2,611 Research and development expenses (10,959) (16,608) Qualit
Slide 21: Experienced management and board
Experienced management and board Kevin Helash Douglas Minder Carlo Boutton Kamal El Mernissi CEO CFO CSO CBDO Sophie Snijders Toon Musschoot Eva Van Hende Head of HR Head of IR & Comms Head of Regulatory & Field Development Michiel van Lookeren Simon E. Moroney Piet Bevernage Johan Cardoen Campagne
Slide 22: Human resources
Human resources staff ~65 gender balance 60/40 PhD’s 15 average age ~40y 22
Slide 23: Biotalys is an ESG driven company
Biotalys is an ESG driven company Food Loss Human Capital Offer new tools to protect our food Offer equal chances and growth KPIs : Number of new MoAs, Number of application window KPIs : Engagement, Attrition, Learning, Diversity expansion Environmental product Impact Innovation Management Reduce a
Slide 24: Investment highlights
Investment highlights High growth-market Unique technology Capital efficient Multiple roads Solid and vast with leading ROIs business model to market foundation opportunity Biotalys’ innovative Biotalys pioneers Cost-efficient R&D Regulatory processes Led by experienced platform currently cutting-ed
Slide 25: Biotalys NV
Biotalys NV Buchtenstraat 11 Phone: +32 (0)9 274 54 00 9051 Ghent, Belgium info@biotalys.com